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Month: January 2023

2023-01-312023-02-01 Yuan Talks DATA, MACRO MACRO

China’s economic activities returned to expansion in Jan after zero-Covid measures lifted

chinese manufacturing

China’s economic activity returned to expansion in January as the impact of COVID-19 outbreaks eased rapidly after the world’s second largest economy dropped its zero-Covid policy.

2023-01-312023-02-01 Yuan Talks DATA, MACRO MACRO

China’s industrial profit fell 4% in 2022, manufacturing sector’s profit slid 13.4%

china industrial production

Chinese industrial companies’ profit dropped by 4% to 8.4 trillion yuan ($1.2 trillion) in 2022, expanding from the 3.6% fall in the first 11 months of 2022, according to data released by the National Bureau of Statistics (NBS) on Tuesday.

2023-01-312023-02-06 Yuan Talks VIEWS & ANALYSIS REAL ESTATE

China’s residential property sales to drop 10% in 2023, housing demand to shrink to 928 mln sqm in 2030 – research

China housing market

China’s residential property sales by floor area are expected to decline by about 10% in 2023, with sales to drop about 20%

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2023-01-312023-01-31 Yuan Talks DATA, MACRO MACRO

China’s fiscal revenue rose 0.6% in 2022, tax revenue declined 3.5%

China fiscal

China’s fiscal revenue reached 20.37 trillion yuan in 2022, rising by 0.6% from the previous year, according to data released by the Ministry of Finance on Monday.

2023-01-302023-01-30 Yuan Talks COMPANY NEWS, DATA

China’s three largest airlines likely lost over 100 bn yuan in 2022, expanding 152% from previous year

chinese airlines

China three largest state-owned airlines are expected to have lost combined 103.3 billion yuan in 2022, expanding by 152% from that in the previous year.

2023-01-302023-01-30 Yuan Talks STOCKS, VIEWS & ANALYSIS

Goldman Sachs upgraded China stock targets for a third time in over two months

china hong kong market

Goldman raised its year-end target for the MSCI China Index to 85 from 80, implying a 13% upside from the current level.

2023-01-302023-01-30 Yuan Talks DATA

China’s air transport turnover in 2022 below 40% of pre-pandemic level, air passenger traffic hit lowest since 2012

Chinese airlines

China’s civil aviation industry’s transport turnover reached 59.93 billion tons-kilometers in 2022, air passenger traffic reached 250 million and cargo throughput reached

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2023-01-302023-01-30 Yuan Talks COMPANY NEWS, MARKET

CATL shares hit highest in five months on new investment projects

catl

China’s electric vehicle battery giant CATL opened over 6% higher at 479.37 yuan, hitting the highest in nearly five months, before paring gains to 5.3%.

2023-01-302023-01-30 Yuan Talks DATA

China’s 2022 smartphone sales fell by most in a decade

china smartphone

China’s smartphone sales fell 13% in 2022 to 286 million units, the steepest plunge in a decade as consumers spent cautiously, market research firm IDC said in a report.

2023-01-302023-01-30 Yuan Talks POLICY & REGULATION

PBOC to roll over three relending tools to support carbon reduction, green development

china pboc

The People’s Bank of China (PBOC) said on Sunday that it will roll over three lending tools as part of efforts to guide financial institutions to beef up support for green development and other areas, said the central bank on Sunday.

2023-01-302023-01-30 Yuan Talks MACRO, POLICY & REGULATION, STOCKS

Shanghai to extend NEV purchase subsidies, to provide subsidies for green, smart home appliance buying

china new energy vehicles

China’s financial hub of Shanghai will extend the subsidies for purchases of new energy vehicles (NEVs) in a move to promote car consumption, according to an action plan to stabilize economic growth released by the municipal government on Sunday.

2023-01-292023-01-30 Yuan Talks DATA, MACRO MACRO

Hong Kong’s exports tumbled by most since 1950s, imports hit weakest since global financial crisis

hong kong

Hong Kong’s exports plunged by 28.9% in December from a year earlier, according to data released by the Census and Statistics Department, marking the steepest drop since the 1950s, extending an eight-month streak of declines.

2023-01-212023-01-26 Yuan Talks STOCKS

China reopening spurs record inflows into emerging market funds -BofA

china hong kong market

Investors poured a record $12.7 billion into emerging-market debt and equity funds in the week to Wednesday, in response to China’s easing

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2023-01-212023-01-21 Yuan Talks DATA

China’s smartphone sales plunged 19% in 2022, falling below 300 mln units for first time in eight years

china smartphone

China’s mobile phone sales reached 255 million units in 2022, plunging 19% from the previous year and falling below 300 million units for the first time since 2015, , according to a report by Chinese flat panel display and semiconductor research firm CINNO Research.

