Chinas Birth Slump Signals Deepening Structural Crisis: Analysts

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A man pushes a child in a stroller along a street on the Bund in Shanghai on Jan. 19, 2026. Jade Gao/AFP via Getty ImagesChina’s plunging birth rate is increasingly being viewed by analysts as a point of no return—one that reflects not only changing social attitudes but the long-term consequences of decades of state control over family life.“The pace of the decline is striking, particularly in the absence of major shocks,” Yue Su, principal economist at the UK-based Economist Intelligence Unit, told CNBC.Rapid Demographic ContractionWhile falling birthrates are a common phenomenon in many countries, analysts say China’s trajectory stands apart in both speed and scale.

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