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外 Waitan Ludi Policy Terminal China industrial-policy monitor · updated 2026-10-25

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Four routes through the site, one for each kind of reader, ten minutes each. Every figure on the way links to the document, clause or dataset behind it, and says how sure it is.

98%China's share of the EU's imports of solar PV from outside the EU6 of 16strategic sectors where China supplies more than half of those imports28×how much more densely the 15th-plan outlines name drones and low-altitude than the 14th did-27%China's battery-electric car exports to the EU since 2023, after the EU's duties; plug-in hybrids +350%+6 ptsrise in China's share of EU imports in the median machinery, electrical and vehicle heading, targeted or not (p = 0.99)
What the corpus shows today (computed live; method and readings)

Trade and risk policy

For a desk officer assessing the risk Chinese policy poses to EU industry.

  1. 1 min Risk briefOne printable page: sectors pushing out, price pressure in the EU, sectors against the EU's own targets, pressure without an anti-subsidy case held, the next wave.
  2. 2 min Sector radar, weighted for EU exposureThe quadrant, the ranking with its range under random weights, and the history of policy pressure since 2018.
  3. 3 min Batteries briefChina 90% of EU imports, the unit-value gap widening, where in China the sector is pushed, and which provinces restated the central documents.
  4. 2 min Plan watch: the 15th Five-Year PlanWhat the new provincial and city outlines name, against the 14th: where support goes next, before any trade figure shows it.
  5. 2 min Insights: EU dependence and the BEV switchTwo findings, each with its method and caveats.

Compliance and legal

For counsel at a firm with operations in China, or a trade-defence and foreign-subsidy file.

  1. 3 min Exposure check: a US chip-tool supplier in ShanghaiClauses that name foreign firms, programmes open only to local firms, Chinese control-list acts naming US firms, directives Shanghai has not restated. Download the memo and the calendar.
  2. 2 min Foreign-subsidy (FSR) screen: VolkswagenThe group's Chinese entities on funding lists and tax-relief catalogues in the three years before a notification, with a CSV.
  3. 2 min Subsidy file: batteriesThe sector's documented support under the headings of an EU anti-subsidy investigation, with what was matched in China's WTO notifications and what EU acts cite; a CSV annex for the file.
  4. 2 min Directive tracerOne State Council directive and every province's restatement, on a clock.
  5. 1 min The same check as JSONAlso the MCP tools exposure_check and foreign_subsidy_screen, for Claude or another assistant.

Investors

For a manager weighing Chinese firms and sectors.

  1. 2 min Listed groupsGovernment grants from each group's own annual report beside the policy lists that name its firms.
  2. 3 min NEV briefMoney on the table with quotes, EU duties by group, the switch to hybrids, market context.
  3. 2 min Future industries in the new plansQuantum, biomanufacturing, embodied AI, 6G, brain-computer interfaces: which outlines name them, and which places lean to each.
  4. 2 min Where each sector is pushedProvince by sector, with specialisation: where a plant would find support.
  5. 1 min A firm pageEvery list the firm is on, its radar sectors and, for listed groups, reported grants.

Research

For an economist testing whether the measures and claims hold.

  1. 3 min Radar: robustness, history, two testsRank ranges, alternative definitions, and two pre-specified tests, both null and shown as null.
  2. 2 min Do plan outlines lead?The 14th-plan outlines' attention against what followed: local documents yes, exports no. Exploratory and labelled so.
  3. 2 min Method and readingsGenerated from code; CSV of every figure and z-score.
  4. 2 min Data: the denominatorsCorpus composition, field completeness, screen precision.
  5. 2 min Coverage registerWhat we hold of each province's documents, and what we cannot measure.

Explore the research tools: Research guide.