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Macro

January 12, 2024

Liu talks up US-China cooperation

The Party’s top diplomat is keeping the positive US-China vibes going. On Tuesday, Liu Jianchao, head of the Communist Party’s International Liaison Department gave a speech and took questions at the Council of Foreign Relations (CFR) in New York. A little about Liu: He’s a career diplomat and flu… Username Password Remember Me … Read More »

The Party's top diplomat is keeping the positive US-China vibes going.
On Tuesday, Liu Jianchao, head of the Communist Party’s International Liaison Department gave a speech and took questions at the Council of Foreign Relations (CFR) in New York.
A little about Liu:

He's a career diplomat and flu...

sources

Council on Foreign Relations: The Future of China and China-U.S. Relations: A Conversation With Liu Jianchao

January 12, 2024

Flash talk | Monetary policy takes on a bigger role

There’s nothing we like more than catching a small change in the wording of monetary policy, particularly if the language change has large implications. That’s what Trivium Co-founder Andrew Polk and Head of China Markets Research Dinny McMahon get into in during their first Flash Talk of 2024. The …

There's nothing we like more than catching a small change in the wording of monetary policy, particularly if the language change has large implications.
That's what Trivium Co-founder Andrew Polk and Head of China Markets Research Dinny McMahon get into in during their first Flash Talk of 2024.
The ...

January 12, 2024

AirDrop landmine

The city of Beijing just hacked an iPhone to track a suspect. On Monday, Beijing’s justice bureau claimed its in-house technical forensic team successfully exploited an Apple security vulnerability to identify a suspect who allegedly AirDropped videos containing “inappropriate speech” to stran…

The city of Beijing just hacked an iPhone to track a suspect.
On Monday, Beijing’s justice bureau claimed its in-house technical forensic team successfully exploited an Apple security vulnerability to identify a suspect who allegedly AirDropped videos containing "inappropriate speech" to stran...

sources

Beijing Gov: 司法鉴定：司法鉴定揭开“隔空投送”匿名传输的神秘面纱

January 12, 2024

Just how powerful will the NDA be?

On Monday, we told you Jiangsu had launched the National Data Administration’s (NDA) first local branch office. But we didn’t mention who would lead the fledgling department. On Wednesday, domestic media published an article profiling the department’s key leadership. Drumroll please: The director…

On Monday, we told you Jiangsu had launched the National Data Administration's (NDA) first local branch office.

But we didn’t mention who would lead the fledgling department.

On Wednesday, domestic media published an article profiling the department's key leadership.
Drumroll please: The director...

sources

Sina: 全国首个！省级新机构挂牌成立，正厅级“一把手”亮相

January 12, 2024

The slow data export grind

On Tuesday, Beijing Daily published an article about the progress of data export approvals in the city. The details: The article provides some current stats on the number of companies that have applied to export data, including which companies have received approval. The numbers: To date, 117 organ…

On Tuesday, Beijing Daily published an article about the progress of data export approvals in the city.
The details: The article provides some current stats on the number of companies that have applied to export data, including which companies have received approval.
The numbers: To date, 117 organ...

sources

People.cn: 北京率先实现数据跨境安全便捷流动

January 12, 2024

Next steps for New Industrialization

On Wednesday, People’s Daily published an interview with Jin Zhuanglong, the head of the industrial ministry (MIIT). The topic: MIIT’s goals for supporting New Industrialization in 2024. Background: New Industrialization is all about making the manufacturing industry more efficient through innovatio…

On Wednesday, People's Daily published an interview with Jin Zhuanglong, the head of the industrial ministry (MIIT).
The topic: MIIT's goals for supporting New Industrialization in 2024.
Background: New Industrialization is all about making the manufacturing industry more efficient through innovatio...

sources

People.cn: 构建以先进制造业为骨干的现代化产业体系 ——访工业和信息化部党组书记、部长金壮龙

January 12, 2024

Tactical jabs: January US-China tech and trade war roundup

To view the roundup as a PDF, click here. Welcome to another edition of Trivium’s US-China tech and trade war roundup. In these monthly reports, we break down key geopolitical developments shaping the economic relationship between Beijing and Washington. Here’s where things stand as of ea…

To view the roundup as a PDF, click here.
Welcome to another edition of Trivium’s US-China tech and trade war roundup. In these monthly reports, we break down key geopolitical developments shaping the economic relationship between Beijing and Washington.
Here’s where things stand as of ea...

sources

US Treasury: Remarks by Secretary of the Treasury Janet L. Yellen on the U.S.-China Economic Relationship

Sputnik: 中国驻美使馆：中国军方愿与美方合作以恢复最高级别接触

PCAOB: Imposing $7.9 Million in Total Fines, PCAOB Sanctions Three China-Based Firms and Four Individuals in Historic Settlements

PCAOB: Chair Williams Statement on the PCAOB’s Enforcement Orders Against China-Based Firms

SEC: Securities and Exchange Commission v. Guosheng Qi and Gridsum Holding, Inc. and Relief Defendant Huijie He

Reuters: US to limit Chinese firms, battery parts from winning EV tax credits

US Treasury: Treasury Releases Proposed Guidance to Continue U.S. Manufacturing Boom in Batteries and Clean Vehicles, Strengthen Energy Security

SCMP: Mainland China, Hong Kong condemn US committee over bill that could lead to shutdown of city’s representative offices in country

