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Sinolytics Radar

Sinolytics Radar

US investment screening with limited impact

On August 9, the US published a highly anticipated executive order for outbound investment screening that has been in the making for over a year. The immediate impacts of the screening, however, are likely to be limited. The final version of the controls are narrower than what had been previously suggested. Furthermore, US investments into China, especially for AI and semiconductors, have already started to cool prior to the controls.

Von Experts Table.Briefings

Sinolytics Radar

Growing trade in green power certificates

The Chinese government has made limited progress in using market instruments to manage its decarbonization efforts, exemplified by the still narrow and mostly inactive Emission Trading System. However, there are recent initiatives to strengthen the instrument of Green Electricity Certificates (GEC) by expanding their scope to all renewable sources and enhancing trading mechanisms. This aims to help local governments and companies in fulfilling policy targets for the use of green power. ​

Von Experts Table.Briefings

Sinolytics Radar

Outbound tourism recovers only slowly

China just lifted its group tour restrictions for another 78 countries, including popular destinations like the US, Japan, South Korea and Germany. The market reacted positively, with tour agency and airline stocks rising by more than 5 percent. Asia retains its appeal, hosting around 60% of Chinese outbound tourists during the first half of 2023. Long-distance travels to US and Europe are also recovering but are limited by aircraft availability and visa wait. ​

Von Experts Table.Briefings

Sinolytics Radar

Foreign automakers expand partnerships in China

While Chinese auto OEMs gradually extend their footprints into Europe, foreign car manufacturers are heavily investing to stay successful in the highly competitive Chinese car market. Local partnerships play an increasingly important role, especially to gain access to technology and to conduct joint product development. ​

Von Experts Table.Briefings

Sinolytics Radar

Investors remain skeptical

China's policymakers have taken steps to revitalize the economy by encouraging private investment and inward FDI. More than 6 months after the Zero-Covid measures were abandoned, investors still remain reluctant. They tend to be even more defensive than during 2022, when strict pandemic measures were still in place.

Von Experts Table.Briefings

Sinolytics Radar

Germany's China strategy signals change

Germany's new China strategy marks the official departure from the government's previous approach to bilateral relations with China. The analysis and proposed actions outlined in the document do not signify an abrupt shift; rather, they mirror the evolving public discourse on China witnessed over the past few years.

Von Experts Table.Briefings

Sinolytics Radar

China, USA and Germany: differences in EV subsidies

China is not the only country that utilizes government subsidies to invigorate the Electric Vehicle sector. Nations such as the United States and Germany are also providing considerable purchase grants and tax breaks. However, beyond promoting EV adoption, each country's industrial policy has different goals. Both China and the US provide incentives to encourage domestic production of vehicles and major components.

Von Experts Table.Briefings

Sinolytics Radar

Gallium and germanium: Rising demand meets export restriction

On July 3, the Chinese Ministry of Commerce released new rules requiring the issuance of permits for the export of gallium and germanium metals and their compounds. The restrictions which will take effect on August 1 will especially impact supply chains in the production of semiconductors, photovoltaic cells, LED lighting systems, and specialized telecommunications equipment.​

Von Experts Table.Briefings

Sinolytics Radar

China's economy is stuck in a vicious circle

The Q2 2023 "Entrepreneurs' Survey" by the People’s Bank of China reflects entrepreneurs' expectations for current and future macroeconomic conditions. It shows dissatisfaction with the post-Covid economic recovery as well as uncertainties regarding a business-friendly policy environment.

Von Experts Table.Briefings

Sinolytics Radar

Many companies remain pessimistic

At mid-year, the major chambers of commerce published their latest business confidence surveys for China. Business confidence has sunk to its lowest point in almost a decade. Foreign enterprises have started revisiting their strategy and are beginning to implement measures to mitigate risks

Von Experts Table.Briefings