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

One corpus, read by different people for different jobs. A view changes what the Overview and each document page show first, and which tasks they offer. It never changes a figure: every view counts the same documents, so a number quoted from one matches the others. A link carrying ?lens= opens in that view.

Analyst · Policy analysts and researchers

Where is the source, what does it build on, and who followed it?
  1. Sector radarSixteen strategic sectors on one scorecard: every indicator, its z-score, the weights, and how far each rank moves under other weights and definitions; CSV.
  2. Search documentsWords in the full text, firm names (CATL), 文号 or issuer, with level, province, measure and topic filters.
  3. Trace a directiveOne State Council directive: every province and city document citing it, on a clock against the usual lag.
  4. Follow a policy down the hierarchyThe promulgation graph: central roots and every document that cites them.
  5. Check the denominatorsCorpus composition, field completeness, robustness checks, CSVs.
  6. GlossaryThe English used for each Chinese policy term, what it means, and how many documents use it.
  7. Read the findingsTransmission, substitution, trade and the 15th plan, with caveats.
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Monitor · Teams that record state interventions

Which new measures, extensions and withdrawals should go into the database, with what dates and sources?
  1. Intake queueEach document with the measures found in it, its dates and its sources, newest first.
  2. Measures in force during a periodEvery measure whose own dates overlap a window, e.g. an investigation period.
  3. Withdrawals and expiriesMeasures that end or phase out support.
  4. Weekly digestWhat entered the corpus, ended, is about to end or was repealed in the last week; plain text for an email.
  5. Renewed or lapsed?Measures past or near their end date, with the renewal, replacement or silence that followed.
  6. Subscribe to new measuresAtom feed of the intake queue; any filter works.
  7. Announced, not yet heldDocuments gov.cn news says are approved or drafted.
  8. Reported abroad, original not heldChinese measures in Reuters, Bloomberg, trade press and KPMG/Deloitte alerts that we have not collected yet.
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Policymaker · Trade officials, negotiators and their advisers

What is China doing in my sectors, how far down does it reach, and what is coming next?
  1. Sector radarWhere state support, local preference and export push to the EU coincide, sector by sector, and which sectors may come next.
  2. Two-page briefingFive findings with their caveats, ready to print.
  3. Which exports are in the line of fireSectors where policy asks for domestic substitution, and who supplies China today.
  4. Trace a directiveWhich provinces and cities restated the 2024 equipment-renewal and trade-in plan, how fast, and with what measures.
  5. Compare provincesSide-by-side figures, topic mix, who answered central policy first.
  6. Localisation indexShare of documents with a localisation condition, by province or sector and year.
  7. Who may apply, by provinceShare of support programmes open only to locally registered firms, with each clause.
  8. What is coming nextApproved and drafted documents not yet published.
  9. Action and responseChina’s countermeasures beside the US and EU measures they follow, from official publications.
  10. What the foreign press reports China doingExport controls, trade remedies, subsidies and procurement rules in English-language reporting, linked to the Chinese text.
  11. Local protection despite central bansHand-reviewed cases.
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Business · Firms, investors and their advisers

What support is on offer in my sector and where, who receives it, and will a local-preference rule shut me out?
  1. Exposure checkYour sectors, provinces and ownership in; the rules that favour local firms, support and its conditions, the next 12 months' dates, export controls and listed rivals out, as a memo or a calendar.
  2. Sector briefsPolicy tailwind by sector, the money measures behind it, named firms and listed groups' reported government grants.
  3. Support in force todayEvery measure in force now; narrow by industry (sector), province or whom it favours.
  4. Look up a firmEvery list a firm appears on: subsidy payments, tax catalogues, designations.
  5. Support measures by provinceGrants, tax relief, cheap credit and land, with the place and the dates.
  6. Who may apply, by provinceSupport programmes open only to locally registered firms, on a map, with each clause.
  7. Rules that favour local or Chinese firmsProvisions that disadvantage foreign-owned firms, imports or other regions.
  8. Which documents name foreign-invested beneficiariesLists with WFOEs or joint ventures on them.
  9. Markets viewWhat policy publication does, and does not, move.
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Legal · Trade-defence, foreign-subsidy and due-diligence work

Can I show, with a citable source, that this programme existed, whom it paid, and when it was in force?
  1. Foreign-subsidy (FSR) screenA group's Chinese entities on funding lists, tax-relief catalogues and award lists in the three years before a notification date, with amounts where printed; CSV for the working file.
  2. Exposure checkOne operation's profile against the corpus: favouring clauses, eligibility conditions, dates (.ics), export controls and countermeasure lists naming your jurisdiction.
  3. Measures in force during an investigation periodOverlap of each measure's own dates with the period; CSV for an annex.
  4. Subsidies paid to a firmPayment lists with amounts, by firm, with the document each comes from.
  5. Repealed documentsDocuments a later one repeals in whole or in part, with the repealing sentence on each page.
  6. Local support in force during the EU NEV investigationCSV.
  7. Local protection under central bansKeyword-screen leads, then hand-reviewed cases.
  8. Export-control and entity listsMOFCOM lists, export controls and countermeasures.
  9. Export controls reported abroadNews and alerts on Chinese export controls, with the MOFCOM announcement where held.
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