Logo 24 May 2025

Power market reforms drive frontloaded, but likely unsustainable, solar installation boom

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China's solar installations are going ballistic.
On Thursday, the energy regulator (NEA) released national energy installation statistics showing the country added 104.9 GW of new solar capacity in the first four months of the year – representing a staggering 75% y/y increase off an already high bas...



More recent developments

Logo May 24, 2025
Provinces ramping up SPB issuance to support local land buybacks

The land buyback scheme is gaining steam – but the benefits are flowing mainly to state-owned players. Twenty-three of China’s 31 provincial authorities have disclosed plans to participate in buybacks funded by special-purpose bonds (SPBs). ICYDK: Launched by the Ministry… Read More »

Logo May 23, 2025
Chinese farm disaster relief funding down

Chinese farmers aren't getting much extra help this spring. On Thursday, the finance ministry (MoF) allocated RMB 1.4 billion in agricultural disaster relief funding to help cover the costs of crop pest and disease control. The funds will go to… Read More »

Logo May 23, 2025
Senior economic policy advisor pushes for subsidizing service consumption

On Thursday, Caixin published an interview with Huang Hanquan on China’s strategy for managing the US trade war. Huang is worth paying attention to: He heads the Academy of Macroeconomic Research, which advises the macro planner (NDRC). In October, he… Read More »