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Edition of record · 2026-10-02 · 当日完整版

China adjusts precursor chemical export catalog, adds two substances for US, Mexico

中国调整易制毒化学品出口目录，新增两种物质适用于美国、墨西哥、加拿大

The Ministry of Commerce and four other departments adjusted the catalog for precursor chemicals exported to specific countries, adding two substances to Part 1 of Annex 1 [4]. Exports of these chemicals to the United States, Mexico, and Canada now require a permit under the interim regulations [4]. Exports to Myanmar, Laos, and Afghanistan of Part 2 chemicals also require a permit, while exports to other countries do not [4]. Separately, the Ministry of Commerce announced a public notice on proposed enterprise allocations for the 2026 sugar import tariff quota reallocation [3].

商务部等五部门调整了向特定国家出口易制毒化学品管理目录，在附件1第一部分新增两种物质 [4]。 向美国、墨西哥、加拿大出口这些化学品现在需要根据暂行规定申请许可 [4]。 向缅甸、老挝、阿富汗出口第二部分化学品也需要许可，而向其他国家出口则不需要 [4]。 另外，商务部发布了关于2026年食糖进口关税配额再分配拟分配企业名单的公示通知 [3]。

· 10 signals · 9 with a reading · Morning edition; freezes when the evening edition is written.

What changed since the prior edition

Against the Evening Snapshot of 22:19 Beijing time, this edition adds 10 new signals and carries 0 forward. New on the board: Huawei and Seres sign new five-year partnership on AITO business; The one-time star EV brand simply can't sell cars anymore; MOFCOM announces proposed list for 2026 sugar import tariff quota reallocation.

High Politics & Ideology 高层政治与意识形态

1 new · 0 carried

Economy & Markets 经济与市场

1 new · 2 carried
Still on the board2 carried from earlier days

U.S.–China & Geopolitics 中美关系与地缘政治

1 new · 0 carried

Regulatory Watch 监管动态

0 new · 1 carried
Still on the board1 carried from earlier days

What's Trending 热点风向

4 new · 0 carried
Deviation watchAgainst our own 30/90-day archive baselines

  • Beijing

    Beijing at 11.7 is 2.5σ below its 30-day mean (19.19, -39.02%)

    2.54

  • EUR/CNY

    EUR/CNY at 7.54 is 2.2σ below its 30-day mean (7.71, -2.15%); EUR/CNY at 7.54 is the lowest in 90 observed days (prior min 7.55, -0.13%)

    1.76

  • CFETS FR007

    CFETS FR007 at 1.38 is 2.4σ below its 30-day mean (1.43, -3.35%) (flagged 3 days running, a level rather than a move)

    1.61

  • CFETS FR014

    CFETS FR014 at 1.41 is 2.2σ below its 30-day mean (1.44, -2.25%) (flagged 3 days running, a level rather than a move)

    1.5

  • CNY Fix vs CNH Spread

    CNY Fix vs CNH Spread at -0.438 is 2.1σ above its 30-day mean (-0.834, +47.50%) (flagged 3 days running, a level rather than a move)

    1.43

  • CNY Central Parity USD/CNY

    CNY Central Parity USD/CNY at 6.74 is 2.1σ below its 30-day mean (6.77, -0.51%) (flagged 3 days running, a level rather than a move)

    1.41
Market snapshot2026-09-30 · prior session

Last completed session (2026-09-30) · SSE Composite 3842.195 ▲0.49% · Shenzhen Component 12887.62 ▲0.22% · ChiNext 3135.277 ▼0.23% · USD/CNY 6.6987 →0.00% · USD/CNH 6.713 ▲0.06%

Scheduled official releasesPublisher-stated dates; NBS calls this a plan
  • 2026-10-14

    Monthly Report on Consumer Price Index

    居民消费价格指数月度报告

  • 2026-10-14

    Monthly Report on Producer Price Index for Industrial Products

    工业生产者价格指数月度报告

  • 2026-10-19

    Monthly Report on Sales Price Index of Commercial Residential Buildings

    商品住宅销售价格指数月度报告

  • 2026-10-19

    Quarterly Report on National Industrial Capacity Utilization

    全国工业产能利用率季度报告

  • 2026-10-19

    Monthly Report on Energy Production

    能源生产情况月度报告

  • 2026-10-19

    Monthly Report on Fixed Asset Investment (Excluding Rural Households)

    固定资产投资（不含农户）月度报告

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China Snapshot, a publication of CHINA SNAPSHOT LIMITED (Hong Kong). Operated by Tristan McInnis, Managing Partner, Inner Chapter, Shanghai. Chinese sources machine-translated by DeepSeek; interpretation drafted by a language model under our editorial standards; corrections to support@china-snapshot.com.