CHINA POLICY leads
CHINA POLICY teamfollow the PRC policy pulse
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 255 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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chinapolicy.substack.comLatest Issues
PRC drone economy sheds hobbyists for workflows
crop-spraying drones beat hired labour on cost alone, unlike most of the low-altitude economy
whether Beijing backs a drone or blocks it comes down to one test: can it be tracked
Since 2021, the low-altitude economy, with drones as one of...
Shanghai ringfences an offshore bond market
built for a British shipping line a century ago, the building at 28 the Bund now settles the bonds Beijing hopes will carry the RMB abroad
rebooted FTZ offshore bonds are offshore in all but geography; Beijing supplies the architecture, th...
Beijing pulls capital back toward the real economy
Beijing is talking about the real economy again
Beijing has swung its economic message back to the real economy. Through 2024 and 2025 the mood ran the other way. In late 2024, Zhou Hanmin 周汉民, a CPPCC standing committee member, argued tha...
Can the PRC petrochemical sector close the high-end gap?
a T1000 carbon-fibre line in Datong, the top grade, five times stronger than steel; years in the lab, now at scale
A companion brief, Hormuz tests the PRC petrochemical build-out, argued that the PRC has won the low-end bet but that the mo...
Hormuz tests the PRC petrochemical build-out
Workers at Jilin Petrochemical, an ageing inland base surviving on efficiency gains, not breakthroughs
Hormuz showed baseline thinking in action: petrochemical capacity holding firm under blockade; it also showed how far the most advanced...
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PRC chops from the end of the Cultural Revolution to the beginning of the New Era. After 20 years straight in Beijing currently living in sight of the Sydney Harbour Bridge running a global COVID-scattered CP team.
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