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Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>In Depth: The Hidden Crisis of China’s Boom in Premature Births</li>
<li>China to Formulate Domestic Demand Strategy Through 2030</li>
<li>China Rolls Out Loan Subsidy Package to Boost Domestic Demand</li>
<li>China Expands Consumer Loan Subsidies to Boost Spending</li>
</ul>


In Depth: The Hidden Crisis of China’s Boom in Premature Births
China to Formulate Domestic Demand Strategy Through 2030
China Rolls Out Loan Subsidy Package to Boost Domestic Demand
China Expands Consumer Loan Subsidies to Boost Spending


CX Daily: The Hidden Crisis of China’s Boom in Premature Births 

<ul><li>In Depth: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink</li><li>On the newly renovated campus of ETU Enlighten School, the laughter of a dozen students playing on a crisp early winter day belies a profound crisis.</li><li>Inside, their teachers are waiting on months of unpaid salaries.</li></ul>

In Depth: How an Acclaimed Education Experiment in Beijing Ended Up on the BrinkOn the newly renovated campus of ETU Enlighten School, the laughter of a dozen students playing on a crisp early winter day belies a profound crisis.Inside, their teachers are waiting on months of unpaid salaries.

CX Daily: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink 

Thematic (Sector/Industry)

<ul><li>China’s tropical island province of Hainan is to hand out 24 million yuan ($3.4 million) in spending vouchers to encourage tourists to splash out and reverse falling retail sales in the duty-free haven.</li><li>The provincial government said it will distribute the vouchers, including 9 million yuan to buy airline tickets and 15 million yuan for tax-free shopping, between late August and October.</li><li>The initial batch of flight ticket vouchers will apply to Hainan Airlines’ services, but other carriers can request to join the program, the government said.</li></ul>

China’s tropical island province of Hainan is to hand out 24 million yuan ($3.4 million) in spending vouchers to encourage tourists to splash out and reverse falling retail sales in the duty-free haven.The provincial government said it will distribute the vouchers, including 9 million yuan to buy airline tickets and 15 million yuan for tax-free shopping, between late August and October.The initial batch of flight ticket vouchers will apply to Hainan Airlines’ services, but other carriers can request to join the program, the government said.

China’s Duty-Free Haven Hands Out $3.4 Million Vouchers to Spur Spending 

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>We untangle the “household excess saving” enigma.</li><li>Instead of a silver bullet, we consider it a status-quo in which consumers are confident enough to spend (or invest) beyond their pre-pandemic budgets by tapping into their savings accumulated during the pandemic, after they first normalize their spending to prepandemic level.</li><li>In other words, we believe the use of “excess saving” would predominantly kick-in upon a full-fledged consumption recovery. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We untangle the “household excess saving” enigma.Instead of a silver bullet, we consider it a status-quo in which consumers are confident enough to spend (or invest) beyond their pre-pandemic budgets by tapping into their savings accumulated during the pandemic, after they first normalize their spending to prepandemic level.In other words, we believe the use of “excess saving” would predominantly kick-in upon a full-fledged consumption recovery. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Consumer – From Reopening to Recovery

<ul><li>We expect encouraging 5.1 travel data. According to various sources and news we monitor, air passenger during the holiday is likely to surpass 9mn persons, tracking approximately 110% of the level we saw in 2019.</li><li>Splitting between domestic and overseas travellers, the former will likely grow by approximately 25%, while, for the latter, the recovery could track up to 30-40% of that in 2019.</li><li>By destination, air ticket booking to Hainan grew by 1.5x, and Hainan represented 93% of the travel destination of domestic trips.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We expect encouraging 5.1 travel data. According to various sources and news we monitor, air passenger during the holiday is likely to surpass 9mn persons, tracking approximately 110% of the level we saw in 2019.Splitting between domestic and overseas travellers, the former will likely grow by approximately 25%, while, for the latter, the recovery could track up to 30-40% of that in 2019.By destination, air ticket booking to Hainan grew by 1.5x, and Hainan represented 93% of the travel destination of domestic trips.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Consumer – Expecting Encouraging Data from the 5.1 Holiday This Year

China

China Tourism Group Duty Free Corporation Limited engages in sales of duty free goods and tax goods. The Company sells tobacco, wine and spirits, perfume, cosmetics, fashion and accessories, watches, jewelry, food, luggage products,and other products. China Tourism Group Duty Free also engages in investment and development of tourism destination commercial complexes.

China Tourism Group Duty Free Corp Ltd (601888 CH)

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China Tourism Group Duty Free Corp Ltd (601888 CH)

CX Daily: The Hidden Crisis of China’s Boom in Premature Births

In Depth: The Hidden Crisis of China’s Boom in Premature Births China to Formulate Domestic Demand Strategy Through 2030 China Rolls Out Loan...

Caixin Global

CX Daily: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink

In Depth: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink On the newly renovated campus of ETU Enlighten...

Caixin Global

China’s Duty-Free Haven Hands Out $3.4 Million Vouchers to Spur Spending

China’s tropical island province of Hainan is to hand out 24 million yuan ($3.4 million) in spending vouchers to encourage tourists to splash out...

Caixin Global

China Consumer – From Reopening to Recovery

In other words, we believe the use of “excess saving” would predominantly kick-in upon a full-fledged consumption recovery.

CMB International

China Consumer – Expecting Encouraging Data from the 5.1 Holiday This Year

According to various sources and news we monitor, air passenger during the holiday is likely to surpass 9mn persons, tracking approximately 110% of...

CMB International

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)