CHINA MACRO RADAR
Over 20 Regions Launch New Round of Home Subsidies, Shifting from Broad Incentives to Targeted Support
China’s NEV Tax Reform Debate: Experts Propose Extending Consumption Tax to NEVs
Hainan’s Electric Transition Roadmap: End of Fuel Vehicles and Road Financing Reform
PBOC Flags Rapid Growth in Asset Management Products, Vows to Curb Practices That Undermine Monetary Policy Transmission
China’s June Credit Growth Falls Short of Expectations, Corporate Direct Financing Gains Momentum in H1 2026
China’s Industrial Capacity Utilization Falls to Six-Year Low Amid Sectoral Divergence and Structural Transformation
China’s Fixed-Asset Investment Weakness Deepens in H1, Infrastructure Investment Growth Turns Negative for First Time This Year
China Expected to Invest Over RMB 5 Tn in Power Grids in 2026 – 2030, Computing-Electricity Integration Emerge as Priority
CHINA MARKET WATCH
A-Share Margin Financing Balance Falls for 10 Straight Days, Signaling Shift from Risk-Chasing to Fundamental Focus
Pientzehuang Hits First Limit-Up in Two Years as Innovation Pipeline and TCM Policy Support Revive Investor Confidence
Leading Lithium Company Raises Processing Fees Again Amid Rising Cost and Strong Demand
“Monkey Moutai” and “Mouse Stocks” Surge as China’s Innovative Drug Boom Drives Demand for Laboratory Animals
Chinese Insurers Forecast Strong H1 Earnings as Market Recovery Boosts Investment Returns
Chinese Property Developers’ Financing Slumps Further in H1, Banks Tighten Focus on Quality Projects
