Editor profile
Editor, Energy & Materials
Amira Lin covers the dynamics of new energy, industrial materials, and resource security. She focuses on China's role in the global transition to green manufacturing and material innovation.
amira.lin@chinaindustrybrief.comIn-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.
In-depth analysis of the structural transformation of the Chinese economy, exploring how the manufacturing sector can leap from low-end manufacturing to high-value, technology-intensive industries, and the opportunities and challenges of global supply chain restructuring under the China+1 strategy.
In-depth analysis of the trend of China's industrial policy evolving from 'point interventions' to 'systematic and all-encompassing' approaches, exploring its profound impact on global manufacturing, supply chain restructuring, and technological competition landscape.
In-depth analysis of how China's industrial policies are shifting from guiding specific industries to a systemic, comprehensive industrial strategy, and exploring their profound impact on global manufacturing and supply chains.
In-depth analysis of the structural impact of energy transition on critical mineral demand, revealing geopolitical risks in global supply chain reorganization, and changes in China's strategic position in key material processing links.
In-depth analysis of the shift in China's industrial policy from goal-driven to systemic penetration, exploring its profound impact on the global competitive landscape, supply chain restructuring, and the development of new quality productive forces.
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.
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.
China's automotive manufacturing equipment market is expected to grow to USD 12.77 billion by 2030, with a compound annual growth rate of 6.51%, higher than the global average. The transition to electrification, automation investment, and policy support are the main driving forces. The article focuses on changes in equipment procurement structure and the competitive landscape between domestic and foreign equipment suppliers.
Based on the latest Fortune Business Insights report, the North American hot-rolled coil (HRC) steel market size is expected to grow from USD 18.05 billion in 2025 to USD 24.16 billion in 2034. Driven by the green steel transition, infrastructure spending, and energy expansion, the North American steel industry is undergoing structural adjustments, the effects of which will spill over into global steel trade and China's steel export strategy.
In 2025, China's rare earth export controls expanded from raw materials to equipment, technology, and foreign products containing Chinese components, marking the entry of critical mineral supply chain competition into the era of the entire industrial chain.
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.
The global industrial automation market is projected to reach $460 billion by 2035, with Asia-Pacific accounting for 46.1%. This article provides an in-depth analysis of China's core position in automation demand, technological iteration, and supply chain restructuring, while exploring opportunities in labor shortages, AI empowerment, and new quality productive forces.
The global industrial automation market is projected to reach $459.97 billion by 2035, with Asia-Pacific leading at a 46.1% share. Labor shortages, AI integration, and government industrial policies are reshaping manufacturing, with China being a core participant in this transformation.
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.
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.
Based on the latest report from Rhodium Group, an in-depth analysis of the transformation of China's industrial policy from "Made in China 2025" to "All Industrial Policies", and its profound impact on global supply chains and trade patterns.