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Industry Pulse coverage from 中国产业简报.
Based on the Roland Berger 2026 report, an in-depth analysis of how China's manufacturing sector can transition from large-scale export expansion to high-quality globalization, and the six core capabilities enterprises need to achieve "global company" status.
In-depth Analysis of the New Stage of Globalization for Chinese Enterprises: Shifting from Crude Scale Expansion to a 'High-Quality Globalization' Strategy Centered on Quality and Structural Optimization. Exploring New Growth Logic Driven by AI Empowerment and New Quality Productive Forces.
This paper examines the driving role of China's manufacturing in the global supply chain from a global perspective, explores the core role of Chinese manufacturing in technological innovation, industrial upgrading, and global cooperation, and analyzes its profound impact on emerging industries.
In-depth analysis of the structural transformation of the Chinese economy, elaborating on how new growth drivers such as artificial intelligence, new energy, and high-end manufacturing are reshaping global industrial chains, and how enterprises and multinational corporations should adjust their overseas expansion strategies.
Based on the ITIF Hamilton Index 2026 report, an in-depth analysis of China's global output share and LQ ranking in advanced manufacturing is presented, revealing the challenges posed by China's industrial upgrading to the United States and its allies and its profound impact on the restructuring of global supply chains.
In-depth analysis of Morgan Stanley's strategic insights on the future direction of China's manufacturing industry, focusing on the profound impact of new quality productive forces, industrial automation, and global supply chain restructuring on China's industrial upgrading.
In-depth analysis of the ITIF "2026 Hamilton Index" report reveals China's leading productive dominance in the world's top 10 advanced industries, analyzing its structural impact on the technological competition landscape with the United States and Western countries and long-term industry trends.
In-depth analysis of the paradigm shift in China's industrial policy from goal-driven to systemic penetration, exploring its profound impact on global value chains, trade dominance, and future industrial upgrading.
Based on the Hamilton Index report, deeply analyze the leap in China's absolute output and share in global advanced manufacturing, analyze its significance for reshaping the global industrial chain, and the strategic challenges it poses to the US technological and economic standing.
In-depth analysis of the role of China's manufacturing industry in economic structural transformation, from GDP share to PMI indicators, revealing its resilience under industrial upgrading and export-driven conditions, and looking ahead at its profound impact on the restructuring of global industrial chains.
In-depth analysis of how China's industrial policy has shifted from industry focus to systemic penetration, from upstream investment to comprehensive coverage of cutting-edge technologies, and its profound impact on the restructuring of the global industrial chain.
In-depth analysis of how the Chinese economy can reshape its role in the global industrial chain through structural adjustments under the current macroeconomic environment changes, and forecast its long-term impact on the international trade landscape.
Based on in-depth analysis of Hamilton Index data on the changes in China's global share and competitiveness in advanced manufacturing, this paper explores the reshaping of the global supply chain due to China's industrial upgrading and its impact on the US-Western geopolitical economy.
In June 2026, China's manufacturing PMI rebounded to 50.3%, but there was marked divergence among large, medium, and small enterprises, and between high-tech manufacturing and traditional energy-intensive industries. Based on the PMI sub-index data, this paper analyzes the structural characteristics of China's manufacturing recovery, supply chain changes, and industrial upgrading trends.
Deloitte's latest outlook suggests that China's economic growth will slow to around 4.5% in 2026, with the policy focus shifting toward countering involution and driving consumption, as industrial upgrading enters a new phase.
According to the latest data from the National Bureau of Statistics, the manufacturing PMI rebounded to 50.3% in June, returning above the boom-bust line. Behind the modest rebound on the surface lies a differentiated pattern: improved business conditions for large and medium-sized enterprises, high-tech manufacturing maintaining a high level, while small enterprises and high energy-consuming industries continued to contract. Interpreting this set of data, it can be seen that the main engine of China's manufacturing recovery has shifted to industrial upgrading.
Based on the latest Rhodium Group report, this provides an in-depth analysis of structural challenges in 2025, including the slowdown in China's manufacturing investment, the drag from real estate, and the tapering of consumption subsidies, while exploring the paths and risks for industrial upgrading and supply chain restructuring in 2026.
Based on China's PMI data for August 2026, this analysis examines the recovery of manufacturing demand, signals of industrial upgrading, and the difficulties faced by SMEs, and discusses future industrial chain trends.
China's manufacturing value-added as a share of GDP has continued to decline, raising alarm among top leadership. Xiao Guiyu, Vice Chairman of the Shanghai Municipal Committee of the Chinese People's Political Consultative Conference, wrote an article in Qiushi, calling for preventing the manufacturing industry from shrinking too quickly. This article analyzes the industrial logic behind the changing share of manufacturing in China and the policy shift.
In June 2026, China's manufacturing PMI rebounded to 50.3%, with high-tech manufacturing and medium-sized enterprises emerging as bright spots, while small enterprises and high-energy-consuming industries continued to face pressure. This article interprets the industrial upgrading logic behind the data.
Deloitte report looks ahead to China's economy in 2026: growth may slow to 4.5%, "anti-involution" reshapes manufacturing, external trade resistance intensifies, and policies shift toward raising household income.
Under the anti-involution policy, China's chemical industry still faces declining profits, falling prices, and export resistance, indicating that the overcapacity problem is deeply entrenched, and new energy materials may become the next risk point.
Based on China's 2025 import and export data, analyze changes in trade structure, industrial upgrading trends, and global supply chain restructuring, revealing the qualitative transformation of Chinese manufacturing from low-cost to high-end.
The ITIF report shows that China's share of global output in 10 advanced industries has approached nearly a quarter, and it leads in 7 of these sectors. This article analyzes, from an industrial research perspective, the structural significance of China's advanced industry growth, the relative decline of Western industrial bases, and the zero-sum competition in global supply chains.
Deloitte report interprets the industrial logic behind China's economic slowdown to 4.5% in 2026: anti-involution is accelerating capacity consolidation, consumption rebalancing is shifting toward raising household income, and Hainan's opening-up and alignment with CPTPP are reshaping the service industry. Chinese manufacturing is shifting from scale-based exports to supply-chain-integrated competition.
Deeply analyze the historical evolution of China's manufacturing industry from heavy-industry dominance to the rise of high-end manufacturing, the changes in regional patterns, and the challenges of innovation, and explore its new positioning in the global supply chain.
The Chinese chemical industry is facing overcapacity, declining profits, and export resistance. The government's anti-involution policies have had limited effect, and new energy materials are the only bright spot but may repeat the same mistakes.
Multiple multinational company executives noted that China is transforming from a manufacturing base and consumer market into an innovation platform and strategic hub, with green technology, digitalization, and localized R&D becoming new opportunities.
China's manufacturing sector is undergoing a profound transformation driven by computing power. From TCL's AI quality inspection to Haitian's digital soy sauce factory, smart factories are redefining production efficiency and supply chain responsiveness.
The three major German automakers Volkswagen, BMW, and Mercedes-Benz saw a sharp year-on-year decline in their sales in China in the first quarter of this year, reflecting the structural challenges foreign automakers face in the Chinese market amid the rise of local Chinese brands, accelerated electrification transition, and impact of price wars.