1、China 2026 Policy OutlookImplications for Investment,Risk,and Market Entryfor China Transactions and OperationsMarch 2026Todays SpeakerKyle FreemanPartner,International Business Advisory Washington,D.C LinkedITraditional ModelDezan Shira&AssociatesIntegrated Pan-Asia ModelOur Services integrated sol
2、utionsTaxLegalAuditAccountingStrategyHRITAccountingTaxLegalAuditStrategyITHRInvestor ResourcesAll publications are available at DSAs online bookstore at Briefing,a subsidiary of Dezan Shira&Associates,publishes business magazines and guides for China,India,Vietnam,Singapore and other key nations in
3、emerging A Asiapedia is a collection of these resources based on the experiences we made on the Agenda1.Background2.2026 Two Sessions2.Government Work Report&2026 Targets3.15th Five-Year PInternal ConcernsProperty MarketConsumer SpendingDeflationary Pressure Industrial OvercapacityLocal Government D
4、ebtPopulation DemographicsExternal ConcernsUS Tariffs&Trade RestrictionsOther Trade FrictionsExternal ConflictsEconomic Concern leading up to 2026 Two SessionsNewl Built Home Prices YoY changeConsumer ConfidenceIndustrial Revenue&Profits YoY change,for enterprises above a designated sizePurchasing M
5、anagers Index(PMI)87.588.487.587.88887.98989.289.698.490.389.590.680859095100105110115120-5.7%-4.8%-4.5%-4.0%-3.5%-3.2%-2.8%-2.5%-2.2%-2.2%-2.4%-2.7%-3.1%-3.2%-6%-4%-2%0%2%4%6%-3.3%-0.3%0.8%1.4%-1.1%-1.8%-1.7%0.9%3.2%1.9%0.1%0.6%-4%-3%-2%-1%0%1%2%3%4%Business RevenueTotal Profits49.148.650.54949.549
6、.749.349.449.84949.250.149.349484949505051515252PositiveNegativeExpansionContractionExpansionContractionExpansionContractionSource:China Statistics BPrices&InvestmentInflation Rate YoY changeFixed Asset Investment YoY change,2024-2025-0.5%-0.7%-0.1%0.1%0.0%-0.4%-0.3%0.2%0.7%0.8%0.2%1.3%-2%-2%-1%-1%0