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Macro

March 15, 2025

CAC finalizes AI labeling rules

In September, we told you that China’s cyberspace regulator (CAC) had released new draft rules requiring generative AI tools to clearly label AI-generated content (AIGC). The rules specify what type of metadata and watermarking should be added to text, audio, video, and other machine-made media to … Username Password Remember Me Forgot Password

In September, we told you that China's cyberspace regulator (CAC) had released new draft rules requiring generative AI tools to clearly label AI-generated content (AIGC).

The rules specify what type of metadata and watermarking should be added to text, audio, video, and other machine-made media to ...

sources

CAC: 关于印发《人工智能生成合成内容标识办法》的通知

CAC: 《人工智能生成合成内容标识办法》答记者问

CAC: 专家解读｜从技术规则到技术标准：人工智能治理的标识管理

CAC: 专家解读｜构建人工智能安全治理新格局，开创生成合成内容规范发展新路径

TC260: 网络安全技术人工智能生成合成内容标识方法

March 14, 2025

Beijing extends unconventional gas subsidies to 2029

China is extending its support for domestic natural gas production. On Thursday, the Ministry of Finance (MoF) announced the extension of a subsidy fund for unconventional gas drilling operations, launched in 2020, to 2029. The extension comes via updated regs on managing special funds for “clean e…

China is extending its support for domestic natural gas production.
On Thursday, the Ministry of Finance (MoF) announced the extension of a subsidy fund for unconventional gas drilling operations, launched in 2020, to 2029.

The extension comes via updated regs on managing special funds for "clean e...

sources

MoF: 关于印发《清洁能源发展专项资金管理办法》的通知

March 14, 2025

PBoC promises more loosening, when the time is right

China’s central bank (PBoC) has again signaled that monetary loosening is on the way – eventually. In a readout of a Thursday meeting of its Party committee, the PBoC reiterated that it will make interest rate and reserve requirement ratio (RRR) cuts: “According to the domestic and international ec…

China’s central bank (PBoC) has again signaled that monetary loosening is on the way – eventually.
In a readout of a Thursday meeting of its Party committee, the PBoC reiterated that it will make interest rate and reserve requirement ratio (RRR) cuts:

“According to the domestic and international ec...

sources

PBoC: 中国人民银行党委召开扩大会议传达学习习近平总书记重要讲话精神和全国两会精神

March 14, 2025

Credit growth in February ticked up

Credit growth ticked up in February, led by a big increase in government bond issuance. According to the central bank’s (PBoC) monthly credit data, released on Friday, outstanding total social financing (TSF) grew 8.2% y/y last month, up from 8.0% in January. Outstanding RMB loans grew 7.3% y/y, do…

Credit growth ticked up in February, led by a big increase in government bond issuance.
According to the central bank’s (PBoC) monthly credit data, released on Friday, outstanding total social financing (TSF) grew 8.2% y/y last month, up from 8.0% in January.

Outstanding RMB loans grew 7.3% y/y, do...

sources

PBoC: 2025年2月社会融资规模存量统计数据报告

PBoC: 2025年2月社会融资规模增量统计数据报告

March 14, 2025

Podcast | Xi Jinping’s innovation obsession + the critical minerals race

That’s a wrap, folks! The Two Sessions officially concluded in Beijing on Tuesday – just in time for this week’s podcast. To begin the pod, Trivium China Co-founder Andrew Polk is joined by fellow Co-founder Trey McArver to break down the key policy themes from the meetings – through the lens of Xi …

That’s a wrap, folks! The Two Sessions officially concluded in Beijing on Tuesday – just in time for this week’s podcast.
To begin the pod, Trivium China Co-founder Andrew Polk is joined by fellow Co-founder Trey McArver to break down the key policy themes from the meetings – through the lens of Xi ...

March 14, 2025

HK conglomerate’s Panama Canal port sale draws scathing rebuke from state media

Beijing is furious over a Hong Kong conglomerate’s planned sale of port assets to American investors. On Thursday, China’s central government liaison office in Hong Kong reposted a blistering editorial condemning billionaire Li Ka-shing’s CK Hutchison Holdings for striking a USD 22.8 billion deal to…

Beijing is furious over a Hong Kong conglomerate's planned sale of port assets to American investors.
On Thursday, China's central government liaison office in Hong Kong reposted a blistering editorial condemning billionaire Li Ka-shing’s CK Hutchison Holdings for striking a USD 22.8 billion deal to...

sources

Hong Kong Liaison Office: 锐评/莫天真勿糊涂\王俊熙

SCMP: ‘A betrayal’: Beijing office on Hong Kong runs scathing attack on Hutchison’s Panama deal

