LATEST
外 Waitan Ludi Policy Terminal China industrial-policy monitor · updated 2026-10-25
Analyst view Methods first: the pre-analysis plan, implementation lag and the crawl frontier.

Reports

Analyses written up from the corpus. Most regenerate with the pipeline; the local-protection review is hand-written.

Waitan Ludi Policy Terminal: research guide

for analyst readers

How to use the terminal’s corpus-wide research tools, then return to the evidence workspace.

Sector radar: method and current readings

for analyst readers

Sixteen strategic sectors on policy and trade indicators, with robustness checks and one pre-specified test; generated from code.

Pre-analysis plan: provincial responsiveness

for analyst readers

How the responsiveness decline was re-tested: estimands, rival explanations, decision rules, deviations.

Implementation lag

for analyst readers

How long local governments take to cite and act on central policy.

Documents cited but not held

for analyst readers

The crawl frontier: what the corpus cites and does not yet hold.

Briefing note: China's industrial-policy machine

for analyst readers

Five findings in two pages: substitution, trade, Switzerland, transmission, the 15th plan.

NEV subsidies by firm ownership

Claims against approvals in MIIT's settlement rounds, 2016–2019, and why claims were cut.

Local protection under central bans

Hand-reviewed cases where local rules contradict central bans on local protection.

Who may apply: local-registration conditions

Eligibility clauses that admit only locally registered applicants: the screen, its hand check (56/60) and the rates by level.

Do provinces still copy State Council directives?

Share of each directive copied into its provincial restatement, 2013–26 (exploratory): rising to 2018, lower in 2025–26 on few documents.

Compliance screen

Keyword-screen leads: local documents below central bans on local protection.

Policies that name firms

Firm lists in policy documents: who is listed, for what, by ownership.

Horizon scan

Trending terms, tree activity and announced documents from gov.cn news.

Results: provincial responsiveness

The pre-registered test: the decline is not statistically established (0.61, 0.28–1.07).