Economy January 30, 2026

China Posts First Drop in Fiscal Revenue Since 2020 as Property Slump and Weak Consumption Bite

Government spending edges up while non-tax receipts and land-sale income decline amid reliance on export strength

By Leila Farooq
China Posts First Drop in Fiscal Revenue Since 2020 as Property Slump and Weak Consumption Bite

China's central government recorded a 1.7% fall in fiscal revenue in 2025, the first contraction since 2020, as a prolonged property downturn and fragile domestic demand reduced receipts. Total fiscal revenue reached 21.6 trillion yuan, while public spending rose 1% to 28.7 trillion yuan. Tax receipts rose modestly, but non-tax income and land-sale revenues dropped sharply, pressuring local government finances even as the overall economy grew 5.0% on robust global demand.

Key Points

  • Fiscal revenue declined 1.7% in 2025 to 21.6 trillion yuan while expenditures rose 1% to 28.7 trillion yuan - impacts public finances and budget balances.
  • Tax revenue grew 0.8% but non-tax income dropped 11.3%; stamp taxes on securities surged 57.8% due to a stock market rally - relevant for financial markets and tax policy.
  • Land-sale receipts fell 14.7% for the fourth straight year, constraining local government funding and weighing on construction and property-linked business activity.

China's fiscal revenue contracted 1.7% in 2025 compared with the previous year, according to figures released by the finance ministry, marking the first annual decline since 2020. Total fiscal receipts came to 21.6 trillion yuan.

At a press briefing, a ministry official said public spending increased 1% to 28.7 trillion yuan in 2025, a slower rise than the 3.6% growth recorded in 2024. The slowdown in expenditure growth accompanied the drop in revenue, leaving a wider gap between government receipts and outlays.

Breaking down the 2025 revenue picture, tax revenue edged up 0.8%, while income from non-tax sources fell sharply by 11.3%. One notable bright spot was stamp tax revenue linked to securities transactions, which jumped 57.8%, supported by a rally in the stock market.

Conversely, receipts from land sales by local governments declined for the fourth consecutive year as the protracted property slump continued to erode a traditional source of local funding. Land-sale revenue fell 14.7% in 2025, an improvement in the rate of decline from the 16% drop recorded the previous year, but still a significant reduction.

Those land-related revenues have historically helped finance local economic measures and investments. The sustained fall in these receipts has strained local authorities' coffers and weighed on overall business activity, the ministry said.

For additional context on revenue trends, fiscal growth had slowed to 1.3% in 2024, and fiscal revenue earlier fell 3.9% in 2020 when the initial COVID-19 outbreak disrupted economic activity. The ministry underscored that the 2025 outcome reflected the combined drag of the property sector and weak domestic consumption.

On the broader economy, China expanded by 5.0% in 2025, meeting the government's growth target. The finance ministry noted that strong global demand for goods helped offset subdued household spending, though economists cited in the briefing warned that relying on external demand will be difficult to sustain.

In response to the fiscal picture, Chinese leaders pledged to maintain a more proactive fiscal stance this year. They said they would preserve the necessary fiscal deficit, overall debt levels and expenditure scale to support broader economic growth.

For reference, the finance ministry provided the exchange rate used in reporting: $1 = 6.9485 Chinese yuan.


Clear summary: China saw a 1.7% fall in fiscal revenue in 2025 to 21.6 trillion yuan, driven by a prolonged property slump and weak domestic demand. Expenditures rose 1% to 28.7 trillion yuan. Tax receipts rose slightly while non-tax and land-sale revenues fell, prompting officials to pledge continued proactive fiscal support despite a 5.0% GDP expansion aided by strong external demand.

Risks

  • Prolonged weakness in land-sale revenue places strain on local government budgets, risking reduced local investment and services - impacts construction, real estate and municipal finance.
  • Dependence on strong global demand to offset weak domestic consumption may be difficult to sustain, introducing uncertainty for export-reliant sectors and overall growth momentum.
  • Sharp decline in non-tax income (down 11.3%) could reduce fiscal flexibility for policymakers, complicating efforts to support growth without increasing deficits or debt levels.

More from Economy

France’s 2026 Budget Clears Parliament After Concessions, Targets 5% Deficit Feb 2, 2026 Cboe Holds Early Talks to Bring Binary Options Back to Retail Traders Feb 2, 2026 Administration to Build $12 Billion Critical Minerals Reserve to Shield U.S. Manufacturing Feb 2, 2026 Investors Pile Into Gold and Miner ETFs in January as Safety Demand Rises Feb 2, 2026 Economists Say Warsh Nomination Unlikely to Shift Fed Policy This Year Feb 2, 2026