MachineryChinese Machinery Industry Profits Grow 9.4% in H1, Strategic Emerging Industries Sustain Momentum 
PBOCPBOC’s Mid-Year Meeting Emphasizes Moderately Loose Monetary Policy, Offshore RMB Liquidity, and Financial Reform
Real EstateOver 60% of A-Share Property Developers Forecast Losses in H1, Top 100 Sales Decline Worsens Through Jul
AIConsumptionChina Approves “AI+” Initiative to Accelerate AI Application, Unveils Interest Subsidies to Boost Consumption and Innovation
China’s State Planner NDRC Ramps Up Investment and Consumption Push, Targets “Involution-Style” Competiton in Key Industries
China Macro Leverage Ratio Surpasses 300% for First Time Amid Persistently Low Prices and Slowing Nominal GDP Growth
ElectricityChina’s Electricity Consumption Rises Steadily in H1, Power Loads Repeatedly Hit New Highs, Full-Year Power Consumption Expected to Grow 5-6%
ManufacturingChina’s Manufacturing Shrinks at Faster Pace in Jul, Contracts for Fourth Consecutive Month
Decoding Politburo Meeting – More Optimistic Economic Outlook, Low Chance of Rate Cuts in Short Term, to Advance LGFV Exit
NDRC Proposes Guidelines on Government Investment Fund Layout, Seeks to Prevent Blind Investment in Emerging Industries
China’s Politburo Sets Tone for H2 2025: Macro Policies to Be Reinforced with Greater Flexibility and Foresight
Fiscal PolicyChina’s Finance Minister Outlines Four Key Fiscal Priorities for H2, Vows to Intensify Counter-Cyclical Fiscal Adjustments
