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Coal consumption and steel production fall sharply in August

Coal consumption at independent power plants and steel output at China’s largest mills fell sharply in the second half of August, suggesting weakness in the industrial sector.

08 September 2014

Anti-pollution campaign hits northern industrial output

Industrial output in regions affected by pollution-control measures has fallen sharply, but excess capacity elsewhere means that companies in other provinces have largely picked up the slack.

27 March 2014

Commodity price collapse raises concerns

Sharp falls in copper and iron ore prices in recent days are a reflection of China’s slowing demand for commodities, but do not indicate a collapse in demand or an imminent hard landing for the economy.

13 March 2014

Industrial activity shows short-term strength

Ahead of the publication of National Bureau of Statistics (NBS) data for the first two months of the year on March 13, third-party data for the period monitored by China Confidential points to strong industrial activity, suggesting that official industrial production data in January and February may surprise to the upside. Falling home sales and weaker credit growth, however, highlight the fact that any recovery is likely to be short-lived.

11 March 2014

Fixed-asset investment growth faces headwinds

2014 looks like it will be a challenging year for the capital intensive industries sector.

19 December 2013

Steel industry pollution pressures intensify

Steel mills are facing increasing pressure to fall in line with environmental regulations.

12 December 2013

Ramping up the fight against pollution

Our survey of power plants, steel mills and pollution treatment companies shows that Beijing’s smog-busting agenda is for real.

12 December 2013

Steel industry returns to profit

Local commentators debate how sustainable the improvement in profits at China’s major steel mills is. 

14 November 2013

Steel outlook remains positive

Although falling steel prices have raised questions over the durability of China’s economic recovery, the demand outlook for the steel industry – and the key real estate sector – remains more positive than negative.

03 October 2013

A construction sector recovery?

Rising steel and iron ore prices highlight the green shoots of recovery in the construction sector.

22 August 2013
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