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For this year’s edition, the Insight China team has decided to bring back the blog and continue to cover topics related to China’s economy, culture and society.

The objective of these blogs is to provide a comprehensive and objective overview of China’s evolving global role in technology and industry. By presenting a range of perspectives from recent articles, we aim to identify potential themes within these fields and encourage readers to engage with a variety of viewpoints on topics that may shape future discussions and developments.

This blog continues to explore current developments in China, this time focusing on the country’s technology and electric vehicle (EV) sectors. With a growing emphasis on innovation and market leadership, China’s influence on the global technology and EV market has become a focal point of international analysis. These contributions offer insights from a variety of sources and present different views on the ambitions, challenges and strategic choices shaping China’s role in these industries. To see the full articles, please click the images or the links below. Please be advised, some articles require additional subscriptions.

Can CATL stay ahead?

An analysis of the competitive positioning of CATL, China’s battery giant, as it faces challenges from both domestic rivals and international players. The article discusses CATL’s strategies to maintain market leadership, its investments in new technologies and the impact of evolving regulations on the battery industry.

https://www.caixinglobal.com/2024-09-04/in-depth-can-catl-stay-ahead-102233369.html

Can Western carmakers compete?

This article examines the challenges facing Western carmakers in competing with China’s EV industry. From production costs to rapid advances in battery technology, the article explores how China’s market dynamics are reshaping the competitive landscape and what this could mean for global carmakers trying to keep up.

https://adamtooze.substack.com/p/chartbook-309-can-western-carmakers?utm_campaign=email-half-post&r=jk&utm_source=substack&utm_medium=email

The Third Plenum and China’s industrial ambitions

Examining the outcomes of China’s recent Third Plenum, this article highlights the government’s strategic push towards industrialisation, particularly in advanced technology sectors. The analysis includes a look at the policy shifts aimed at supporting industrial and technological growth, and the implications for domestic and international companies alike.

https://www.chinamacro.ch/post/third-plenum-pivots-to-implementation-doubling-down-on-china-s-industrial-ambition

The boom and bust of China’s tech sector

Yuen Yuen Ang assesses the growth trajectory of China’s tech sector under Xi Jinping, noting both the dramatic expansion and the recent economic slowdown. This article provides an overview of the policies that fueled China’s tech boom and the internal and external pressures now affecting its sustainability.

https://www.project-syndicate.org/commentary/xi-jinping-policies-led-to-tech-boom-growth-slump-by-yuen-yuen-ang-2024-09

China Tech Observatory Overview

This resource provides a comprehensive look at the current landscape of China’s tech sector, including regulatory changes, government intervention and the impact of geopolitical tensions. The report provides valuable insights into the factors shaping China’s technological progress and its impact on the global market.

https://merics.org/en/china-tech-observatory#msdynttrid=GaQANz9A0HdNCxWdIbT5pgW9UpzkTte9q43wov6pPKc

Your Insight China 2024/25 Team – 

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Categories: Insight China