China Macro & Policy Tracker

Over 20 Regions Launch New Round of Home Subsidies, Shifting from Broad Incentives to Targeted Support

AutoTax

China’s NEV Tax Reform Debate: Experts Propose Extending Consumption Tax to NEVs

Auto

Hainan’s Electric Transition Roadmap: End of Fuel Vehicles and Road Financing Reform

PBOC Flags Rapid Growth in Asset Management Products, Vows to Curb Practices That Undermine Monetary Policy Transmission

PBOC

China’s June Credit Growth Falls Short of Expectations, Corporate Direct Financing Gains Momentum in H1 2026

Economy

China’s Industrial Capacity Utilization Falls to Six-Year Low Amid Sectoral Divergence and Structural Transformation

Investment

China’s Fixed-Asset Investment Weakness Deepens in H1, Infrastructure Investment Growth Turns Negative for First Time This Year

Power

China Expected to Invest Over RMB 5 Tn in Power Grids in 2026 – 2030, Computing-Electricity Integration Emerge as Priority

Industrial Production

China’s Industrial Growth Accelerates in June Drive by High-Tech Sectors and Resilient Exports

Consumption

China’s Retail Sales Unexpectedly Return to Growth in June – What’s Driving the Recovery?

GDP

China’s GDP Growth Slows to 4.3% in Q2 Amid Rising Pressures, GDP Deflator Turns Positive for First Time in 12 Quarters

Real Estate

China’s 15th Consumption Plan Signals Directions for Housing Consumption Over Next Five Years

Foreign Trade

China’s Foreign Trade Hits Record in H1 – What’s Driving the 25 Trillion Yuan Peak

Consumption

China’s 60-Trillion Yuan Consumer Agenda: Key Priorities and Structural Transitions for 15th Five-Year Plan

CarbonEnergy

China Releases 2026–2028 Plan to Reduce Emission Across Energy Sector: Policy Priorities, Pathways, and Strategic Implications