string(13) "markets-macro"

Macro

June 6, 2023

In the wheats

The rain isn’t letting up, and neither are Beijing’s efforts to protect the wheat crop. Last Thursday and Friday, ag minister Tang Renjian visited hard-hit wheat farming areas of Henan province to survey the damage. ICYDK: This year’s winter wheat crop was in great shape until torrential rains hit m… Username Password Remember Me … Read More »

The rain isn't letting up, and neither are Beijing's efforts to protect the wheat crop.
Last Thursday and Friday, ag minister Tang Renjian visited hard-hit wheat farming areas of Henan province to survey the damage.
ICYDK: This year's winter wheat crop was in great shape until torrential rains hit m...

sources

MARA: 唐仁健在河南河北调研小麦“烂场雨”灾情和指导“三夏”生产时强调全力以赴救灾减损龙口夺粮确保夏粮应收尽收夏播应播尽播

Gov.cn: 财政部紧急下达救灾资金2亿元支持河南省做好小麦抢收、湿粮抢烘等减灾减损有关工作

June 6, 2023

Too much of a good thing

Overcapacity threatens the profitability of China’s world-leading solar PV industry. This issue is especially pertinent for silicon wafer production. ICYDK: Silicon wafers are ultra-thin silicon slices that form the foundation of solar cells. China completely dominates the industry, accounting fo…

Overcapacity threatens the profitability of China’s world-leading solar PV industry.

This issue is especially pertinent for silicon wafer production.

ICYDK: Silicon wafers are ultra-thin silicon slices that form the foundation of solar cells.

China completely dominates the industry, accounting fo...

sources

BJX: 再降30%！隆基公布最新单晶硅片价格信息

Yicai: TCL中环下调单晶硅片价格，最大降幅24%

June 6, 2023

Going it alone

The new energy vehicle (NEV) market continued its strong form in May. Data from China’s big twelve NEV makers show they collectively sold 376,885 passenger NEVs in May – up 85.3% y/y and 13.0% m/m. Year to date, they’ve collectively sold around 1 million NEVs. Some context: Beijing is betting big …

The new energy vehicle (NEV) market continued its strong form in May.
Data from China's big twelve NEV makers show they collectively sold 376,885 passenger NEVs in May – up 85.3% y/y and 13.0% m/m.

Year to date, they've collectively sold around 1 million NEVs.

Some context: Beijing is betting big ...

sources

OFWeek: 比亚迪、埃安、理想继续冲高，5月新能源汽车销量公布

The Paper: 造车新势力5月销量出炉：销冠理想冲击3万辆，蔚来连续两月下滑

June 6, 2023

Problem? What problem?

Local government debt is under control, according to China’s state news agency. On Monday, Xinhua published an essay addressing “concerns about the increased risk of government debt.” Based on interviews with “experts and authoritative government departments,” it found that: “All levels [of governm…

Local government debt is under control, according to China's state news agency.
On Monday, Xinhua published an essay addressing “concerns about the increased risk of government debt.”
Based on interviews with “experts and authoritative government departments,” it found that:

“All levels [of governm...

sources

Xinhua: 如何看待当前地方财政运行态势

June 6, 2023

Flash Talk | Waiting for economic support from Beijing

The biggest question hanging over China’s economy is whether Beijing will roll out a package of policy support measures, and if so what will it look like. In this Flash Talk, Trivium Co-founder Andrew Polk and Head of China Markets Research Dinny McMahon talk about what measures they expect from Bei…

The biggest question hanging over China's economy is whether Beijing will roll out a package of policy support measures, and if so what will it look like.
In this Flash Talk, Trivium Co-founder Andrew Polk and Head of China Markets Research Dinny McMahon talk about what measures they expect from Bei...

June 6, 2023

Shenzhen hops on the AI train

On Wednesday, Shenzhen released a two-year plan for the development of its local artificial intelligence industry. Some context: This policy was released the same week as similar AI development policies in a host of other high-tech cities, including Shanghai, Chengdu, and Beijing. More context: Thi…

On Wednesday, Shenzhen released a two-year plan for the development of its local artificial intelligence industry.
Some context: This policy was released the same week as similar AI development policies in a host of other high-tech cities, including Shanghai, Chengdu, and Beijing.
More context: Thi...

sources

Shenzhen Gov.cn: 深圳出台人工智能高质量发展高水平应用行动方案

June 6, 2023

Brainiacs discuss brain-computer interface

Over the weekend, policymakers and state-affiliated academics convened at the Zhongguancun Form to discuss brain-computer interface (BCI) technologies. Background: BCI allows users – typically disabled patients – to control machinery using only signals from their brain. This technology is poised…

Over the weekend, policymakers and state-affiliated academics convened at the Zhongguancun Form to discuss brain-computer interface (BCI) technologies.
Background: BCI allows users - typically disabled patients - to control machinery using only signals from their brain.

