China_Consumer_Trends.doc

China - Real per Capita Incomes
Index
Index of disposable income, 1978=100
900
900
800
800
700
700
600
600
500
500
400
400
Rural households
300
300
200
200
Urban Households
100
100
90
91
92
93
94
95
96
97
98
Rural Households, Per capita annual net income
99
00
01
02
03
04
05
06
07
08
Urban Households, Per capita annual disposable income
Source: China Statistics Agency
China's Production of Motor Vehicles
Number of
Monthly output of cars
700000
700000
600000
600000
500000
500000
400000
400000
300000
300000
200000
200000
100000
100000
0
0
00
01
02
03
04
05
06
07
08
09
Source: Reuters EcoWin
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China, Internet subscribers
225
200
200
175
175
150
150
125
125
100
100
75
75
50
50
25
25
0
millions
Number of (millions)
Millions
225
0
95
96
97
98
99
00
01
02
03
04
05
06
07
Source: Reuters EcoWin
Cars and Mobiles - The Consumer Boom
Number, millions
25
25
20
15
15
10
10
5
5
0
0
600
Number of (millions)
500
millions
20
600
Mobile telephone subscribers
500
400
400
300
300
200
200
100
100
0
millions
Number of (millions)
Privately owned vehicles
0
00
01
02
03
04
05
06
07
Source: Reuters EcoWin
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Number of
Monthly Sales of Passenger Cars in China
900000
900000
800000
800000
700000
700000
600000
600000
500000
500000
400000
400000
300000
300000
200000
200000
Jan
Apr
Jul
05
Oct
Jan
Apr
Jul
06
Oct
Jan
Apr
Jul
07
Oct
Jan
Apr
Jul
08
Oct
Jan
Apr
Jul
09
Source: Reuters EcoWin
Macro indicators
Chinese and Indian Growth compared to the USA and UK
Annual percentage change in real national output
15.0
15.0
12.5
12.5
10.0
10.0
China
7.5
7.5
Percent
India
USA
5.0
5.0
UK
2.5
2.5
0.0
0.0
-2.5
-2.5
-5.0
-5.0
-7.5
-7.5
00
01
02
03
04
05
06
07
08
09
Source: Reuters EcoWin
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Is the Chinese Export Boom Over?
Monthly value of exports of selected products, $ billion
80
80
70
70
60
60
50
Mechanical and electrical products
40
40
30
30
20
20
10
billions
USD (billions)
50
10
High and new-tech products
0
Jan May Sep Jan May Sep Jan May Sep Jan May Sep Jan May Sep Jan May Sep Jan May Sep Jan May
02
03
04
05
06
07
08
09
High-and-new-tech products
Mechanical and electrical products
0
Source: Reuters EcoWin
Food Price Index for China
Index
Average of 36 cities
125
125
120
120
115
115
110
110
105
105
100
100
95
95
00
01
02
03
04
05
06
07
08
09
Source: Reuters EcoWin
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China Consumer Price Inflation
Percent
Annual percentage change in consumer prices
7.5
7.5
5.0
5.0
2.5
2.5
0.0
0.0
-2.5
-2.5
-5.0
-5.0
-7.5
-7.5
-10.0
-10.0
Jan
Apr
Jul
Oct
05
ar 12 months
Jan
Apr
Jul
06
Oct
Jan
Apr
Jul
07
Oct
Jan
Apr
Jul
08
Oct
Jan
Apr
Jul
09
Source: Reuters EcoWin
A Booming Money Supply
Percent
Annual rate of change of the money supply and official policy interest rates
30.0
30.0
27.5
27.5
25.0
25.0
22.5
20.0
17.5
17.5
15.0
15.0
12.5
12.5
7.50
Percent
22.5
Annual growth of money supply
20.0
7.50
Official Interest Rates
7.00
7.00
6.50
6.50
6.00
6.00
5.50
5.50
5.00
5.00
00
01
02
03
04
05
06
07
08
09
Source: People's Bank of China
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China - Investment and GDP
30
25
25
20
20
15
15
10
10
5
5
0
thousand billions
CNY (thousand billions)
Trillion Yuan at current prices
30
0
90
91
92
93
94
95
96
Gross Capital Formation, Overall
97
98
99
00
01
02
03
04
05
06
07
Gross Domestic Product
Source: Reuters EcoWin
China's Trade Balance in Goods and Services
350
300
300
250
250
200
200
150
150
100
100
50
50
billions
USD (billions)
$ billion, annual data
350
0
0
95
96
97
98
99
00
01
02
03
04
05
06
07
08
Source: Reuters EcoWin
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Production of Cameras and Colour TV Sets in China
12
11
11
10
10
9
9
8
8
7
7
6
6
Cameras
5
5
4
4
3
3
2
2
1
millions
Number of (millions)
Monthly totals, million units per month
12
1
Colour TV Sets
0
0
83
85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09
Source: Reuters EcoWin
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China's Urban Population and Unemployment
Percent
600
575
550
525
500
475
450
425
400
375
350
4.50
4.50
4.25
4.25
4.00
4.00
3.75
3.75
3.50
3.50
3.25
3.25
3.00
3.00
2.75
millions
Person (millions)
Population (top pane) and Unemployment (bottom pane)
600
575
550
525
500
475
450
425
400
375
350
2.75
95
96
97
98
99
Population, urban, total
00
01
02
03
04
05
06
07
08
Unemployment, Urban area, rate
Source: Reuters EcoWin
USA - Trade with China
Quarterly data, $ billion
100
100
75
75
50
50
25
25
0
0
US Exports to China
-25
billions
USD (billions)
US Imports from China
-25
-50
-50
Trade balance with China
-75
-75
-100
-100
90
91
92
93
94
95
96
97
98
99
00
01
02
03
04
05
06
07
08
09
Source: Reuters EcoWin
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China, Shanghai Stock Exchange - Index of A Shares
Index
Daily closing index
7000
7000
6000
6000
5000
5000
4000
4000
3000
3000
2000
2000
1000
Jan
1000
Apr
Jul
05
Oct
Jan
Apr
Jul
06
Oct
Jan
Apr
Jul
07
Oct
Jan
Apr
Jul
08
Oct
Jan
Apr
Jul
09
Oct
Source: Reuters EcoWin
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