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Structured register of government actions in the geoeconomic space — export controls, tariffs, sanctions, FDI screening, subsidies, industrial-policy laws — cross-referenced into the country, minerals, and ETF surface. Charter: docs/IPTM_CHARTER.md.
Severity 1-5 is the qualitative impact rating (1=minor, 5=structural). The bilateral-trade-grounded quant scorer is the next IPTM milestone. RBI (Register Breadth Index) is a complementary structural-breadth indicator from scripts/py/iptm/breadth.py; divergence between RBI and severity is itself informative (high-sev / low-RBI = strategic chokepoint; low-sev / high-RBI = broad but shallow). Every action has at least one primary source URL. Verify-or-don't-file. See also themes, timeline, graph, sankey, map, country exposure, sector exposure, material exposure (+ graph), weekly briefs, portfolio scan, escalation monitor, trans-shipment hubs. Internal triage tools (RSS-poller candidate feed, source-feed health) live under /admin/candidates + /admin/sources. Subscribe via Atom feed (accepts ?country=CN, ?material=lithium, ?issuer=BIS, ?type=export_control, ?etf=SOXX, ?company=NVDA, ?minSeverity=4, ?year=2026, ?q=…) or pull /api/iptm/actions.
On 29 June 2026 China's Ministry of Commerce issued Announcement No. 27 [2026], adding 20 Japanese entities to the dual-use-item export-control Control List (受控名单) under the Dual-Use Export Control Regulations. The designated entities include four defense research institutes (National Institute for Defense Studies plus ground-, naval- and air-systems research bodies) and 16 companies, primarily Mitsubishi Electric and Mitsubishi Heavy Industries subsidiaries. The Control List designation imposes an absolute prohibition on exporting PRC-origin dual-use items — including rare earths and gallium/germanium/antimony-class strategic minerals — to the listed parties, and bars any third-country transfer of Chinese-origin dual-use items to them; ongoing supply activity must cease immediately, with exceptions only via special MOFCOM application. MOFCOM stated the action targets entities "involved in enhancing Japan's military capabilities."
China's Ministry of Commerce issued Announcement No. 23 of 2026 on June 22, 2026, adding 10 US entities to the Export Control Management List under the Export Control Law and Dual-Use Items Export Control Regulations. The listing prohibits Chinese exporters from supplying dual-use items to these entities and bars any global party from transferring China-origin dual-use goods to them; ongoing transactions are suspended pending MOFCOM approval. The 10 entities include the two largest non-Chinese rare earth producers — MP Materials Corp. (Mountain Pass, CA) and USA Rare Earth Inc. (Round Top, TX) — as well as eight US defence firms (Aveox, Red Cat Holdings, Teal Drones, IMSAR, Jaia Robotics, Ball Aerospace, Oshkosh Defense, L3Harris Maritime). MOFCOM explicitly framed the action as retaliation for the US DoD's June 8, 2026 update to the Section 1260H Chinese Military Companies list, which added ~80 Chinese parent firms and 188 affiliates.
The Customs Tariff Commission of the State Council announced on April 28, 2026 that China will extend zero-tariff treatment (preferential tariff rate of 0%) to all 53 African countries with which it maintains diplomatic relations, effective May 1, 2026 through April 30, 2028. The measure adds 20 African non-LDC nations to the existing zero-tariff scheme already covering 33 African LDCs since December 2024, making China the first major economy to grant full-coverage zero-tariff access to all African diplomatic partners. Coverage extends to all tariff lines except out-of-quota products (where only in-quota rates move to zero); eSwatini is excluded as it maintains diplomatic relations with Taiwan rather than the PRC.
