China Macro & Policy Tracker

Manufacturing

China’s Manufacturing and Service Activities Return to Expansion as Production and Demand Strengthen

China’s Top Market Regulator Reinforces Anti-Involution Measures, Names Four Key Industries

China’s Net Foreign Assets Hit $4.07T in 2025, Rising to Second Largest Globally

Consumption

First Spring Break Approaches, Local Authorities Roll Out Measures to Boost Consumption

China Raises Central SOE Profit Remittance Proportion to Boost Fiscal Revenue, Support National Priorities

Economy

China’s Industrial Profits Grow at Faster Pace in Jan – Feb Amid Production Recovery and High-Tech Growth

Insurance

China Launches Nationwide Long-Term Care Insurance to Support Disabled and Aging Population

China’s Daily Token Usage Rises 40% in Three Months, Plans Nationwide Integrated Data Market

Real Estate

Guangzhou Explores Using Housing Vouchers for Second-Hand Home Purchases

Internet

Beijing Authorities Summons Major Internet Platforms to Crack Down on Involution-Style Competitions

PBOC

PBOC Governor Pan Comments on Monetary Policy, Exchange Rate, Financial Opening, and Yuan Internationalization

Consumption

China Unveils 16 Measures to Boost Inbound Consumption, Aims to Optimize Consumption Scenarios and Departure Tax Refunds

PBOC

China Raises Macroprudential Coefficient for Domestic Companies’ Offshore Lending to 0.6, Unifies RMB and Foreign Currency Management

Real Estate

Chinese Regions Adjust Provident Fund Policies, Expand Use to Parking Spaces and Heating and Property Fees

PBOC

China’s LPR Holds Steady for 10th Consecutive Month as Strong Economic Performance Lowers Urgency for Rate Cuts