This technology is poised...

sources

cls.cn: 专访中科院院士赵继宗：脑机接口尚处临床试验阶段需解决芯片材料、伦理及安全等问题

BIS: Brain Computer Interface Export Controls Conference

June 6, 2023

Chengdu’s AI push gets spicy

On Thursday, Chengdu’s municipal government released draft plans to support local artificial intelligence (AI) industries. Background: With the sudden emergence of ChatGPT, developing commercial applications for AI is now a top priority for China’s tech-powerhouse regions. Beijing, Guangdong, and…

On Thursday, Chengdu's municipal government released draft plans to support local artificial intelligence (AI) industries.
Background: With the sudden emergence of ChatGPT, developing commercial applications for AI is now a top priority for China's tech-powerhouse regions.

Beijing, Guangdong, and...

sources

Chengdu City Gov: 关于对《成都市关于进一步促进人工智能产业高质量发展的若干政策措施（征求意见稿）》公开征求意见的通知

June 6, 2023

Guangdong’s manufacturing dream

On Thursday, the Guangdong government unveiled its master plan to turn the province into China’s strongest advanced manufacturing hub. Some context: In recent months, national leaders have underscored the urgent need to boost China’s advanced manufacturing capabilities in the face of rising internat…

On Thursday, the Guangdong government unveiled its master plan to turn the province into China's strongest advanced manufacturing hub.
Some context: In recent months, national leaders have underscored the urgent need to boost China’s advanced manufacturing capabilities in the face of rising internat...

sources

Guangdong Gov: 中共广东省委广东省人民政府关于高质量建设制造强省的意见

June 6, 2023

Shanghai’s biotech experiment

On Thursday, Shanghai released a three-year action plan to promote the development of computational biotech. Some context: In March, the Ministry of Science and Technology (MoST) launched a new project to leverage AI technology for cutting-edge scientific research, particularly in biotech. Now, Sha…

On Thursday, Shanghai released a three-year action plan to promote the development of computational biotech.
Some context: In March, the Ministry of Science and Technology (MoST) launched a new project to leverage AI technology for cutting-edge scientific research, particularly in biotech.
Now, Sha...

sources

Shanghai.gov: 关于印发《上海市计算生物学创新发展行动计划（2023—2025年）》的通知

June 5, 2023

Let’s help parents out

The Chinese government is ramping up measures to combat the shrinking of the country’s population. The latest: At its Friday executive meeting, the State Council approved a draft version of the Preschool Education Law. The deets (Gov.cn): The draft law will provide more funding for preschool educat…

The Chinese government is ramping up measures to combat the shrinking of the country's population.
The latest: At its Friday executive meeting, the State Council approved a draft version of the Preschool Education Law.
The deets (Gov.cn):

The draft law will provide more funding for preschool educat...

sources

Gov.cn: 李强主持召开国务院常务会议听取优化营商环境工作进展及下一步重点举措汇报等

Gov.cn: 教育部关于《中华人民共和国学前教育法草案（征求意见稿）》公开征求意见的公告

June 5, 2023

Trouble in paradise

On Sunday, China’s defense minister Li Shangfu took to the stage at the Shangri-La Dialogue (SLD) in Singapore. ICYDK: The SLD is a global gathering for security and defense officials. Playing hard to get: US Defense Secretary Lloyd Austin also attended the SLD, and requested a meeting with Li on th…

On Sunday, China’s defense minister Li Shangfu took to the stage at the Shangri-La Dialogue (SLD) in Singapore.
ICYDK: The SLD is a global gathering for security and defense officials.
Playing hard to get: US Defense Secretary Lloyd Austin also attended the SLD, and requested a meeting with Li on th...

sources

Xinhua: 李尚福在第20届香格里拉对话会上作大会发言

Reuters: U.S., China defense chiefs shake hands at security summit, but no 'substantive exchange'

Reuters: China says clash with US would be 'unbearable disaster'

SCMP: Shangri-La Dialogue: Chinese defence minister Li Shangfu accuses US of double standards in veiled attack

Pages: 1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162