string(13) "markets-macro"

Macro

April 14, 2022

Hit me with your best energy data

Yesterday, MIIT published the 2022 work plan of the Industrial Internet Special Working Group. And man oh man, do those guys look busy. The document outlined 83 tasks on the group’s priority list for the year. What caught our eye: MIIT is actively taking steps to centralize and standar… Username Password Remember Me … Read More »

Yesterday, MIIT published the 2022 work plan of the Industrial Internet Special Working Group.

And man oh man, do those guys look busy.

The document outlined 83 tasks on the group’s priority list for the year.
What caught our eye: MIIT is actively taking steps to centralize and standar...

sources

MIIT: 关于印发《工业互联网专项工作组2022年工作计划》的通知

April 14, 2022

Fake faces

Yesterday, Ministry of Science and Technology-affiliated media outlet ST Daily published an expose on how criminals are using deep synthesis technologies to commit ID theft and fraud. Deep what technologies? Deep synthesis are programs and platforms used for making “deepfakes.” A deepfake is …

Yesterday, Ministry of Science and Technology-affiliated media outlet ST Daily published an expose on how criminals are using deep synthesis technologies to commit ID theft and fraud.
Deep what technologies? Deep synthesis are programs and platforms used for making “deepfakes.”

A deepfake is ...

sources

ST Daily: 多地现“变脸”诈骗案：一段段逼真的视频竟是伪造的……

April 14, 2022

Lockdowns, now at a low low price

Yesterday, the Shanghai branch of China’s market regulator (SAMR) told food delivery platforms to help put a stop to price gouging. What’s happening: Shanghai is currently seeing China’s worst COVID outbreak since 2020, with millions of residents locked up in home quarantine. Many are having …

Yesterday, the Shanghai branch of China’s market regulator (SAMR) told food delivery platforms to help put a stop to price gouging.
What’s happening: Shanghai is currently seeing China’s worst COVID outbreak since 2020, with millions of residents locked up in home quarantine.

Many are having ...

sources

Caixin: 上海控制快递费和跑腿费上涨 “小哥”食宿谁负责？

SAMR: 针对蔬菜价格上涨，“团购”中出现哄抬物价……市场监管部门将有这些举措

April 14, 2022

Next-gen AML

Yesterday, Fair Competition Network published an interesting interview with Qi Yudong, a policy advisor to China’s Anti-Monopoly Commission. What Qi said: Regulators have a hard time dealing with digitally-enabled anti-competitive behavior, because they don’t understand the technology that dri…

Yesterday, Fair Competition Network published an interesting interview with Qi Yudong, a policy advisor to China’s Anti-Monopoly Commission.
What Qi said: Regulators have a hard time dealing with digitally-enabled anti-competitive behavior, because they don’t understand the technology that dri...

sources

Fair Competition Network: 对话戚聿东：完善线上市场监管体系势在必行、刻不容缓

April 13, 2022

Big tech moves out

Here’s an interesting data point on the internet sector slowdown. Yesterday, Caixin reported that office leases by internet companies in Beijing have fallen by more than half. The deets: According to data from Colliers, in the first quarter of this year, only 22% of office area in Beijing was …

Here’s an interesting data point on the internet sector slowdown.
Yesterday, Caixin reported that office leases by internet companies in Beijing have fallen by more than half.
The deets: According to data from Colliers, in the first quarter of this year, only 22% of office area in Beijing was ...

sources

Caixin: 互联网行业需求缩减北京写字楼一季度净吸纳量跌超四成

April 13, 2022

14th FYP for transport tech

On Friday, the Ministry of Transport released the 14th Five-Year Plan (FYP) for Scientific and Technological Innovation in the Transportation Sector. Recap: On March 28, we told you that MoT released a 15-year plan for sci-tech innovation. Friday’s Five-Year Plan gets more specific abou…

On Friday, the Ministry of Transport released the 14th Five-Year Plan (FYP) for Scientific and Technological Innovation in the Transportation Sector.
Recap: On March 28, we told you that MoT released a 15-year plan for sci-tech innovation.

