
More recent developments

Revisions to Pricing Law target e-commerce companies
On Thursday, the macro planner (NDRC) and market regulator (SAMR) released draft revisions to the Pricing Law for public comment. The good news: The proposed changes include a ban on platform companies – such as e-commerce marketplaces – forcing retailers… Read More »

NDA talks data infrastructure for 15th FYP
What happened: On July 23, a National Data Administration (NDA) advisory committee convened to discuss how China's 15th Five-Year Plan (FYP) should address data infrastructure. Some context: China's 15th FYP, which will set high-level national goals for 2026-2030, will be… Read More »

Food delivery price war blows past regulatory warnings
As we predicted, verbal warnings from regulators aren’t enough to stop the ongoing food delivery price war between Alibaba and Meituan. On July 19, Alibaba hit a record 90 million daily orders – just one day after the market regulator… Read More »