Channel
Export Watch coverage from 中国产业简报.
This article interprets China's 15th Five-Year Plan from an industrial research perspective, analyzing the manufacturing upgrade paths, supply chain restructuring logic behind it, and its far-reaching impact on global trade and investment patterns.
This article analyzes the deep-seated causes of the US-China trade war and its long-term impact on China's manufacturing industry from the perspectives of industrial upgrading, supply chain adjustments, and changes in export structure.
In June 2026, China's automobile exports surpassed 1 million vehicles in a single month for the first time, with overall exports surging by 27%. This milestone not only marks a leap in the global competitiveness of China's auto industry, but also reflects the spillover of production capacity amid weak domestic demand, the resurgence of protectionism triggered by the widening trade surplus, and the deep restructuring that the global automotive supply chain is undergoing.
Based on an in-depth analysis of the IndexBox report, it explores how China's legacy IT system modernization market drives hardware upgrades in the manufacturing industry, revealing the dilemma of supply chain dependence and self-reliance.
China's polypropylene export volume is expected to reach 5.1 million tons in 2026, with net exports of 4 million tons, reflecting domestic overcapacity, weak demand, and an industrial strategic shift under global supply chain disruptions.
DHL Greater China CEO pointed out that the demand for electric vehicles and batteries is the core driving force behind China's export growth. This article analyzes the profound impact of this trend on China's manufacturing industry and the global trade landscape from the perspectives of industrial upgrading and supply chain restructuring.
China's manufacturing sector is transitioning from low-end to high-end, with a significant upgrade in export structure. High-end products such as electric vehicles and lithium batteries now dominate the global market, severely impacting traditional industries in Europe. This article, from an industrial research perspective, analyzes the drivers of China's overcapacity and export shifts, as well as the potential wave of global trade protectionism that may arise.
Analyze China's export data for May 2026, exploring the growth driven by demand for semiconductors and AI components, the impact of the fading advance order effect, and the global supply chain adjustments triggered by China's manufacturing upgrades and overcapacity.
Under the combined influence of tariffs, geopolitics, climate shocks, and the restructuring of e-commerce fulfillment, global supply chains are shifting away from a linear configuration focused on minimizing costs toward a networked system that emphasizes regionalization, multi-centers, and digital visibility. This change is not only reshaping the logistics industry, but also influencing manufacturing site selection, cross-border e-commerce layouts, and the logic of cold chain investment.
A study based on the global trade network shows that adjustments to China’s graphite exports not only affect direct buyers, but also, through layers of transmission, reshape global lithium battery materials, deep-processing capacity, and the industrial competitive landscape.