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Month: February 2023

2023-02-282023-02-28 Yuan Talks COMMODITIES, POLICY & REGULATION

Yunnan province completed second round of aluminium production cut in six months, cumulative cut at 1.9 mln tonnes – report

china aluminium

Yunnan province, a major aluminium production hub in China, has completed the second round of production curbs on electrolytic aluminium companies in six months.

2023-02-282023-02-28 Yuan Talks POLICY & REGULATION

Beijing city to extend subsidies for new energy vehicle purchases

electric vehicles china

China’s capital city of Beijing will continue to implement the government subsidies for new energy vehicle purchases this year and specific policies will be announced later.

2023-02-282023-02-28 Yuan Talks DATA, STOCKS

Shenzhen’s second-hand home transactions in Feb hit new high since 2022

china shenzhen

Second-hand home transactions in China’s technology hub of Shenzhen reached 1,096 units in the week of Feb 20 – 27, an increase of 24.4% from the 881 units in the previous week.

2023-02-282023-02-28 Yuan Talks DATA

Global idle shipping capacity surge amid economic slowdown

shipping

Due to the global economic slowdown and rising inflation, consumer demand has weakened, and the number of ships needed for goods transportation has decreased, both in Asia, Europe and America. 

2023-02-282023-02-28 Yuan Talks COMPANY NEWS, DATA

Tesla’s sales in China rose last week, still slower than pace seen in the fourth quarter

tesla

Tesla nearly doubled weekly retail sales in the week of Feb. 20 to 10,703 vehicles versus a week prior, according to data.

2023-02-282023-02-28 Yuan Talks COMPANY NEWS

BYD’s sub-brand Denza raise prices one week after deliveries started

denza

Chinese electric vehicle maker BYD Co’s sub-brand Denza raised prices of all-electric version of only model on sale, only one week after deliveries started.

2023-02-282023-02-28 Yuan Talks MARKET, STOCKS, VIEWS & ANALYSIS

Morgan Stanley sees over 80% chance for China Telecom, China Unicom shares to rise in next 60 days

china mobile

There is more than 80% chance for China Telecom’s Hong Kong-listed share price to gain in the next 60 days, with target

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2023-02-282023-02-28 Yuan Talks COMPANY NEWS

BYD started construction of new battery plant in Wenzhou city

byd company

Chinese automaker and battery producer BYD has started construction of a new battery plant in Wenzhou, in east China’s Zhejiang province, raising

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2023-02-282023-02-28 Yuan Talks MARKET, STOCKS, VIEWS & ANALYSIS

Twenty-nine Hong Kong stocks may be added to Southbound trading of Stock Connect – research

china hong kong market

The Hang Seng Indexes Company has announced the results of the latest review on the constituent stocks of the Hang Seng Indexes.
Huatai Securities believes that 29 stocks may be added to the Southbound trading of the Mainland – Hong Kong Stock Connect schemes.

2023-02-282023-02-28 Yuan Talks STOCKS, VIEWS & ANALYSIS

Goldman Sachs slightly cut China Mobile’s target price, raised target prices for China Unicom, China Telecom

china mobile

Goldman Sachs forecast a stable revenue growth of 7% – 8% and an EBITDA uptick of 6% – 8% for China’s three major telecom operators – China Mobile, China Telecom and China Unicom

2023-02-282023-02-28 Yuan Talks MARKET, STOCKS

Hong Kong stocks closed down on Tue, property developers, automakers tumbled, telecom companies outperformed

hang seng index

The Hang Seng Index fell 0.79% to close at 19,785.9, the Hang Seng China Enterprises Index down 1.33% and the Hang Seng Tech Index sliding 1.62%.

2023-02-282023-03-01 Yuan Talks MARKET, POLICY & REGULATION, STOCKS

Hong Kong local stocks gain on removal of mask mandate from Mar 1

Hong Kong

Local cosmetics retailer Sa Sa International is leading the gains with a rise of more than 4%, followed by 3.8% gain in Bosideng International Holdings and 3% rise in Chinese Estates Holdings.
Hong Kong Chief Executive John Lee said that the mask mandate for all locations will be lifted starting from March 1.

2023-02-282023-02-28 Yuan Talks DATA

China’s passenger flight volume, passenger traffic last week reached 87%, 78% of 2019-level

Chinese airlines

China’s civil aviation market entered a stable period in the first week after the Spring Festival travel rush, with passenger traffic steady on a week-on-week basis.

2023-02-282023-03-01 Yuan Talks MARKET, STOCKS

China’s telecom equipment companies stage strong rally on government plan on digital infrastructure 

cybersecurity china

Shares of Telecom Service One Holdings surged over 12% in Hong Kong, ZTE Corporation jumping nearly 7%, while China Communication Services and Yangtze Optical Fibre and Cable up more than 2%.

2023-02-282023-03-01 Yuan Talks MARKET, POLICY & REGULATION, STOCKS

Short video companies fall after regulators vowed to step up efforts to prevent addiction among minors

short video

Chinese short video companies are falling in Hong Kong, with Bilibili down more than 3% and Kuaishou down over 1%.

