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oversupply

Illustration of solar companies investing in AI while Beijing halts energy storage projects

New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction

"If they stick with being pure-play, when the cycle turns, they will benefit from that in terms of stock price compared to other companies." — view on the investability of…
September 16, 2026
JKS.US
DQ.US
Illustration of Yuen Kee dumpling

Empty towers and full plates: China’s office glut and its dumpling king

China's office market is hugely overbuilt, and yet developers keep building. What's ahead for this market? And China's dumpling king is gearing up to list in Hong Kong. Will investor bite, especially in the current slowing consumer market?
January 28, 2026
Illustration of China solar industry

China moves to end solar bloodbath, as East Buy chases warehouse club crown

China is floating yet another plan to rescue its oversupplied solar sector, including a mass shuttering of excess capacity. Will the government-led effort work this time? And a former online educator says it wants to become the new online Sam's Club of China. Does East Buy have what it takes to succeed?
September 3, 2025
DQ.US
1797.HK

Recent Articles

Illustration of solar companies investing in AI while Beijing halts energy storage projects
September 16, 2026

New energy faces reckoning as solar makers pivot to AI, Beijing halts battery storage construction

JKS.US
DQ.US
January 28, 2026

Empty towers and full plates: China’s office glut and its dumpling king

September 3, 2025

China moves to end solar bloodbath, as East Buy chases warehouse club crown

DQ.US
1797.HK

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