string(13) "markets-macro"

Macro

March 13, 2025

State Council targets greener packaging

Beijing is ramping up its war on packaging waste. At its executive meeting on Wednesday, the State Council approved amendments to the Interim Regulations on Express Delivery to support greener packaging. The full text is not publicly available. ICYDK: China is the world’s largest e-commerce market… Username Password Remember Me Forgot Password

The full text is not publicly available.

ICYDK: China is the world’s largest e-commerce market...

sources

Xinhua: 国务院常务会议解读丨国务院部署快递包装绿色化、减量化、可循环

Xinhua: 我国连续12年为全球最大网络零售市场

Xinhua: “物畅其流”美好愿景加速实现——2024年全国快递业务量首次突破1700亿件

March 13, 2025

Space, but no interference

China is getting serious about satellite internet. On Wednesday, the industrial regulator (MIIT) released new measures to coordinate satellite internet frequencies. Some context: The International Telecommunication Union (ITU) allocates radio frequency bands globally and manages coordination among c…

China is getting serious about satellite internet.
On Wednesday, the industrial regulator (MIIT) released new measures to coordinate satellite internet frequencies.
Some context: The International Telecommunication Union (ITU) allocates radio frequency bands globally and manages coordination among c...

sources

MIIT: 《卫星网络国内协调管理办法（暂行）》解读

MIIT: 工业和信息化部关于印发《卫星网络国内协调管理办法（暂行）》的通知

March 13, 2025

Central government boosts oversight of SPB-funded land buybacks

On Wednesday, the finance ministry (MoF) and the Ministry of Natural Resources (MNR) released guidelines governing local government land buybacks. ICYDK: Launched in November, the program permits local governments to buyback idle land from property developers, financed through special-purpose bond (…

On Wednesday, the finance ministry (MoF) and the Ministry of Natural Resources (MNR) released guidelines governing local government land buybacks.
ICYDK: Launched in November, the program permits local governments to buyback idle land from property developers, financed through special-purpose bond (...

sources

MoF: 关于做好运用地方政府专项债券支持土地储备有关工作的通知

March 13, 2025

On Our Radar | The battle for 5%

The most important upcoming developments for policy and politics in China over the next month key developments econ and finance Q1 GDP release (April 16) Action plan to boost consumption (over the next month) foreign affairs Conclusion of “America First” trade investigation (April 1) Xi-Trump sum…

The most important upcoming developments for policy and politics in China over the next month
key developments
econ and finance

Q1 GDP release (April 16)
Action plan to boost consumption (over the next month)

foreign affairs

Conclusion of “America First” trade investigation (April 1)
Xi-Trump sum...

March 12, 2025

Legislature amends law governing legislators

On Tuesday, the legislature (NPC) approved revisions to a law governing its powers and obligations – the Law on Representatives to the National People’s Congress and Local People’s Congresses. Key changes include: Legal adjustments to encourage legislators to more regularly engage with the public, …

On Tuesday, the legislature (NPC) approved revisions to a law governing its powers and obligations – the Law on Representatives to the National People's Congress and Local People's Congresses.
Key changes include:

Legal adjustments to encourage legislators to more regularly engage with the public, ...

sources

Gov.cn: 全国人民代表大会关于修改《中华人民共和国全国人民代表大会和地方各级人民代表大会代表法》的决定

March 12, 2025

Zhao Leji’s day off

When the National People’s Congress (NPC) held its closing plenary session on Tuesday, NPC Standing Committee Chairman Zhao Leji wasn’t there. Zhao, China’s third-ranked official, would typically have presided over the session. NPC vice chair Li Hongzhong stood in for Zhao. That raised eyebrows: …

When the National People's Congress (NPC) held its closing plenary session on Tuesday, NPC Standing Committee Chairman Zhao Leji wasn't there.

Zhao, China's third-ranked official, would typically have presided over the session.
NPC vice chair Li Hongzhong stood in for Zhao.

