China Macro Tracker

Economy

China’s Transportation Investment Enters New Era: Infrastructure Renewal Takes Priority Over Mega Expansion

Economy

Premier Li Emphasizes Service Sector Expansion and “Six Networks” Construction to Boost Domestic Demand and Stabilize Investment

LGFV

China’s Regulatory Tightening on LGFV Operating Right Monetization: Emerging Valuation Risks in Asset-Backed Financing Models

Economy

NDRC Holds Another Private Enterprise Symposium, Pledges Stronger Policy Support

PBOC

China’s LPR Holds Steady for 14 Consecutive Months as Rate Cut Expectations Rise Amid Economic Slowdown

Auto

China Escalates Auto Manufacturing Oversight: Safety Regulation Expands Across Supply Chains and Software

Economy

China-Brazil Trade Hits Record High in H1 2026 as EV Exports and Commodity Trade Surge

BatteryTax

China Expands Battery Consumption Tax Scope as Green Energy Incentives Gradually Exit

Yuan

Chinese Companies Step Up FX Hedging Amid RMB Appreciation, Cross-Border RMB Use Expands in H1

Oil

China’s Crude Oil Imports Hit Decade Low: What’s Driving the Historic Downturn?

Real Estate

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

PBOC Flags Rapid Growth in Asset Management Products, Targets Practices That Undermine Monetary Policy Transmission

PBOC

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