Reuters: CK Hutchison's shares drop after China posts critical commentary on port sale to U.S. interests

Reuters: BlackRock to appoint Yu Beihua as new China fund chief, sources say

March 14, 2025

Xi Jinping could meet some ranking Yanks to keep ties from tanking

This month’s China Development Forum (March 24-25) will give us a read on whether Xi Jinping is up for dialogue with the US. Some context: Earlier this week, the SCMP and WSJ both reported that US and Chinese officials were in talks to arrange a summit between Xi and US President Donald Trump. But …

This month's China Development Forum (March 24-25) will give us a read on whether Xi Jinping is up for dialogue with the US.
Some context: Earlier this week, the SCMP and WSJ both reported that US and Chinese officials were in talks to arrange a summit between Xi and US President Donald Trump.

But ...

sources

FT: Donald Trump urged to appoint special envoy to China

March 14, 2025

Beijing slams Taiwanese leader over “foreign hostile force” remarks

Taiwanese leader Lai Ching-te has a knack for pissing off Beijing. On Thursday, Lai convened a high-level national security meeting where he outlined strategies to counter five major threats from China: Threats to Taiwan’s sovereignty Espionage targeting its military Efforts to undermine Taiwanese …

Threats to Taiwan’s sovereignty
Espionage targeting its military
Efforts to undermine Taiwanese ...

sources

Gov.tw: President Lai holds press conference following high-level national security meeting

21st Century Biz: 国台办：如果“台独”分裂势力胆敢突破红线，我们将不得不采取断然措施

March 14, 2025

Guangdong shells out for emerging technologies

On Monday, the Guangdong provincial government released a policy outlining planned support mechanisms for AI and robotics. The interesting bit: The policy includes details on subsidies the province intends to provide for AI- and robotics-related projects and companies. For example: Major science a…

On Monday, the Guangdong provincial government released a policy outlining planned support mechanisms for AI and robotics.
The interesting bit: The policy includes details on subsidies the province intends to provide for AI- and robotics-related projects and companies. For example:

Major science a...

sources

Yicai: 广东：建立包容审慎监管机制加快推动人工智能与机器人领域立法工作

Caixin: 广东省投资人工智能与机器人最高奖励5000万元

March 14, 2025

Xiaohongshu inexplicably dips toe into cross-border e-commerce

Better never than late? On Monday, Chinese social media platform Xiaohongshu – also called RedNote – announced the pilot launch of cross-border e-commerce services. Currently, the program is invite-only for select sellers. Chinese merchants will initially be able to sell to users in…

Better never than late?
On Monday, Chinese social media platform Xiaohongshu – also called RedNote – announced the pilot launch of cross-border e-commerce services.

Currently, the program is invite-only for select sellers.
Chinese merchants will initially be able to sell to users in...

sources

Sina: 重磅！小红书官宣电商出海计划！首期覆盖美国市场及中国香港和中国澳门

March 13, 2025

The Party launches new education campaign to rein in official misconduct

Beijing is tightening the screws on official misconduct. On Wednesday, Cai Qi, head of the Central Party-building Leading Small Group (LSG), launched a four-month education campaign to reinforce Xi Jinping’s Eight-Point Frugality Rules. Some context: Xi introduced the rules in 2012 to curb displays …

Beijing is tightening the screws on official misconduct.
On Wednesday, Cai Qi, head of the Central Party-building Leading Small Group (LSG), launched a four-month education campaign to reinforce Xi Jinping's Eight-Point Frugality Rules.
Some context: Xi introduced the rules in 2012 to curb displays ...

sources

CCTV: 中央党的建设工作领导小组召开会议研究部署深入贯彻中央八项规定精神学习教育工作

CCDI: 2024年全国查处违反中央八项规定精神问题225275起

CCDI: 2023年全国查处违反中央八项规定精神问题107547起

March 13, 2025

State Council approves Government Work Report task list

Wednesday’s State Council executive meeting approved the government’s 2025 task list. ICYDK: The annual task list translates the Government Work Report (GWR) into an implementation guide, assigning responsibilities to ministries and agencies and stipulating deadlines for each task. Since Premier Li …

Wednesday's State Council executive meeting approved the government's 2025 task list.
ICYDK: The annual task list translates the Government Work Report (GWR) into an implementation guide, assigning responsibilities to ministries and agencies and stipulating deadlines for each task.
Since Premier Li ...

sources

CCTV: 李强主持召开国务院常务会议

Xinhua: 国务院常务会议解读丨事关今年重点工作分工落实，国务院作出部署

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