China Macro Tracker

China’s Fiscal Revenue Falls 1.7% in 2025 as Non-Tax Income Slumps, Tax Revenue Recovers

China’s Manufacturing and Services Activities Fall Back into Contraction in Jan as Demand Weakens

China Halves Whisky Import Tariff, Boosting UK Exports Amid Prime Minister Starmer’s Visit

Consumption

China’s State Council Issues Work Plan to Accelerate Growth of Service Consumption

Energy

China Outlines Path to 2030 New Energy Targets, 15th Five-Year Energy Plan to Be Released in H1

China’s Electronic Information Industry Exports Reach $758.3 Bn in 2025, Divergent Performance Seen Across Product Categories

China’s Industry Ministry Pledges Capacity Control to Curb “Involution-Style” Competition in PV Industry

AI

Beijing Accelerates “AI + Education” Integration, Launches Benchmark Schools and Higher Education Pilot Projects

China’s Finance Ministry Moves to Curb “Involution-Style Competition” in Government Procurement, Launches Review of Abnormally Low Prices

China’s 2025 Provincial Economic Growth Released; Nearly Half Surpass 2024 Levels

Real Estate

Multiple Chinese Regions Take Action to Purchase Existing Housing to Reduce Inventory

Auto

China Revises Automotive Entry Review Requirements to Enhance Product Safety and Quality, Curb Blind Launches

Consumption

China’s Local Two Sessions Send New Signals for Boosting Consumption Growth

China Releases Ten Major “Involution-Style” Competition Cases, Covering Platform Economy, Live-Stream Marketing, and More

China’s Industrial Profits Rebound in Dec 2025, Annual Growth Turns Positive