Green hydrogen is a 2026 policy priority: the “15th Five-Year Plan” names hydrogen and green fuels as new growth points, and Inner Mongolia alone targets large-scale green-H2 clusters with costs of RMB 17–20/kg (about 60% of the national average). 绿氢是2026年政策重点：”十五五”规划将氢能、绿色燃料列为新增长点；仅内蒙古即瞄准规模化绿氢集群，成本17–20元/公斤（约全国均价的60%）。 … Green hydrogen — foreign investment opportunities and demonstration zonesRead more
行业洞察 / Industry Insights
Wind and solar — foreign project approval and grid-connection policy
Wind and solar power generation has no foreign-ownership cap; equipment manufacturing is fully open. The binding constraint is provincial planning and grid absorption, not nationality. 风电与光伏发电无外资股比上限，设备制造完全开放。真正约束在于省级规划与电网消纳，而非投资者国籍。 Document 136 (发改价格〔2025〕136号) ended the “guaranteed-offtake” era: from 2025, new wind/solar goes fully into … Wind and solar — foreign project approval and grid-connection policyRead more
Hainan Free Trade Port begins island-wide customs operation
Hainan Free Trade Port launched island-wide customs operation on 18 December 2025. 海南自由贸易港于2025年12月18日启动全岛封关运作。 The “zero-tariff” item ratio rose from 21% to 74%, covering about 6,600 tariff lines. “零关税”商品比例由21%升至74%，覆盖约6600个税目。 A negative import-tax list and processing-value-added duty exemption underpin the free-port tax … Hainan Free Trade Port begins island-wide customs operationRead more
Hainan Free Trade Port After Closure: Customs, Zero-Tariff and the Foreign-Investment Edge (2026)
Hainan FTP launched island-wide closure on 18 December 2025; 2026 is the first full year of the “first line open, second line managed” regime.海南自贸港于 2025 年 12 月 18 日启动全岛封关；2026 年是「一线放开、二线管住」的首个完整年度。 Residents’ duty-free import policy (Cai Guan Shui [2026] No. … Hainan Free Trade Port After Closure: Customs, Zero-Tariff and the Foreign-Investment Edge (2026)Read more
Hainan FTP 15% corporate income tax and the encouraged-industry catalogue
Qualifying encouraged-industry enterprises registered and substantively operating in the Hainan FTP pay corporate income tax at a reduced 15% rate, extended through 31 December 2027 by Caishui [2025] No. 3. 注册在海南自贸港并实质性运营的鼓励类产业企业减按15%税率征收企业所得税，依据财税〔2025〕3号延续至2027年12月31日。 Three conditions must all be met: substantive operation in … Hainan FTP 15% corporate income tax and the encouraged-industry catalogueRead more
Hainan FTP cross-border services-trade negative list and foreign services opportunities
Hainan piloted China’s first cross-border services-trade negative list in July 2021; from 1 March 2026 the revised Foreign Trade Law elevated the negative-list system for cross-border services trade into national law, reinforcing “entry unless prohibited”. 海南于2021年7月推出全国首张跨境服务贸易负面清单；自2026年3月1日起施行的新修订《对外贸易法》将跨境服务贸易负面清单管理制度上升为法律，强化”非禁即入”。 Hainan sits in the … Hainan FTP cross-border services-trade negative list and foreign services opportunitiesRead more
Hainan FTP zero-tariff lists: application of raw-material, self-use equipment and transport/vessel schedules
Hainan FTP zero-tariff policy uses a “one negative, three positive” list design: a negative list for self-use production equipment and positive lists for raw materials, operating transport/vessels, and resident consumer goods. 海南自贸港零关税政策采取”一负三正”清单设计：自用生产设备适用负面清单，原辅料、营运用交通工具及游艇、岛内居民消费品适用正面清单。 The zero-tariff item ratio rose from 21% to … Hainan FTP zero-tariff lists: application of raw-material, self-use equipment and transport/vessel schedulesRead more
Hainan FTP customs sealing: the “open first line, control second line” framework and what it means for foreign investors
Hainan FTP launched island-wide customs operation on 18 December 2025, implementing the “open the first line, control the second line, free within the island” (一线放开、二线管住、岛内自由) model. 海南自贸港于2025年12月18日启动全岛封关运作，实施”一线放开、二线管住、岛内自由”的监管模式。 The “first line” is liberalised (Hainan–abroad), while the “second line” (Hainan–mainland) becomes the … Hainan FTP customs sealing: the “open first line, control second line” framework and what it means for foreign investorsRead more
Automotive & EV market entry
All equity caps on passenger-car manufacturing were lifted on 1 January 2022, fully opening the vehicle and parts chain to foreign investment. 2022年1月1日全面取消乘用车制造外资股比上限，整车与零部件全链条对外资开放。 The opening covers manufacturing equity, but vehicle data, mapping, and some ICT/services may still face ownership or … Automotive & EV market entryRead more
Automotive and NEV Market Access for Foreign Investors: The Post-Restriction Landscape (2026)
All manufacturing foreign-investment access restrictions are now abolished; the 2024 negative list cleared the last manufacturing items, including passenger-vehicle equity caps.制造业外资准入限制已全部取消；2024 年负面清单清除了最后制造业条目，包括乘用车股比限制。 The 2025 Catalogue of Encouraged Foreign Investment (in force 1 Feb 2026) lists new-energy and smart-vehicle supply-chain items … Automotive and NEV Market Access for Foreign Investors: The Post-Restriction Landscape (2026)Read more