INDUSTRY
China's rare earth dominance tightens as US works to build alternatives
China controls roughly 90% of global rare earth processing and has cut exports to the US by approximately 25% over the past year.
GATE86 — China intelligence for decision-makers
Today's signals · MON 5 OCT 2026
INDUSTRY
POLICY
This week
SUNDAY 4 OCTOBER
U.S. enterprises move to open-weight models, lifting Chinese AI providers
3 min
MIIT announces first batch of national emerging industry demonstration bases
3 min
Chinese battery makers capture global AI data centre energy storage surge
3 min
Z.ai's GLM-5.3 matches top US models on elite hacking benchmarks
3 min
China's R&D spending reaches 2.8% of GDP, surpassing OECD average for first time
3 min
China converts vacant schools into elderly care facilities as birth rate falls
3 min
US backs Kazakhstan tungsten projects to break China's supply grip
3 min
China's manufacturing output reaches $5.16 trillion after 77 years of industrial build-out
2 min
China rolls out targeted fiscal and monetary measures to defend growth
3 min
Chinese battery makers take 73.3% of global EV battery market in first eight months of 2026
3 min
THURSDAY 1 OCTOBER
Chinese lithium companies rewrite overseas expansion rules as prices recover
3 min
Seven ministries issue China's 15th five-year plan for new battery industry
3 min
MOFCOM rejects EU push for a European version of the '301' tool
2 min
China's State Council orders stimulus push as property and jobs data worsen
3 min
China's first-tier cities drag on national retail recovery in August 2026
2 min
TUESDAY 29 SEPTEMBER
China's solar capacity surpasses coal as grid utilisation falls
3 min
Yadea pursues Africa expansion and domestic acquisition amid profit squeeze
3 min
China's AI pharma sector converges on policy, capital, and clinical milestone
3 min
China's large-scale industrial enterprise profits rise 15.7% in January–August 2026
3 min
Volkswagen and Gotion plan three battery factories worth €3.22 billion
2 min
Consumer robots flood China expo across a 200-to-$6,000 price range
3 min
ByteDance controls one-fifth of China's data centre capacity as AI investment accelerates
3 min
NIO and Geely take cross-equity stakes in each other's EV energy subsidiaries
3 min
MIIT and six ministries release battery industry plan targeting solid-state scale-up by 2030
2 min
China's embodied AI data gap reaches tens of millions of hours
4 min
Most read this week
China's rare earth dominance tightens as US works to build alternatives
Sichuan Ship achieves continuous catapult launches of fixed-wing drones
China declares Milwaukee G20 trade meeting a partial failure for US agenda
U.S. enterprises move to open-weight models, lifting Chinese AI providers
MIIT announces first batch of national emerging industry demonstration bases
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