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外 Waitan Ludi Policy Terminal China industrial-policy monitor · updated 2026-10-25
Analyst view The tree: root, every descendant, China’s stance and the evidence. Graph

Overview / Topics / Overcapacity and anti-involution

Overcapacity and anti-involution

Capacity cuts and the campaign against below-cost "involuted" competition.

Summary

Overcapacity and "involution": the 2013 capacity cuts in steel, cement, aluminium, flat glass and shipbuilding, and the later campaign against below-cost competition.

China's stance

Beijing acknowledges overcapacity and destructive price competition and acts through capacity controls, pricing rules and discipline on local incentives. The same documents keep supporting priority sectors, so the campaign trims excess rather than withdrawing industrial support.

121
Documents in the tree
2013–2026
103
Local documents
in 22 provinces
17%
Favouring provisions
20 documents
40
Cite a root directly
46 at two hops · 34 at three

Local documents in the tree per province (lighter = more): Anhui 16 · Fujian 15 · Guangdong 13 · Jiangsu 11 · Liaoning 8 · Tibet 6 · Chongqing 5 · Henan 5 · …

Roots

Central document the tree starts fromNumberDate
国务院关于化解产能严重过剩矛盾的指导意见国发〔2013〕41号2013-10-06

How it spread

CentralProvincialCityCounty
0102030131415161718192021222324252628

Most cited inside the tree

Measures and reasons

MeasureDocuments
Foreign investment rule11
Capital grant10
Tax relief8
Trade-in / scrappage subsidy4
Credit guarantee4
Stated rationaleDocuments
Industrial upgrading & strategic competitiveness1
Growth & domestic demand1
Opening up & foreign investment1
Fair competition & market order1
Environment & climate1

Provisions that favour some firms

ProvisionHowDisadvantages
“第十四条本市注册的内资租赁企业申请从事融资租赁业务试点,或者本市注册的外商投资融资租赁公司申请变更为内资融资租赁试点企业的,按照内资融资租赁试点相关规定办理。” Local registration / taxother regions
“总投资 (含增资) 3亿美元以下的经营须由中方相对控股的民用机场建设项目核准。” Ownership, own-brand or own-IP testforeign-owned firms
“超过股比限制,非公有资本不得投资新闻传媒领域特定业务” Ownership, own-brand or own-IP testforeign-owned firms
“超过股比限制,非公有资本不得投资新闻传媒领域特定业务” Ownership, own-brand or own-IP testforeign-owned firms
“非公有资本参股有线电视分配网建设和经营股比限制广电总局” Ownership, own-brand or own-IP testforeign-owned firms

Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.

Latest in the tree

DateLevelDocumentIssuer
2026-09-22Provincial广东煜坤环保科技有限公司年处理30万吨废铅酸蓄电池、含铅废料等多金属资源化综合处置利用项目生态环境影响报告书受理公告广东省生态环境厅
Guangdong Provincial Department of Ecology and Environment
2026-08-24Provincial序号区域执法事项执法主体(辖区内本级和各下级、下属执法单位)名称执法种类执法依据(法律法规规章、三定方案贵州省人民政府
Guizhou Provincial People's Government
2026-08-23City西安市人民政府办公厅关于公布行政许可事项清单(2026年版)的通知西安市人民政府办公厅
General Office of the Xi'an Municipal People's Government
2026-07-31Provincial广东煜坤环保科技有限公司年处理30万吨废铅酸蓄电池、含铅废料等多金属资源化综合处置利用项目环境影响报告书受理公告广东省生态环境厅
Guangdong Provincial Department of Ecology and Environment
2026-05-01City南昌市人民政府关于印发《南昌市赋予国家级开发区市级权限指导目录(2026年版)》的通知南昌市体育局
Nanchang Municipal Bureau of Sports
2026-04-01Provincial重庆市人民政府办公厅关于印发《重庆市2026年度优化营商环境工作任务清单》的通知 渝府办发〔2026〕18号重庆市政府办公厅
2026-03-05Provincial上海市地方金融管理局关于修订《上海市融资租赁公司监督管理暂行办法》的通知 沪金规〔2025〕1号上海市人民政府
Shanghai Municipal People's Government
2026-03-03Provincial江苏省地方金融管理局关于印发《江苏省融资租赁公司监督管理实施细则》的通知 苏金管规〔2025〕4号江苏省人民政府办公厅
General Office of the Jiangsu Provincial People's Government
2025-12-08Provincial关于印发《青海省贯彻落实市场准入负面清单制度若干措施》的通知 青发改营商规〔2025〕795号青海省人民政府
Qinghai Provincial People's Government
2025-11-24City关于全面开展违背市场准入负面清单问题 排查清理工作的通知洛阳市市场准入负面清单工作协调组办公室