CONFIDENTIAL # *

Report on Developments in

Hong Kong

China Economic Relations

first quarter of 1987 -

General economic developments in China

Continuing the growth momentum built up in the

second half of 1986, China's industrial output again

recorded double-digit growth in the first quarter of

1987. At Rmb 226.7 billion (at constant 1980 prices),

industrial output in the first quarter of this year was

14.1% higher in real terms than in the same period last

year. This was only slightly below the year-on-year

growth rate of 15.9% in real terms in the fourth quarter

of 1986. To some extent, the growth rate in the first quarter of 1987 was exaggerated by the low base of comparison in the first quarter of 1986, when the value of industrial output was only 4.4% in real terms higher than

in the first quarter of 1985. Nevertheless, there are

concerns that the Chinese economy may once again become overheated, putting pressure on the bottleneck areas like energy, transport and communication, and industrial raw

materials.

2.

Within the industrial sector, light industries

grew slightly faster than heavy industries in the first quarter. On a year-on-year comparison basis, the output

value of light industries increased by 14.9% in real terms

in the first quarter of 1987, to Rmb 115.5 billion (at

constant 1980 prices), while that of heavy industries

increased by 13.3% in real terms, to Rmb 111.2 billion (at

constant 1980 prices). As regards the performance of

individual industries, the rates of increase in the output

G.F. 326

CONFIDENTIAL #

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