string(13) "markets-macro"

Macro

August 26, 2022

CSRC you later

On Wednesday, domestic media scooped a recent rush of mainland IPO suspensions. Since last Friday, IPOs have been halted on: Shenzhen’s tech-focused ChiNext (15 suspensions) Shanghai’s Nasdaq-style STAR Market (5) The small-cap Beijing Stock Exchange (2) The suspendees share one thing in common: T… Username Password Remember Me Forgot Password

On Wednesday, domestic media scooped a recent rush of mainland IPO suspensions.
Since last Friday, IPOs have been halted on:

Shenzhen’s tech-focused ChiNext (15 suspensions)
Shanghai’s Nasdaq-style STAR Market (5)
The small-cap Beijing Stock Exchange (2)

The suspendees share one thing in common: T...

sources

Sina: 招商证券被立案调查→

August 26, 2022

When solar lacks power

Beijing has moved to strengthen China’s world-leading solar industry – under strain from power shortages – and curb bad behavior that has long riled global rivals. On Wednesday, the industry ministry (MIIT), the market regulator (SAMR), and the energy administrator (NEA) issued a notice to coordinat…

Beijing has moved to strengthen China's world-leading solar industry – under strain from power shortages – and curb bad behavior that has long riled global rivals.
On Wednesday, the industry ministry (MIIT), the market regulator (SAMR), and the energy administrator (NEA) issued a notice to coordinat...

sources

MIIT: 三部门关于促进光伏产业链供应链协同发展的通知

Caixin: 四川高温限电对光伏与锂电生产影响几何？

Caixin: 四川启动限电光伏硅料龙头生产受影响

August 26, 2022

Pushing on a string: The failure of Chinese stimulus

Exec sum: Low interest rates and easy access to credit have failed to boost growth because firms and households aren’t willing to borrow. As of the end of June, three new relending quotas launched two months earlier, designed to provide cheap credit to key parts of the economy, had not been tapped …

Exec sum:

Low interest rates and easy access to credit have failed to boost growth because firms and households aren’t willing to borrow.
As of the end of June, three new relending quotas launched two months earlier, designed to provide cheap credit to key parts of the economy, had not been tapped ...

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August 26, 2022

Quick take | Not a done deal: Why the US-China auditing agreement is unlikely to stick

The big news of the day is that US and Chinese securities regulators announced this morning (US time) that they have reached a preliminary agreement to allow audit working paper inspections for US-listed Chinese companies. Reports of the deal started being published almost the exact moment we…

Reports of the deal started being published almost the exact moment we...

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August 25, 2022

Fight drought, save crops

Shoring up the economy with stimulus wasn’t the only thing on the State Council’s Wednesday agenda. Premier Li Keqiang also took aim at the clear and present danger stalking China’s economy: The devastating drought along the Yangtze River. ICYDK: A severe drought has dried up the Yangtze at what …

Shoring up the economy with stimulus wasn't the only thing on the State Council's Wednesday agenda.
Premier Li Keqiang also took aim at the clear and present danger stalking China's economy:

The devastating drought along the Yangtze River.

ICYDK: A severe drought has dried up the Yangtze at what ...

sources

State Council: 李克强主持召开国务院常务会议

August 25, 2022

Hitting the (little red) books

On Wednesday, the Ministry of Education and 10 other departments published a work plan for promoting “Great Ideological and Political Courses” in Chinese education. Some context: Education has gotten even more ideological in recent years, with an emphasis on Xi Jinping Thought taking pride of place….