That raised eyebrows: ...

sources

Reuters: Infection blamed for top Chinese lawmaker's absence from key parliament session

March 12, 2025

The Art of the Deadlock

Beijing and Washington are talking past each other. On Tuesday, Bloomberg reported that working-level talks between the US and China have had little success in resolving trade issues. Some context: The Trump administration has imposed two rounds of tariffs on Chinese imports, citing Beijing’s allege…

Beijing and Washington are talking past each other.
On Tuesday, Bloomberg reported that working-level talks between the US and China have had little success in resolving trade issues.
Some context: The Trump administration has imposed two rounds of tariffs on Chinese imports, citing Beijing’s allege...

sources

Bloomberg: US-China Tariff Talks Stuck at Lower Levels, Stoking Frustration

March 12, 2025

Automakers offer ultra-generous financing plans to drive sales

As the auto price war intensifies, China’s new energy vehicle (NEV) makers are adopting a new strategy to boost sales: ultra-generous financing plans. Some context: In mid-2024, Tesla became the first automaker to offer cheap financing, offering customers a five-year, zero-interest repayment plan wi…

As the auto price war intensifies, China's new energy vehicle (NEV) makers are adopting a new strategy to boost sales: ultra-generous financing plans.
Some context: In mid-2024, Tesla became the first automaker to offer cheap financing, offering customers a five-year, zero-interest repayment plan wi...

sources

Chang'an Mazda: 春风送暖好价驭新程长安马自达全系车型春季钜惠

Automotive Collective: 没有五年免息，都不好意思打价格战

March 12, 2025

China will struggle to deliver free preschool education

Delivering Premier Li Qiang’s promise of free preschool programs – revealed in this year’s Government Work Report – will be challenging. That’s according to a report published by experts at Peking University, on March 6th. The good news: Over 90% of Chinese kiddos aged 3-5 went to kindergarte…

Delivering Premier Li Qiang’s promise of free preschool programs – revealed in this year’s Government Work Report – will be challenging.

That’s according to a report published by experts at Peking University, on March 6th.

The good news: Over 90% of Chinese kiddos aged 3-5 went to kindergarte...

sources

Peking University: [PDF] 会议综述 | “学前教育免费和资助政策”专题研讨会综述

CCTV: 学前教育从普惠到逐步免费的背后

March 12, 2025

MofCom warns Walmart over alleged demands to suppliers

Always low prices? Maybe not always. On Tuesday, China’s commerce ministry (MofCom) summoned Walmart executives for a chat. The reason: The American retail giant has reportedly been demanding that its Chinese suppliers lower their prices to counteract hefty US tariffs on Chinese goods. Yuyuantanti…

Always low prices?

Maybe not always.

On Tuesday, China’s commerce ministry (MofCom) summoned Walmart executives for a chat.
The reason: The American retail giant has reportedly been demanding that its Chinese suppliers lower their prices to counteract hefty US tariffs on Chinese goods.
Yuyuantanti...

sources

Yuyuan Tantian: 【独家披露】商务部等部门约谈沃尔玛

SCMP: China summons Walmart executives for talks in wake of Trump tariffs

March 12, 2025

Anhui deploys DeepSeek in government applications

An official press release from Anhui province just opened an interesting window into how local governments are leveraging DeepSeek. The deets: On Tuesday, local media reported that the Anhui Provincial Data Resources Management Bureau is hosting a deployment of DeepSeek, which is available for use …

An official press release from Anhui province just opened an interesting window into how local governments are leveraging DeepSeek.
The deets: On Tuesday, local media reported that the Anhui Provincial Data Resources Management Bureau is hosting a deployment of DeepSeek, which is available for use ...

sources

NDA: 地方动态 | 16项应用大幅提升行政效能安徽省利用DeepSeek等大模型技术推出省内首批场景应用

March 12, 2025

NDA pushes data interoperability

On Tuesday, China’s data regulator (NDA) hosted a symposium with some of China’s largest state-owned enterprises (SOEs). The topic: How SOEs can further contribute to the growth of the data economy. Representatives from major SOEs attended the meeting, including: China Mobile, China Unicom, and C…

On Tuesday, China's data regulator (NDA) hosted a symposium with some of China's largest state-owned enterprises (SOEs).
The topic: How SOEs can further contribute to the growth of the data economy.
Representatives from major SOEs attended the meeting, including:

China Mobile, China Unicom, and C...

sources

NDA: 国家数据局负责同志在北京主持召开推进中央企业数据开发利用工作座谈会

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