On 24 February 2026 China's Ministry of Commerce simultaneously issued Announcement No. 11 and Announcement No. 12 [2026], activating for the first time the Control List (受控名单) mechanism under Article 28 and the Watch List (关注名单) mechanism under Article 26 of the Dual-Use Export Control Regulations (effective 1 December 2024), designating 40 Japanese entities in total. The Control List (20 entities, led by Mitsubishi Heavy Industries Shipbuilding Co.) imposes an absolute prohibition on any person or entity worldwide supplying PRC-origin dual-use items to listed parties; the Watch List (20 entities, led by SUBARU Corporation) bars general licensing and requires exporters to file risk assessments and non-military-use commitments. MOFCOM framed both measures as a response to Japan's "remilitarization" trajectory, escalating well beyond the blanket enhanced- review framework established by Announcement No. 1 [2026] in January.
On 16 January 2026 the Yunnan Provincial People's Government issued Yunzhengfa [2026] No. 2, a package of 34 policy measures (effective through 2030) to support high-quality development of the Central Yunnan New Area (滇中新区), a national-level new area centred on Kunming. The measures span industrial upgrading, innovation, opening-up and fiscal/land support: transformation of traditional petrochemical and metallurgy industries into "hundred-billion-yuan" clusters, development of semiconductor materials/equipment, new-energy battery materials and non-ferrous/rare-precious-metals manufacturing using Yunnan's mineral and plateau-agriculture resources, and cultivation of low-altitude economy, biomanufacturing and new-materials industries. It also seeks to establish a South/Southeast Asia aircraft-delivery centre and one-stop aviation-maintenance base in the new area.
On 2026-01-15 the People's Bank of China announced a CNY 400 billion increase to its science-and-technology-innovation and equipment-renewal relending facility (科技创新和技术改造再贷款), raising the total quota from CNY 800 billion to CNY 1.2 trillion. The measure supports the optimized implementation of the "two new" (equipment renewal / consumer trade-in) policy programme, and from 2026 extends eligibility to private small and medium-sized enterprises with relatively high R&D spending, which were previously excluded from this relending window.
On 30 December 2025 the General Office of the Shanghai Municipal People's Government issued Hufubangui [2025] No. 20, a three-year action plan (1 January 2026 - 31 December 2028) to support the transformation and upgrading of advanced manufacturing. The plan sets quantitative targets — 100 new manufacturing enterprises with annual output above CNY 1 billion by 2028 (cumulative 600+), 500 new above-designated-size supply-chain enterprises, 100+ new national-level green factories, a robot density of 600 units per 10,000 workers, and 70%+ digital-equipment penetration — across next-generation electronics, intelligent connected new-energy vehicles, high-end equipment, advanced materials, green low-carbon and fashion consumer-goods industries, plus emerging bets on the low-altitude economy, commercial aerospace, embodied intelligence (robotics) and biomanufacturing. It is funded through tiered direct subsidies rather than tax relief: one-off R&D subsidies up to CNY 10 million, equipment/new-materials cost-share up to 30% of contract value (capped at CNY 20 million), technical- transformation loan/leasing interest support up to CNY 20 million cumulative, and 0.8-1.3% interest subsidies on component/material backup-inventory financing.
On 24 December 2025 China's National Development and Reform Commission (NDRC) and Ministry of Commerce (MOFCOM) jointly issued Order No. 37, the Catalogue for Encouraging Foreign Investment in Industries (2025 Edition), effective 1 February 2026 and replacing the 2022 Edition (issued 26 October 2022). The revised catalogue expands to 1,679 total entries — a net increase of 205 and 303 modified relative to 2022 — split between a nationwide catalogue (619 entries, +100, 131 modified) and a regional catalogue for central/western China, the northeast, and Hainan (1,060 entries, +105, 172 modified). Foreign investors in listed sectors qualify for tariff and tax preferences on imported equipment and other incentives under China's foreign-investment regime. The revision prioritises advanced manufacturing and modern services and steers new entries toward inland and border provinces.
