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Category: VIEWS & ANALYSIS

2021-11-252022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s lithium prices tops 200,000 yuan/tonne for first time ever boosted by strong demand for new energy vehicles

China’s lithium prices jumped above 200,000 yuan per tonne for the first time on record driven by strong demand for new energy

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2021-11-242022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

Chinese property developers’ bond issuance picked up significantly in November, nearly all issuers SOEs

china real estate sector

Chinese property developers that had struggled in a sector-wide cash crunch finally saw a pick-up in financing this month after authorities repeatedly

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2021-11-222022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s home mortgage rates in major cities fell further in November, waiting time for loan approval shortened for first time since April

China home prices

Average home mortgage rate for first-time home buyers in China’s 100 major cities declined to 5.69% in November, down by 4 basis

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2021-11-182022-01-24 Yuan Talks VIEWS & ANALYSIS

China’s infrastructure investment remains weak, analysts say full-year growth could be lower than 1%

China infrastructure investment

China’s infrastructure investment grew 1% year over year in the first ten months, slowing by 0.5 percentage points from the first three

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2021-11-172022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s new construction starts tumbled over 30% on year in October amid cash crunch in real estate sector

Chinese property developers have slashed investment amid a sector-wide cash crunch and new construction starts, a leading indicator of real estate activities,

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2021-11-092022-07-25 Yuan Talks FEATURES, POLICY & REGULATION, VIEWS & ANALYSIS

Government think tank met property developers amid cash crunch, research warns possible hard landing in real estate sector

The Development Research Center, a think tank under the State Council, China’s cabinet, held a meeting with mainland property developers and financial

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2021-11-022022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s macro leverage ratio declined further in Q3, “fast deleveraging driven by economic growth is over” – government think tank

China’s macro leverage ratio declined to 264.8% at the end of the third quarter, down 0.6 percentage points from three months earlier,

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2021-11-012022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s new home prices in major cities grew slowest since Feb 2020 in October, resale home prices fell for first time since June 2020

china real estate

China’s new home price growth cooled further in October, weighed down by weak demand in major cities amid tight regulations and credit

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2021-11-012022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s factory activity contracted for second straight month in October

China’s factory activity contracted for a second consecutive month in October amid surging raw material prices, a shortage of power supply and

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2021-10-282021-12-29 Yuan Talks VIEWS & ANALYSIS

Commodity price rises last longer than expected, China’s Q4 growth may miss expectations – PBOC advisor

Chinese economy

“We had initially thought that the long-term supply/demand fundamentals of commodities hadn’t changed much and most people believe the fast growth in

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2021-10-272021-12-29 Yuan Talks VIEWS & ANALYSIS

One third Chinese property developers could see liquidity strained – S&P Global Ratings

One third of China’s property developers could see their liquidity “acutely strained” in the worst case scenario as weaker sentiment and new regulations weigh

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2021-10-262022-07-25 Yuan Talks FEATURES, POLICY & REGULATION, VIEWS & ANALYSIS

PBOC injects 700 billion yuan via reverse repo in five days, analysts say RRR cut basically unlikely this year

Chinese central bank injected 700 billion yuan liquidity to the banking system via open market operations in five trading days. Analyst say

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2021-10-252022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China can achieve steel output cut target this year, steelmakers’ profits more than doubled in first nine months – industry body

China steel production

Chinese steelmakers’ net profit more than doubled in the first nine months of the year and the steel industry is able to

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2021-10-192022-01-04 Yuan Talks VIEWS & ANALYSIS

China no need to worry about inflation, PBOC should cut RRR in Q4 – government economist

chinese economy

China doesn’t need to worry about inflation and the central bank has room to cut banks’ reserve requirement ratio (RRR) in order

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2021-10-152022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s top five pig farmers likely lost up to nearly 20 billion yuan in Q3 due to slumping pork prices

China’s top five hog breeders likely recorded a combined net loss of nearly 20 billion yuan in the third quarter of this

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2021-10-152022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s GDP growth likely slowed further in Q3 due to energy curbs, slowing housing market, analysts say

Chinese economy

China’s economic growth likely slowed further in the third quarter of the year amid Covid-19 resurgence, energy control measures and a slowdown

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2021-10-132022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s credit growth hit slowest since 2017 in September, analysts expect pickup in Q4

china money

China’s credit growth hit the slowest pace since 2017 mainly dragged by the slowing housing market and sluggish credit demand from the

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2021-10-132022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s PPI growth likely jumped above 10% and hit new record high in September, analysts say

china industrial companies

China’s of factory-gate prices likely accelerated further in September, with Producer Price Index (PPI) likely jumping above 10 per cent to hit

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2021-10-122022-07-25 Yuan Talks FEATURES, VIEWS & ANALYSIS

China’s land sales revenue set to grow slower, adding fiscal pressure on local governments

china land market

China’s land sales revenue is expected to slow down and that will add fiscal pressure on local governments with high reliance on

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2021-10-112022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

Fundraising by property trust products in China slid 44% amid growing concerns over real estate sector

china real estate sector

Fundraising by property trust products in China tumbled more than 40 per cent in September from the previous month amid growing market

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2021-10-012022-07-25 Yuan Talks FEATURES, VIEWS & ANALYSIS

PBOC injects liquidity via reverse repo for 10 straight days, analysts see lower chance for RRR, rate cut in coming months

china pboc

Chinese central bank injected liquidity to the banking system via reverse repurchase agreements for ten consecutive days to meet cash demand prior

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2021-09-282022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

How severe is coal shortage behind China’s ongoing power crunch?

china coal production

Several regions in China are in the grip of a power crunch partly caused by short coal supplies and surging coal prices. Industry

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2021-09-282022-07-25 Yuan Talks FEATURES, POLICY & REGULATION, VIEWS & ANALYSIS

PBOC mentioned real estate market in quarterly monetary policy meeting for first time since 2009

China housing market

The People’s Bank of China (PBOC) pledged to maintain healthy development of the real estate market at a time that embattled China

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2021-09-272022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

Analysts downgrade China’s 2021 growth outlook amid energy use restrictions, power crunch

china industrial production

China’s ongoing energy use restrictions and power crunch are hurting industrial production across several regions and dragging on the country’s economic growth,

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2021-09-092022-07-25 Yuan Talks DATA, FEATURES, VIEWS & ANALYSIS

China’s coal prices remain high as power plants start restocking for winter heating season, supply remains tight

china coal production

China’s coal prices have remained high despite government measures to stabilize the market. Industry insiders expect the prices to remain elevated as

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2021-09-082021-09-21 Yuan Talks VIEWS & ANALYSIS

Chinese securities regulator flags risks of quantitative trading amid heated market debates, some funds suspend fundraising

China’s top securities regulator said the fast growing number of “quants” was a challenge to stock exchanges as Chinese investors are having

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