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Macro

March 27, 2024

Li Xi wants to keep labs in line

We’re still seeing signs that officials are cracking down on corruption in China’s innovation ecosystem. From March 18-21, Li Xi, head of China’s anti-corruption watchdog (CCDI) took a tour of Zhejiang province. What caught our eye: While he was there, Li spent a considerable amount of time visiti… Username Password Remember Me Forgot… Read More »

We're still seeing signs that officials are cracking down on corruption in China's innovation ecosystem.
From March 18-21, Li Xi, head of China's anti-corruption watchdog (CCDI) took a tour of Zhejiang province.
What caught our eye: While he was there, Li spent a considerable amount of time visiti...

sources

Xinhua: 李希在浙江调研

CNR: 李希在浙江调研

March 27, 2024

Zheng Shanjie tries to give foreign companies FOMO

The China Development Forum, a major confab of foreign CEOs and Chinese officials, ended on Tuesday. Looking through the readouts from the proceedings, one thing really jumped out to us: Chinese officials went overboard trying to sell foreign execs on Xi Jinping’s favorite new catchphrase, “New Qua…

The China Development Forum, a major confab of foreign CEOs and Chinese officials, ended on Tuesday.
Looking through the readouts from the proceedings, one thing really jumped out to us:

Chinese officials went overboard trying to sell foreign execs on Xi Jinping's favorite new catchphrase, "New Qua...

sources

NDRC: 郑栅洁出席中国发展高层论坛2024年年会并演讲

March 26, 2024

Many a little makes a mickle

Beijing wants the state reserve pension fund to better utilize cash contributions from state-owned enterprises (SOEs). The latest: On Friday, the finance ministry and two other agencies jointly released interim rules on managing the cash from SOE contributions to state pension funds. Some context: I…

Beijing wants the state reserve pension fund to better utilize cash contributions from state-owned enterprises (SOEs).
The latest: On Friday, the finance ministry and two other agencies jointly released interim rules on managing the cash from SOE contributions to state pension funds.
Some context: I...

sources

CNstock: 多数承接主体接收的划转国有股权禁售期已过，开始收取划转股权现金分红且规模逐年增加

March 26, 2024

Green is back

Decarbonization is back at the top of Beijing’s energy policy agenda. On Friday, the energy regulator (NEA) released its 2024 guiding opinions on energy work – highlighting the sector’s top priorities and targets for the year. Some context: Energy security has been the number one priority since 2022…

Decarbonization is back at the top of Beijing's energy policy agenda.
On Friday, the energy regulator (NEA) released its 2024 guiding opinions on energy work – highlighting the sector's top priorities and targets for the year.
Some context: Energy security has been the number one priority since 2022...

sources

NEA: 国家能源局关于印发《2024年能源工作指导意见》的通知

March 26, 2024

Coal shipments return from down under

Recovering Sino-Australian ties are driving a boom in China’s imports of Aussie coal. Recent customs data show China bought USD 1.34 billion of coal from the land of Oz for the January-February period. That’s up…ahem…about 3,188% y/y. Note that China imported exactly zero Aussie coal in January…

Recovering Sino-Australian ties are driving a boom in China's imports of Aussie coal.
Recent customs data show China bought USD 1.34 billion of coal from the land of Oz for the January-February period.

That's up...ahem...about 3,188% y/y.
Note that China imported exactly zero Aussie coal in January...

sources

SCMP: China’s Australian coal imports surge, replacing Russia as top supplier, but hi-tech products to be ‘slow burner’

March 26, 2024

Vanke gets (a bit) more love

Support for state-backed developer Vanke is trickling in slowly – just enough to keep it solvent. The latest: In a filing last Tuesday, Vanke said it had obtained an RMB 1.4 billion, 14-year loan from Industrial Bank. Funds will be used to repay outstanding property loans and bonds. The size of th…

Support for state-backed developer Vanke is trickling in slowly – just enough to keep it solvent.
The latest: In a filing last Tuesday, Vanke said it had obtained an RMB 1.4 billion, 14-year loan from Industrial Bank.

Funds will be used to repay outstanding property loans and bonds.

The size of th...

sources

HKEX: 海外監管公告

Guancha: 万科回应近期美元债偿付：所有资金已经到位

March 26, 2024

Who is China’s most influential economic policy advisor?