Friday’s Five-Year Plan gets more specific abou...

sources

Gov.cn: 交通运输部科学技术部关于印发《“十四五”交通领域科技创新规划》的通知

April 13, 2022

Xi signals support for Hainan Free Trade Port

Xi Jinping wants to breathe new life into the Hainan Free Trade Port (FTP). On Tuesday, Xi visited the Yangpu Economic Development Zone in Hainan. The purpose (Xinhua): “To understand the development of the Yangpu Economic Development Zone and the construction of the free trade port with Chinese ch…

Xi Jinping wants to breathe new life into the Hainan Free Trade Port (FTP).
On Tuesday, Xi visited the Yangpu Economic Development Zone in Hainan.
The purpose (Xinhua):

“To understand the development of the Yangpu Economic Development Zone and the construction of the free trade port with Chinese ch...

sources

Xinhua: 习近平在海南洋浦经济开发区考察调研

April 13, 2022

Data dump – trade

China’s General Administration of Customs released trade data for March on Wednesday. The headlines: Exports rose 14.7% y/y in dollar terms in March, down from 16.3% y/y growth in the combined January-February period. Imports fell by 0.1% y/y last month, down from 15.5% y/y growth in the first two …

China’s General Administration of Customs released trade data for March on Wednesday.
The headlines:

Exports rose 14.7% y/y in dollar terms in March, down from 16.3% y/y growth in the combined January-February period.
Imports fell by 0.1% y/y last month, down from 15.5% y/y growth in the first two ...

sources

Reuters: China's imports unexpectedly fall on domestic COVID curbs

SCMP: China trade: imports unexpectedly ‘collapsed’ under coronavirus and Ukraine war pressures, but exports grew

April 13, 2022

Safer NEV systems, plz

On Friday, MIIT and four other agencies released a new policy calling on manufacturers to adopt better safety practices in new energy vehicles (NEVs) — including better cybersecurity practices. The policy asked automakers and manufacturers of related tech to: Strengthen the analysis and minin…

On Friday, MIIT and four other agencies released a new policy calling on manufacturers to adopt better safety practices in new energy vehicles (NEVs) — including better cybersecurity practices.
The policy asked automakers and manufacturers of related tech to:

Strengthen the analysis and minin...

sources

MIIT: 五部门关于进一步加强新能源汽车企业安全体系建设的指导意见

Pishu: 汽车大数据应用研究报告（2021）

April 13, 2022

Beijing is anti anti-monopoly monopolies

Big tech can’t seem to catch a break. On Sunday, the Central Committee and the State Council released the “Opinions on Accelerating the Construction of a Unified National Market.” The policy has serious implications for China’s big tech platforms. Recap: The policy aims to ensure that key natio…

Big tech can't seem to catch a break.
On Sunday, the Central Committee and the State Council released the "Opinions on Accelerating the Construction of a Unified National Market."
The policy has serious implications for China’s big tech platforms.
Recap: The policy aims to ensure that key natio...

sources

Gov.cn: 中共中央国务院关于加快建设全国统一大市场的意见

April 13, 2022

NPPA breaks the ice

Looks like the game licensing freeze is officially over. On Monday, China’s gaming regulator (NPPA) finally issued a batch of 45 licenses for new mobile, desktop, and Switch games. Recap: No new gaming licenses had been issued since July. The freeze came down last summer as regulators pr…

Looks like the game licensing freeze is officially over.
On Monday, China’s gaming regulator (NPPA) finally issued a batch of 45 licenses for new mobile, desktop, and Switch games.
Recap: No new gaming licenses had been issued since July. The freeze came down last summer as regulators pr...

sources

NPPA: 2022年4月份国产网络游戏审批信息

April 13, 2022

In short orders

Ride-hailing companies are also taking a hit under this week’s COVID lockdowns. According to Ministry of Transport stats released yesterday, China’s ride-hailing platforms saw a total of 539 million orders in March, down from 760 million orders in March last year. That’s a 29% decrease.&nbsp…

Ride-hailing companies are also taking a hit under this week’s COVID lockdowns.
According to Ministry of Transport stats released yesterday, China’s ride-hailing platforms saw a total of 539 million orders in March, down from 760 million orders in March last year.

That’s a 29% decrease. ...

sources

MoT: 3月份杭州网约车订单合规率最高

Yicai: 疫情下网约车订单量同比下滑近三成，多平台推出司机保障措施

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