STOCKS China’s passenger car retail sales in Jul 1- 16 unchanged on year, down 4% on month – industry association >>>
MACRO POLICY & REGULATION China to step up support for private companies, facilitate private firms’ capital market financing >>>
MACRO POLICY & REGULATION China to place stabilizing growth in more prominent position, to boost growth in ten key industries – industry ministry >>>
COMPANY NEWS REAL ESTATE STOCKS China’s mainland-listed property developers saw combined market cap shrink 15% to five-year low in 2022 – research >>>
COMPANY NEWS Food delivery giant Meituan made investment in foundation model platform – registration information >>>
DATA MACRO China’s new foreign companies rose 35.7% on year in H1, inbound foreign direct investment fell 2.7% – commerce ministry >>>
DATA MACRO China’s installed power capacity by end Jun rose 10.8% on year, power generation investment surged 53.8% in first half >>>
MACRO POLICY & REGULATION China committed to carbon cut target; path, methods must be determined independently without external influence – President Xi >>>
COMMODITIES DATA China’s battery-grade lithium carbonate price fell for 6th straight day to drop below 300,000 yuan mark >>>
MACRO POLICY & REGULATION China to study measures to support NEV makers’ international expansion, to roll out policy to further optimize foreign invesetment environment – Commerce Ministry >>>
COMPANY NEWS POLICY & REGULATION US trade curbs threatens globalisation in chip industry, hurt consumer interests – China’s industry association >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS China Merchants Securities expects Tencent’s Q2 revenue to grow 14% on year, net profit to rise 31% >>>
DATA REAL ESTATE VIEWS & ANALYSIS Shanghai’s office vacancy climbed, rent fell amid surging new office supply – agencies >>>
MACRO US policy toward China requires Kissinger-style diplomatic wisdom, Nixon-style political courage, said China’s top diplomat Wang Yi >>>
COMMODITIES POLICY & REGULATION STOCKS China’s copper demand backed by property completions, EV production, etc; market price to range-bound due to ample supply – HSBC  >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs turns more conservative on China’s catering sector, cut earnings forecast >>>
POLICY & REGULATION China to boost 5G development, expand use scenarios, promote R&D of 6G technology – industry ministry >>>
DATA MACRO VIEWS & ANALYSIS China’s economy expected to grow 5% in 2023, 6.4% in 2024 – Asian Development Bank >>>
DATA Total transactions using China’s digital yuan reached 1.8 tn yuan by end of Jun – PBOC governor Yi Gang >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Possibility of national housing policy easing in China rises due to weak property sales, falling prices – JPMorgan >>>
COMMODITIES China’s gold futures hit new high as uncertainties in rate hikes in US, Europe boost gold prices >>>
COMMODITIES Gold companies trade higher driven by rising gold price after dovish commentary from European Central Bank official >>>
COMPANY NEWS DATA REAL ESTATE More state-owned property developers suffered losses in first half of year >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs reiterated Buy rating for Baidu, added it to Regional Conviction Buy list >>>