DATA MACRO China’s industrial production, retail sales grew at faster pace in Nov, investment remained weak amid sliding real estate investment >>>
DATA REAL ESTATE Home prices slid across China’s major cities in Nov, number of cities with falling home prices hit highest in nine years >>>
DATA MACRO China’s consumer prices fell at fastest pace in three years in Nov, factory-gate deflation deepened >>>
DATA MACRO China’s exports grew for first time in six months in Nov, exports to US showed first growth since Aug 2022 >>>
DATA REAL ESTATE Guangzhou’s second-hand home sales rose on month for 4th straight month, prices fell for 6th consecutive month >>>
DATA REAL ESTATE China’s new home inventory rose significantly in H2, lower-tier cities’ inventory hit multi-year high >>>
DATA STOCKS VIEWS & ANALYSIS Global EV battery installations surged 44% on year in Jan – Oct, Chinese battery producers’ market share rose to 63.3% – research >>>
DATA MACRO China’s service activities expanded at fastest pace in three months in Nov – private survey >>>
BONDS DATA MACRO Chinese local governments issued 9.14 tn yuan bonds in Jan – Nov, higher than full-year amount in 2022, special refinancing bonds exceeded 1.3 tn yuan >>>
COMMODITIES DATA China’s lithium carbonate futures fell below 100,000 yuan/tonne mark to hit new record low, spot price hit new low in two years >>>
DATA VIEWS & ANALYSIS China’s NEV penetration expected to reach 50% by 2025, 10 years ahead of schedule – former industry minister >>>
DATA STOCKS Chinese A-shares saw overseas outflows for 4th straight month in Nov, global fund managers further cut exposure to China stocks – Goldman Sachs >>>
DATA MACRO China’s factory activities returned to expansion in Nov, new orders grew at fastest pace in three months, showed private survey >>>
DATA MACRO China’s factory activities shrank at faster pace in Nov, services activities slipped into contraction for first time this year >>>
DATA MACRO China’s industrial profit grew for 3rd straight month in Oct, but slowed sharply from Sept >>>
DATA MACRO China’s inbound FDI fell 9.4% on year in Jan – Oct, FDI in services sector slid 15.9% – commerce ministry >>>
DATA MACRO China’s installed power capacity rose 12.6% on year, investment in power generation projects surged 43.7% >>>
COMMODITIES DATA China’s lithium carbonate futures hit new record low, spot prices fell for 22nd straight day to hit two-year low >>>
DATA VIEWS & ANALYSIS China’s passenger car demand to stay resilient next year, NEV sales expected to reach 12 mln units – CICC >>.
DATA REAL ESTATE VIEWS & ANALYSIS Average home mortgage rates in China’s major cities fell further in Nov, waiting time for loan approval hit shortest since 2019 – research >>>
BONDS DATA MACRO China’s holdings of US Treasuries hit lowest since May 2009, fell below $800 bn mark >>>
DATA REAL ESTATE China’s new home prices fell for fourth straight month in Oct, fewest cities saw second-hand home price rise since Oct 2014 >>>
DATA MACRO China’s electricity consumption, power generation grew at slower pace in Oct, coal-fired, solar power picked up >>>
COMMODITIES DATA China’s battery-grade lithium carbonate price slides for 19th straight day to hit lowest in over two years >>>