China Pulse Digest

China and Vietnam are enhancing rail, air, and sea links to create an integrated manufacturing and logistics corridor, boosting trade resilience as...

• Xi-Trump summit produced no rare earth deal, leaving heavy mineral shortages acute under China's licensing regime.
• Elmet bought 4.99% of Vietnam's...

G20 trade ministers rejected US demands to curb excess industrial capacity and non-market policies, with only Mexico and Argentina supporting a...

US and China tariff reductions on $30 billion of goods each deliver targeted relief for consumers and US farmers but represent only partial easing,...

• India raised toy tariffs to 70%, cutting imports by a third and slashing China’s market share, yet this remains a rare success.
• Overall trade...

China is shifting from crisis response to proactive systems for safeguarding overseas interests through diplomacy and security ties.

• Calls for...

Chinese companies produced nearly 85% of the world’s solar panels in 2022, up sharply from 55% in 2010, positioning them as central suppliers for GCC renewable energy transitions.

Beijing is replacing land-driven growth with revenue tied to consumption, beginning at the city level through new retail projects like a JD.com mall in Suzhou. This follows years of central plans to reorient toward domestic consumption.

日产美洲主席表示，中国车企可能在2-3年内于墨西哥建厂，利用成熟供应链和区域制造基地降低出口成本，直接瞄准北美市场。

这将改变北美汽车竞争格局，迫使现有厂商加速降本，同时面临供应链本地化和贸易规则的双重考验。

日产正以中国开发车型反击竞争，但强调美国仍存显著贸易壁垒，中国品牌直接进入至少需5年。

• Chinese units deployed Type 99A tanks, drone swarms for reconnaissance and strikes, plus unmanned ground vehicles during the Tsentr-2026 drills.
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中美经贸磋商机制已从危机应对演变为制度化安排，通过建立贸易与投资委员会、达成300亿美元互惠关税削减及农业工作组等措施，在关税摩擦背景下持续扩大合作边界。 这为供应链相互依存下的稳定提供了具体保障，并将共识转化为长期对话轨道。

文章认为中国股市估值低廉正吸引基金经理关注，但需区分三类判断。

• 市场情绪：过去监管整顿、地产危机与中美摩擦导致资金撤离，MSCI中国指数五年仅涨20%。
• 政治观察：监管转向促增长与创新，五年规划强调科技自立；地缘紧张仍存。
• 可验证基本面：专利全球第一、STEM毕业生四倍于美国、太阳能与电动车产能领先，生物科技授权交易达1150亿美元。

Beijing's July rule now applies 20% personal income tax to gains from offshore trusts with mainland beneficiaries or assets, closing a major loophole...

• Positive perceptions of China's influence reached 65% across 17 Latin American countries, topping the US at 57% for the first time since 1995.
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China blames US tariffs for blocking G20 agreement on excess production capacity and forced labor, with the draft document urging all nations to curb...

US export controls on EUV and advanced chips are steering China toward architectural workarounds and open standards where collaboration persists.

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New U.S.–Denmark–Greenland defense pacts now require NATO approvals for non-EU investments in mining and infrastructure, directly blocking Beijing’s...

China is using joint action against cross-border telecom fraud to deepen security ties with Africa, hosting East African police chiefs and launching a...

The September summit delivered optics favoring Beijing but little concrete progress on strategic competition.

• Trade truce extended just two months...

The Outline of the 15th Five-Year Plan for National Economic and Social Development establishes China's core economic and social priorities for the...