China Macro & Policy Tracker

Chinese Provinces Roll Out Medical Consumable Price Adjustment Policies in Jan Amid Nationwide Price Governance Push

Real Estate

Shanghai Launches Pilot Program to Acquire Second-Hand Homes for Guaranteed Rental Housing — Can It Stabilize Local Housing Market?

GDP

Most Chinese Provinces Set 2026 GDP Growth Targets Around 5%, Tibet, Hainan, Xinjiang Aim Higher Growth

PBOC

PBOC Injects 800 Bn Yuan via 3-Month Reverse Repo to Ensure Ample Liquidity

Electricity

China’s Solar Power Installed Capacity to Overtake Coal Power in 2026 as Green Energy Transition Accelerates

Travel

China’s 2026 Spring Festival Travel Rush Kicks Off, Passenger Flow Expected to Hit 9.5 Bn

Land

Chinese Local Governments’ Land Sale Revenue Tumbles Over 50% in Four Years, Several Provinces Expect Growth in 2026

GDP

Many Chinese Provinces Lower or Hold 2026 Growth Targets as 15th Five-Year Plan Begins

Fiscal

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

Manufacturing

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

Foreign Trade

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

Export

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

PV

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