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Macro

September 9, 2023

MIIT drones on about data

Beijing’s industrial regulators are holding drone makers accountable for data security. On Wednesday, the Ministry of Industry and Information Technology (MIIT) released draft provisions on drone manufacturing. The provisions expand upon interim regulations released this June. The details: To t… Username Password Remember Me Forgot Password

Beijing's industrial regulators are holding drone makers accountable for data security.
On Wednesday, the Ministry of Industry and Information Technology (MIIT) released draft provisions on drone manufacturing.

The provisions expand upon interim regulations released this June.

The details: To t...

sources

MIIT: 公开征求对《民用无人驾驶航空器生产管理若干规定（征求意见稿）》的意见

September 9, 2023

A flash in the pan?

On Thursday, Bloomberg reported that South Korean memory chip giant SK Hynix is investigating how its chips turned up in the Huawei Mate 60. Some background: In late August, Huawei released its new flagship phone, which included 5G capabilities and many domestically produced components. Previously…

On Thursday, Bloomberg reported that South Korean memory chip giant SK Hynix is investigating how its chips turned up in the Huawei Mate 60.
Some background: In late August, Huawei released its new flagship phone, which included 5G capabilities and many domestically produced components.

Previously...

sources

Bloomberg: SK Hynix Investigating Use of Its Chips in New Huawei Phone

September 9, 2023

Sensing sensitivity

Well, that’s one rumor semi-confirmed. According to posts circulating on social media on Thursday, it appears that a committee on national security within the Ministry of Public Security (MPS) banned Teslas from driving into “sensitive areas” back in 2021. Some background: Last month, reports circu…

Well, that's one rumor semi-confirmed.
According to posts circulating on social media on Thursday, it appears that a committee on national security within the Ministry of Public Security (MPS) banned Teslas from driving into "sensitive areas" back in 2021.
Some background: Last month, reports circu...

sources

Twitter: 责令限期整改内部安全隐患通知书

September 9, 2023

Defusing local government debt risks: What’s in the Politburo’s basket?

To view this note as a PDF, click here. Senior officials are finally getting serious about addressing the country’s longstanding local government debt challenges. The latest: On July 24, the Politburo met for its quarterly discussion of the Chinese economy. In the readout of the meeting, the P…

To view this note as a PDF, click here.
Senior officials are finally getting serious about addressing the country’s longstanding local government debt challenges.
The latest: On July 24, the Politburo met for its quarterly discussion of the Chinese economy. In the readout of the meeting, the P...

September 8, 2023

Deep Dive | Beijing’s Taiwan strategy

With cross-strait tensions on the rise, Trivium HQ has received a marked uptick in questions asking about China’s approach to Taiwan. And unfortunately, there’s a lot of bad information out there. On the one hand, histrionic think-pieces in DC proclaim with surety that Xi Jinping will launch an ass…

On the one hand, histrionic think-pieces in DC proclaim with surety that Xi Jinping will launch an ass...

September 8, 2023

Let it go

Calls are growing for the authorities to let developers make bigger price cuts, to move unsold homes and help revive demand. ICYMI: We previously flagged an August 23 commentary in Securities Times which said: “To save themselves, [developers] need more space to set prices.” After looking around …

“To save themselves, [developers] need more space to set prices.”

After looking around ...

sources

China Real Estate Business: 房地产金融风险加剧期待调整优化政策尽快落地

Securities Times: 缓释资金压力给房企更多定价空间

Economic Observer: 是时候放开房价“限跌令”了

September 8, 2023

The economic czar’s right hand man

Yang Yinkai is now the deputy director of the general office of the Central Commission for Financial and Economic Affairs (CCFEA). ICYDK: The CCFEA is the Party’s top economic policymaking body; the general office handles the commission’s daily affairs. Yang is tight with Vice Premier He Lifeng, w…