The Beijing Economic-Technological Development Area (BDA, also known as Yizhuang) Management Committee issued Notice 京开管发〔2025〕32号 on 10 December 2025 ("Measures for Accelerating the Building of Beijing Yizhuang Automotive Smart Manufacturing Innovation City"), effective through 31 December 2028. The package sets out ten support measures spanning whole-vehicle/component-supplier cooperation, smart-manufacturing upgrades, core-technology R&D, innovation-incubation platforms, new application scenarios, financial support, industrial-ecosystem integration, and vehicle-city fusion development, aimed at building a Beijing-Tianjin-Hebei intelligent-connected new-energy-vehicle advanced manufacturing cluster anchored in Yizhuang. No aggregate budget or per-project subsidy caps are disclosed in the published measures or interpretation notice. Global Trade Alert logged the underlying state act (95714) as a single "state aid, unspecified" intervention (151434).
On 24 November 2025, six Beijing municipal departments — the Bureau of Economy and Information Technology, Development and Reform Commission, Science and Technology Commission, Health Commission, Drug Administration and Medical Insurance Bureau — jointly issued Notice 京经信发〔2025〕50号 ("Several Measures to Promote High-Quality Development of the Beijing Medical Device Industry"), effective immediately through 31 December 2028. The 15-measure package subsidises the full medical-device value chain: early-stage innovation (up to RMB 1m per project), product approval/launch (up to RMB 2m per product, RMB 10m annual enterprise cap), industrial-park and public-service infrastructure construction (up to 50% of investment, capped at RMB 50m), supply-chain-resilience R&D for critical components/materials (up to 30% of investment, capped at RMB 30m), AI-diagnostic-model development (up to RMB 30m), smart-factory digitalisation (up to 30% of investment, capped at RMB 30m per project), and international regulatory approval/market entry (up to RMB 1m per product, RMB 3m annual cap; up to RMB 10m for introducing overseas products to China).
The Chongqing Municipal Government General Office issued Notice 渝府办发〔2025〕58号 on 2025-11-22, promulgating "Several Policy Measures to Promote High-Quality Development of the Low-Altitude Economy," effective immediately through 2027-12-31. The package comprises eight capped-percentage subsidy tracks covering low-altitude public-service procurement, logistics route operating subsidies (up to RMB 150,000 per route), demonstration projects (up to RMB 20 million), test-flight infrastructure (20% of investment, capped at RMB 5 million), manufacturing R&D and first-of-kind equipment support (up to 30% of receipts, capped at RMB 5 million), national innovation/manufacturing centres (up to RMB 20 million), ground-station infrastructure (20% of investment, capped at RMB 10 million), private-equity fund-manager incentives (1% of invested capital, capped at RMB 10 million cumulative), and AI-compute subsidies (20% of service cost, up to RMB 1 million/year). Global Trade Alert classifies all eight interventions as state aid with a "certainly harmful" (Red) rating.
China's Ministry of Commerce on 9 October 2025 issued Announcements No. 61 and No. 62, jointly constituting the largest single architectural escalation of PRC export controls to date. No. 61 expands the controlled rare-earth list from 7 to 12 of 17 elements (adding holmium, erbium, thulium, europium, ytterbium) and — for the first time — imposes extraterritorial application via a 0.1% de-minimis rule, a foreign-direct-product (FDP) rule, and a 50%-affiliate rule, directly mirroring US BIS architecture. No. 62 places rare-earth extraction, smelting, separation, magnet manufacturing, and recycling technologies (including IP licensing, investment, and provision to foreign persons) under export licensing. PRC-direct exports were controlled from publication; the de-minimis and FDP offshore-items provisions were due to take effect 1 December 2025. On 7 November 2025 MOFCOM Announcement No. 70 suspended both measures until 10 November 2026 as part of the post-APEC Trump-Xi tariff detente — see amendments block.
