China Macro & Policy Tracker

China Introduce 21 Financial Measures to Increase Support for the Construction of New International Land-Sea Trade Corridor 

Consumption

Several Chinese Regions Launch Applications for 2026 Home Appliance and Digital Product Trade-In Program Operators

Real Estate

China’s Housing Ministry Outlines Five-Year Housing Market Trends, Pledges Inventory Reduction via Urban Renewal

SOE

China to Advance SOE Reform in Next Five Years, Channel State-Owned Capital Into Key Sectors, Says SASAC

Government Bond

Chinese Local Governments Expected to Issue Over 1 Tn yuan Bond in Q1 of 2026 to Boost Key Projects and Economic Stability

PBOC

PBOC Implements One-Time Credit Repair Policy for Small Personal Overdues

PBOC

China Keeps Benchmark Lending Rate LPR Steady for Seventh Consecutive Month

Free Trade Port

Hainan Free Trade Port Launches Full-Island Customs Operations, Boosting Trade and Investment Facilitation

PBOC

PBOC Restarts 14-Day Reverse Repo Operation Amid Year-End Liquidity Management

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