At Trivium, we keep track of China’s most influential economic advisors and monitor what advice they impart to China’s senior officials. In November, we published our list of the top 10 most influential economic advisors. We recently updated our rankings – and there are some big changes. First, th…

At Trivium, we keep track of China's most influential economic advisors and monitor what advice they impart to China's senior officials.

In November, we published our list of the top 10 most influential economic advisors.
We recently updated our rankings – and there are some big changes.

First, th...

sources

Source:

March 26, 2024

Not another China-US hacking scandal

Another hacking scandal has lit a fire under Beijing’s ties with the West. On Monday, the US and British governments pressed charges and imposed sanctions against Chinese entities and individuals for alleged state-backed cyber espionage. The details: US and UK officials accused hackers affiliated wi…

Another hacking scandal has lit a fire under Beijing's ties with the West.
On Monday, the US and British governments pressed charges and imposed sanctions against Chinese entities and individuals for alleged state-backed cyber espionage.
The details: US and UK officials accused hackers affiliated wi...

sources

Reuters: US, UK accuse China of cyberespionage that hit millions of people

AP: US and UK go after Chinese hackers accused of state-backed operation against politicians, dissidents

March 26, 2024

A country’s a country, no matter how small

Xi Jinping is making time for China’s tiniest friends. On Monday, Xi met separately with: President of Nauru David Adeang Prime Minister of Dominica Roosevelt Skerrit Fun fact: With a combined population of just 84,000, Dominica and Nauru could fit into Beijing roughly 262 times. But Xi told both …

Xi Jinping is making time for China’s tiniest friends.
On Monday, Xi met separately with:

President of Nauru David Adeang
Prime Minister of Dominica Roosevelt Skerrit

Fun fact: With a combined population of just 84,000, Dominica and Nauru could fit into Beijing roughly 262 times.
But Xi told both ...

sources

Xinhua: Xinhua Headlines: Chinese, Nauruan presidents hold talks for 1st time since resuming ties

Xinhua: Xi meets Dominican PM

US State Department: Visits By Foreign Leaders of Dominica

US State Department: Visits By Foreign Leaders of Nauru

March 26, 2024

National Data Administration meets with SK Hynix

This seems interesting… but we don’t know why, yet. On Sunday, during the China Development Forum, Liu Liehong, head of China’s newly formed National Data Administration (NDA), held a meeting with the CEO of South Korean semiconductor giant SK Hynix. That strikes us as weird: The NDA doesn’t see…

This seems interesting... but we don't know why, yet.
On Sunday, during the China Development Forum, Liu Liehong, head of China's newly formed National Data Administration (NDA), held a meeting with the CEO of South Korean semiconductor giant SK Hynix.
That strikes us as weird: The NDA doesn't see...

sources

NDA: 国家数据局局长刘烈宏会见SK海力士株式会社郭鲁正社长一行

March 26, 2024

MofCom cozies up to foreign chipmakers

Minister of Commerce Wang Wentao held a bevy of meetings with foreign execs on the sidelines of the China Development Forum… … and we couldn’t help but notice that he prioritized meetings with semiconductor companies. During the forum, Wang took the time to sit down with: Lisa Su, CEO of AMD…

Minister of Commerce Wang Wentao held a bevy of meetings with foreign execs on the sidelines of the China Development Forum...

... and we couldn't help but notice that he prioritized meetings with semiconductor companies.

During the forum, Wang took the time to sit down with:

Lisa Su, CEO of AMD...

sources

MofCom: 王文涛部长会见AMD公司董事会主席兼首席执行官苏姿丰

MofCom: 王文涛部长会见高通公司总裁兼首席执行官安蒙

MofCom: 王文涛部长会见美光科技公司总裁兼首席执行官桑杰·梅赫罗特拉

MofCom: 王文涛部长会见SK海力士首席执行官郭鲁正

MofCom: 王文涛部长会见博通公司总裁兼首席执行官陈福阳

March 26, 2024

China’s national standards for data classification are finally here

Last week was a big deal for data regulation in China. The biggest news was the release of relaxed rules on cross-border data transfer. But the announcement drowned out the release of another, equally important data security-related development: The pre-approval version of national-level data clas…

Last week was a big deal for data regulation in China.

The biggest news was the release of relaxed rules on cross-border data transfer.

But the announcement drowned out the release of another, equally important data security-related development: The pre-approval version of national-level data clas...

sources

TC260: 5项网络安全国家标准获批发布

TC260: 数据安全技术数据分类分级规则

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