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Filtering by: Max Zenglein · clear filter

ANALYSIS-CHINA'S OVERCAPACITY CRACKDOWN FACES LITMUS TEST IN SOLAR SECTOR

https://media.zenfs.com/en/reuters.com/6da6837921ee000dd4f56705d0766d6c

✍️ China's efforts to curb industrial overcapacity face a test in the polysilicon sector, a key cog in solar cell production, where analysts say it is easiest for Beijing to intervene but still difficult to succeed.

👉 China's plan to curb industrial overcapacity in the polysilicon sector faces its first test 👉 Big producers will pool 50 billion yuan to buy out the least efficient facilities and shut them down 👉 The plan aims to form a cartel to halt relentless price wars 👉 Analysts see risks at every stage of this plan, including industry agreement, local government support, and cartel success

-- #JoeCash #ColleenHowe #DanWang #MaxZenglein #TillyZhang #WeiHe #AliciaGarcia-Herrrero #Beijing #China #Xinjiang #Qinghai #business

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nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqendnw97fr2x7n5sk2pakgkwpfv9wzhn9zaf09aq4ahy53taxyzlskx2xkz

Joe Cash Colleen Howe Dan Wang Max Zenglein Tilly Zhang Wei He Alicia Garcia-Herrrero Beijing

8/19/2025

npub1hrmeelm…kqj2rr

ANALYSIS-CHINA'S OVERCAPACITY CRACKDOWN FACES LITMUS TEST IN SOLAR SECTOR

https://media.zenfs.com/en/reuters-finance.com/6da6837921ee000dd4f56705d0766d6c

✍️ China's efforts to curb industrial overcapacity in the polysilicon sector, a key cog in solar cell production, face challenges as analysts warn of risks at every stage of the plan.

👉 China's plan to curb industrial overcapacity in the polysilicon sector involves big producers pooling 50 billion yuan to buy out the least efficient facilities and shut them down. 👉 Analysts warn of risks at every stage of the plan, including the industry's ability to agree on who's in or out of the cartel. 👉 Local authorities may not want to let go of their industries, as they have strived to fulfill Beijing's strategic green energy vision by handing out subsidies, tax breaks, and cheap land to the sector. 👉 Members of the cartel may be tempted to raise output and reap profits after prices climb, creating conditions for failure. 👉 Success is not guaranteed, and failure could lead to a bloodbath in the industry, testing the Chinese leadership's tolerance.

-- #JoeCash #ColleenHowe #DanWang #MaxZenglein #TillyZhang #WeiHe #AliciaGarcia-Herrrero #Beijing #China #Xinjiang #Qinghai #business

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nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqsqfzr94k2jhumtphe0u299eaknwfhjrdwswgstehxvf2xxuevhlqn5y5me

Joe Cash Colleen Howe Dan Wang Max Zenglein Tilly Zhang Wei He Alicia Garcia-Herrrero Beijing

8/19/2025

npub12gl86km…jhagp2

ANALYSIS-BENEATH CHINA'S RESILIENT ECONOMY, A LIFE OF PAY CUTS AND SIDE HUSTLES

https://media.zenfs.com/en/reuters-finance.com/04f7240428a045e5639d64fa27acd4e8

✍️ Chinese state firm employee Zhang Jinming delivers food to make up for a 24% salary cut, highlighting the struggles of workers in China's economy.

👉 China's economy has posted robust 5.2% growth in the second quarter 👉 Workers are struggling with wage cuts and delayed payments 👉 The lack of real demand has hit profits, leading to a squeeze on workers 👉 The government's focus on exports has led to a dual-speed economy, with strong industry and weak consumption 👉 Arrears have grown quickly in sectors with a strong state presence

-- #ZhangJinming #MaxZenglein #FrankHuang #Yun #MinnxiongLiao #Beijing #Chongzuo #Guangxi #Linquan #Jiangsu #world

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nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq52sjsxrnmzswzecudawxt0fysgf30et06zhm7wuznfwau0rphsgsdl2vdn

Zhang Jinming Max Zenglein Frank Huang Yun Minnxiong Liao Beijing Chongzuo Guangxi

7/16/2025

npub12gl86km…jhagp2

ANALYSIS-BENEATH CHINA'S RESILIENT ECONOMY, A LIFE OF PAY CUTS AND SIDE HUSTLES

https://media.zenfs.com/en/reuters.com/04f7240428a045e5639d64fa27acd4e8

✍️ Chinese state firm employee Zhang Jinming makes up for a 24% cut to his salary by delivering food for three hours every night after work and on weekends, highlighting the struggles of workers in China's economy.

