China · Country watch
Beijing Real Estate Rules, EV Tax Resumes, Gold Trading Curbs
New real estate regulations in Beijing, a resumed lithium-ion tax, and curbs on gold trading impact business operations in China.
The picture Mixed
Business conditions in China are mixed today. New real estate rules in Beijing and a resumed lithium-ion tax challenge sectors, while gold trading curbs affect finance. Trade talks with the EU remain unresolved, adding to uncertainties.
In this briefing Beijing · Beijing Municipal Government · China · EV manufacturers · Battery manufacturers · Shanghai Gold Exchange · Industrial and Commercial Bank of China · Ling Ji · European Union · Ministry of Commerce of the People's Republic of China
Regulation
Beijing introduces new real estate sales regulations

Beijing has implemented new real estate regulations to reform the housing sales system, effective from September 24, 2026, according to ChinaNews.com. The measures include capping pre-sale amounts, limiting deposits to 1%, and strengthening oversight of market order and quality. The initiative aims to stabilize the housing market by enhancing pre-sale management and encouraging existing home sales. The policy also includes a lead bank system and improved credit management for housing sales.
Impact Real estate developers and banks in Beijing face new sales and credit regulations, impacting housing market operations.
Sources: ChinaNews.com ↗
China resumes lithium-ion battery tax, sparking EV dispute
China has reinstated a consumption tax on lithium-ion batteries, ending an 11-year exemption, according to South China Morning Post Business. The tax, now at 2% and set to rise to 4%, has sparked negotiations between electric vehicle (EV) makers and battery manufacturers over who should bear the cost. The tax resumption comes amid weak domestic demand for EVs, adding financial pressure on the industry.
Impact EV makers and battery producers in China face increased costs as the lithium-ion battery tax resumes.
Sources: South China Morning Post Business ↗
Chinese banks to end retail leveraged gold trading

The Shanghai Gold Exchange is prompting at least a dozen Chinese banks to cease retail leveraged precious-metals trading, reports South China Morning Post Business. This decision affects trading where investors speculate on gold and silver prices without owning the physical metals. The move comes as international gold prices experience volatility, prompting banks like the Industrial and Commercial Bank of China to reassess their trading practices.
Impact Retail investors in China lose access to leveraged gold trading as banks comply with new regulations.
Sources: South China Morning Post Business ↗
Disruption
Nothing significant reported today.
Internal tension
Nothing significant reported today.
Safety & health
Nothing significant reported today.
Companies
Nothing significant reported today.
Markets
Nothing significant reported today.
Trade
China-EU talks stall on medical devices, PHEV safeguards
China and the European Union remain at an impasse over trade in medical devices, according to ChinaMorningPost. Discussions in Beijing have not resolved the deadlock, while talks continue on Brussels' plan to impose import safeguards on Chinese plug-in hybrid electric vehicles (PHEVs). Vice-Minister of Commerce Ling Ji participated in the discussions, which are part of ongoing efforts to address trade imbalances between the regions.
Impact Medical device exporters and PHEV manufacturers face ongoing trade uncertainties between China and the EU.
Sources: ChinaMorningPost ↗
Politics
Nothing significant reported today.
Also today in China
- Iran offers US plan to reopen Hormuz within 7 days — ChinaMorningPost
- Japan says Trump voiced concern over weak yen in summit with PM Takaichi — ChinaMorningPost
- India’s ‘cockroach’ movement targets election chief in political pivot — ChinaMorningPost
- Chinese marques in driving seat as high petrol prices accelerate EU shift to electric cars — ChinaMorningPost
- What summit? US TV blackout and midterms turmoil overshadow red-carpet treatment — ChinaMorningPost
- Indonesian coal deal fuels doubts over production quota approvals — ChinaMorningPost
- Entry hours cut short as large crowds at lantern display spark safety fears — ChinaMorningPost
- HK Electric to cut fuel charge for first time in 4 months as CLP raises rate — ChinaMorningPost
Sources in this briefing
Sources: each headline links to the original article on the publisher's site.
The same day elsewhere
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- Brazil: Lula Bans Betting, Inflation Surges
- Canada: Ontario Teachers Plan Strike, Islamic Schools Threatened
- Colombia: Gas Rationing Declared, Diplomatic Break with Iran
- Germany: BASF Eyes Evonik, Tank Rebate Approved, VW Recall
- Spain: Ibex 35 Climbs, Ceuta Military Rules, Diesel Prices
- France: Macron's Fuel Strategy, VW Recall, Climate Protests
- United Kingdom: Beckham's Dividend, Glasgow Labour Dispute
- India: US Bond Yields Impact India, Red Alert in Uttarakhand
- Iraq: Iraq-Egypt Transport Talks, Iraq-Oman Anti-Corruption Pact
- Iran: Iran's Remote Work Changes, Oil Prices Dip
- Italy: Eni Caps Fuel Prices, Stellantis Halts Production
- Japan: Yen Rises to 156, AI Data Center Scrutiny
- Kenya: Tax Reforms, Flood Preparations, Solar Fines
- South Korea: DMZ Explosions Probe, Chuseok Traffic Jams
- Lebanon: Fuel Strike Looms, Gold Reserves Under Scrutiny
- Morocco: 14 Ministers Win Seats, BAM Revises Forecasts
- Mexico: Hurricane Polo Intensifies, US Diesel Export Concerns
- Malaysia: Malaysia-Indonesia Halal Pact; Severe Weather Hits
- Nigeria: Scrap Dealers Strike, Kwara Solar Grid, Naira Stable
- Netherlands: Merwedebrug Closure, XR Rail Disruption, Fuel Prices
- Poland: Lead in Water Alert, GPW Indices Dip, Evacuation Drill
- Portugal: Fuel Protests Escalate, Influenza Outbreak in Estremoz
- Russia: New Laws in October, Moscow Exchange Drops
- Senegal: Senelec Restores Power, Heavy Rainfall Alert
- Syria: US Lifts Syria Sanctions, Fuel Stations Shut
- Turkey: Emlak Katılım's Moves, SPK Investigations
- Ukraine: ArcelorMittal Shuts Plant, McDonald's Warehouse Hit
- United States: Pentagon Blacklists Anthropic, Treasury Yields Rise
- Vietnam: Vietnam Cracks Down on Counterfeits, USD Weakens