China Macro & Policy Tracker

Power

China’s Wind and Solar Capacity Triples During 14th Five-Year Period, High-Speed Growth Set to Continue in 15th Five-Year Period

Real Estate

China Tightens Real Estate Anti-Money Laundering, Cracks Down on Four “Whitewashing” Methods

China to Introduce New Measures to Boost Service Exports and Service Consumption, Says Commerce Ministry

Transport

China Completes 1.95 Tn Yuan Transportation Investment in Jan–Jul; Freight and Passenger Flows Maintain Steady Growth, Says Transport Ministry

China’s Industrial Profits Decline at Slower Pace in Jul as Manufacturing Shows Clear Recovery

AI

China Unveils AI+ Action Plan: Six Key Areas Targeted, Aims to Build Intelligent Society by 2035

PBOC

PBOC Boosts Market Liquidity with Largest Mid-Term Net Injection Since Feb 2025

Electricity

China Builds World’s Largest “Power Supermarket,” to Expand New Energy Consumption in 15th Five-Year Period

China Releases Top-Level Carbon Market Plan, Cap-and-Trade with Increased Paid Allocation

Tax

China Narrows Scope of Full VAT Input Tax Credit Refunds Starting Sept 2025

China–Central Asia Freight Trains Surge as China–Europe Routes Decline Amid Geopolitical Shifts

Rare Earth

China to Implement Total Quantity Controls on Rare Earth Mining and Smelting

Consumption

China Sees Strong Sales in Home Appliances, Furniture, and Mobile Phones in Jul, Says Commerce Ministry

Electricity

China’s Jul Power Consumption Surpasses 1 Tn kWh for First Time Amid Heatwave and Industrial Demand

Policy

China to Launch RMB 500 Bn “Quasi-Fiscal” Tool, Focusing on Emerging Industries and Infrastructure