Industrial Policy & Trade Monitor· 2680 actions· ✨ 93 recent

China's State Council Tariff Commission published its annual "2026 Tariff Adjustment Plan" (税委会公告2025年第11号) on 29 December 2025, effective 1 January 2026. The plan sets provisional import tariff rates below MFN levels on 935 products, while cancelling provisional rates on certain other products (reverting them to standard MFN rates). It adds new national tariff subheadings for intelligent bionic robots, bio-aviation kerosene, forest-grown ginseng, and other items, bringing the total tariff schedule to 8,972 lines. The government frames the provisional-rate cuts — covering key components and advanced materials such as CNC hydraulic air cushions for stamping presses, recycled "black powder" (黑粉) lithium-ion battery feedstock, artificial blood vessels and infectious-disease diagnostic kits — as support for "high-level sci-tech self-reliance" and modernisation of the industrial system. China also continues zero-tariff treatment on 100% of tariff lines for the 43 least-developed countries with diplomatic relations with China, and continues Asia-Pacific Trade Agreement preferential rates for Bangladesh, Laos, Cambodia and Myanmar.

Shandong Province's provincial government General Office issued Notice 鲁政办字〔2025〕183号 on 26 December 2025 ("Notice on Several Measures for Fiscal Support of the Integrated Development of Education, Science and Technology, and Talent"), a package of 30 fiscal-support measures running through end-2028. The measures fund R&D grants (up to RMB 30 million for major academician-led projects), talent awards (up to RMB 5 million per person), university-enterprise collaboration funding (up to RMB 15 million/project), an R&D-spend rebate (up to RMB 5 million/year per firm), and a 40%-of-interest subsidy (capped at RMB 500,000 per loan) for bank loans financing technology-achievement commercialization, plus co-financed non-performing-loan risk compensation of up to 90% on those loans. Global Trade Alert logged the interest-payment-subsidy component as a separate intervention tagged with generic extractive-sector codes (coal, crude petroleum, uranium) that do not correspond to any sector language in the underlying notice — the actual measures are horizontal, applying across education, R&D and technology-commercialization activity rather than to any named industry.

On 25 December 2025 Shanghai's Huangpu District Science and Technology Commission and Investment Promotion Office jointly issued Huangkeweigui [2025] No. 2, "Several Measures on Focusing on Translational Medicine to Accelerate Industry-Medicine Integration Innovation and Development," effective 30 days after promulgation (4 February 2026 per Global Trade Alert tracking) and valid through 31 December 2027. The measures subsidize cell-and-gene therapy, mRNA, synthetic biology, regenerative medicine and digital-medicine R&D (up to CNY 2m/year per entity), platform/lab construction (up to 30% of investment, capped at CNY 2m), use of the district's translational-medicine national science facility (up to 50% of annual usage fee, capped at CNY 1m), and domestic Class 1 new-drug clinical trials (Phase I up to CNY 2m, Phase II up to CNY 5m, capped at CNY 50m/year per entity), plus annual support for biopharma industrial- park operators (up to CNY 2m/year).

On 19 December 2025 the Shenzhen Municipal People's Government issued Notice 深府规〔2025〕10号, "Implementation Measures for Further Attracting and Utilizing Foreign Investment" (effective 1 January 2026 - 31 December 2028, superseding 深府规〔2024〕6号). The measures combine market-access steps (advanced-manufacturing FDI access, foreign biomedicine clinical trials, cross-border data-flow pilots) with tiered cash rewards for foreign direct investment: up to RMB 50 million/year (cumulative cap RMB 150 million) for large manufacturing FDI, RMB 5-8 million one-time awards for multinational regional/global headquarters, and up to RMB 6 million one-time awards for foreign-invested R&D centers. Global Trade Alert logged the same state act as two separate interventions split by sector tag.

China's Ministry of Commerce issued Announcement 2025 No. 72 on 16 December 2025, the final anti-dumping determination concluding a five-year package of definitive duties on imports of certain pork and pig by-products originating in the European Union. Final duty rates range from 4.9% to 19.8% by exporter — significantly lower than the provisional security-deposit rates applied since 10 September 2025 (31–44%), with excess provisional deposits to be refunded. The measure covers fresh, chilled, and frozen pork; edible offal of pigs; pig fat and pig-fat products; and pig intestines, bladders, and stomachs across HS Chapters 02, 05, and 15, and entered into force on 17 December 2025 for a period of five years.

