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"For many industrial and tech sectors, this (the dual circulation pattern) means more onshore sourcing, onshore substitutes as backups or import substitution," said Wendy Liu, head of China Strategy at UBS Investment Bank.

"Fuyao's business in US is growing steadily." Liu estimates that the sales revenue of the company will reach 0 million, and the profit million to million this year.

"For companies, the poverty-relief projects cannot be seen as a simple charity activity, but an opportunity to expand their markets and create new growth points," she said, adding 92 percent of future consumption will come from non-first-tier cities by 2030.

"Financial regulation may be eased," said Zhang. "Maybe the rules will be delayed for one more year," he said.

"Growing global competition has forced Japanese manufacturers to cut costs to be more efficient, while fulfilling a production quota, which is often difficult to achieve," said Motokazu Endo, a lawyer at Tokyo Kasumigaseki law office.