Yang Yinkai is now the deputy director of the general office of the Central Commission for Financial and Economic Affairs (CCFEA).
ICYDK: The CCFEA is the Party’s top economic policymaking body; the general office handles the commission's daily affairs.
Yang is tight with Vice Premier He Lifeng, w...

sources

Gov.cn: 中央财办副主任杨荫凯到国家林草局调研

September 8, 2023

A late little love

Instead of socializing with world leaders, Xi Jinping is busy caring for victims of natural disasters. On Thursday, Xi Jinping visited Shangzhi, Heilongjiang to inspect damage and check on flood relief efforts. ICYDK: Starting in late July, severe floods swept across North and Central China. Shang…

Instead of socializing with world leaders, Xi Jinping is busy caring for victims of natural disasters.
On Thursday, Xi Jinping visited Shangzhi, Heilongjiang to inspect damage and check on flood relief efforts.
ICYDK: Starting in late July, severe floods swept across North and Central China.

Shang...

sources

Gov.cn: 习近平在黑龙江尚志市看望慰问受灾群众

Xinhua: 第1视点丨习近平在黑龙江尚志市看望慰问受灾群众, 第1视点丨习近平在黑龙江尚志市看望慰问受灾群众

September 8, 2023

Bigger, smarter, safer, stronger

Beijing hopes consolidation can make China’s mining sector safer. That’s our takeaway from a high-level guidance on mine safety from the Party Central Committee and the State Council that dropped on Wednesday. ICYDK: China’s mining industry is notorious for its poor safety record, although the annu…

Beijing hopes consolidation can make China's mining sector safer.
That's our takeaway from a high-level guidance on mine safety from the Party Central Committee and the State Council that dropped on Wednesday.
ICYDK: China's mining industry is notorious for its poor safety record, although the annu...

sources

Gov.cn: 中共中央办公厅国务院办公厅关于进一步加强矿山安全生产工作的意见

Reuters: China's coal mine accidents rise amid push for higher production

Sixth Tone: After Exposé, Chinese Firm Under Lens for Hiding Mining Deaths

September 8, 2023

Legislate into the future

The next five years will see major changes to China’s business and legal environment. On Thursday, the legislature (NPCSC) released its five-year legislative plan through 2028. It’s ambitious: The plan contains 130 legislative tasks – that’s the second highest since 1993, when the NPCSC released its…

The next five years will see major changes to China's business and legal environment.
On Thursday, the legislature (NPCSC) released its five-year legislative plan through 2028.
It's ambitious: The plan contains 130 legislative tasks – that's the second highest since 1993, when the NPCSC released its...

sources

Xinhua: （受权发布）十四届全国人大常委会立法规划

September 8, 2023

Won’t you be my neighbor?

China is fighting a rearguard action to keep South Korea friendly. On Thursday, Premier Li Qiang met with South Korean President Yoon Suk Yeol on the sidelines of the ASEAN Summit in Jakarta. Li’s pitch: Let’s be friends. Some context: Recently, China has tried to patch up brittle ties with South Ko…

China is fighting a rearguard action to keep South Korea friendly.
On Thursday, Premier Li Qiang met with South Korean President Yoon Suk Yeol on the sidelines of the ASEAN Summit in Jakarta.
Li’s pitch: Let’s be friends.
Some context: Recently, China has tried to patch up brittle ties with South Ko...

sources

Gov.cn: 李强会见韩国总统尹锡悦

Reuters: South Korea's Yoon urges China to do more to address North Korea threat

September 8, 2023

Flash Talk | China Politics Update: Is Premier Li Qiang stepping out of the shadows?

Just how powerful a premier could Li Qiang be? In our latest biweekly Trivium China Politics Update, Trivium partners and co-founders Ether Yin and Trey McArver discuss Li’s rising profile both domestically and at the international stage. …

Just how powerful a premier could Li Qiang be?
In our latest biweekly Trivium China Politics Update, Trivium partners and co-founders Ether Yin and Trey McArver discuss Li's rising profile both domestically and at the international stage.

...

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