China's State Council General Office issued Guobanfa [2025] No. 34 ("Notice on Implementing Domestic Product Standards and Related Policies in Government Procurement") on 28 September 2025, effective 1 January 2026. The notice applies a 20% price deduction to domestic-product bids when evaluating government procurement tenders; suppliers whose domestic-content cost share reaches 80% or more of total product cost get the deduction applied to their entire quoted price rather than only the domestic-content portion. Coverage is economy-wide across the government's Goods Classification Directory (Global Trade Alert separately tagged natural/man-made textile fibres and yarn under this measure), with narrow carve-outs for real estate, cultural relics, agricultural/forestry/fishery products, minerals, utilities, and food/tobacco raw materials. The Ministry of Finance published implementing guidance (Caiku [2025] No. 30) shortly after.
On 17 September 2025 the General Office of the Shanghai Municipal People's Government issued Hufubangui [2025] No. 8, a five-year (26 September 2025 - 25 September 2030) state-aid framework to accelerate frontier-technology innovation and cultivate "future industries" across six domains — future manufacturing, future information, future materials, future energy, future space and future health. Targeted technology areas include cell and gene therapy, brain-computer interfaces, biomanufacturing, embodied intelligence (humanoid robotics/AI hardware), fourth-generation semiconductors, silicon photonics, 6G, neuromorphic computing, quantum technology, controlled nuclear fusion and regenerative medicine. Support is disbursed as tiered direct subsidies rather than tax relief, with named ceilings up to CNY 30 million per proof-of-concept/R&D platform and CNY 20 million per high-quality incubator or first-product/batch innovation award.
The Henan Provincial People's Government issued "Several Policy Measures to Support Enterprise Science and Technology Innovation" (河南省支持企业 科技创新若干政策措施) on 2025-08-08, effective immediately. The package runs a province-wide "unveil-and-lead" (揭榜挂帅) mechanism publishing 100+ key-technology tender projects per year, targeting 200+ core-technology breakthroughs across priority industrial chains, with per-project support of no less than RMB 10 million. It also commits to RMB 160 billion (approx. USD 22 billion) in new 2025 lending to technology enterprises via the province's manufacturing mid/long-term loan pipeline mechanism.
The Henan Provincial People's Government issued "Several Policy Measures to Support the Development of the AI Industry Ecosystem" (河南省支持人工智能 产业生态发展若干政策措施, Yuzheng [2025] No. 17) on 2025-08-04, effective for three years from issuance. The package establishes a RMB 3 billion (approx. USD 420 million) AI industry investment fund alongside a suite of per-project subsidies: up to RMB 1 million for enterprises passing national generative-AI model filing, an annual RMB 50 million compute-voucher pool (capped at RMB 1 million per recipient), up to RMB 1 million per high-quality training-corpus library, and RMB 2-10 million grants for benchmark application projects, industry-empowerment centres and national-level innovation platforms.
The Henan Provincial People's Government issued Yuzheng [2025] No. 18 (豫政〔2025〕18号), "Several Policy Measures to Support Enterprises in Reducing Costs and Increasing Efficiency" (河南省支持企业降本增效若干政策 措施), on 2025-08-04, effective on issuance. The package is a horizontal, cross-sector cost-reduction bundle spanning ten cost categories: R&D subsidies of up to 30% of investment (capped at RMB 5-20 million per project depending on program), equipment-renewal loan interest subsidies and technical-transformation grants (15-20% of investment, capped at RMB 5-10 million), labor-cost relief (unemployment-insurance rate held at 1%, workers'-comp rate cut 20%, unemployment-insurance stabilization rebates of 30-60% through end-2025), financing-cost relief (RMB 160 billion 2025 lending target to tech enterprises, up to RMB 4 million in start-up guarantee loans), logistics-cost relief (toll exemptions for hydrogen trucks and 30% toll discounts for electric trucks through 2025-12-31, RMB 10,000-140,000 scrap-and-renew subsidies for aging trucks), and import/export-cost relief (tariff and quick-approval facilitation for integrated-circuit and advanced-equipment imports, up to 70% subsidy on overseas certification costs).
