China Macro Tracker

Auto

China Escalates Auto Manufacturing Oversight: Safety Regulation Expands Across Supply Chains and Software

Economy

China-Brazil Trade Hits Record High in H1 2026 as EV Exports and Commodity Trade Surge

BatteryTax

China Expands Battery Consumption Tax Scope as Green Energy Incentives Gradually Exit

Yuan

Chinese Companies Step Up FX Hedging Amid RMB Appreciation, Cross-Border RMB Use Expands in H1

Oil

China’s Crude Oil Imports Hit Decade Low: What’s Driving the Historic Downturn?

Real Estate

Over 20 Regions Launch New Round of Home Subsidies, Shifting from Broad Incentives to Targeted Support

AutoTax

China’s NEV Tax Reform Debate: Experts Propose Extending Consumption Tax to NEVs

Auto

Hainan’s Electric Transition Roadmap: End of Fuel Vehicles and Road Financing Reform

PBOC

PBOC Flags Rapid Growth in Asset Management Products, Targets Practices That Undermine Monetary Policy Transmission

PBOC

China’s June Credit Growth Falls Short of Expectations, Corporate Direct Financing Gains Momentum in H1

Economy

China’s Industrial Capacity Utilization Falls to Six-Year Low Amid Sectoral Divergence and Structural Transformation

Economy

China’s Fixed-Asset Investment Weakness Deepens in H1, Infrastructure Investment Growth Turns Negative for First Time This Year

Energy

China Expected to Invest Over RMB 5 Tn in Power Grids in 2026 – 2030, Computing-Electricity Integration Emerge as Priority

Economy

China’s Industrial Growth Accelerates in June Drive by High-Tech Sectors and Resilient Exports

Economy

China’s Retail Sales Unexpectedly Return to Growth in June – What’s Driving the Recovery?