Archive for category Stats China (统计图表)

China is fighting back (我朝威武)

China China is fighting back (我朝威武)China used to be the most powerful country in the world, long time ago. The world dominance of China started to shrink in 1900s and the middle kingdom continued to weaken throughout the 20th century. However, it seems that the powerhouse is starting to fight back.

我朝在1000年前屹立于世界之巅,但从1900年开始我朝愈发微弱。但从80年改革开放以来,我朝又开始威武了。

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Power Generation in China (电力供应高速增长)

p11 Power Generation in China (电力供应高速增长)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。

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China’s Infrastructure Building Continues (基建继续)

p5 Chinas Infrastructure Building Continues (基建继续)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.

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What China means for World Shipping (海运还要看中国)

p4 What China means for World Shipping (海运还要看中国)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。

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China’s Housing Price still too High (房价还是太高)

p3 Chinas Housing Price still too High (房价还是太高)Recently the housing price in China seemed to have calmed down. However, it is probably still too high considering the price of the house to the income level of the local residents. It is estimated that Dalian and Hangzhou have the highest (housing) price to income ratio in China. Internationally the price to income ratio need to come down to below 8 for houses to become affordable – in China only Changsha and Dongguan seem to be affordable under this criteria.

中国的房价是否还太高?上面这幅图可以给我们一些解答。根据国际水平,房价和收入比低于8才能满足大部分人的购房需求。在中国,大部分城市的房价收入比仍旧远高于8,因此最近房价的下跌似乎没有起到让老百姓买得起房的作用。

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China’s Growth Heavily Dependent on Steel (钢筋水泥撑起GDP)

p2 Chinas Growth Heavily Dependent on Steel (钢筋水泥撑起GDP)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。

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China is The Engine of World Commodity Demand (商品全靠中国)

p1 China is The Engine of World Commodity Demand (商品全靠中国)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。

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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。

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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。

 

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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。

 

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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: Read the rest of this entry »

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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. Read the rest of this entry »

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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.

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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。

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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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