The Heilongjiang Provincial People's Government General Office issued Hei Zheng Ban Gui [2025] No. 5 (黑政办规〔2025〕5号), "Several Policy Measures to Support the High-Quality Development of the High-End Intelligent Agricultural Machinery Equipment Industry" (黑龙江省支持高端 智能农机装备产业高质量发展若干政策措施), on 2025-08-01, effective on issuance through 2027-12-31. The 20-measure package covers R&D subsidies, capital-expenditure grants for major projects, sales-revenue rebates, insurance-premium compensation, and loan interest subsidies for agricultural-machinery manufacturers operating in the province.
On 31 July 2025 the General Office of the Guangdong Provincial Government issued Yue Ban Han [2025] No. 231, promulgating 21 policy measures across seven categories to accelerate commercial space development in the province through 2028 (published 19 August 2025; in force through 31 December 2028). The package funds satellite-constellation and ground-station buildout (10% capex subsidy, capped at RMB 2m per node and RMB 10m per firm annually), rocket/satellite equipment subsidies (up to 30% of unit sale price, capped at RMB 7-9m per set depending on catalog tier), up to 50% matching funds for qualifying national R&D programs, a 100% pre-tax R&D expense deduction, industrial-park investment rebates (up to 2% of new fixed-asset investment, paid to municipal governments), government procurement preference for demonstration applications, and dedicated investment funds and insurance-premium subsidies for launch and satellite-operator risk. It implements an earlier provincial action plan (2024-2028) and predates China's national CNSA commercial-space action plan (25 November 2025) by four months.
On 28 July 2025 the General Office of the Shanghai Municipal People's Government issued Hufubangui [2025] No. 6, the "Shanghai Embodied Intelligence Industry Development Implementation Plan" (上海市具身智能产业发展实施方案), a dedicated municipal state-aid package to build Shanghai into a global innovation hub for embodied intelligence (humanoid robotics / physical AI). The plan targets an industry scale of CNY 500 billion by 2027, alongside at least 20 core algorithm/technology breakthroughs, four or more high-quality incubators, and "100-100-100" targets for leading enterprises, applications and products. Support is disbursed as tiered direct subsidies capped at CNY 50 million (30% of project cost) for core-technology R&D, CNY 40 million per company per year for computing-power credits, CNY 20 million (50% of cost) for public-platform construction, CNY 10 million (20% of cost) for application-demonstration projects, CNY 5 million per company per year for language-corpus services, CNY 5 million (5% of contract value) for robot sales/rental incentives, CNY 5 million per open-source project, and CNY 1 million per leading enterprise for standards development. Target application sectors are logistics, industrial manufacturing, retail, healthcare/eldercare and domestic services.
The Shandong Provincial Department of Finance issued Lu Cai Ban Fa [2025] No. 8 (鲁财办发〔2025〕8号), "Several Fiscal Policies to Further Support the High-Quality Development of the Private Economy" (进一步 支持民营经济高质量发展若干财政政策), on 2025-06-09 (published 2025-06-11), effective on issuance through 2027. The package bundles 50 numbered measures across ten categories — technology innovation, digital/smart transformation, industrial upgrading, services, foreign trade, talent attraction, financing channels, government-procurement fairness, overdue-payment relief, and policy-delivery efficiency — targeted at private enterprises operating in Shandong.
China Chengtong Holdings Group, a SASAC-supervised central state capital operation company, completed business registration of the "Chengtong Science and Technology Innovation Investment Fund (Beijing) Limited Partnership" in late May/early June 2025, jointly capitalised with Sinopec, China Aviation Oil, and the Haidian District Government of Beijing. The fund has a total planned scale of CNY 30 billion (~USD 4.2 billion) with a first-phase scale of CNY 10 billion (~USD 1.4 billion) and a 15-year term. It prioritises "early-stage, small-scale, long-term, hard-technology" equity investment across new materials, advanced manufacturing, and next-generation information technology, targeting industry-leading tech firms, "little giant" specialised-and-innovative enterprises, technology-transfer projects, and upstream/downstream suppliers in central-SOE industrial chains.
