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Economic & Geopolitical Analysis from Beijing
  • CEI: Navigate Complexity, Unlock Opportunity
  • CEI: Navigating the New Silk Road
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  • China’s Macro Data Visualized
  • CEI’s Regional Economic Overview Series
  • China Logistics Reports

Solar Breakthrough: Bending the Power of the Sun to Our Needs

October 9, 2025 Ryan Perkins

Chinese scientists have shattered records with flexible solar cells that achieve 25% efficiency—as powerful as rigid panels but they can bend! Discover how this breakthrough could turn cars, buildings, and even clothing into clean energy sources.

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Posted in: Renewable Energy, Technology

China Shifts Surplus From Treasuries to Metals

October 2, 2025 Ryan Perkins

China’s vast current account surpluses once funded US deficits through Treasuries, then financed Belt and Road loans. Now, wary of sanctions and debt risks, Beijing is stockpiling industrial metals—reshaping global finance and commodities.

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Posted in: Uncategorized

China Launches K Visa for STEM Talent

September 28, 2025 Ryan Perkins

China launches the new “K” visa on 1 October 2025, a strategic policy aimed at attracting young foreign STEM talent to bolster its innovation ecosystem and compete in the global race for intellectual capital.

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Posted in: Uncategorized

China’s AI Drive is a Clash of Economic Systems

September 27, 2025 Ryan Perkins

China frames the AI race as a clash of systems: state-guided “New Productive Forces” vs. Western profit-driven innovation. Analysis of Beijing’s strategy to tie AI development to national power and industrial policy, amid US chip restrictions.

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Posted in: AI, Technology, US-China Relations

Sodium Shift: CATL’s Battery Breakthrough and its Global Implications

September 26, 2025 Ryan Perkins

CATL is mass-producing a sodium-ion battery that matches lithium-ion capacity at 1/10th the cost. Discover how this breakthrough in cost, safety, and cold-weather performance will reshape electric vehicles, energy storage, and global geopolitics.

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Posted in: Electric Vehicles, Energy, Renewable Energy, Technology Filed under: Sodium

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  • CEI: Navigate Complexity, Unlock Opportunity
    • Ryan Perkins
    • Райан Перкинс -Биография
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  • CEI: Navigating the New Silk Road
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  • CEI’s Regional Economic Overview Series
    • Regional Analyis: East Coast Dominance & and Fujian’s Catch-Up (2024)
    • Regional Analysis: Bohai Bay Triangle (2025)
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    • Regional Analysis: China’s Yangtze River – The Third Coast Revival (2024)
    • Regional Analysis: Northeast China (2025)
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    • Regional Analysis: Southwest China (2025)
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  • China Logistics Reports
    • Logistics Report 1: Macro Data Overview
    • Logistics Report 2: Air Transport
    • Logistics Report 3: Road Transport
    • Logistics Report 4. Express Delivery
    • Logistics Report 5: E-Commerce Logistics Demand
    • Logistics Report 6: Container Ports and International Trade
    • Logistics Report 7: Bulk Port Development
    • Logistics Report 8: Inland Ports
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    • Logistics Report 11: Freight Forwarding Industry
    • Logistics Report 12: Rail Sector
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    • Logistics: Container Port Overview 2024
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    • Logistics: Freight Traffic: The Pulse of the Real Economy (2025)
  • China’s Macro Data Visualized
    • Balance of Payments: How China’s Hybrid Model Manages Global Money Flows
    • Belt and Road Initiative Development Report 2025
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    • Exchange Rate Policy and FX Reserves (2026)
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    • Fixed Asset Investment (FAI): China’s Engine of Growth—and Risk (2025)
    • FX Reserves & Exchange Rate Policy (2025)
    • GDP Growth Drivers 2020-2025
    • GDP, by Sector & Per Capita Regional Analysis (2025)
    • GDP: Why Comparing China’s GDP to the West Is Poinless
    • Industrial Value-Added (IVA): How China’s Model Differs from the West
    • Labor Market (2025 Update)
    • Mobile Payment Ecosystem: Development and Future
    • Purchasing Managers’ Index: HSBC Markit PMI (2025)
    • Purchasing Managers’ Index: China Federation of Logistics and Purchasing (CFLP PMI) (2025)
    • Rare Earth & Magnet Production Report
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    • RMB: Role in International Energy Trade
    • State-Owned (SOE) and State-Directed: China’s Hybrid Economy
    • Unemployment Report 2025: Methodology, regional & sectoral disparities and difficulties ahead
    • Wages

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Interesting Headlines

Reuters: China seen as “investable again,” but risks still abound

Washington Post: Putin visits China amid alliance imbalances and strategic signaling

Reuters: China’s economy loses momentum at the start of Q2

Guardian: Xi and Putin meet in Beijing days after Trump visit

Economic Times: “Weaponised dependency” debate intensifies over China’s economic strategy

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