China is set to accelerate infrastructure investment nationwide to sustain growth and boost domestic demand, experts said. Infrastructure investment will play a key role amid external uncertainties and weaker exports.
Wang Qing, chief macro analyst at Golden Credit Rating, said the investment will likely speed up in the rest of 2025. He noted that tariff pressures and declining overseas demand could lower exports in the fourth quarter.
The government launched a 500 billion yuan ($70.2 billion) policy-based financial tool in late September to support infrastructure investment. State-owned builders are now focusing on critical transportation and economic projects.
For example, Fuzhou in Jiangxi province completed the Dongxiang-Linchuan Ring Expressway. China Railway 24th Bureau Group, part of China Railway Construction Corporation, opened the 40.76-kilometer route on October 16. The expressway connects Dongxiang district, Jinxi county, and Donglin district to the national network. It has a design speed of 100 kilometers per hour and is expected to enhance regional integration.
The National Bureau of Statistics reported that infrastructure investment grew 1.1 percent year-on-year in the first three quarters of 2025. Private investment rose 7 percent, accounting for 20 percent of total infrastructure investment, up 1.1 percentage points from last year.
Analysts said accelerating the investment will stabilize the economy while promoting long-term development. Local governments and state builders focus on projects that improve connectivity and regional growth.
Officials will continue monitoring trends to keep momentum and support macroeconomic stability. They aim to use public-private cooperation, regulatory support, and financial tools to maintain steady investment.
China’s emphasis on infrastructure investment signals its determination to safeguard growth and domestic demand despite external economic pressures.