MOFCOM Announcement No. 25 of 2025 (18 May 2025) issued the final ruling in the anti-dumping investigation into copolyacetal (共聚聚甲醛, polyoxymethylene copolymer/POM copolymer, an engineering plastic used in automotive parts, electronics and precision components) imported from the United States, the EU, Taiwan and Japan, initiated 19 May 2024 (MOFCOM Announcement No. 18 of 2024). MOFCOM found dumping, material injury to the domestic industry and a causal link, and imposed anti-dumping duties effective 19 May 2025 for a five-year term under Article 38 of China's Anti-Dumping Regulations. Rates: 74.9% for US companies; 42.0% for EU companies; 3.8%-32.6% for Taiwan-region companies (named companies at the low end, "other Taiwan companies" at 32.6%); 33.9%-43.7% for Japanese companies (named companies at the low end, "other Japanese companies" at 35.5% per the 2026 succession notice). On 20 August 2026, MOFCOM Announcement No. 36 of 2026 ruled that Daicel Corporation succeeds to Polyplastics Co., Ltd.'s 35.5% rate and Daicel HPP Taiwan Co., Ltd. succeeds to Polyplastics Taiwan Co.'s 3.8% rate, both following corporate reorganizations, effective 21 August 2026 (filed below as an amendment).
On 30 April 2025 the General Office of the Guangdong Provincial People's Government issued Yue Fu Ban [2025] No. 11, "Several Measures of Guangdong Province to Further Stimulate Market Entity Vitality and Accelerate the Construction of a Modern Industrial System," effective immediately through 31 December 2027. The package subsidizes bank-loan interest for manufacturing and high-tech enterprises at up to 35% of the loan rate, capped at RMB 2 billion in total annual subsidy volume and RMB 20 million per enterprise per year, alongside an expansion of government-backed financing-guarantee coverage to over RMB 10 billion annually. It also funds foreign-invested R&D centers (up to RMB 1 million, or RMB 5 million for multinational global R&D centers) and offers headquarters-relocation bonuses of up to RMB 8 million, with priority given to semiconductors, AI, robotics, biotechnology, quantum technology, commercial aerospace, and new-energy vehicles.
On 6 September 2024 China's National Development and Reform Commission (NDRC) and Ministry of Commerce (MOFCOM) jointly issued Order No. 23, the Special Administrative Measures (Negative List) for Foreign Investment Access (2024 Edition), effective 1 November 2024. The 2024 list reduces nationwide restrictions from 31 to 29 entries, removing the last two manufacturing- sector restrictions (publication printing must be Chinese-controlled; investment in TCM-decoction steaming/roasting/calcination processes and confidential-formula proprietary Chinese-medicine production prohibited). Restrictions remain in services (telecommunications value-added, healthcare, education) and in 21 prohibited categories (news publishing, postal monopoly, fishing, gene therapy, tobacco). The 2021 edition is repealed on the same date.
China registered the National Integrated Circuit Industry Investment Fund III Co., Ltd. ("Big Fund III") in Beijing on 24 May 2024 with RMB 344 billion (~USD 47.5 billion) of registered capital — the largest single capital raise of the three Big Fund phases (Phase I 2014: RMB 138.7bn; Phase II 2019: RMB 204bn). Nineteen state-owned investors contribute, led by the Ministry of Finance (17% / RMB 60bn) and the six largest state-owned commercial banks (ICBC, ABC, BoC, CCB ~6.25% each at RMB 21.5bn; BoCom RMB 20bn; PSBC RMB 8bn). Duration 15 years (24 May 2024 → 23 May 2039). The fund explicitly targets the chokepoints exposed by US BIS October 2022/2023/2024 controls — semiconductor manufacturing equipment, advanced memory (HBM/DRAM), AI accelerators, and third-generation compound semiconductors (SiC, GaN).