Industry reports · by sector
Semiconductors & Electronics
The full chain from design through fabrication, packaging and test to materials and equipment, plus displays, optical modules, connectors and the localisation race across electronics.
New Energy & Batteries
Solar, wind, storage and traction batteries, together with the materials, equipment and recycling links that carry them.
Capital Equipment & Machine Tools
Machine tools, robotics, pumps and valves, hydraulics, welding and laser, construction and special-purpose equipment — the means-of-production side of Chinese manufacturing.
Base Materials & Chemicals
Steel and non-ferrous metals, chemical feedstocks, inorganic non-metallics and polymers — the cost and capacity floor beneath every downstream industry.
Automotive & Transport Equipment
Vehicles and components, intelligent driving, plus rail, shipbuilding, aerospace and logistics equipment.
Consumer, Food & Pharma
Appliances and home goods, food and beverage, textiles and apparel, pharmaceuticals and medical devices — manufacturing that faces end demand directly.
Energy, Infrastructure & Industrial Software
Coal, nuclear and grid, data centres and compute, plus industrial software, automation and testing/certification services.
Company Deep Dives
A single company read against its own supply chain: where its technology sits, who its customers are, and where growth comes from.
Industrial history · themes
The Second Half: Imperial Japan's War Industry, Eighty Years On
Four studies in corporate history. Imperial Japan's munitions firms did not vanish after 1945 — they were broken up, renamed and turned to civilian work, and a number of them now sit back among defence contractors.
Industry Between Great Powers
Industrial exchange between China and the United States, Russia and Japan — and the closing of a British blast furnace. How technology, capital and capacity crossed borders, and how they were pulled back.
A Chronicle of Chinese Manufacturing
Long-run accounts of shipbuilding, machine tools, traction batteries, solar and high-speed rail, with two institutional companions on tax-sharing reform and the Zhu Rongji years.
Research notes · themes
Omnibus
Early batch-grouped collections; their contents are now split by sector into the series above.