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Macro

April 5, 2023

The emerging picture of the National Data Administration

On Sunday, Economic Daily gave us more insight into policy priorities of the newly formed National Data Administration (NDA). Recap: The NDA is a new government body unveiled at this year’s Two Sessions. It sits under China’s macro planning agency (NDRC), and will consolidate many of China’s data-re… Username Password Remember Me Forgot… Read More »

On Sunday, Economic Daily gave us more insight into policy priorities of the newly formed National Data Administration (NDA).
Recap: The NDA is a new government body unveiled at this year’s Two Sessions. It sits under China's macro planning agency (NDRC), and will consolidate many of China’s data-re...

sources

Economic Daily: 组建国家数据局正当时

April 4, 2023

Beijing hopes Brussels sprouts progress

Can the lure of more trade repair China’s troubled relations with the EU? Multiple media outlets have reported that Minister of Commerce Wang Wentao will visit Europe in April, including Brussels and Berlin. ICYMI: China’s top diplomat Wang Yi toured the bloc in February to warm up key trading part…

Can the lure of more trade repair China's troubled relations with the EU?
Multiple media outlets have reported that Minister of Commerce Wang Wentao will visit Europe in April, including Brussels and Berlin.

ICYMI: China's top diplomat Wang Yi toured the bloc in February to warm up key trading part...

sources

SCMP: China’s commerce chief to visit Brussels as EU trade relations sour

People.cn: 欧盟委员会主席冯德莱恩将访华

April 4, 2023

Malay it on me

On Friday, Xi Jinping met with Malaysian Prime Minister Anwar Ibrahim at Beijing’s Great Hall of the People. Some context: This is Anwar’s first visit to China since (finally) becoming PM in November. He attended the Boao Forum for Asia in Hainan before jetting north. More context: China-Malaysia …

On Friday, Xi Jinping met with Malaysian Prime Minister Anwar Ibrahim at Beijing's Great Hall of the People.
Some context: This is Anwar’s first visit to China since (finally) becoming PM in November.

He attended the Boao Forum for Asia in Hainan before jetting north.

More context: China-Malaysia ...

sources

MoFA: Xi Jinping Meets with Prime Minister Datuk Seri Anwar Ibrahim of Malaysia

Al-Jazeera: Malaysia’s Anwar faces balancing act on first China trip

April 4, 2023

Once more, with feeling

While Party members nationwide brace for a study campaign on Xi Jinping Thought, China’s top teacher also wants to fix the current education system for Party cadres. On Saturday, the Party’s top theoretical publication, Qiushi, published the full speech Xi gave on March 1 at the 90th anniversary of …

While Party members nationwide brace for a study campaign on Xi Jinping Thought, China's top teacher also wants to fix the current education system for Party cadres.
On Saturday, the Party's top theoretical publication, Qiushi, published the full speech Xi gave on March 1 at the 90th anniversary of ...

sources

Qiushi: 在中央党校建校90周年庆祝大会暨2023年春季学期开学典礼上的讲话

April 4, 2023

Education machine

Xi Jinping has set in motion another Party-wide, nationwide education campaign. On Monday, Xi held a work conference to kick off the campaign of studying and implementing Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era. Party bigwigs everywhere got the memo that this baby’…

Xi Jinping has set in motion another Party-wide, nationwide education campaign.
On Monday, Xi held a work conference to kick off the campaign of studying and implementing Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era.
Party bigwigs everywhere got the memo that this baby'...

sources

Xinhua: 学习贯彻习近平新时代中国特色社会主义思想主题教育工作会议在京召开习近平发表重要讲话强调扎实抓好主题教育为奋进新征程凝心聚力

April 4, 2023

Spend on security

Beijing is laser-focused on shoring up food, energy, and economic security throughout 2023. On March 28, the finance ministry (MoF) published the 2023 central government budget. What caught our attention: The MoF has budgeted RMB 680 billion for the central budget investment fund, a 6.3% y/y increas…

Beijing is laser-focused on shoring up food, energy, and economic security throughout 2023.
On March 28, the finance ministry (MoF) published the 2023 central government budget.
What caught our attention: The MoF has budgeted RMB 680 billion for the central budget investment fund, a 6.3% y/y increas...

sources

Sina: 张瑜：透视中央预算内投资——安全，安全，还是安全

MoF: 2023年中央基本建设支出预算表

MoF: 关于2023年中央基本建设支出预算的说明

April 4, 2023

Facing the iNEVitable

The consolidation of China’s new energy vehicle (NEV) industry is intensifying. That’s the conclusion of Xi Zhongmin, exec of NEV manufacturer GAC Aion, speaking at the China EV 100 Forum on Sunday. According to Xi: As the NEV market explodes – with sales growing 6.5 times between 2020 and 2022 –…

The consolidation of China's new energy vehicle (NEV) industry is intensifying.