On 11–12 December 2025, China's National Development and Reform Commission (NDRC) convened a special meeting with major phosphate fertiliser producers, traders, and industry associations, instructing them to suspend phosphate fertiliser exports in principle until August 2026 to concentrate supply on the domestic market and stabilise prices ahead of the 2026 spring planting season. The measure covers diammonium phosphate (DAP), monoammonium phosphate (MAP), triple superphosphate (TSP), and compound NPK fertilisers. China supplied roughly 40% of global phosphate fertiliser exports before the ban; Chinese export volumes in Q1 2025 fell to ~111,000 t versus a three-year average of 785,000 t for the same period.

The Beijing Economic-Technological Development Area (BDA, also known as Yizhuang) Management Committee issued Notice 京技管发〔2025〕33号 on 9 December 2025 ("Several Measures to Accelerate the Cultivation of the Future Energy Industry"), effective through 31 December 2028. The package subsidises R&D, shared technology platforms, industrialisation projects and demonstration deployment across new-type energy storage (solid-state batteries, supercapacitors, flow batteries), clean-energy generation (advanced wind, perovskite solar, hydrogen production/storage), low-carbon transition tech (CCUS, smart grid control) and fusion energy (magnetic and inertial confinement). R&D support runs up to 30% of annual enterprise R&D spend; demonstration-scenario procurement is subsidised up to 30% of cost capped at RMB 500,000 per project; first-of-kind product recognition pays up to RMB 150,000 per project per year. Global Trade Alert logged the underlying state act (95719) as a single "state aid, unspecified" intervention (151443).

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).

The Asian Development Bank signed a USD 50 million (approximately CNY 353.63 million) green loan with Shouguang Luli Wood Inc, a subsidiary of China's Luli Group and one of the country's largest oriented strand board (OSB) producers, to finance construction of a new OSB factory, associated facilities, and a captive biomass power plant in Jiangxi Province, plus working capital. Global Trade Alert logs the transaction as a "red" (certainly harmful) state-linked lending-support intervention on the standard grounds that below-market multilateral development-bank financing to a named commercial producer competing internationally is a potential trade- and competition-distorting subsidy. ADB frames the project around circular-economy forestry: the OSB furnish is sourced from wood waste, branches, and smallholder-grown fast-rotation timber (~10% bamboo) rather than old-growth timber, with production waste fuelling the on-site biomass plant.

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.

The Beijing Tongzhou District People's Government issued Notice 通政发〔2025〕9号 on 20 November 2025 ("Several Measures for Accelerating High-Quality Industrial Development in Beijing City's Sub-Center (Revised)"), effective immediately and superseding the prior-year version (通政发〔2024〕8号). The package subsidises industrial incubation platforms, R&D and university-enterprise innovation collaboration, revitalisation of existing factory space, smart-manufacturing/"lighthouse factory" digital transformation, national/provincial lab recognition, and private-equity fund management, alongside talent, green-finance and application-scenario testing support. Global Trade Alert logged the underlying state act (95773) as seven separate "state aid, unspecified" interventions.

The Beijing Economic-Technological Development Area (BDA, also known as Yizhuang) Management Committee issued Notice 京技管发〔2025〕25号 ("Several Measures to Accelerate the High-Quality Development of Industrial Finance"), effective 11 November 2025 through 31 December 2028. It renews and supersedes the prior version (京技管发〔2024〕33号, issued 24 December 2024) of the same "industrial finance 20 measures" (产业金融二十条) program. The package subsidises the district's finance-for-industry ecosystem: newly licensed financial institutions receive capital-scaled grants (e.g. RMB 5 million + 1% of paid-in capital for institutions with RMB 100-300 million in capital, rising in tiers to a cap of RMB 60 million for larger institutions); branch-office openings receive RMB 2-4 million one-off grants; venture-capital fund managers receive rewards of 2-4% of capital deployed (capped at RMB 500,000/project); leasing and factoring firms with RMB 500 million+ capital receive 0.5% landing bonuses (capped at RMB 25 million); and tech-credit "risk compensation funds" reimburse partner banks for small/micro-enterprise loan losses. State media reporting on the program's prior iteration cited a maximum single-policy-item award of RMB 80 million. Global Trade Alert logged the underlying state act (95362) as a single "state aid, unspecified" intervention (150867).

