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 >>>
DATA MACRO REAL ESTATE China’s property sales, real estate investment fell at faster pace despite government support >>>
DATA MACRO China’s fixed-asset investment grew at slowest pace since 2021 amid slowing infrastructure investment, slumping real estate investment >>>
DATA MACRO China’s retail sales grew at fastest pace since Jun in Oct amid low base, holiday demand >>>
DATA MACRO China’s industrial production accelerated slightly in Oct, matching market expectations >>>
DATA MACRO China’s new bank loans slumped in Oct, but beat market expectations, total social financing supported by government bond sales >>>
DATA MACRO China’s consumer prices slipped back into deflation in Oct, factory-gate prices declined at faster pace >>>
BONDS DATA REAL ESTATE VIEWS & ANALYSIS Major Chinese property developers’ fundraising tumbled over 40% in Oct to hit new low since 2020 – research >>>
COMMODITIES DATA MACRO China’s crude oil imports rose 13.5% on year in Oct, natural gas imports hit lowest since Feb >>>
COMMODITIES DATA MACRO China’s iron ore imports fell on month in Oct amid low steel production, steel product exports surged >>>
DATA MACRO China’s service activity expanded at slightly faster pace in Oct, new orders rose slowest in 10 months – private survey >>>
COMMODITIES DATA China’s lithium carbonate prices slide for 10th straight day to hit new low in over two years – consultancy >>>
DATA REAL ESTATE China’s top 100 homebuilders’ land spending in Jan – Oct fell at slower pace, Oct spending surged on month – research >>>
COMMODITIES DATA China’s solar silicon prices continue to slide on worsening oversupply – industry association >>>
DATA REAL ESTATE More Chinese cities saw home price decline in Oct, 2nd-hand home prices fell at faster pace – research >>>
DATA REAL ESTATE China’s top 100 property developers saw Oct sales slide about 30% from a year earlier – research >>>
DATA MACRO China’s factory activity unexpectedly slipped into correction in Oct, new orders remained in expansion for third straight month – private survey >>>
DATA MACRO China’s factory activity slipped back into contraction in Oct, non-manufacturing activity grew at slower pace >>>
COMMODITIES DATA China’s lithium carbonate price falls for 8th straight day to hit two-year low, industry body calls declines inevitable trend >>>
DATA REAL ESTATE China’s new home prices fell at slower pace in Sept, prices in top-tier cities stopped falling, lower tier-cities saw further declines >>.
DATA MACRO China’s consumption, industrial activities picked up in Sept, investment missed expectations >>>
DATA MACRO China’s electricity consumption grew at faster pace in Sept, household power consumption returned to growth >>>