2023Outlook: The Year of Hope for China's Economy

According to a report by the Wall Street Journal, state-owned banks are providing a large amount of loans and other credit commitments to domestic real estate developers in the midst of a credit crisis, with a credit limit of up to 1.2Trillion yuan. These new commitments from state-owned banks, coupled with the recent expansion of government supported bond guarantee programs, are all aimed at helping developers continue to operate and complete the construction of real estate projects. These measures will help solve the short-term liquidity pressure of real estate enterprises, but the greater challenge is to regain the trust of the Chinese people and homebuyers.


According to market research institutions CRIC Driven by more support from the government for high debt industries, Chinese real estate companies 12 Monthly co financing 1018 RMB 100 million, year-on-year growth 33.4%。


In recent weeks, the central government has begun to re-examine policies targeting the technology and education industries, and is preparing to end its long-standing investigation into internet companies. One consideration is to prepare to relaunch the mobile app of ride hailing company Didi in domestic app stores. On Saturday, Guo Shuqing, Chairman of the China Banking and Insurance Regulatory Commission, told the media that relevant government departments have ended investigations into the financial business of several internet companies.


Wall Street analysts generally predict that as the Chinese economy is about to reopen, the growth of Chinese technology companies will be2023The year has accelerated again, but the growth rate is unlikely to reach the past level of quarterly revenue growth30%to40%。


One of the world's largest providers of financial market data and infrastructureRefinitiv Estimated by Alibaba2022Revenue will increase year-on-year in the fourth quarter2%And then in the2023Accelerated to the second in the year6%Above, achieved in the third quarter12%。


Regulatory agencies have also begun to re approve games. last year12month28National Press and Publication Administration12Monthly approval information for domestic online games, total84Game approved, yes2022Once with the highest number of annual approvals; At the same time, there are also44 Imported online games in time intervals18Approved six months later.