China Macro & Policy Tracker

Export

China’s Consumer Goods Exports Remain Weak in Nov, Exports to US Fall at Faster Pace

Fiscal

China’s Nov Fiscal Revenue Flat YoY, Tax Revenue Rises and Non-Tax Revenue Declines

Infrastructure

China’s Urban Rail Sees Year-End Opening Rush, Metro Construction Approvals Tighten

Economy

China’s Top Economic Decision-Making Body Details Plans to Expand Demand, Stabilize Employment, and Promote Real Estate Development in 2026

Real Estate

China’s New Home Construction Area Plummets in Jan–Nov, Returning to 20-Year-Ago Levels

Consumption

China to Implement Effective Institutional Arrangements to Boost Domestic Demand, Says NDRC

Power

China to Add Over 200M KW New Wind and Solar Capacity in 2026, Nuclear Power Policy to Stay Unchanged

Export

Behind $1 Trillion Trade Surplus: New Trends in China’s Exports

China’s Second-Hand Home Prices Drop Across All City Tiers, First-Tier Cities See Steepest Drop Since Oct 2024

Investment

China’s Fixed Asset Investment Weakens in January–November, Marginal Improvement Seen in Nov

Industrial Production

China’s Industrial Output Grows at Slowest Pace Since Sept 2024 Amid Export Fluctuations and “Anti-Involution” Policies

Consumption

China’s Retail Sales Growth Misses Expectations in Nov as Consumption Loses Steam

Government Bond

China to Issue Ultra-Long Special Government Bonds to Support Consumer Goods Trade-Ins in 2026, Finance Ministry Confirms

Economy

Reversing Price Declines Is Urgent, Stronger Macro Policies Needed, Says PBOC Advisor

Economy

China to Introduce Incremental Policies in 2026 to Leverage Synergy Between Existing and New Measures, Said Senior Official