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"Due to the new policies on regulating consumer-loan originations, consumer loan ABS issuance in 2018 might not able to keep pace with the previous year," it said.

"Didi has accumulated rich experience in the car-sharing sector, including market strategy, investor relations management and consumer behavior analysis, which is of guiding significance for Ofo that is still in a growth phase," said Wang Xiaofeng, a senior analyst at Forrester Research Inc.

"Evidence on the initial effects of emergency aid suggests that the end of benefits will push overall consumer spending -- the main driver of the economy -- down by more than 4 percent," he noted.

"During the past year, local game firms have found ways to survive in the rough time," Liu said. "The main solution is to expand overseas. After the nine-month licensing freeze, they will continue to spread across the globe, and more companies will target overseas markets. And that will be a driving force for the growth of the entire industry."

"Demand in the construction industry has basically recovered to last year's level driven by new and resumed projects," said Xu Xiangchun, an analyst with mysteel.com.