The Power Generation in China still grows at a staggering pace. Note that it took UK 150 years to reach 85 Gigawatt per year.
英国用了150年才达到每年发电85兆瓦，中国现在每年都超过80兆瓦。
Archive for category Commodity China (商品风暴)
China’s heavy investment in infrastructures, such as Highway, Railway, and Metro (Urban Public Transit) continues.
中国的基础设施建设方兴未艾，继续高速发展.
China is now way ahead in terms of world’s shipping volume. In 2010, among the world’s largest 10 container ports, 6 are out of China. Shanghai now is the World’s biggest container port, handling more containers per year than Singapore or Hong Kong. Another fact worth noting is that 9 out of world’s 10 busiest container ports are all in Asia – tells something about where the future is?
在2010年世界十大集装箱港口排名中，中国有6个港口入围。如果算上其他亚洲港口，世界上最忙的10个港口有9个在亚洲。看来金融危机对欧美经济的打击确实不小。
China’s GDP growth is heavily dependent on the use of Steel, which has been growing steadily in the past 20 years. Such a fact showed how reliant China’s growth is on infrastructure building and property development in the past two decades.
中国经济在过去二十年的增速和基础设施以及房地产的开发是分不开的。根据一些研究机构的报告显示，每年中国GDP增长需要依靠越来越多的钢材，显示出中国经济增长的真正来源。
During the last 10 years, China has become the de facto engine for world commodity demands. As of 2010, China accounted for 61.5% of world’s Iron Ore demand and 58.5% of World’s soybean demand. China is also one of the largest importer of other products such as coal and oil. It would be scary to imagine the impact on world commodity price if China slows down.
在过去十年中，中国成为了世界上的商品大王。在一些大宗商品中，比如铁矿石和大豆，中国的需求超过了世界总需求的一半还多。还有其他商品也都是中国需求占引领地位。如果中国增速慢下来，很难想象大宗商品的价格会受到怎样的冲击。
China is one of the world’s biggest consumers and importers of Soybean. In this sector, there are quite a few large players in the crushing of imported beans. The biggest of all is Wilmar, which controls about 17% market share of China’s soybean crushing, followed by China Agri (12%), Chinatex (9%), Cargill (9%) and Jiusan (6%). Most of the imported beans are GMO.
中国是全球最大的大豆进口国之一。中国的进口大豆压榨主要控制在一些巨型粮商手中。其中最大的是益海粮油(Wilmar)，占到17%左右的市场份额。其他比较大的商家有中国农业，嘉吉，九三，莱宝等。
China’s commodity appetite supports the global commodity market. For some of the items, China’s consumption solely determines their price. For example, China consumes more than half of world’s pork, more than 40% of world’s copper, and more than 1/3 of world’s cotton. If China slows down, the demands for all these commodities will slow down.
中国对全球大宗商品的需求是支撑这些商品价格的重要因素。举个例子来说，中国消费了全世界一半以上的猪肉，约40%的铜，以及超过1/3的棉花。如果中国经济受影响，那么这些大宗商品的价格可能都会有明显回落。
As the global leading manufacturing base, China imports more than 85% of the global Iron Ore supply, and 55% of global soybean supply. Also China is a major importer of Cotton, Copper and Oil.
中国是全球最大的生产基地之一，因此也是各大大宗商品的主要进口国。比如中国进口全球铁矿的85%以上，全球大豆的55%以上，以及全球原铜的20%以上。因此中国经济放缓的话，大宗商品的价格会受较大影响。
According to the latest figure from IEA, Saudi Arabia is the biggest supplier of crude oil to China, accounting for about 19% of China’s total oil import. The following suppliers are Angola (13%), Iran (10%) and Oman (7%). Iraq and Russia are also strategically important suppliers.
