China Macro & Policy Tracker

Price

Chinese Government Departments Outline Policy Approach to Promote Reasonable Rebound in Prices

Investment

Chinese Provinces Release Key Project Lists Early to Boost Investment at Start of 15th Five-Year Plan

Consumption

China’s Online Service Consumption Rises Over 20% in 2025, Sports Events Drive Strong Growth

Employment

China’s Youth Employment Falls in Dec, Overall Urban Unemployment Stable at 5.2%

Government Bond

China Allocates First Batch of 93.6 Bn Yuan in Ultra-Long-Term Bonds for 2026 Equipment Renewal

AI

China’s Core AI Industry Expected to Surpass 1.2 Trillion Yuan in 2025, Says Industry Ministry

Export

China’s Mechanical and Electrical Exports Tops $2.3 Tn in 2025, with Strong Growth in Integrated Circuits, Autos and Ships

Fiscal Policy

China to Expand Fiscal Spending in 2026, Deepen Local Bonds “Self-Review and Self-Issuance” Pilot, Says Finance Ministry

China Launches 500 Bn Yuan Special Guarantee Plan to Boost Private Investment

Consumption

China Extends Personal Consumption Loan Subsidy Policy, Includes Credit Card Installments

Consumption

China to Study and Formulate 2026–2030 Strategy to Expand Domestic Demand, Says NDRC

Industrial Production

China’s Industrial Capacity Utilization Remains Low in 2025 as “Anti-Involution” Efforts Await Deepening

Infrastructure

China’s Infrastructure Investment Records Rare Annual Decline in 2025 Amid Fiscal and Funding Pressures

Consumption

China’s Dec Retail Sales Grow at Slowest Pace Since 2023, Service Consumption Accelerates

GDP

China Achieves Annual Target with 5% GDP Growth, Q4 Growth Slows to 4.5%