China's Ministry of Commerce (MOFCOM) and General Administration of Customs (GAC) issued Announcement No. 72 (2025) on November 9, 2025, suspending Article 2 of Announcement No. 46 (2024) — the provision that had imposed a categorical export ban on gallium, germanium, antimony, superhard materials, and graphite dual-use items destined for the United States. The suspension is valid until November 27, 2026, reverting these exports to China's standard dual-use licensing framework for that period. Article 1 of Announcement No. 46 — prohibiting re-exports to US military end-users regardless of routing — remains fully in force. The measure followed bilateral US-China trade consultations and signals a conditional de-escalation window within China's established critical-minerals counter-strike posture.

MOFCOM Announcement No. 69 of 2025 (商务部公告2025年第69号), issued 29 October 2025 by the Ministry of Commerce's Foreign Trade Division, sets China's total 2026-calendar-year export quotas for seven quota-managed goods: licorice and licorice products (5.2 million kg), artificially cultivated medicinal ephedra (1.0289 million kg), sawn timber (150,000 cubic metres), cattail and cattail products (16 million kg), and — specifically for the Hong Kong and Macao markets — live pigs (160.54 million head), live cattle (22,000 head) and live chickens for Hong Kong (3 million birds). Export traders apply to MOFCOM (via provincial commerce departments) for quota certificates, which are then presented to customs for export permits; licorice and cattail quotas are allocated by competitive bidding, the rest by application. The application window ran 1-15 November 2025, with MOFCOM allocating quotas to qualified applicants by 15 December 2025.

MOFCOM Announcement No. 68 of 2025 (商务部公告2025年第68号), issued on 26 October 2025, sets the application requirements and procedures for state-owned trading enterprises (STEs) authorised to export tungsten, antimony and silver during the 2026-2027 cycle. The notice formalises a quota review and joint-approval gate operated through the Key Export Supervision Catalog under MOFCOM's foreign-trade STE authority — distinct from the Export Control Law dual-use regime used in Announcement No. 10 of February 2025. Silver is added for the first time to the STE-managed list, framed by MOFCOM as defence of strategic supply for defence, electronics and photovoltaics. Approved-exporter lists were published in a follow-on review-results notice; the new regime applies to export shipments dated 1 January 2026 onwards.

Five Tianhe District (Guangzhou) government bureaus jointly issued Notice 穗天发改规字〔2025〕3号 on 2025-10-16, promulgating "Several Policy Measures to Accelerate High-Quality Development of the Low-Altitude Economy and Aerospace in Tianhe District," effective 30 days after publication (2025-11-19) through 2027-12-31. The package caps district-scale subsidy tracks covering industrial-park and professional-building recognition (up to RMB 1 million per operator), core-technology R&D grants (up to RMB 1 million/year, scaled by enterprise revenue band), airworthiness-certification support (up to RMB 2 million per enterprise/year), low-altitude logistics and eVTOL route operating subsidies (up to RMB 3 million annual pools each), talent incentives (RMB 100,000/person/year, capped at a RMB 10 million pool), vocational training, and insurance support. Global Trade Alert classifies the measure as state aid with a "certainly harmful" (Red) rating.

The Guangzhou Huadu District government (Guangdong Province) issued "Several Measures to Promote the High-Quality Development of the Aviation Industry" (Huafu Ban Gui [2025] No. 9), effective from the date of issuance through 31 December 2027. The measures are framed around Guangzhou Baiyun International Airport's role in stabilizing domestic and international supply chains, and combine per-flight/passenger-throughput cash rewards for air carriers, a discounted land-transfer floor price (70% of appraised market value) for qualifying aviation-industry projects, R&D support for sustainable aviation fuel (SAF) producers, and inclusion of aviation-sector workers in the district's high-level talent programme. Global Trade Alert classifies the underlying interventions (production subsidies and unspecified state aid) as "certainly harmful" (Red).

