[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Quasar Markets [@QuasarMarkets](/creator/twitter/QuasarMarkets) on x 125.8K followers Created: 2025-07-21 12:49:42 UTC China Market Pulse 📈 🔹 $SHCOMP +0.72% | $SZCOMP +0.86% 🔹 PBOC keeps LPRs steady (1Y: 3.0%, 5Y: 3.5%) 🔹 Rare earth exports to 🇺🇸 +660% MoM 🔹 10Y yield: XXXX% (ETF demand soaring 📊) 🔹 EU–China summit this week 🇪🇺🤝🇨🇳 PBOC’s inaction is not passive — it’s targeted patience: liquidity is flowing (new bank lending up), but Beijing’s waiting for fiscal and trade clarity. China’s equity rally is sector-specific, driven by industrial policy alignment, green energy, and reopening trade channels (especially rare earths). Watch for Xi–Trump meeting signals at APEC (Oct): global macro hinges on whether tariffs harden or give way to détente. Bond market strength and muted yields show deep deflation concerns are not resolved — especially as Q2 GDP (5.2%) slowed from earlier prints. PBOC Policy: The People's Bank of China held its 1-year LPR at XXX% and 5-year at 3.5%, signaling a continued dovish tilt to counter weak demand and deflationary undercurrents. Equities: Shanghai Composite rose XXXX% to 3,560; Shenzhen up XXXX% to XXXXXX — marking multi-month highs. Gains led by renewable energy, rare earths, and electrical equipment, with names like: China Northern Rare Earth +6.3% Huadian New Energy +13.7% Wolong Electric +10% Bonds & Currency: 10Y yield steady at 1.68%, reflecting strong bond ETF inflows (> $50B AUM) amid low inflation expectations. Offshore yuan stable at 7.17/USD despite tariff headwinds. Trade & Geopolitics: China–EU summit this week: focus on recalibrating strained ties, 50th anniversary of diplomatic relations. Rare earth magnet exports to US up XXX% MoM, recovering from April’s trade disruption — though still -XX% YoY. Trump’s August X tariff enforcement deadline looms over global sentiment, potentially reshaping supply chains. Industrial Policy: Ministry of Industry launching 10-sector stabilization plan, targeting machinery, autos, and electricals. Emphasis on digital transformation and phasing out obsolete capacity.  XXXXX engagements  **Related Topics** [clarity](/topic/clarity) [lending](/topic/lending) [fund manager](/topic/fund-manager) [$szcomp](/topic/$szcomp) [$shcomp](/topic/$shcomp) [pulse](/topic/pulse) [china](/topic/china) [quasar](/topic/quasar) [Post Link](https://x.com/QuasarMarkets/status/1947277805546258784)
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Quasar Markets @QuasarMarkets on x 125.8K followers
Created: 2025-07-21 12:49:42 UTC
China Market Pulse 📈
🔹 $SHCOMP +0.72% | $SZCOMP +0.86% 🔹 PBOC keeps LPRs steady (1Y: 3.0%, 5Y: 3.5%) 🔹 Rare earth exports to 🇺🇸 +660% MoM 🔹 10Y yield: XXXX% (ETF demand soaring 📊) 🔹 EU–China summit this week 🇪🇺🤝🇨🇳
PBOC’s inaction is not passive — it’s targeted patience: liquidity is flowing (new bank lending up), but Beijing’s waiting for fiscal and trade clarity.
China’s equity rally is sector-specific, driven by industrial policy alignment, green energy, and reopening trade channels (especially rare earths).
Watch for Xi–Trump meeting signals at APEC (Oct): global macro hinges on whether tariffs harden or give way to détente.
Bond market strength and muted yields show deep deflation concerns are not resolved — especially as Q2 GDP (5.2%) slowed from earlier prints.
PBOC Policy: The People's Bank of China held its 1-year LPR at XXX% and 5-year at 3.5%, signaling a continued dovish tilt to counter weak demand and deflationary undercurrents.
Equities: Shanghai Composite rose XXXX% to 3,560; Shenzhen up XXXX% to XXXXXX — marking multi-month highs. Gains led by renewable energy, rare earths, and electrical equipment, with names like:
China Northern Rare Earth +6.3%
Huadian New Energy +13.7%
Wolong Electric +10%
Bonds & Currency:
10Y yield steady at 1.68%, reflecting strong bond ETF inflows (> $50B AUM) amid low inflation expectations.
Offshore yuan stable at 7.17/USD despite tariff headwinds.
Trade & Geopolitics:
China–EU summit this week: focus on recalibrating strained ties, 50th anniversary of diplomatic relations.
Rare earth magnet exports to US up XXX% MoM, recovering from April’s trade disruption — though still -XX% YoY.
Trump’s August X tariff enforcement deadline looms over global sentiment, potentially reshaping supply chains.
Industrial Policy:
Ministry of Industry launching 10-sector stabilization plan, targeting machinery, autos, and electricals.
Emphasis on digital transformation and phasing out obsolete capacity.
XXXXX engagements
Related Topics clarity lending fund manager $szcomp $shcomp pulse china quasar