That's the conclusion of Xi Zhongmin, exec of NEV manufacturer GAC Aion, speaking at the China EV 100 Forum on Sunday.

According to Xi:

As the NEV market explodes – with sales growing 6.5 times between 2020 and 2022 –...

sources

Caixin: 国家信息中心徐长明：新能源车企巨头掌握行业定价权

Caixin: 广汽埃安席忠民：新能源汽车行业集中度会持续提升

April 4, 2023

Every week, every month, and every season

Consumption’s on the rebound, and we want to keep the ball rolling. That was the message from Ministry of Commerce (MofCom) officials at a Monday presser. ICYMI: Beijing is all in on boosting consumption this year after an anemic 2022. From Xi Jinping down, anyone who is anyone has joined calls t…

Consumption's on the rebound, and we want to keep the ball rolling.

That was the message from Ministry of Commerce (MofCom) officials at a Monday presser.

ICYMI: Beijing is all in on boosting consumption this year after an anemic 2022.

From Xi Jinping down, anyone who is anyone has joined calls t...

sources

SCIO: 国新办举行第三届中国国际消费品博览会新闻发布会

April 4, 2023

As long as you follow the rules

Premier Li Qiang keeps telling the private sector he’s got their back. On Thursday, Li delivered another positive message to business leaders attending the Boao Forum for Asia, in the coastal town of Boao on Hainan Island. ICYMI: Li has been on a high-key charm offensive since taking the reins as Ch…

Premier Li Qiang keeps telling the private sector he’s got their back.
On Thursday, Li delivered another positive message to business leaders attending the Boao Forum for Asia, in the coastal town of Boao on Hainan Island.
ICYMI: Li has been on a high-key charm offensive since taking the reins as Ch...

sources

Sina: 李强：疫情三年感谢外企坚守，中国对外开放从未改变

April 4, 2023

Good things come to foreign firms that wait

China’s door is open, sort of – but not everyone can barge in all at once. That was the message Premier Li Qiang delivered to foreign businesses on Thursday at the Boao Forum for Asia. ICYMI: Li has been vociferous in his support for foreign investment since becoming Premier last month. Li first t…

China’s door is open, sort of – but not everyone can barge in all at once.

That was the message Premier Li Qiang delivered to foreign businesses on Thursday at the Boao Forum for Asia.

ICYMI: Li has been vociferous in his support for foreign investment since becoming Premier last month.
Li first t...

sources

Sina: 李强：疫情三年感谢外企坚守，中国对外开放从未改变

April 4, 2023

The Tokyo tightrope walk

The other shoe finally dropped. On Friday, Japan announced plans to add export restrictions on 23 high-tech items, including advanced semiconductor equipment. Some context: This represents the culmination of months of talks between the US, Japan, and the Netherlands on a trilateral agreement to curt…

The other shoe finally dropped.
On Friday, Japan announced plans to add export restrictions on 23 high-tech items, including advanced semiconductor equipment.
Some context: This represents the culmination of months of talks between the US, Japan, and the Netherlands on a trilateral agreement to curt...

sources

Caixin: 日本将限制光刻机出口光刻胶等半导体材料未进管制名单

Nikkei: Japan to restrict chipmaking equipment exports, with eye on China

April 4, 2023

This Qingming, don’t rob any digital graves

We’re looking forward to our Qingming break – aka, the Tomb Sweeping Festival. But before we take off for the holiday, the cyberspace regulator (CAC) wants to remind you of the dos and don’ts of cyberspace ancestor worship. Some context: Virtual graves have become a major phenomenon over the past f…

We’re looking forward to our Qingming break – aka, the Tomb Sweeping Festival.
But before we take off for the holiday, the cyberspace regulator (CAC) wants to remind you of the dos and don'ts of cyberspace ancestor worship.
Some context: Virtual graves have become a major phenomenon over the past f...

sources

CAC: 关于规范网络祭扫秩序倡导文明新风尚的通知

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