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Chinese firms trail global peers on profits, but AI power boom offers bright spot: Natixis

Chinese firms trail global peers on profits, but AI power boom offers bright spot: Natixis
South China Morning Post Wednesday 30 September 2026, 05:00 UTC By Tim Yuen Lingk 1 min read
Key Points

China’s corporate sector remains considerably weaker than it was before the Covid-19 pandemic, but the country is emerging as a key beneficiary of the global artificial intelligence boom thanks to its ample power capacity, according to a Natixis survey of thousands of firms and a separate research report. Profit margins at Chinese firms had stabilised at about 4.5 per cent for the first half of 2026, but remained well below the nearly 9 per cent recorded by their global peers, according to...

China’s corporate sector remains considerably weaker than it was before the Covid-19 pandemic, but the country is emerging as a key beneficiary of the global artificial intelligence boom thanks to its ample power capacity, according to a Natixis survey of thousands of firms and a separate research report. Profit margins at Chinese firms had stabilised at about 4.5 per cent for the first half of 2026, but remained well below the nearly 9 per cent recorded by their global peers, according to the...
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Originally published by South China Morning Post Read original →

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