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.
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.
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.
80% of manufacturing factories in the US have zero automation, while China exports industrial robots to 148 countries with significantly improved performance, filling the global automation gap. This article analyzes from an industry perspective how China's manufacturing sector is shifting from cost advantage to technology export, reshaping the logic of global factory automation deployment.
Turkish steel manufacturer Tosyali has obtained a loan to build a 261MW self-use photovoltaic power station, reflecting the accelerated energy transition in the global industrial sector. This trend has created new export markets for Chinese photovoltaic module and system suppliers, while the green transformation of China's own steel industry also brings domestic demand for photovoltaic companies. The article analyzes the global supply chain changes behind the steel-solar industry synergy.
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.
Based on field cases from multiple factories in Guangdong, this provides an in-depth analysis of how China's manufacturing industry leverages computing power, AI, and data-driven methods to achieve a leap from automation to intelligence, and the long-term impact of this transformation on global supply chains and the competitive landscape of industries.
China's official manufacturing PMI rose to 50.3 in June, expanding beyond expectations, with AI hardware exports becoming the main engine. Behind this data is the acceleration of China's manufacturing transformation from low-cost to high-tech, as well as the deepening of the global industrial chain's reliance on "Intelligent Manufacturing in China."
This article analyzes the global green hydrogen project wave from the perspective of China's industry, exploring its impact on manufacturing upgrades, supply chain adjustments, and export models.
This article, based on the discussion on modern industrial policy in the Philippines, analyzes its long-term deindustrialization, external dependence, and policy pathway issues, and interprets the key constraints and opportunities for the Philippines’ future industrial upgrading from the perspectives of manufacturing reconstruction, science and technology education, R&D investment, and global supply chain reorganization.