China's Ministry of Transport (Water Transport Bureau, document 交办水〔2025〕59号), acting under the PRC International Maritime Transport Regulations, issued a measure on 10 October 2025 imposing escalating special port service fees on U.S.-linked vessels calling at Chinese ports from 14 October 2025. Fees apply at the first Chinese port of call per voyage to (i) U.S.-owned, (ii) U.S.-operated, (iii) ≥25% U.S.-equity, (iv) U.S.-flagged, or (v) U.S.-built vessels, charged per net ton on a stepped schedule (¥400/NT from 14 Oct 2025, ¥640/NT from 17 Apr 2026, ¥880/NT from 17 Apr 2027, ¥1,120/NT from 17 Apr 2028) and capped at five voyages per vessel per year. The measure is the first MOT-issued trade-remedy instrument in the IPTM register and the direct, named-target mirror response to USTR's 17 April 2025 Section 301 maritime Notice of Action. Both regimes were mutually suspended for one year from 10 November 2025 through 9 November 2026 following the 30 October 2025 Trump-Xi Busan meeting.

China's Ministry of Commerce (MOFCOM) and General Administration of Customs (GAC) jointly issued Announcement No. 58 of 2025 on 9 October 2025, adding high-energy-density lithium-ion batteries (cells and packs, >=300 Wh/kg), artificial graphite anode materials, related production equipment, and key manufacturing technologies to the dual-use export control list under licence requirement. The controls were scheduled to take effect 8 November 2025 but were suspended the day before via Announcement No. 70 (2025), which deferred entry-into-force until 10 November 2026 in the context of the US-China Busan economic-trade arrangement. Controls remain legislatively adopted and will become operative unless the suspension is renewed or withdrawn.

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.

China's MOFCOM Unreliable Entity List Working Mechanism designated three US firms — Saronic Technologies, Aerkomm Inc., and Oceaneering International — on 25 September 2025, effective the same day, under Article 2 of the Provisions on the Unreliable Entity List (MOFCOM Order No. 4 of 2020) and citing the Foreign Trade Law, the National Security Law, and the Anti-Foreign Sanctions Law. MOFCOM's stated trigger is the firms' "so-called military-technical collaboration with China's Taiwan region." Measures bar the designees from China-related import/export activity and new investment in mainland China, with entry/work-permit restrictions on relevant management personnel.

On 3 September 2025 the Qianhai Authority (前海管理局) issued 深前海规〔2025〕4号, "Measures to Support R&D Centre Development (Trial)", effective 13 September 2025, the first Shenzhen-district-level policy dedicated specifically to R&D centres. Qualifying R&D centres receive a one-time R&D reserve-fund grant of up to RMB 2 million (paid 40/30/30% over three years), with multinational global R&D centres eligible for an additional RMB 6 million. Centres also receive rent relief on Qianhai office space (up to two years free for MNC global R&D centres), a subsidy of up to RMB 3 million/year (20% of qualifying R&D spend), a reduced 15% corporate income tax rate, and technology-breakthrough project grants of up to RMB 30 million (open-competition projects) or RMB 100 million (feasibility-study projects) via Shenzhen's municipal key-industry R&D programme. Distinct from the broader Shenzhen Municipal Government FDI-attraction package (深府规〔2025〕10号, effective 2026-01-01, filed separately) — this is a Qianhai free-trade-zone-level scheme targeting R&D centres specifically, issued three months earlier by a different authority.

MIIT, NDRC and MNR jointly issued the Interim Measures for Total Volume Control of Rare Earth Mining and Rare Earth Smelting and Separation on August 22, 2025, the first implementing regulation under State Council Order No. 785. The measures establish annual national production ceilings (for both mining and smelting/separation), distributed directly to designated enterprises at the start of each year, and — in the most novel provision — extend quota controls to rare-earth content in imported raw materials (e.g. Myanmar concentrate, Kazakh monazite, Guinea feedstocks) for the first time. Enterprises must report monthly output against quotas to local authorities and submit the prior month's flow data to an MIIT-operated traceability platform by the 10th of each month.

The Hainan Provincial People's Government General Office issued "Several Policy Measures of Hainan Province for Further Supporting High-Quality Development of the Biopharmaceutical Industry" (Qiong Fu Ban [2025] No. 38) on 2025-08-14, effective 2025-09-13 for a three-year term. The package disburses provincial subsidies across the full biopharma value chain — R&D-stage grants, national centralized-procurement awards, international-certification bonuses, platform-investment reimbursement, and traditional-Chinese-medicine insurance-listing awards — leveraging Hainan Free Trade Port status to build a regional biomedical industry cluster.

