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China’s “New Era” for Real Estate: Pre-sale Reform Signals End of the “Sell-Before-Build” Model
Read more: China’s “New Era” for Real Estate: Pre-sale Reform Signals End of the “Sell-Before-Build” ModelIn a research note published Monday, Guojin Securities macro team led by Song Xuetao argues that China’s real estate sector has entered a genuine “second half,” as the four-part authoritative commentary published in People’s Daily on August 22–25 and the sweeping institutional reforms unveiled by five ministries on August 28 together mark the definitive end…
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China Bond Market Prices In Rate Cuts Beijing Has Yet to Deliver, CICC Warns
Read more: China Bond Market Prices In Rate Cuts Beijing Has Yet to Deliver, CICC WarnsChina’s government bond market has rallied this year even though the central bank has not cut its key policy rate once, with the entire move in the long end driven by investor expectations of a future cut that may — or may not — materialize on the timeline the market currently prices. In a new…
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PBOC Governor Tells Asheville G20: China Never Seeks Trade Surplus, Will Not Depreciate RMB for Advantage
Read more: PBOC Governor Tells Asheville G20: China Never Seeks Trade Surplus, Will Not Depreciate RMB for AdvantageSeptember 2, 2026 (InvestinChina.asia) — People’s Bank of China Governor Pan Gongsheng told the G20’s second finance ministers and central bank governors meeting of 2026 that rising trade protectionism, the “over-generalization” of national-security concerns, and unpredictable policy environments have become the principal drivers of worsening global imbalances, calling on surplus and deficit economies alike to…
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FTSE China A50 Reshuffles: Chip Equipment Maker and PCB Materials Leader Join as Traditional Giants Exit
Read more: FTSE China A50 Reshuffles: Chip Equipment Maker and PCB Materials Leader Join as Traditional Giants ExitSeptember 2, 2026 (InvestinChina.asia) — FTSE Russell on Wednesday announced the results of its third-quarter 2026 review of the FTSE China Index Series, with the flagship FTSE China A50 Index adding Advanced Micro-Fabrication Equipment and Shengyi Technology while removing Muyuan Foodstuff and Wanhua Chemical Group. All changes will take effect from the start of trading…
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Chinese Automakers Report August Sales: BYD Tops 430K, Overseas Becomes Core Growth Engine
Read more: Chinese Automakers Report August Sales: BYD Tops 430K, Overseas Becomes Core Growth EngineSeptember 2, 2026 (InvestinChina.asia) — China’s major automakers released their August sales figures on September 1, with the overseas market emerging as the decisive growth driver. BYD’s passenger vehicle sales reached 433,000 units with overseas deliveries exceeding 180,000, while Leapmotor held above the 100,000-delivery threshold for a second consecutive month, and most other new-force brands…
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ChiNext Chip Index to Debut September 4, Putting a 1.4 Trillion Yuan Sector on the Map
Read more: ChiNext Chip Index to Debut September 4, Putting a 1.4 Trillion Yuan Sector on the MapSeptember 2, 2026 (InvestinChina.asia) — Shenzhen Securities Information Co., a wholly owned subsidiary of the Shenzhen Stock Exchange, said Monday it will launch the ChiNext Chip Index (code: 970096) on September 4, creating the first dedicated benchmark for the semiconductor value chain listed on China’s growth-enterprise board. The index tracks the stock-price performance of chip-related…
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China Convenes National Conference to Deploy Next-Generation Power Grid Buildout
Read more: China Convenes National Conference to Deploy Next-Generation Power Grid BuildoutSeptember 2, 2026 (InvestinChina.asia) — China’s National Energy Administration (NEA) on Monday convened a high-level work deployment conference in Beijing to lay out sweeping tasks for building a “new-type power grid,” signaling that the country’s grid modernization has shifted from blueprint to full-scale execution. NEA Secretary of the Party Leadership Group and Administrator Wang Hongzhi…
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From $1 Trillion to the Next Frontier: China-ASEAN Economic Ties Deepen as 23rd CAEXPO Approaches
Read more: From $1 Trillion to the Next Frontier: China-ASEAN Economic Ties Deepen as 23rd CAEXPO ApproachesSeptember 1, 2026 (InvestinChina.asia) — Bilateral trade between China and ASEAN surged 24.7% year-on-year to US$744.41 billion in the first seven months of 2026, accounting for 21.8% of China’s total foreign trade, officials announced at a State Council Information Office press conference in Beijing on Tuesday. The press briefing, led by Vice Minister of Commerce Yan Dong,…
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China Ends 11-Year Tax Holiday for Lithium Batteries, Hikes Rate to 4% by 2027 While Exempting Solid-State and Sodium-Ion
Read more: China Ends 11-Year Tax Holiday for Lithium Batteries, Hikes Rate to 4% by 2027 While Exempting Solid-State and Sodium-IonSeptember 1, 2026 (InvestinChina.asia) — China has begun implementing a phased adjustment to its battery consumption tax policy, ending an 11-year tax holiday for mature lithium-ion and other conventional battery technologies while extending exemptions to next-generation alternatives — a structural recalibration that industry analysts say accelerates the transition to newer chemistries. The Announcement on Adjusting the…
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A-Shares Start September with Defensive Rotation: Banks at Record Highs, Tech Hardware Slumps
Read more: A-Shares Start September with Defensive Rotation: Banks at Record Highs, Tech Hardware SlumpsSeptember 1, 2026 (InvestinChina.asia) — China’s A-share market opened September with a muted, defensive tone: the Shanghai Composite slipped 0.16% to close at 3,979.89, while bank stocks across the board scaled record highs, contrasting sharply with a broad retreat in technology hardware. The Shenzhen Component fell 1.02% to 13,872.38, the ChiNext Index dropped 1.32% to…