On Wednesday, the Ministry of Education and 10 other departments published a work plan for promoting “Great Ideological and Political Courses” in Chinese education.
Some context: Education has gotten even more ideological in recent years, with an emphasis on Xi Jinping Thought taking pride of place....

sources

Gov.cn: 教育部等十部门关于印发《全面推进“大思政课”建设的工作方案》的通知

August 25, 2022

When solar lacks power

sources

MIIT: 三部门关于促进光伏产业链供应链协同发展的通知

Caixin: 四川高温限电对光伏与锂电生产影响几何？

Caixin: 四川启动限电光伏硅料龙头生产受影响

August 25, 2022

Xi seeks what Seoul sells

On Wednesday, President Xi Jinping and his South Korean counterpart Yoon Suk-yeol exchanged congratulatory letters over the 30th anniversary of diplomatic ties. Premier Li Keqiang and his counterpart also swapped good wishes. Some context: China has been wooing South Korea ever since Yoon won the …

On Wednesday, President Xi Jinping and his South Korean counterpart Yoon Suk-yeol exchanged congratulatory letters over the 30th anniversary of diplomatic ties.

Premier Li Keqiang and his counterpart also swapped good wishes.

Some context: China has been wooing South Korea ever since Yoon won the ...

sources

FMPRC: Xi Jinping Exchanges Congratulatory Letters with ROK President Yoon Suk-yeol on the 30th Anniversary of the Establishment of Diplomatic Relations between China and ROK

August 25, 2022

Quick take | The next stage of stimulus

On Wednesday, Premier Li Keqiang presided over the weekly State Council executive meeting. But this wasn’t your run-of-the-mill weekly pow-wow. At the meeting, Li announced a major new 19-point plan to jolt the economy into gear. He also said a more concerted central effort is on the way to ensur…

On Wednesday, Premier Li Keqiang presided over the weekly State Council executive meeting.

But this wasn’t your run-of-the-mill weekly pow-wow.

At the meeting, Li announced a major new 19-point plan to jolt the economy into gear.

He also said a more concerted central effort is on the way to ensur...

sources

Gov.cn: 李克强主持召开国务院常务会议部署稳经济一揽子政策的接续政策措施加力巩固经济恢复发展基础等

Gov.cn: 李克强主持召开国务院常务会议进一步部署稳经济一揽子措施

August 25, 2022

IP strategy for SMEs

SMEs’ Intellectual property (IP) is the foundation of high-quality manufacturing. That’s the message from Ren Aiguang, deputy director of MIIT’s Technology Department, at a Wednesday presser. Some context: In September 2021, Beijing published a 15-year strategy for shaping China …

SMEs' Intellectual property (IP) is the foundation of high-quality manufacturing.

That’s the message from Ren Aiguang, deputy director of MIIT's Technology Department, at a Wednesday presser.

Some context: In September 2021, Beijing published a 15-year strategy for shaping China ...

sources

The Paper: 工信部：加强产业技术攻关与知识产权协同联动

August 25, 2022

To NFTinity, and beyond!

Even more interesting info came out at the launch of Shanghai’s new state-backed NFT trading platform on Wednesday. What happened: During the launch, local policymakers outlined a logical framework for defining what kind of commodities or physical assets can and can’t be legally turned into NFTs and…

Even more interesting info came out at the launch of Shanghai's new state-backed NFT trading platform on Wednesday.
What happened: During the launch, local policymakers outlined a logical framework for defining what kind of commodities or physical assets can and can't be legally turned into NFTs and...

sources

The Paper: 开启新赛道，上海数交所联手回力B站首发全国第一份数字资产

August 25, 2022

US Commerce sanctions seven Chinese aerospace entities

On Tuesday, the US Commerce Department issued another round of export sanctions against China. The target: Seven Chinese aerospace research organizations. They’ve been added to the Bureau of Industry and Security (BIS)’s “Entity List.” Some context: These sanctions prevent US companies from sharin…

On Tuesday, the US Commerce Department issued another round of export sanctions against China.
The target: Seven Chinese aerospace research organizations.

They've been added to the Bureau of Industry and Security (BIS)'s "Entity List."

Some context: These sanctions prevent US companies from sharin...

sources

US Department of Commerce: COMMERCE ADDS SEVEN CHINESE ENTITIES TO ENTITY LIST FOR SUPPORTING CHINA’S MILITARY MODERNIZATION EFFORTS

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