AI data centres want three things from the grid: power that never fails, is clean, and is low-cost. No grid can meet all three; Beijing's AI+ energy Action Plan does not try to solve that trade-off. It asks data centres to choose, and to pay for their choice.
ICT
energy
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23 Jul 2026
Clinical trials tell you whether a drug works in ideal conditions. Real-world data (RWD) tells you whether it works on actual patients over time, and Beijing has decided it needs the second kind of evidence, and is building the infrastructure to collect it at scale. Since 2013, RWD has expanded beyond the handful of pilot zones used to fast-track drug registration.
health & aged care
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14 Jul 2026
Since 2021, the low-altitude economy, with drones as one of its core platforms, has been steadily elevated into a nationally championed strategic industry. Operating civilian drones is, at the same time, ever more strictly regulated. The 2024 'Interim regulations on the flight management of unmanned aircraft', set up real-name registration, operator certification, mandatory liability insurance and flight approval.
economy
R&D
ICT
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10 Jul 2026
Free Trade Zone (FTZ) offshore bonds, nicknamed ‘pearl bonds’ in their first incarnation, are bonds with a twist: issued inside the zone, registered and cleared by PRC institutions, yet governed by international rules and ringfenced from the domestic financial system. In law and in function they behave like bonds issued abroad; in geography they stay grounded in Shanghai.
trade
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07 Jul 2026
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pricing China's AI+ energy plan
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building real-world evidence for drugs
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PRC drone economy sheds hobbyists for workflows
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Shanghai ringfences an offshore bond market
monitoring
recent commentary
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growth modelsupply-side reformconsumptionservicesmoney supplycommercial bankingcorporate debtprivate capitalhousehold debtstrategic and emerging industriesSMEstraditional industryexportswagesunemploymentscience and technologytech transfer, R&D...read more13 Jul 2026
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supply-side reformconsumptionservicesprivate capitalSMEsM&A...read more11 Jul 2026
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strategic and emerging industriesgoing globalexportssolarNEVs...read more11 Jul 2026
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supply-side reformconsumptioncommercial bankingbanking regulationcorporate debtprivate capitalhousehold debtstrategic and emerging industries...read more10 Jul 2026
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Ma XiaoweiScience and Health Committee deputy director National Health Commission (NHC)
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