Energy-security fears are slowing Beijing's solar capacity cuts, deepening a 'fight to the death' among manufacturers trapped ...

Domestic AI breakthroughs and policy supports have fueled strong rallies in China Tech stocks – FTSE China Tech rose 30% YTD. Technological self-reliance and anti-involution campaigns are widely ...

Tim Moe of Goldman Sachs says the firm has designed an 'involution barometer' and says the older economy areas like solar and cement industry will see improvement from the campaign efforts. He expects ...

Zhu indicated the company expects first quarter 2026 polysilicon production volume of 35,000 to 40,000 metric tons and full-year 2026 production volume between 140,000 and 170,000 metric tons. Zhu ...

Major producers are suspected of using Beijing's anti-involution campaign as an excuse to rig prices China's efforts to rein in cutthroat price wars in the solar industry have had the unintended ...

JP Morgan’s James Sullivan says local governments’ dependence on VAT revenue encourages sustained production, intensifying competition and overcapacity until meaningful tax changes occur. Got a ...

OVERCAPACITY has made its way into China’s domestic market, with price wars leading to collapsing profitability and accelerating deflation. The government has responded by launching a so-called ...

Retired leaders signal support for Xi, humanoid robots impress at Spring Festival Gala, Beijing courts Europe, government pushes “anti-involution” drive, and China’s visa-free policies drive travel ...

The six largest privately owned express delivery companies accounted for around 80% of China’s parcel delivery volume in the third quarter of 2025, based on data from the companies and China’s State ...