Key indicators
Sep 2012
Consumer price index (y/y % change) Producer price index (y/y % change) Retail sales (US$b)
Retail sales growth (y/y % change) Industrial output growth (y/y % change) Exports (US$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) Quarterly GDP Q312 GDP [US$b] GDP growth [y/y % change] Q2 12 7.6 Q1 12 8.1 Q4 11 8.9 Q3 11
2,005.2 1,867.1 1,692.9 2,389.1 1,819.7 7.4
9.1 Source: National Bureau of Statistics, The People's Bank of China, CapitalVue
Purchasing Managers’ Index PMI manufacturing
PMI manufacturing [overall] New orders Production Employment
Supplier delivery
Raw material inventory New export orders Purchases
Finished goods inventory Input price Imports
Backlog orders
PMI non-manufacturing Business activity New business
New export orders Business expectation Input price
Source: China Federation of Logistics & Purchasing, CapitalVue 1.9 -3.6
289.19 14.2 9.2
Aug 2012
2 -3.5
262.88 13.2 8.9
186.35 177.973 9.9
2.7
158.68 151.313 2.4 - -
-2.6 - -
98.51 32.79 20.5
83.42
111.1 28.36 20.2
75.0 2011
(full year) 5.4 6.0
2,861.6 17.1 13.9
1,898.6 20.3
1,743.5 24.9
3,181.1 11.7
1,179.5 -2.3 23.8
116.0
USD JPY EUR GBP
Source: SAFE A shares
Total A shares Trading Volume and Turnover
Volume Turnover
Chang Jiang Shipping Group Phoenix Cangzhou Dahua
Shandong Humon Smelting Zhongyuan Special Steel
Shanghai Hanbell Precise Machinery Jiangsu Changfa Refrigeration
Shandong Jining Ruyi Woolen Textile Everfine
Shenzhen Sunshine Laser & Electronics Technology
Bohai Ferry
Wuhan Tianyu Information Industry *Excluding IPOs
Source: CapitalVue
Top investment deals Date
Target
Domestic M&A Sep 28
Sep 2012 49.8 49.8 51.3 48.9 49.5 47
48.8 49.8 47.9 51
47.7 46.5
53.7 51.8 -
60.9 57.5
Aug 2012 49.2 48.7 50.9 49.1 50
45.1 46.6 48.8 48.2 46.1 47
45.1
56.3 52.7 -
63.2 57.6
Date: Sep 10-Oct 15 Source: Thomson Reuters
Shenzhen Shen- neng Energy Mgmt
Sep 26 Sep 26
7 Days Grp Holdings
Shandong Ludi Mining
Oct 8 Qianxi County-Fixed Assets
Inbound M&A Oct 9
Sep 28 Sep 21 Lexing Holdings
China Kanghui Holdings
Hebei Hongsong Wind Power
Outbound M&A Sep 11
Oct 3 Sep 18 Sep 19
Sept 12 - Oct 12
M/M Change
220.1b shares -19.87% RMB1,950.64b -23.64%
*Top A Shares Gainers/Decliners for the month ending Oct 12, 2012 Company
Ticker 000520 600230 002237 002423 002158 002413 002193 300306
300227 603167
300205
Change 49.08% 43.89% 37.88% 37.56% 31.34% 30.57% -29.63% -25.20%
-23.54% -23.43%
-23.35%
RMB exchange rates
Oct 12, 2012 6.326 0.081 8.186
10.150
Sept 12, 2012 6.336 0.081 8.140
10.181
Change (%) -0.14% -0.95% 0.57% -0.30%
Target sector
Energy Sep 28 Zhongnan Diamond Manufacturing
Hotels Mining Metals
Mining
Acquirer
Shenzhen Energy Grp
Hunan
Jiangnan Red Arrow
Investor Grp Taifu
Industry
Hebei Jinxi Iron & Steel
Guang Cheng Grp (VG)
Manufacturing Medtronic (US)
Energy
Fisher & Paykel Appl Holdings (NZ) Manufacturing
Discovery Metals (AU)
Western Desert Resources (AU)
Focus Minerals (AU)
Mining Mining
Mining
China Rui- feng Galaxy (HK)
Haier New Zealand Invest Hldg
Undisclosed Joint Venture
Meijin Energy Grp
Shandong Gold Intl Mining
673.0
394.7 198.6 116.8
907.1 731.6
123.7 998.3
959.2 347.5
238.1
Value (US$m) 1,670.1
China Economic Review • November 2012
53
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