
More recent developments

Ag ministry tells top pig farmers to control capacity, raise efficiency
If the pig farming industry can't keep a handle on overcapacity, Beijing will step in again. That was the message the ag ministry (MARA) delivered to leading pig farming companies at a symposium on Wednesday. On the invite list: China's… Read More »

Food delivery price war blows past regulatory warnings
As we predicted, verbal warnings from regulators aren’t enough to stop the ongoing food delivery price war between Alibaba and Meituan. On July 19, Alibaba hit a record 90 million daily orders – just one day after the market regulator… Read More »

June solar installation numbers fall 85% m/m
As expected, China’s solar installations dropped off a cliff in June. Per data released by the energy regulator (NEA) on Wednesday, China added 14.36 GW of new solar capacity in June – a whopping 85% m/m decrease. Some context: China’s… Read More »