根据国际能源署的最新资料，沙特是中国最大的原油供应国，占到中国原油总进口的19%强。除此之外的重要出口国有安哥拉，伊朗，阿曼，伊拉克和俄罗斯。
How much is China’s inflation indeed in 2010? Seems it is a question that nobody has a definite answer to. The Bureau of Statistics releases CPI every month. However, that number is highly suspected by large numbers of people. In order to get a clearer picture, Chinatells collected the price change of a few food items such as Palm, sugar, hog and barley and compare them to a year ago. Read the rest of this entry »
China’s Steel and Aluminum price both kept rising in the last few months of 2010. For example, steel price went above 4400 RMB/T in December, and the price of Aluminum exceeded 16,000 RMB/T. China is one of the worlds’ biggest importers of Steel and Aluminum, Read the rest of this entry »
China’s Iron Ore Import picks up aggressively in November and December of 2010, finishing the whole year import at a strong level of about 619 million tons. The 2010 import volume is slightly lower than that of 2009, but still significantly higher than previous years. Read the rest of this entry »
Recently China’s food price has caught much attention (Click HERE for a Bloomberg Story). To analyse the rapid increase of CPI in Oct (4.4%), the biggest contributor has been the food price (up 10% y-o-y). As a result there has been a wave of price spikes in different food items such as garlic, soybean and sugar. Overall China’s food accounts for about 33% of CPI as of 2010. Read the rest of this entry »
According to the latest stats from Bureau of Statistics in China, China’s crude oil import has been on elevated level this year. So far in 2010 China’s monthly crude oil import has been around 20,000 thousand tons every month, Read the rest of this entry »
The world Metal’s demand is highly dependent on China’s housing sector. According to the latest stats from World Bureau of Metal Statistics, China’s housing sector accounts for a big chunk of demand for some of the metals such as Steel, Zinc and Copper. Read the rest of this entry »
China’s copper import in May continues to slow down after the country posted a high in March. Overall the import of copper in the first half of 2010 is almost at the similar pace of that in 2009, but much higher than that of 2008. Read the rest of this entry »
China’s Coal production continues to grow up in 2010, reflecting the country’s savvy appetite for energy. For the first three months ni 2010, China produced about 750 million tons of Coal, Read the rest of this entry »
China’s Gold Rush (乱世买黄金)
May 29
With World’s Gold price continuing to challenge new highs, there is a rush of mania to buy more gold in China. Sky TV reports in Beijing the continuously hot demand for gold Read the rest of this entry »
China’s Auto output leads the league in the growth of durable goods in Q1 2010. According to a latest study, China’s Auto output increased around 130% in Q1 2010 on a y-o-y basis, which is much faster than any other items. Read the rest of this entry »
It seems that China’s steel manufacturers are still enjoying good margins. According to a latest study, on average steel manufacturers enjoy a gross margin of about RMB 500/Ton in May and about RMB 400/Ton in June, Read the rest of this entry »
China’s Shipyards continue to pump new vessels into the world fleet. During the first four months of 2010, China’s shipyards have delivered increasing numbers of tanker, bulk ships and container vessels. Read the rest of this entry »
China’s New Order for Tanker Vessels has shrunk dramatically from 2009. During 2009 the peak monthly order amounted to almost 7 million metric tons dead weight per month. Read the rest of this entry »
China is world’s primary drive for demand in commodities. Above chart illustrates China’s demand share in World’s total demand for different commodities. Read the rest of this entry »
It seems that China’s import of commodites might be slowing down during Q1 2010. According to a latest stats analysis, the commodity import slowed down significantly y-o-y in Copper, Read the rest of this entry »
Among the top ten World Steel producers in 2009, five are coming from China, according to the latest stats. Arcelor Mittal, the steel group based in Luxemberg, Read the rest of this entry »
Are you a China Bull? (您对中国有信心么)
Is there a bubble in China property (中国房产有泡沫么)
Secret for China's Growth (中国经济增长原因探讨)
1421: the year China discovered the World
China's Environmental Crisis (中国的环境威胁)
China's Unfinished Revolution (未完成的革命)
Mr China – A memoir (中国先生)
The Chinese Century (中国世纪)
The State of China Atlas (中华新地图)
To live (活着)
Who will Feed China: Wake Up Call for a Small Planet (谁来养活中国)
Asia Hotel
WCM
Chinatells (主页)