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I would say that an over-compensation of number managing is the most likely factor.
It's been a practice to fake mainland exports to Hong Kong in order to import money into the country. A crackdown on this practice could explain the drop. Strange that Quark doesn't mention this practice.
If that is the case, then it seems to me that this might be part of a coming credit crunch, which could be very painful due to many over-extended developers.