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Content 6 · Events 15

Bloomberg Economics Warns U.S. AI Investment Slowdown Could Severely Impact China's Economic Growth

11.06 ·Reported ·Importance III ·Sources 1 ·China

A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.

Morgan Stanley Warns Offshore Chinese Stocks Could Fall Another 10%–15%

10.26 ·Reported ·Importance III ·Sources 1 ·China

On October 26, Bloomberg reported on a Morgan Stanley study saying that the Chinese stock market may not have bottomed out yet, and that offshore Chinese stocks could fall another 10%–15% before approaching historically low valuations, with weak economic consumption, pressure on e-commerce, and fears of tax-triggered selling of trusts intensifying the adjustment.

MIIT Admits Some Automakers Have Issues Such as Insufficient Testing and Verification

10.20 ·Official claim ·Importance III ·Sources 1 ·China

On October 20, the Ministry of Industry and Information Technology acknowledged that some automakers engage in bandwagon product launches and have problems such as insufficient testing and verification, and said it will resolutely prevent unreasonable innovation designs from entering the market.

Electric Two-Wheeler Sales in Pakistan Grow 173%

2026 ·Reported ·Importance II ·Sources 1 ·Pakistan

Affected by soaring fuel prices and factors such as the conflict between Iran and the United States, consumers have been looking for cheaper alternatives, and sales of electric two-wheelers in Pakistan grew 173% in the first half of 2026.

AfD lawmaker Maximilian Krah says in interview that Germany must cut union rights to compete with China on electric vehicles

10.15 ·Verified ·Importance III ·Sources 1

According to a report by Clash Report, Maximilian Krah, a Bundestag member of the Alternative for Germany (AfD), said in an interview that if Germany wants to restore some of its competitiveness, it must curtail union rights and amend labor law to achieve greater flexibility, noting that under current regulations Germany cannot compete with China in the electric vehicle sector.

European Automakers Revive Classic Models with Affordable EVs to Take on Chinese Brands

10.15 ·Reported ·Importance II ·Sources 1 ·Paris, France

According to a report by the Financial Times on October 15, Citroën plans to launch a €15,000 all-electric 2CV in 2028, while Volkswagen will introduce the €25,000 ID.Polo; Chinese brands took about one-third of the stands at the Paris Motor Show for the first time, and AlixPartners expects them to account for 16% of European sales by 2030. Changan plans to expand production in Europe, and Chery will start production in Spain.

IMF Raises Taiwan's 2026 Growth Forecast to 10.7%, Lowers Mainland's to 4.5%

10.13 ·Reported ·Importance III ·Sources 1 ·China

On October 13, the IMF released its latest World Economic Outlook, raising Taiwan's 2026 growth forecast from 5.2% in April to 10.7%, while lowering the mainland's forecast by 0.1 percentage points to 4.5%; Taiwan's growth is mainly driven by demand for AI and advanced chips.

China's Q2 economic growth slows to 4.3%, below the full-year growth target range

10.11 ·Reported ·Importance IV ·Sources 1 ·China

According to a report by the Financial Times, China's economic growth in the second quarter fell to 4.3%, below the full-year target range of 4.5% to 5%. Retail sales and fixed-asset investment were weak, and the property market has been in a downturn for more than five years.

IMF Asia Department Head Says China's Growth Model Is Nearing Its Limit and Calls for Reform

10.11 ·Reported ·Importance III ·Sources 1 ·China

Srinivasan, head of the International Monetary Fund's Asia Department, noted that China's growth model of relying on investment, manufacturing and exports is approaching its limits, and suggested improving the social security system, adjusting local government incentives and the land-finance model, warning that otherwise the country could fall into a prolonged slowdown.

Study projects China's government debt interest payments to reach 1.4 trillion yuan in 2026

10.11 ·Reported ·Importance III ·Sources 1 ·China

Research by the Conference Board shows that interest payments on the debt of China's central and local governments are expected to reach 1.4 trillion yuan in 2026, far exceeding the roughly 348 billion yuan in 2014; central government debt service is projected to rise to 19.2% of the general public budget.

MIIT and three other ministries propose banning fully flush door handles and cracking down on hastily built cars

10.10 ·Reported ·Importance III ·Sources 1 ·China

On October 10, four departments including the Ministry of Industry and Information Technology released a draft for public comment, proposing to ban cars from being equipped with fully flush door handles, prohibiting the use of zero-gravity seats, rotating seats, or seats folded flat into a bed while driving, and requiring models already announced to submit supplementary verification materials before July 1, 2027; those with safety hazards past the deadline must halt production and issue recalls, while new models must undergo environmental adaptability verification of no less than 1 year and reliability verification of no less than 30,000 kilometers. The document is still under public comment.

Fire in Guangzhou Home Caused by Electric Bicycle Being Charged Indoors

10.10 ·Developing ·Importance III ·Sources 1

In the early hours of October 10, a fire broke out in a three-story residential house in Xintang Town, Guangzhou, caused by the homeowner parking and charging an electric bicycle indoors. The fire destroyed two electric vehicles and one gasoline car, but fortunately no one was injured.

Multiple Food Delivery Riders in Chifeng Gather to Protest Hospital Ban on Electric Vehicles

10.10 ·Reported ·Importance II ·Sources 1 ·Chifeng, Inner Mongolia, Inner Mongolia

On October 10, a hospital in Chifeng, Inner Mongolia banned electric vehicles from entering its grounds. Delivery vehicles parked on the roadside risked being towed by traffic police, so a large number of delivery riders gathered on bikes at the hospital entrance and surrounding roads to defend their rights. Police and traffic officers arrived at the scene.

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