China’s provinces turn to SOE profits after worst first-quarter fiscal stress since 2020
Guangdong and Jiangsu are among those looking to tap state capital returns to shore up budgets

Following a similar move by the central government, provinces including Guangdong, Jiangxi, Jiangsu and Hainan have announced plans to raise collection rates on state capital returns in their regional five-year plans for the 2026 to 2030 period.
Jiangsu, a fast-growing province in eastern China, said it would “dynamically optimise” collection rates. Guangdong, the nation’s largest provincial economy, similarly announced it aimed to “reasonably raise” rates.
Hainan, meanwhile, said it would seek to refine its tiered profit remittance framework for state-owned enterprises and gradually increase the share of revenues allocated to the public budget, according to its development blueprint.
That marked the first time since the pandemic in 2020 that the first quarter of the year recorded a nationwide shortfall before central government transfers.