AGP Executive Report
Last update: 5 hours agoTrade: China’s exports jumped 36.3% in September, lifting its nine-month surplus to $938 billion and putting a new annual record in reach. The surge in chips, cars and other high-tech goods is intensifying calls from the EU and other partners to rebalance trade. Chips: Memory maker CXMT’s push toward denser server chips rattled global rivals, with shares of SK Hynix, Micron and Western Digital sliding as investors weighed a new competitive threat. Manufacturing: China’s five largest solar makers shed 40,589 jobs in 2025 as persistent overcapacity kept the industry in losses, despite booming installations. Prices: Factory-gate inflation reached its fastest pace since 2022, while consumer prices rose more modestly, pointing to a widening gap between input costs and domestic demand. Clean energy: China is positioning electric vehicles as grid storage, using bidirectional charging to help balance power demand as EV numbers grow. Overseas investment: Chinese-owned Huaxin is upgrading a South African cement plant with waste-heat power and electric mining trucks, combining production improvements with local worker training.
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