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China’s Industrial Reset: Structural Production Cuts Hit Chemicals, Materials, and Energy

  • zhang Claire
  • Jul 8
  • 2 min read

Updated: Aug 19

1. Beijing cracks down on “involution” and disorderly pricing

On July 8, China’s leadership sharply criticized excessive competition—termed “involution”—and signaled imminent supply-side reforms targeting industries like solar panels and EVs, aiming to regulate prices and deaden overcapacity .

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