2023-01-202023-01-26 Yuan Talks POLICY & REGULATION

Talks between Liu He, Janet Yellen would have lasted longer if US officials hadn’t needed to catch flight – state media

China US

Talks between Chinese Vice Premier Liu He and US Treasury Secretary Janet Yellen in Zurich this week would have lasted longer if

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2023-01-202023-01-26 Yuan Talks MARKET, STOCKS

Hong Kong stocks hit in six months on last trading day before Spring Festival holidays

china hong kong market

The Hang Seng Index gained 1.82% close at 22,044, hitting the highest since July 5, 2022. The Hang Seng China Enterprises Index

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2023-01-202023-01-26 Yuan Talks DATA, STOCKS

Overseas investors’ weekly net buying of A-shares hit second-highest on record

Overseas investors bought a net 9.256 billion yuan of Chinese A-shares via the Mainland – Hong Kong Stock Connect on Friday, marking

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2023-01-202023-01-26 Yuan Talks STOCKS

Cathay Pacific forecast fiscal 2022 loss of HK$6.4 bn – HK$7 bn, highlighted upbeat outlook

cathay pacific airways

Cathay Pacific Airways forecast a fiscal 2022 loss between HK$6.40 billion ($817.18 million) and HK$7.00 billion, but highlighted an upbeat outlook after

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2023-01-202023-01-26 Yuan Talks POLICY & REGULATION

Australia, China secure new trade talks, official mentions encouraging signs 

china australia

Australian assistant Trade Minister Tim Ayres and China’s Vice Minister of Commerce Wang Shouwen met on the sidelines of the World Economic

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2023-01-202023-01-26 Yuan Talks COMMODITIES

China’s coal imports from Russia surged 20% in 2022 amid steep discounts

china coal

China’s coal imports from Russia fell in December amid logistics issues and weaker demand amid COVID outbreaks. Some 6.89 million tonnes of

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2023-01-202023-01-26 Yuan Talks COMMODITIES, DATA OIL & GAS

Saudi Arabia remained China’s top oil suppliers in 2022, followed by Russia

china crude oil

Saudi Arabia remained the top oil suppliers to China followed by Russia, as Chinese refiners snapped up low-cost Russian supplies while Western

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2023-01-202023-01-26 Yuan Talks COMPANY NEWS, STOCKS, VIEWS & ANALYSIS

Morgan Stanley keeps Tencent at Overweight, with target price at HK$420

Tencent

Tencent Holdings’ fourth-quarter revenue was expected to grow by 1% year over year, fueled mainly by the recovery of international game business

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2023-01-202023-01-26 Yuan Talks COMMODITIES

China’s coal imports from Russia surged 20% in 2022 amid steep discounts

china coal production

China’s coal imports from Russia fell in December amid logistics issues and weaker demand amid COVID outbreaks. Some 6.89 million tonnes of

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2023-01-202023-01-26 Yuan Talks COMPANY NEWS, STOCKS, VIEWS & ANALYSIS

Goldman Sachs raised target price of China Mobile to HK$64 from HK$58.9, rating kept at Neutral

china mobile

China Mobile should continue to lead the 5G/ mobile segment, while it’s expected to catch up to China Telecom in terms of cloud

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2023-01-202023-01-26 Yuan Talks POLICY & REGULATION, STOCKS

Mainland, Hong Kong exchanges propose to further expand Stock Connect schemes, China said to roll out Swap Connect scheme with Hong Kong by end of Mar

Hong Kong stock exchange

The Shanghai Stock Exchange and the Shenzhen Stock Exchange issued proposals to include the stocks of companies with a differential voting rights

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2023-01-202023-01-26 Yuan Talks STOCKS

China approved plans to establish China-Indonesia, China-Philippines demonstration parks in Fujian province

China’s State Council, the cabinet, approved plans to establish China-Indonesia and China-Philippines demonstration parks for economic and trade innovation and development in

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2023-01-192023-01-26 Yuan Talks STOCKS

China’s installed wind, solar capacity above 700 mln kWh by end of 2022 – official

renewable energy

China’s installed capacity of wind and solar power exceeded 700 million kWh by the end of 2022, ranking the top globally, said

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2023-01-172023-01-17 Yuan Talks DATA REAL ESTATE

China’s 2022 real estate investment fell for first time on record, home sales tumbled over 20% to hit six-year low

china real estate market

China’s real estate market remained sluggish across the year of 2022, with home sales sliding more than 20% to hit the lowest in six years and real estate investment posting the first annual drop on record.

2023-01-172023-01-17 Yuan Talks DATA, MACRO MACRO

China’s GDP grew 3% in 2022, Q4 growth hit 2.9%, both beat expectations

china economy

China’s GDP growth for 2022 hit one of the lowest levels in nearly half a century as the world’s second largest economy

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2023-01-142023-01-14 Yuan Talks COMMODITIES, DATA OIL & GAS

China’s oil, gas imports declined in 2022, import prices surged over 40%

china crude oil

China’s total crude oil and natural gas imports fell 2.6% in 2022 from the previous year, while the average import price jumped by more than 40% after the Russia-Ukraine tensions drove up international energy prices.

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