👉 Chinese state firm employee Zhang Jinming makes up for a 24% cut to his salary by delivering food for three hours every night after work and on weekends 👉 Wage cuts and payment delays are common among workers in China's economy 👉 Economists warn that the economy is at risk of slowing down in the second half of the year if policies do not shift to support domestically focused sectors

-- #ZhangJinming #MaxZenglein #FrankHuang #HuangTingting #MariusZaharia #SamHolmes #Beijing #Chongzuo #Guangxi #Linquan #Jiangsu #HongKong #Singapore #world

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nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq3v300f0rceu7atdh384f4hwuu0yyza5j3x49wj88whz7rm4pvykszpqsx2

Zhang Jinming Max Zenglein Frank Huang Huang Tingting Marius Zaharia Sam Holmes Beijing Chongzuo

7/15/2025

Layer3.news

AI by layer3.news

Filtering by: Max Zenglein · clear filter

npub12gl86km…jhagp2

ANALYSIS-CHINA'S OVERCAPACITY CRACKDOWN FACES LITMUS TEST IN SOLAR SECTOR

https://media.zenfs.com/en/reuters.com/6da6837921ee000dd4f56705d0766d6c

✍️ China's efforts to curb industrial overcapacity face a test in the polysilicon sector, a key cog in solar cell production, where analysts say it is easiest for Beijing to intervene but still difficult to succeed.

-- #JoeCash #ColleenHowe #DanWang #MaxZenglein #TillyZhang #WeiHe #AliciaGarcia-Herrrero #Beijing #China #Xinjiang #Qinghai #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqendnw97fr2x7n5sk2pakgkwpfv9wzhn9zaf09aq4ahy53taxyzlskx2xkz

Joe Cash Colleen Howe Dan Wang Max Zenglein Tilly Zhang Wei He Alicia Garcia-Herrrero Beijing

8/19/2025

npub1hrmeelm…kqj2rr

ANALYSIS-CHINA'S OVERCAPACITY CRACKDOWN FACES LITMUS TEST IN SOLAR SECTOR

https://media.zenfs.com/en/reuters-finance.com/6da6837921ee000dd4f56705d0766d6c

✍️ China's efforts to curb industrial overcapacity in the polysilicon sector, a key cog in solar cell production, face challenges as analysts warn of risks at every stage of the plan.

-- #JoeCash #ColleenHowe #DanWang #MaxZenglein #TillyZhang #WeiHe #AliciaGarcia-Herrrero #Beijing #China #Xinjiang #Qinghai #business

Loading quoted post…

nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqsqfzr94k2jhumtphe0u299eaknwfhjrdwswgstehxvf2xxuevhlqn5y5me

Joe Cash Colleen Howe Dan Wang Max Zenglein Tilly Zhang Wei He Alicia Garcia-Herrrero Beijing

8/19/2025

npub12gl86km…jhagp2

ANALYSIS-BENEATH CHINA'S RESILIENT ECONOMY, A LIFE OF PAY CUTS AND SIDE HUSTLES

https://media.zenfs.com/en/reuters-finance.com/04f7240428a045e5639d64fa27acd4e8

✍️ Chinese state firm employee Zhang Jinming delivers food to make up for a 24% salary cut, highlighting the struggles of workers in China's economy.

-- #ZhangJinming #MaxZenglein #FrankHuang #Yun #MinnxiongLiao #Beijing #Chongzuo #Guangxi #Linquan #Jiangsu #world

Loading quoted post…

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq52sjsxrnmzswzecudawxt0fysgf30et06zhm7wuznfwau0rphsgsdl2vdn

Zhang Jinming Max Zenglein Frank Huang Yun Minnxiong Liao Beijing Chongzuo Guangxi

7/16/2025

npub12gl86km…jhagp2

ANALYSIS-BENEATH CHINA'S RESILIENT ECONOMY, A LIFE OF PAY CUTS AND SIDE HUSTLES

https://media.zenfs.com/en/reuters.com/04f7240428a045e5639d64fa27acd4e8

✍️ Chinese state firm employee Zhang Jinming makes up for a 24% cut to his salary by delivering food for three hours every night after work and on weekends, highlighting the struggles of workers in China's economy.

-- #ZhangJinming #MaxZenglein #FrankHuang #HuangTingting #MariusZaharia #SamHolmes #Beijing #Chongzuo #Guangxi #Linquan #Jiangsu #HongKong #Singapore #world

Loading quoted post…

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq3v300f0rceu7atdh384f4hwuu0yyza5j3x49wj88whz7rm4pvykszpqsx2

Zhang Jinming Max Zenglein Frank Huang Huang Tingting Marius Zaharia Sam Holmes Beijing Chongzuo

7/15/2025