On February 26, a series of domestic economic and policy updates were released, with continued policy support driving accelerated recovery across consumption, investment, and industries, steadily boosting market confidence.

The consumer sector continued to warm up, with notable effects from the trade-in policy. As of February 22, the 2026 consumer goods trade-in program had benefited more than 30 million people, driving sales exceeding 200 billion yuan, led by home appliances, automobiles, and 3C products. Many regions issued consumption vouchers to boost recovery in offline catering, retail, and cultural tourism, strengthening domestic demand momentum.

Property market policies were optimized and implemented. Shanghai released new property rules, easing purchase restrictions, lowering thresholds, enforcing mortgage policies based on home ownership rather than loan records, and expanding support for multi-child families, aiming to stabilize the real estate market. Hong Kong announced its financial budget, forecasting 2.5%–3.5% economic growth in 2026 and rolling out measures to consolidate its status as an international financial center.

The industrial and financial sectors provided synchronized support. The central bank strengthened liquidity support via reverse repos and MLF to maintain reasonable market funding. The Ministry of Finance issued discount treasury bonds to ensure fiscal spending. High-tech sectors including AI, commercial aerospace, and advanced manufacturing received policy and financial backing. Alibaba unveiled new models to lower AI costs and accelerate industrial digital transformation.

Analysts believe that coordinated policy support will continue to drive the economic rebound. A recovery in consumption, stabilized investment, and industrial upgrading will form synergies, laying a foundation for annual growth. As policy effects gradually emerge, endogenous economic momentum will strengthen, supporting the capital market and household income.