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Trade War
The Trump administration has been stepping up pressure on China for a more balanced trading relationship, sparking a trade war including protective tariffs by Washington and retaliatory moves from Beijing.
Trump Slaps New Tariffs on $200 Billion of Chinese Goods
With long-threatened new round of tariffs, almost half of China’s annual exports to U.S. will be subject to trade penalties
The Week Ahead (Aug. 31-Sept. 6): Shein Set to Raise $1.8 Billion in Hong Kong IPO
U.S. to impose up to 100% tariffs on imported drones; U.K. temporarily lowers audit requirements for Chinese listings
Chinese Battery Storage Makers Pivot to Europe as U.S. Barriers Rise
Overseas orders for Chinese energy-storage batteries jumped 83% in the first half of 2026, led by Europe, while North America weakened amid tightening U.S. restrictions
CX Daily: Shein Heads for Hong Kong IPO as Growth Slows, Regulatory Pressure Mounts
The fast-fashion giant’s projection valuation has plummeted in the face of intensifying competition and rising costs overseas
Business Brief (Aug. 25): Chinese GPU Maker Enflame Gears Up for IPO
SASAC pushes state firms to drive 6G breakthroughs, Trump threatens 50% tariffs on Canadian autos
China and Switzerland Conclude Upgraded Free-Trade Deal
The revised pact will eliminate Chinese tariffs on 99.8% of Swiss exports, expanding Beijing’s economic footprint in Europe amid EU trade tensions
Business Brief (Aug. 24): China Ramps Up Push to Clear Business Arrears
Domestic passenger car sales plunge, China and Switzerland complete negotiations to upgrade their free trade agreement
Airbus Bets AI Hardware Will Drive Air Cargo Demand
High-value technology exports are replacing cross-border e-commerce as the primary growth engine for global air freight, providing a crucial buffer for airlines against operating costs
CX Daily: For Chinese EVs in Europe, Success Hinges on Holding Their Value
Rapid vehicle depreciation could slam the brakes on Chinese carmakers’ expansion in Europe, a market dominated by leasing
Business Brief (Aug. 21): China Urges U.S. to Revoke Drone Tariffs
Chinese mainland tourist visits to Japan plummeted 56% in the first seven months
China’s Green Energy Exports Jump in July as EV Shipments Surge
Overseas sales of new-energy vehicles nearly doubled and total auto exports hit a record, helping sustain trade growth alongside strong semiconductor demand
The Week Ahead (Aug. 17-23): U.S. Imposes Tariffs on Canadian Goods
Ecuador’s president makes a state visit to China; the Chengdu Auto Show features nearly 120 auto brands
Commentary: The Phantom Menace of Chinese Overcapacity
Western accusations of dumping stem from a fundamental misunderstanding of China’s economic reality. The country’s export surge is driven by brutal domestic competition and a structural failure to stimulate household consumption
Weekly Must-Read: China’s Drive to Shore Up Social Security Funds Brings a Payroll Shock
A nationwide crackdown is pushing employers to base social security contributions on actual wages, raising labor costs for businesses and cutting into workers’ take-home pay
China NEVs Top 60% of New-Car Sales as Exports Offset Domestic Slump
A surge in overseas shipments helped keep China’s auto market steady in July despite a sharp drop in domestic sales, underscoring automakers’ growing reliance on foreign markets even as political and capacity risks build abroa
CX Daily: AI Fuels Chinese Micro-Drama Boom in U.S. as Regulators Circle
Chinese firms are using the technology to rapidly scale production, even as Washington moves to curb AI-generated content
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