GeoVeu · EU-centered geo-economic watch calendar

China Two Sessions (NPC and CPPCC) 2028

4 March 2028 – 12 March 2028 (date to be confirmed) · institutional · confidence: tentative · status: tentative · impact 4/5 · EU relevance 4/5

Why it matters

The Two Sessions set China’s growth target, fiscal stance and industrial priorities for the year — the single densest read on the policy direction EU trade and overcapacity exposure hangs on.

What to watch

• GDP growth target, fiscal deficit ratio and special-bond quotas.
• Industrial-policy language on chips, EVs, AI and overcapacity sectors.
• Signals on consumption stimulus versus export reliance.

Sources

• NPC Observer

Themes: Politics, Economy, Trade · Regions: China, Global, EU · Actors: National People’s Congress, CPPCC, Chinese leadership, EU-China policy teams

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