A Financial Times Service
China Confidential - Premium Investment Insight

Update alerts

Chinese bank relaxes mortgage policy

25 Jul

Agricultural Bank of China will offer mortgages below benchmark lending rate to first-time buyers, the first sign that the sharp rise in financing costs for homebuyers - a key factor in the recent fall in home sales - may be being reversed.

Chinese housing market remains weak in July

24 Jul

Despite a sequential uptick in home sales, volumes remain well below recent levels, while housing inventories continue to grow

Apple gains popularity as Samsung squeezed further

21 Jul

Our latest large-scale consumer survey showed a further surge in popularity for Apple smartphones at the expense of Samsung, which is also being squeezed by lower-cost Chinese rivals in the mass market.

Latest report

17 July 2014

Download report

The Big Call

Rise of the robots

With China now the world’s largest robot market, our latest survey of robotmakers and users in seven provinces highlights the reasons behind the recent surge in robot purchases, the future demand outlook and the likely impact on labour trends and the overall economy.

Consumer China

Beer – market share scramble squeezes profits

Aggressive acquisition strategies and rapid distribution and capacity expansion have helped to insulate leading beermakers in China from an industry-wide slowdown. However, intense competition continues to hold down prices and profit margins.

CR Snow – improved product mix slow to boost margins

While CR Snow remains market leader in China, posting solid revenue growth supported by improving average selling price, margins remain tight as intensifying competition forces the firm to invest in expansion and acquisitions.

Carlsberg – acquisition-led growth

Carlsberg is expanding its presence in China, building on growing popularity for its key international brand in first-tier cities with a series of acquisitions to develop revenue streams in lower-tier markets.

Yanjing – struggling to move upmarket

Despite continued strong sales in its core markets of Beijing, Inner Mongolia and Guangxi, Yanjing’s sluggish growth in the high-end market is weighing on its performance and popularity.

Tsingtao – market share grows at expense of margins

A volume-led growth strategy targeting the mass market has driven growth in popularity and sales, but a falling average selling price and higher marketing expenses have squeezed margins.

Capital Intensive China

Sales decline accelerates property market consolidation

Leading property developers recorded double-digit growth in home sales revenue despite a market-wide sales decline in 1H14, reflecting rapid consolidation occurring in China’s real estate sector

Best of Chinese Commentators

Supportive policies to boost electric car sales

Investors and analysts have been debating the impact of new measures aimed at boosting sales of electric vehicles.

Regulator announces new round of IPOs

Investors debate the significance of the latest round of A-share IPO approvals.

China Confidential Database

The Bottom Line

CC-20140717-bottom-line
COOKIE POLICY

We use cookies to ensure that we give you the best experience on our website. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website. However, if you would like to, you can change your cookie settings at any time. Find out more about our cookie policy.