How to Deal with Inefficient Modules?– SMM Analysis】According to SMM statistics, we estimate that approximately 15%–20% of modules in China will fail to meet standards by 2026, and these low-power ...
On January 9, 2026, China's Ministry of Finance and the State Taxation Administration announced that, from April 1, 2026, to December 31, 2026, the VAT export rebate rate for battery products would be ...
Major producers are suspected of using Beijing’s anti-involution campaign as an excuse to rig prices ...
China’s “anti-involution” policy to tackle deflation, announced in 2024, is still in its early stages. Lower import prices for Chinese goods can ripple through trading partners’ economies. Investors ...
BEIJING — China’s stock market is buzzing over government promises to tackle price wars that have hurt profits and worsened global trade tensions. The prevailing catchphrase is “anti-involution,” and ...
China is rolling out an “anti-involution” strategy in 2025, a sweeping policy aimed at ending years of cutthroat competition and oversupply in industries from steel and solar to electric vehicles. For ...
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 ...
Despite Beijing’s “anti-involution” drive to boost industrial performance by cutting excess capacity, China’s chemical industry is likely to face strong headwinds this year from weakening domestic ...
"Otherwise, we would end up with identical cities and a cycle of 'involution' that leads nowhere."Do you have questions about ...
Fund managers are increasingly looking at China for opportunities in the high-growth sectors, as government policies tackle structural concerns in the Chinese economy.