China’s auto-parts market is fully open to foreign investment, but the competitive battleground in 2026 has flipped: domestic suppliers are displacing foreign Tier-1s on cost, speed and local R&D, even at foreign-brand OEMs. 中国汽车零部件市场对外资完全开放，但2026年的竞争主战场已翻转：本土供应商正凭成本、速度与本地研发，甚至在外资品牌OEM处替代国外Tier-1。 The binding constraint for foreign parts … Auto parts — import substitution and foreign suppliers’ China strategyRead more
行业洞察 / Industry Insights
Intelligent and connected vehicles — foreign test licences and data compliance
China issued its first production-intent L3 conditional-automation access licences in late 2025 (Changan in Chongqing, BAIC Arcfox in Beijing), with 2026 described by analysts as the “mass-production start year” for L3; L4 robotaxi/mobility is approaching a 0-to-1 inflection in defined … Intelligent and connected vehicles — foreign test licences and data complianceRead more
Power battery supply chain — foreign opportunities and localisation
China’s power-battery manufacturing is fully open to foreign investment, but the 2024 MIIT “Comprehensive Utilisation of End-of-Life NEV Power Batteries (2024 Edition)” norm tightens recycling, traceability and technical thresholds. 中国动力电池制造对外资完全开放，但工信部2024年《新能源汽车废旧动力电池综合利用行业规范条件（2024年本）》提高了回收、溯源与技术门槛。 Every power battery must carry a unique identification code tracked … Power battery supply chain — foreign opportunities and localisationRead more
NEV manufacturing access after foreign-ownership liberalisation
China’s entire vehicle and parts manufacturing chain has been open to foreign investment without equity caps since 1 January 2022, and the 2024 negative list went further by clearing all manufacturing restrictions (“manufacturing zeroed-out”). 自2022年1月1日起，整车与零部件全链条已对外资开放、不设股比上限；2024年版负面清单进一步清除制造业全部限制（”制造业清零”）。 2026 is the first full … NEV manufacturing access after foreign-ownership liberalisationRead more
Education & training sector rules
Foreign investment in compulsory-education institutions (grades 1–9) is prohibited, and the ban reaches participating in or actually controlling such schools, including via VIE. 禁止外商投资义务教育机构（1–9年级），且禁令及于参与举办或实际控制，包括通过VIE协议控制。 Under the “double reduction” policy, for-profit subject-based tutoring for compulsory-education students is effectively barred and new … Education & training sector rulesRead more
China’s Vocational-Training and Education Opening for Foreign Investors: The 2026 Action Plan
The “Stabilise and Improve Foreign Investment” action plan (Shang Zi Fa [2026] No. 97) explicitly expands the opening of vocational-skill training institutions, vocational schools and leading polytechnic/medical/agricultural universities to foreign investment.《利用外资固稳促优行动方案》（商资发〔2026〕97号）明确稳步扩大职业技能培训机构、职业院校、高水平理工农医类大学对外开放试点。 The plan also broadens services-sector opening via Beijing’s comprehensive … China’s Vocational-Training and Education Opening for Foreign Investors: The 2026 Action PlanRead more
Corporate training in China: the 2026 market for foreign-invested enterprises and their employees
Cross-cultural training is the fastest-growing corporate-learning segment tied to “going global”, with China’s cross-cultural training market projected to exceed RMB 18 billion in 2026 (CAGR ~22%). 跨文化培训是与”出海”绑定增长最快的企业学习segment，中国跨文化培训市场 2026 年预计突破 180 亿元（年复合增速约 22%）。 In the 2026 “Outstanding Employers” list, 75% of … Corporate training in China: the 2026 market for foreign-invested enterprises and their employeesRead more
Non-academic after-school training: 2026 foreign-investment boundary and compliance
Non-academic after-school training (sports, arts, science/technology) is permitted for foreign-invested operators in company form, but it remains “education” and requires a licence, registration and platform onboarding. 非学科类校外培训（体育、艺术、科技）允许以外商投资企业（公司形式）运营，但其仍属”教育”，须取得许可、登记并接入监管平台。 Local 2026 rules (e.g., Dingxi, Taishan) define non-academic training as cultural-arts, sports and … Non-academic after-school training: 2026 foreign-investment boundary and complianceRead more
Online education and EdTech in China: 2026 regulatory landscape for foreign investors
The “double reduction” (双减) policy keeps a hard red line on for-profit, subject-based tutoring for compulsory-education students, and that line applies equally to online delivery. “双减”政策对义务教育阶段学科类培训维持营利性禁止的硬红线，且该红线同样适用于线上形式。 The 2026 national online-education narrative reframes the sector as a public-service-oriented, digital and lifelong-learning … Online education and EdTech in China: 2026 regulatory landscape for foreign investorsRead more
Vocational education and skills training: 2026 access and compliance for foreign investors
The June 2026 “Action Plan for Stabilising and Optimising Foreign Investment” explicitly commits to steadily expanding the opening pilot for vocational-skills training institutions, vocational colleges and high-level science/agriculture/medicine/engineering universities. 2026 年 6 月《利用外资固稳促优行动方案》明确承诺稳步扩大职业技能培训机构、职业院校、高水平理工农医类大学的对外开放试点。 Nanning’s Guangxi FTZ片区 is publicly consulting (from … Vocational education and skills training: 2026 access and compliance for foreign investorsRead more