Archive for category Stats China (统计图表)

A Comparison between China and US housing Price (中美房价对比)

house A Comparison between China and US housing Price (中美房价对比)IS China’s housing price expensive? Depends. Expensive is always a relative concept. This chart compares the housing price in a lot of Chinese cities to that of the United States, and it seems that the housing prices in two countries are quite similar.

中国房价贵么?要看你怎么看了。贵和便宜一直是一个相对概念。这张图表对比了中国和美国十几个大城市的平均房价。看起来似乎中美两国的房价差不多。

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Presentation at Hedge Fund Conference November 2011 – China’s Reaction to European Debt Crisis

WCM Presentation at Hedge Fund Conference November 2011   Chinas Reaction to European Debt Crisis

The Presentation can be downloaded from HERE.

演讲稿原文可从此处下载

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China is the second biggest creditor of US (美国第二大债主)

Picture6 China is the second biggest creditor of US (美国第二大债主)China is the second biggest creditor of US, just after Federal Reserve.

中国是继美联储之后美国的第二大债主

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The geographic spread of China’s outward direct investment (对外投资地理分布)

Picture11 The geographic spread of Chinas outward direct investment (对外投资地理分布)Up till June 2011, China has invested directly in all the major continents, with a fairly even spread among all of them.

截至2011年6月,中国对海外的直接投资分布五大洲,在每个主要国家都有踪迹。

share save 171 16 The geographic spread of Chinas outward direct investment (对外投资地理分布)

The sector spread of China’s outward direct investment (对外投资行业分布)

Picture12 The sector spread of Chinas outward direct investment (对外投资行业分布)According to Heritage Foundation, China’s outward direct investments are spread into sectors of energy, metal, power, transportation and other sectors. Data up to June 2011.

截至2011年6月,中国海外直接投资覆盖各个行业,最大的有能源,金属,运输,金融等行业。

 

share save 171 16 The sector spread of Chinas outward direct investment (对外投资行业分布)

What if China Hard Lands (硬着陆风险)

maplecrot china integration index1 What if China Hard Lands (硬着陆风险)Which countries will be hit hard if China lands hard? According to Maplecroft, There are a list of countries at the extreme risk if China lands improperly, including Mongolia, Singapore, South Korea and Australia.

中国硬着陆影响的不光是中国自己,还有周边一些其他国家。其中有一些国家和中国的相关性极高,因此受影响的可能性最大。这些国家包括新加坡,澳大利亚,韩国和蒙古。

 

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Big Soybean Players in China (群雄逐豆)

bean Big Soybean Players in China (群雄逐豆)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。

 

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China’s Global Commodity Appetite (大宗商品靠中国)

Comm Chinas Global Commodity Appetite (大宗商品靠中国)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。

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China’s rapid growth (黄金十年)

GDP Chinas rapid growth (黄金十年)During the ten years between 2000 and 2010, the GDP per capita of China has increased dramatically at an annual pace of almost 40% per year. The only big country that has grown faster than China in terms of GDP per capita is Russia. Japan is a major country that has grown the most slowly, with an annual growth rate of slightly above 1% per year.

在2000至2010的10年中,中国的人均GDP从不到1000美元增长到超过4000美元,每年平均增长接近40%。其他发达国家的增速要慢很多。日本最慢,每年差不多1%多一点。

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World Foreign Reserve Rank (世界外汇储备一览)

reserve1 World Foreign Reserve Rank (世界外汇储备一览)With 3.2 Trillion Dollars, China ranks the World’s government of the highest foreign reserve, followed by Japan, Russia and Saudi Arabia.

中国拥有3万2千亿外汇储备,位居世界第一,后面跟上的有日本,俄罗斯和沙特。

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China’s Global Reach (全球投资潮)

global reach Chinas Global Reach (全球投资潮)How much money has China invested outward as of today? This is an intriguing question to a lot of researchers and industry analysts. According to Heritage Foundation, China has since 2005 invested a total of $376 Billion world wide to other countries.

中国到底一共向世界各地投资了多少钱?根据美国Heritage Foundation的研究,自05年以来,中国共向国外直接投资了三千七百六十亿美元。

 

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China’s Urbanization Rate Still low (城镇化支撑发展)

urban Chinas Urbanization Rate Still low (城镇化支撑发展)China’s urbanization rate is still relatively low compared to most other developed countries in the world. The new 12th 5-year plan continued to support growth through urbanization across the country. Such a prospect shall provide better chance of a continuously high growing economy in the coming future.

