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Joined 1 year ago
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Cake day: January 29th, 2025

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  • This is not a ‘trend’ but a controlled influence campaign by the Chinese party-state.

    “As a Chinese person who has been online throughout years and years of heavy Sinophobia, it felt refreshing to have the mainstream opinion finally shift regarding China,” Claire, a Chinese-Canadian TikTok user, tells BBC Chinese.

    There has been no “heavy sinophobia” but reports that were and still are critical about the Chinese government. Nor does the mainstream opinion now shift as people are still if not even more aware of Beijing’s atrocities. This is just an influencer saying something like that for money, and I would like to know who pays her.

    The article itself says later:

    [Chinese state media and the government] have sought to portray the US as a decaying superpower because of inequality, a weak social safety net and a broken healthcare system. According to a commentary in state-owned Xinhua, the “kill line” meme “underscores how far the lived reality can drift from the ideals once broadcast to the world”.

    And:

    It’s little wonder that Chinese authorities are pleased with Chinamaxxing […] Chinese foreign ministry spokesperson Lin Jian said […] he was “happy” to see foreigners experiencing the “everyday life of ordinary Chinese people”.

    Sure, they are pleased. They control the entire campaign on social media.

    As the article says at the end:

    It’s hard to know what Chinese people make of so many things because all public conversation and activity is heavily policed. Criticising the government is risky and protests are quickly quashed.

    Tere is a lot the memes making it to the West don’t show. China’s youth are facing an unemployment rate that sits at more than 15% and burning out from a gruelling work culture, yet sharing too much of their pessimism online could alert internet censors. They are worried about finding a home as the country’s property crisis continues, and dating is no easier than anywhere else.

    Yes, and there is a lot more what is not displayed on Chinese social media given the state’s censorship.

    The headline and the article are highly misleading imo. This is pure Chinese Communist Party propaganda.



  • China’s ‘four-year spree energy spree’ has not only eclipsed the entire US power grid. It is even worse: China’s solar industry’s capacity reached levels capable of satisfying global demand roughly twice over, according to figures from late last year.

    And this is only solar. China is also the world’s largest producer, importer, and consumer of coal. The country burns 56% of the world’s coal, has tripled consumption since 2000 and is building coal plants at the fastest pace in the last decade.

    China not only increases its coal dependence but is also building solar panels it cannot use, in part because the Chinese grid is still unfit. Issues such as curtailment, where solar energy production has to shut down due to grid limitations, have become an obstacle China hasn’t yet solved.

    As Morningstar reports,

    China’s solar-capacity factor … stood at just 14.7% in 2023, compared with 23.3% in the United States.

    And it’s getting worse. In 2024, solar capacity grew by 45% while generation increased only 28%. Do the math and the implied capacity factor drops toward 11% or 12%. IEEFA data shows utilization hours collapsed from 1,030 in 2020 to just 473 in 2024.

    That means that roughly five-sixths of the time China’s solar installations sit there doing nothing. They are the world’s most expensive decorations - a clean-energy Potemkin village stretched across the provinces.

    China is building solar capacity faster than it can use it, faster than its grid can absorb, faster than any economic logic would justify. The result is panels producing power that nobody can buy, connected to a grid that cannot handle the load.

    But the Chinese government has been up to sustain investment growth at any cost to compensate for the decline of the country’s troubled property sector and stalling domestic consumption. So China built new factories not just in solar, but also in electric cars and batteries.

    Similar as in these other industries, the policy led to fierce price wars in Chinese solar markets and to an overcapacity that is now desperately seeking its solution in export markets. But despite huge state subsidies, more than 40 Chinese solar manufacturers have already gone bankrupt or halted production since 2024. One-third of China’s 121 listed solar producers are operating at a loss with China’s top four solar manufacturers - Longi Green Energy, Jinki Solar, JA Sola, and Trina Solar - collectively lost $1.5 billion in the first half of 2025 alone.

    Chinese solar companies have already responded by laying off a third of their workers, according to a Reuters analysis of company filings.

    Yet the headline tells you of a thriving Chinese renewable energy industry.

    I could continue this for a long time, but I don’t want to overdo it. The linked reports make an excellent read, though, and you’ll find more across the web.

    Some say that exceptionally low prices help accelerate solar adoption to save the climate, but this is short-term thinking imo. In the long-term it is much better if we develop diverse suppliers working across different supply chains to reach a more stable, fast, and - above all - just energy transition.




  • This is a questionable interpretation and a highly misleading title and content.

    TL;DR: China’s export-focused economy is doing relatively well, all other sectors fall further behind. It’s another proof for Beijing’s mercantilism and its increasing dependency on foreign markets.

    China’s official manufacturing purchasing managers’ index fell back in contraction to 49.3. The fact that it diverges from the (private) RatingDog PMI provided by S&P (and cited in linked the article), suggests that external activity continues to be much stronger than domestic demand.

    In other words: China’s economy is still highly reliant on exports, it does carries over its troubles into 2026 (this interpretation is in line with several analysts, see, for example, the report by ING Bank).

    Unlike China’s official PMI, the private RatingDog PMI has a sample size focused on private and particularly export-oriented companies. We have seen that the gap between the two PMIs has been growing especially in the second half of 2025, and this gap is now even larger.

    We also see that China’s official NBS Non-Manufacturing PMI fell back into contraction to 49.4 in January 2026 from 50.2 in December 2025, reflecting cautious consumer spending and and persistent stress in the property sector.

    The consequences of China growth model are felt already by ordinary people, as one analysis reads:

    [China’s] The country’s growth has become increasingly expensive to maintain, and its dividends are reaching ordinary households with diminishing force.

    The divergence between headline growth and household reality is now impossible to ignore. While GDP expanded by 5 percent in 2025, median per capita disposable income – a more representative measure of what typical families actually earn – rose by only 4.4 percent, slowing from the 5.1 percent gain in the previous year. Urban residents fared even worse, with median income growth of just 3.7 percent – worse than the 4.6 percent growth in 2024. The slowdown may seem modest in percentage terms, but it signals something profound: the transmission mechanism that once converted aggregate growth into broadly shared prosperity is weakening. – (Archived)

    [Edit typo.]