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's State Council Taiwan Affairs Office announced on 5 June 2025 that it would impose punitive measures on Sicuens International Co Ltd (兆亿有限公司, transliterated "Zhaoyi"), a Taiwan-registered trading company whose responsible person, Shen Tucheng, is the father of Democratic Progressive Party legislator and "die-hard Taiwan independence" figure Shen Po-yang (Puma Shen). TAO spokesperson Zhu Fenglian said investigations found the company conducted trade and business cooperation with mainland Chinese enterprises to seek economic benefit, and stated the mainland "will never allow enterprises related to die-hard 'Taiwan independence' elements to seek profits on the mainland." The measure prohibits Sicuens International/Zhaoyi from any transactions or cooperation with mainland organizations, enterprises, or individuals, with further unspecified measures reserved.

The Asian Development Bank signed a USD 55 million (CNY-equivalent) loan with Huaneng Tiancheng Financial Leasing Co Ltd (HTFL), a PRC financial leasing subsidiary of the Huaneng Group specializing in renewable-energy asset finance, to expand leasing capacity for distributed wind energy (DWE) developers across China. Global Trade Alert logs the transaction as a "red" (certainly harmful) state-linked lending-support intervention on the standard grounds that below-market multilateral development-bank financing to a named PRC commercial lessor is a potential trade- and competition-distorting subsidy. ADB frames the loan around China's "dual carbon" goals (peak emissions before 2030, carbon neutrality by 2060), targeting the financing gap private DWE developers face in securing long-term capital for smaller, localized wind projects closer to demand centers rather than large grid-scale wind farms.

Premier Li Qiang signed State Council Order No. 803 on 23 March 2025 promulgating the "Regulations on Implementation of the Anti-Foreign Sanctions Law of the People's Republic of China" (22 articles), effective on the date of publication (24 March 2025). The Regulations operationalise the 2021 Anti-Foreign Sanctions Law by clarifying the scope of countermeasure tools — explicitly extending "other property" subject to seizure to cash, bank deposits, securities, equity, intellectual property and accounts receivable, and listing the specific transaction and cooperation activities that may be prohibited or restricted (education, S&T, legal services, environment, trade, culture, tourism, health, sports, data and cross-border data transfers). They define inter-agency procedure, evidence and notice requirements for designations, and bind PRC organisations and individuals — including foreign-invested entities operating in China — to implement countermeasures, with sanctions including exclusion from government procurement, import/export and cross-border-data restrictions, and exit/stay restrictions for responsible persons.

Jiangsu's provincial Development and Reform Commission and Department of Finance jointly issued a notice on 2025-01-22 expanding the province's 2025 equipment-renewal and consumer trade-in support package under the national "ultra-long-term special treasury bond" program. For qualifying enterprise equipment-renewal bank loans — including transportation, logistics, energy, industrial and agricultural-machinery equipment — Jiangsu's provincial finance department layers an additional 1 percentage point of loan-interest subsidy on top of the 1.5-point central-fiscal subsidy already provided nationally, with a financing-guarantee subsidy covering 80% of guarantee fees (capped at 3 years) for small and micro enterprises accessing renewal loans through the province's "Equipment Guarantee" (设备担) scheme.

China's Ministry of Commerce issued Announcement 2025 No. 3 on 9 January 2025, the Final Determination of its Trade and Investment Barrier (TIB) investigation into the European Commission's enforcement practices under the EU Foreign Subsidies Regulation (FSR). MOFCOM concluded that EC practices in FSR investigations targeting Chinese enterprises in rail transport, photovoltaics, wind energy, and security-equipment public procurement constitute trade and investment barriers under Article 3 of China's Rules on Trade and Investment Barrier Investigations (对外贸易壁垒调查规则). The determination documents €20.88 billion in estimated economic losses — including €10.18 billion from abandoned bids — and finds de-facto discrimination against Chinese SOEs relative to investors from other jurisdictions. MOFCOM committed to taking "necessary measures" including bilateral consultations, multilateral dispute settlement, or "other appropriate measures" to safeguard Chinese enterprises' legitimate rights and interests.