中国的城镇化程度在2010年只有50%左右,和发达国家80%-90%左右的城镇化程度相去甚远,因此还有很大发展空间。

 

share save 171 16 Chinas Urbanization Rate Still low (城镇化支撑发展)

China’s GDP heavily relies on property (GDP靠房产)

house1 Chinas GDP heavily relies on property (GDP靠房产)

How important is China’s property sector to her GDP? What is the contribution of China’s real estate to the country’s economy? A lot of people would say very important. But this graph shows a better picture by quantifying the importance: Continue (继续)

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China’s Construction Boom (房产泡沫倒计时)

house Chinas Construction Boom (房产泡沫倒计时)Does China have a property bubble? If so what stage is the bubble at? Will the bubble burst? These are questions that have been debated repeatedly among scholars and market observers, yet with strong divided opinions. One of the reasons for the divided views is that it seems quite difficult to agree on the facts to start with. Take the construction pace, for example. Continue (继续)

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No worry for Chinese banks (银行很安全)

Bank Exposure No worry for Chinese banks (银行很安全)Recently there is a lot of worry about the outlook of Chinese banks as concerns of property bubble burst continue to grow. If one looks at the exposure of banks to property sector, however, it seems that Chinese property developers and house buyers are not that leveraged compared to Australia and Singapore. The exposure of bank loans to property sector is relatively measured in China.

近来关于中国房地产泡沫破裂的言论尘嚣甚上,也有人因此担心中国银行的安全。但是看一下中国银行贷款对房地产界的贷款率便知,其实中国的房地产开发商和购房者并没有很高的杠杆率,其贷款比和澳大利亚以及新加坡相比要低很多,因此这方面的担心可能是多余的.

share save 171 16 No worry for Chinese banks (银行很安全)

Wenzhou Lending Rate rockets through the roof (温州私贷利率飞涨)

WEnzhou Wenzhou Lending Rate rockets through the roof (温州私贷利率飞涨)Due to the tightening effort from China’s central government, the lending rate between private enterprises in Wenzhou has skyrocketed in the past year. The annualized lending rate has increased from about 20% in July 2010 to the latest high level of more than 75%. IT is not hard to imagine the difficulty of small and medium size enterprises to survive in such condition.

由于中央政府的紧缩货币政策,银行的贷款量在最近一年受到严格控制,因此温州地区私人借贷利率水涨船高,从7月份的年利率20%左右一路上涨到最近的70%以上。那些有短期资金借贷压力的小企业明显受到了挤压,生存不易。

share save 171 16 Wenzhou Lending Rate rockets through the roof (温州私贷利率飞涨)

China’s Global Commodity Appetite (世界加工厂)

import Chinas Global Commodity Appetite (世界加工厂)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。

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Saudi Arabia is the biggest supplier of Oil to China (要原油去沙特)

oil Saudi Arabia is the biggest supplier of Oil to China (要原油去沙特)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。

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China’s growth is a phenomenon (发展是硬道理)

grow Chinas growth is a phenomenon (发展是硬道理)China’s growth is unprecedented and outshines all the previous historical experience. For example, it took UK 70 years to increase her GDP by 4 times (with an average of 2.2% growth per year). However, during 1978 and 2004, it only took China 26 years to increase her GDP by 10 times with an average growth of 9.4% per year. Continue (继续)

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China’s fast pace of accumulating USD (美元大潮滚滚流)

china FX1 Chinas fast pace of accumulating USD (美元大潮滚滚流)China has been among the leaders to continue to accumulate FX reserves in this year. Most Asian economies have increased their pace to accumulate FX, having recovered from a slow down in 08/09 during the financial crisis. China, Hongkong, Taiwan and Singapore are the outstanding economies that have had a robust recovery and see potential increase of inflation in their domestic economy. Continue (继续)

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Comparing China to the World (中国看世界)

share save 171 16 Comparing China to the World (中国看世界)

The True Face of China’s Inflation (通胀到底有多高)

infla The True Face of Chinas Inflation (通胀到底有多高)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. Continue (继续)

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China continues to top FDI recipients league table (招商引资方兴未艾)

fdi China continues to top FDI recipients league table (招商引资方兴未艾)China continues to top the league table of net FDI inflows among Asian countries. In 2010, China has attracted a net FDI inflow of about 106 Billion USD, which is almost equivalent to the sum of all other countries in Asia. Also China’s FDI inflow has continued to increase since 2004 with a minor blip in 2009. Continue (继续)

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China’s labor cost still competitive (劳力成本依然低廉)

labor Chinas labor cost still competitive (劳力成本依然低廉)

China’s Labor Cost is still among the lowest in the region, at least for now. According to a survey done by Japan External Trade Organization, the labor cost and basic wage (monthly) in Chinese cities are still among the lowest compared to peer cities in Asia. Continue (继续)

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Tick Tick of China’s Time Bomb (子弹在飞?)

loan Tick Tick of Chinas Time Bomb (子弹在飞?)Is there a bubble in China’s construction sector? Is the property price over stretched in China? The answer seems to be certain. A lot of people view China’s property sector as a time bomb that will explode sooner or later (Click here for an interview with Jim Chanos, who is very bearish on China). However, the bears have been repeatedly wrong in the past few years. Continue (继续)

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