AI and computing rank 5 of 16 (range 2–9 under random weights) · evidence strong · set precision 10/10

Risk and trade policyPolicy output on AI and computing is accelerating relative to the rest of the corpus (193 documents in 24 months, in 29 provinces). China exported $150.7bn of these goods in 2025, +0% a year since 2019; 21% went to the EU-27 (+1% a year). Exports to the EU peaked in 2021 ($40.8bn) and are -21% since, while exports to the world are -26%. From the EU side, China supplied 51% of the EU's imports of these goods from outside the EU in 2025 (-17 points since 2019). In the EU, the gap between the unit value of imports from China and other suppliers' widened from -16% in 2023 to -53% in 2025, while China's volume changed +11% against -5% for the rest: a pointer to price pressure (unit values mix qualities), not a measure of undercutting. No EU countervailing case held on these goods.

Compliance and legal8 of 296 documents (3%) carry a provision or condition that favours local or Chinese firms or production, 5 naming foreign-owned firms as the ones disadvantaged. 0 sector measures come into force and 11 expire in the next 12 months.

Investors76 documents (26%) carry a fiscal or financial support measure. 3 firms are named on lists in these documents. Listed groups report government grants: Sunny Optical RMB 256m (2025).

ResearchSector set: 281 documents whose title names the sector, plus 102 in its topic tree (296 together). Measures and preference are keyword and model screens: leads to check against the text. Momentum is relative to the corpus, which reduces but does not remove the effect of uneven collection.