China Macro & Policy Tracker

Real Estate

Multiple Chinese Regions Optimize Pre-Sale Fund Supervision Policies to Ease Pressure on Developers

Real Estate

China’s Top Leadership Vows to to Stabilize Housing Market, Urban Renewal Becomes Key Lever

Economy

China to Fully Utilize Economic Policy Tools, Systematically Respond to External Shocks, Says Politburo Meeting

Economy

China Provincial Economic Growth Shows Deeper Divergence in Q1 – What’s Driving the Gap?

China Responds to EU Industrial Accelerator Act, Signals Possible Countermeasures

Fiscal

China’s Land Sale Revenue Falls 24% in Q1, Accelerating Structural Transformation in Local Fiscal and Development Models

China Industrial Profits Accelerate in Q1 Led by High-Tech Manufacturing, Electronics Industry Profits More Than Double

China’s Personal Income Tax Grows by Double Digits in Q1 – What’s Driving the Growth?

Export Control

China’s Export Control List Includes EU Entities for First Time, Seven Companies Added

Fiscal

China Fiscal Revenue Growth Accelerates on Tax Recovery and Trade Strength, Q1 Fiscal Spending Pace Fastest in Five Years

Government Bond

China Further Expands Pilot for Local Government Special Bonds “Self-Examination and Self-Issuance” to Boost Efficiency

Labor Market

China’s Q1 Labor Market: Rising Youth and Migrant Unemployment Highlights Risk of “Jobless Growth”

Energy

China Vows “Coal Reduction and Oil Consumption Control,” Setting New Priorities for Green Energy Transition

Low-Altitude Economy

China Sets Roadmap for SOEs to Accelerate Low-Altitude Economy Industrial Clusters

Export

China’s EV, Battery and Solar Exports Surge in Q1 Amid Policy Shifts, Energy Transition and “Rush Export” Effect