2023-02-272023-03-01 Yuan Talks POLICY & REGULATION

China released guidelines for construction of “Digital China”

cybersecurity china

China released guidelines for digital development, unfolding the blueprint and timeline for construction of a”digital China”. Building a “digital China” is an

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2023-02-272023-02-28 Yuan Talks COMPANY NEWS

BYD denied reported price cut, saying its dealers’ promotion activities

byd company

Chinese automaker BYD Company said that the reported price cut in some Chinese regions are promotional activities conducted by dealers, and the carmaker itself has not considered a price cut. 

2023-02-232023-02-23 Yuan Talks COMPANY NEWS

Alibaba to merge food delivery platform Ele.me’s restaurant review service with digital mapper AutoNav – report 

ele.me

Chinese e-commerce giant Alibaba Group is planning to promote its buy-online, pick-up-in-store business through the merger of the restaurant review service under its food delivery platform Ele.me with its digital mapper AutoNavi, Chinese news outlet Yicai reported citing a source familiar with the matter.

2023-02-232023-02-23 Yuan Talks DATA

China’s wealth management products market shrank by over 2 tn yuan in Q4, 2022 

china bank loans

China’s wealth management product market shrank by over 2 trillion yuan ($290.2 billion) in the fourth quarter of 2022 as a sharp decline in Chinese bond prices led to outflows.

2023-02-222023-02-23 Yuan Talks MARKET, VIEWS & ANALYSIS

UBS remains optimistic about China’s economic outlook, prefers Chinese, EM stocks

china hong kong market

Despite the recent consolidation in China’s stock market, UBS remains optimistic about its economic outlook and maintains preference for Chinese and emerging

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2023-02-202023-02-20 Yuan Talks STOCKS

China to accelerate construction of wind and solar power bases to ramp up renewable energy generation in 2023 – national energy administration 

renewable energy

China should step up the efforts to ensure that new wind turbines and PV generators are completed and put into operation on

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2023-02-202023-02-20 Yuan Talks DATA

Overseas institutional investors of China’s interbank bonds fell to 3.28 trillion yuan in Jan – PBOC data

china bonds

Overseas institutional investors’s holdings of China’s interbank bonds stood at 3.28 trillion yuan ($477.72 billion) as of the end of January, lower

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2023-02-202023-02-21 Yuan Talks DATA

Mortgage rate for first-time home buyers in 100 major Chinese cities hit new low since 2019 – research

china housing market

The average mortgage rate for new home buyers in China’s 100 major cities hit 4.04% in February, falling by 6 basis points

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2023-02-202023-02-20 Yuan Talks COMPANY NEWS

Meituan launches recruitment in Hong Kong, food delivery service likely to be launched soon

china meituan

Chinese food delivery giant Meituan has posted job advertisement and launched the recruitment of couriers in the city, according to the company’s

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2023-02-202023-02-20 Yuan Talks COMPANY NEWS

China Commodities City launched global payment platform for Yiwu market

yiwu

Zhejiang China Commodities City Group, the e-commerce services provider to the world’s largest wholesale market for small commodities in Yiwu, introduced its

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2023-02-102023-02-22 Yuan Talks DATA, MACRO

China’s new bank loans hit new record in Jan, household lending still weak

china bank loans

China’s new bank loans hit a record high of 4.9 trillion yuan ($720.21 billion) in January, as the authority moved to shore up growth in the world’s second-biggest economy after the relaxation of Covid-19 control measures.

2023-02-102023-02-10 Yuan Talks DATA, MACRO

China’s consumer price rose at faster pace in Jan, factory-gate deflation deepens

China cpi

China’s consumer prices grew at a faster pace in January driven by surging spending on services after relaxation of Covid control measures and during the Spring Festival holidays, while factory-gate deflation deepened amid falling commodity prices.

2023-02-082023-02-22 Yuan Talks POLICY & REGULATION

China to resume dialogues with Australia to bring bilateral relations to normal track – foreign ministry

china australia

China will resume dialogues and exchanges with Australia, expand cooperation and control differences to boost mutual trust and bring the bilateral relations

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2023-02-082023-02-09 Yuan Talks DATA

China’s passenger car sales slid 37.9% on year in Jan

china cars

China’s retail sales of passenger vehicles reached 1.293 million units in January 2023, sliding 37.9% from a year earlier and down 40.4% from the month before.

2023-02-082023-02-09 Yuan Talks COMMODITIES

First shipment of Australian coking coal set to arrive in China on Wed night

china coal production

The first shipment of Australian coking coal is set to arrive at a southern Chinese port on Wednesday night following breakthrough trade talks between the two countries this week.

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MOST POPULAR

  • chinese property developers Chinese property developers rally as top homebuilders’ sales picked up in Feb
  • chinese automakers Shares of Chinese automakers slide on concerns of price war
  • china travel Many hotels near popular tourist attractions fully booked for first day of Labor Day holiday – agency
  • IC Chinese Vice Premier Liu He met IC companies, stressing mobilizing national resources for IC development
  • electric vehicles china China to introduce new policies to support NEV consumption – commerce ministry
  • lithium battery China’s average battery-grade lithium price hit new low in more than a year 
  • china telecom companies China’s telecom companies continue to rally on the country’s digital development plan
  • non-ferrous metals Non-ferrous metal companies slide in Hong Kong after Powell’s hawkish comments
  • china hong kong market UBS remains optimistic about China’s economic outlook, prefers Chinese, EM stocks
  • china australia China’s Foreign Minister Qin Gang met with Australia Foreign ministry Penny Wong
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