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Commentary: Beijing’s Next Blueprint Must Solve the Overcapacity Question

Summary by Caixin Global
China Can’t Export Its Way Out of This Glut - The country’s industrial overcapacity is in sectors the whole world is pursuing, like green energy and EVs. Beijing must boost domestic consumption to absorb the excess

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Commentary: Beijing’s Next Blueprint Must Solve the Overcapacity Question

China Can’t Export Its Way Out of This Glut - The country’s industrial overcapacity is in sectors the whole world is pursuing, like green energy and EVs. Beijing must boost domestic consumption to absorb the excess

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Caixin Global broke the news in on Friday, October 24, 2025.
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