Key indicators
Mar 2011
Consumer price index (y/y % change) Producer price index (y/y % change)
Urban property prices index* (y/y % change) Retail sales (US$b)
Retail sales growth (y/y % change) Industrial output (US$b)
Industrial output growth (y/y % change) Exports (US$b)
Exports (y/y % change) Imports (US$b)
Imports (y/y % change) Foreign reserves (US$b)
Foreign reserves (y/y % change) New bank lending (US$b)
New bank lending (y/y % change)
Urban fixed-asset investment (y/y % change) Actual FDI inflows YTD (US$b)
* Covers property prices in 70 large and medium-sized cities Quarterly GDP Q1 11 GDP (US$b) GDP growth (y/y % change)
1,475.1 9.7
Purchasing Managers’ Index PMI manufacturing
PMI manufacturing (overall) New orders Production Employment
Supplier delivery
Raw material inventory New export orders Purchases
Finished goods inventory Buy-up prices Imports
Overstock orders
PMI non-manufacturing Business activity New business
New export orders Business expectation Input Price
Source: NBS, CEIC, CFLP, SAFE, SSE, HKSE, Thomson Reuters China Economic Review • May 2011 49 Q4 10
1,930.0 9.8
Q2 10
1,357.0 10.3
Q1 10
1,180.0 11.9
5.4 7.3 -
215.7 17.4
900.1 14.8
399.6 26.5
400.7 32.6
3,044.7 24.4
104.1 24.8 25 -
Feb 2011
4.9 7.2 -
209.6 11.6
784.1 14.9 96.7 2.4
104.0 19.4 - -
81.5
-26.5 32.5 7.8
2010
(full year) 3.3 5.5 3.6
2,345.9 18.4
10,740.1 15.7
1,577.9 31.3
1,394.8 38.7
2,847.3 18.7
1,206.7 -17.2 24.5
105.7
USD JPY EUR GBP
RMB exchange rates
Apr 14, 2011 6.534 0.078 9.421
10.627
Mar 14, 2011 6.570 0.080 9.151
10.560
FTSE/Xinhua China 25 Index Highest performers for the month to Apr 14, 2011
Name
China Unicom CNOOC
PetroChina China Merchant Holdings
Top investment deals Date
Target
Domestic M&A Apr 6
Shanghai Automo- tive Ind Assets
Mar 22 GAC Changfeng Motor
Apr 12 Shanghai First Municipal
Apr 13 DHI-Equip Mnfr Bus Op Assets
Apr 12 China Shipbuilding Assets
Mar 2011 53.4 55.2 55.7 51.8 50.4 51.6 52.5 54.1 51.3 68.3 52.0 51.4
Mar-11 60.2 55.5 50.3 70.3 63.0
Feb 2011 52.2 54.3 53.8 48.9 48.2 49.5 50.9 54.5 46.4 70.1 53.9 46.6
Feb-11 44.1 45.1 46.2 68.7 64.5
Inbound M&A Apr 14 Silvery Champ
Apr 7 Apr 7
Zuoquan Xinrui Metallurgy Mine
SYWG BNP Paribas Asset Mgmt
Apr 14 Zhong Cheng Jian (Dalian) RE
Apr 6
Shanghai Cartelo Crocodile
Outbound M&A Apr 4
Equinox Minerals (AUS)
Price (HK$) 14.78 19.58 11.76 35.45
Change (%) 10.42 8.48 7.99 7.19
% change -0.55 -2.56 2.94 0.64
Acquiror
Value (US$ m) SAIC Motor Corp GAC
Shanghai Tunnel Engineering
Dalian Huarui Heavy Industry
China Shipbuild- ing Ind
Shanghai Industrial Urban Devp (HK)
Tianjin Kaitemei Trading (SGP)
Mitsubishi UFJ Trust & Banking (JAP)
Glorious Zhouyi Ppty Invest (HK)
Kunshan President Entrp Food (TWN)
Minmetals Re- source
Mar 30 Tullow Oil-Explo- ration Areas (UGA) Investor Grp
Apr 1 Apr 4 Apr 4 Vital Pharm Hldg (HK) China Uranium Dvlp
PI International Holdings (MAL)
China Great Wall Computer
Abra Mining (AUS) Hunan Nonfer- rous Metals
Date: Mar 15-Apr 15, 2011 Source: Thomson Reuters
4,875.6 983.9 970.3 905.8 819.8
Target sector
Industrials Industrials Industrials Industrials Materials 754.0 133.1 105.3 78.8 70.1
Real Estate
Materials Financials
Real Estate
Consumer
6,462.5 2,900.0 126.5 25.8 15.1
Materials Energy Healthcare Financials Materials
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