US Foreign Affairs Committee: HFAC Markup on Various Measures

US Congress: H.R.1103 - Hong Kong Economic and Trade Office (HKETO) Certification Act

SCMP: Xinjiang: US adds more Chinese officials and companies to sanctions list

US Treasury: Treasury Designates Perpetrators of Human Rights Abuse and Commemorates the 75th Anniversary of the Universal Declaration of Human Rights

US Foreign Affairs Committee: HFAC Markup on Various Measures

US Foreign Affairs Committee: Bureau of Industry and Security: 90-Day Review Report

Bloomberg: Republican Slams Lax Enforcement of China Tech Trade Curbs

news.cn: 王小洪在全国禁毒工作电视电话会议上强调坚定不移走中国特色毒品问题治理之路奋力谱写新时代中国毒品之治新篇章

MofCom: 商务部科技部公告2023年第57号关于公布《中国禁止出口限制出口技术目录》的公告

MofCom: 关于《中国禁止出口限制出口技术目录》修订公开征求意见的通知

Caixin: 政协委员白重恩：建议不限制光伏硅片制备技术出口

Bloomberg: China Sanctions US Firm, Two Researchers Over Xinjiang Work

MoFA: 2023年12月26日外交部发言人毛宁主持例行记者会

MofCom: 商务部科技部公告2023年第57号关于公布《中国禁止出口限制出口技术目录》的公告

Reuters: China's rare earths dominance in focus after it limits germanium and gallium exports | Reuters

Bloomberg: China Sanctions Five US Defense Firms on Taiwan Arms Sales

MoFA: 外交部发言人就反制美国向中国台湾地区出售武器、制裁中国实体答记者问

NPC: 关税法（草案）征求意见

NPC Observer: 关于《中华人民共和国国务院组织法（修订草案）》修改情况的汇报

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January 11, 2024

Easy come, easy go

China wants to make it easier for foreign investors, businesspeople, and tourists to visit. On Thursday, the National Immigration Administration (NIA) announced five new measures to ease visa requirements for foreign visitors. Two target folks who want to visit or transit China: Foreign nationals …

China wants to make it easier for foreign investors, businesspeople, and tourists to visit.
On Thursday, the National Immigration Administration (NIA) announced five new measures to ease visa requirements for foreign visitors.
Two target folks who want to visit or transit China:

Foreign nationals ...

sources

SCIO: 国新办举行便利外籍人员来华5项措施新闻发布会

January 11, 2024

Good vibes from the Maldives

China’s got friends in (geographically) low places. On Wednesday, Xi Jinping met with new Maldivian President Mohamed Muizzu in Beijing. Some context: Muizzu assumed the presidency in November after campaigning on an anti-India platform amid deteriorating ties between Malé and New Delhi. His five-d…

China’s got friends in (geographically) low places.
On Wednesday, Xi Jinping met with new Maldivian President Mohamed Muizzu in Beijing.
Some context: Muizzu assumed the presidency in November after campaigning on an anti-India platform amid deteriorating ties between Malé and New Delhi.

His five-d...

sources

Xinhua: China, Maldives upgrade ties as presidents hold talks

Maldives President's Office: Key Agreements exchanged between the Maldives and China

Reuters: Maldives upgrades ties with China amid pivot from India

January 11, 2024

The internet at the end of the universe

High-speed internet everywhere, all the time! On Wednesday, the telecoms regulator (MIIT) and thirteen other agencies jointly released a plan to extend fiber broadband and 5G coverage to rural areas and remote regions. Background: China’s urban areas already enjoy high-speed wired and wireless inter…

High-speed internet everywhere, all the time!
On Wednesday, the telecoms regulator (MIIT) and thirteen other agencies jointly released a plan to extend fiber broadband and 5G coverage to rural areas and remote regions.
Background: China's urban areas already enjoy high-speed wired and wireless inter...

sources

MIIT: 工业和信息化部等十三部门关于加快“宽带边疆”建设的通知

January 11, 2024

Xi says public accountability unnecessary

Transparency schransmarency. On Wednesday, the Party’s disciplinary commission (CCDI) concluded its third plenum. According to the plenum communique, the meeting’s biggest achievement was discussing Xi’s latest contribution to Party theory: “Xi Jinping’s Important Thought on the Party’s Self-rev…

Transparency schransmarency.
On Wednesday, the Party’s disciplinary commission (CCDI) concluded its third plenum.
According to the plenum communique, the meeting's biggest achievement was discussing Xi’s latest contribution to Party theory:

"Xi Jinping’s Important Thought on the Party’s Self-rev...

sources

CCDI: 中国共产党第二十届中央纪律检查委员会第三次全体会议公报

January 11, 2024

Better red than…

Chinese shipping companies may have struck a deal with Yemen’s Houthi rebel group that would allow them to safely traverse the Red Sea. ICYMI: The Houthis began attacking vessels in the Red Sea in mid-December, in a move the group says is intended to blockade Israel. The attacks have throttled a cr…

Chinese shipping companies may have struck a deal with Yemen's Houthi rebel group that would allow them to safely traverse the Red Sea.
ICYMI: The Houthis began attacking vessels in the Red Sea in mid-December, in a move the group says is intended to blockade Israel.

The attacks have throttled a cr...

sources

Globes: Chinese shipping giant COSCO to stop visiting Israeli ports

ShippingWatch: Carriers are entering agreements with the Houthis to avoid attacks

Global Times: 大幅推高海运价格，欧洲担心物品短缺，红海航道危机冲击越来越大

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