# East Asia Brief — China

EV and battery scale, solar, AI hardware, export controls and outbound investment.

- [China State Shipyards Reconfigure Dry Docks for Dual-Fuel Mega-Boxships](https://eastasiabrief.com/shipbuilding/china-state-shipyards-reconfigure-dry-docks-dual-fuel-mega-60) — Jiangnan Shipyard and Hudong-Zhonghua retool berths and dock infrastructure to compress build cycles for 24,000 TEU alternative-fuel container vessels. *(August 28, 2026; Shipbuilding · China · China State Shipbuilding Corporation, Jiangnan Shipyard, Hudong-Zhonghua Shipbuilding)*
- [JCET expands automotive radar SiP packaging lines to capture ADAS sensor demand](https://eastasiabrief.com/semiconductors/jcet-expands-automotive-radar-sip-packaging-lines-capture-adas-58) — China's largest OSAT is ramping high-density system-in-package capacity for 77 GHz millimeter-wave modules at its Jiangyin plant. *(August 28, 2026; Semiconductors · China · JCET Group)*
- [China Tightens Connected Vehicle Data Rules With Mandatory Local Sensor Scrubbing](https://eastasiabrief.com/trade-policy/china-tightens-connected-vehicle-data-rules-mandatory-local-sensor-57) — The Ministry of Industry and Information Technology requires automakers to sanitize autonomous driving telemetry and high-definition mapping data inside… *(August 28, 2026; Trade & Policy · China · Tesla, Volkswagen Group, BMW, Mercedes-Benz, Baidu, Huawei Technologies)*
- [Gotion and Sunwoda ramp sodium-ion battery output for Chinese light electric vehicles](https://eastasiabrief.com/batteries-ev/gotion-sunwoda-ramp-sodium-ion-battery-output-chinese-light-52) — Commercial cell deliveries expand across delivery scooter fleets and micro storage installations as cell makers replace lithium with abundant sodium chemistry. *(August 28, 2026; Batteries & EV · China · Gotion High-tech, Sunwoda Electronic)*
- [China Consolidates State Antimony and Gallium Refining to Lock Down Metal Value Chain](https://eastasiabrief.com/energy-minerals/china-consolidates-state-antimony-gallium-refining-lock-down-metal-49) — Provincial smelting hubs face centralized operational quotas to guarantee domestic high-purity processing before export clearance. *(August 28, 2026; Energy & Minerals · China · China Minmetals Corporation, Aluminum Corporation of China, Hunan Gold Group)*
- [China servo motor makers squeeze foreign rivals on cost and delivery](https://eastasiabrief.com/robotics/china-servo-motor-makers-squeeze-foreign-rivals-cost-delivery-47) — Domestic automation suppliers led by Inovance expand factory retrofit market share as shorter lead times and localized software win industrial machinery… *(August 28, 2026; Robotics · China · Shenzhen Inovance Technology, Yaskawa Electric, Mitsubishi Electric, Estun Automation, Leadshine Technology)*
- [China expands 300mm silicon wafer capacity to cut reliance on Japanese suppliers](https://eastasiabrief.com/semiconductors/china-expands-300mm-silicon-wafer-capacity-cut-reliance-japanese-45) — Domestic wafer manufacturers scale 12-inch polished and epitaxial shipments to supply local foundries, displacing imported substrates from Tokyo. *(August 28, 2026; Semiconductors · China · National Silicon Industry Group, Semiconductor Manufacturing International Corporation, Hua Hong Semiconductor, Shin-Etsu Chemical, SUMCO)*
- [CSSC Reallocates Yard Drydocks to Accelerate Large Containership Output](https://eastasiabrief.com/shipbuilding/cssc-reallocates-yard-drydocks-accelerate-large-containership-output-39) — China State Shipbuilding Corporation shifts chemical tanker builds to southern docks to clear Changxing Island berths for high-capacity dual-fuel container… *(August 28, 2026; Shipbuilding · China · China State Shipbuilding Corporation, China CSSC Holdings, Guangzhou Shipyard International, Jiangnan Shipyard)*
- [BYD and Geely expand Southeast Asian assembly lines to build regional export hubs](https://eastasiabrief.com/batteries-ev/byd-geely-expand-southeast-asian-assembly-lines-build-regional-38) — Chinese electric vehicle manufacturers scale localized parts procurement across Thailand and Indonesia to meet ASEAN tariff thresholds. *(August 28, 2026; Batteries & EV · China · BYD Company, Zhejiang Geely Holding Group, SAIC Motor, Great Wall Motor)*
- [China Antimonopoly Review Imposes Harsher Operational Remedies on Automation Mergers](https://eastasiabrief.com/trade-policy/china-antimonopoly-review-imposes-harsher-operational-remedies-automatio-34) — State regulators use conditional merger approvals to secure domestic supply guarantees and intellectual property access across precision control and robotics… *(August 28, 2026; Trade & Policy · China · Schneider Electric, Siemens, ABB, Rockwell Automation, Fanuc, Yaskawa Electric, Inovance Technology, Estun Automation)*
- [China DRAM Makers Advance Proprietary Vertical Stacking to Counter HBM Export Curbs](https://eastasiabrief.com/semiconductors/china-dram-makers-advance-proprietary-vertical-stacking-counter-hbm-28) — Domestic memory fabricators and packaging houses deploy customized TSV tools and hybrid bonding to build localized high-bandwidth architectures. *(August 28, 2026; Semiconductors · China · ChangXin Memory Technologies, JCET Group, Naura Technology Group)*
- [China Tightens Dual-Use Graphite Export Licensing for Anode Supply Chains](https://eastasiabrief.com/trade-policy/china-tightens-dual-use-graphite-export-licensing-anode-supply-27) — Ministry of Commerce reviews stretch to 75 days as overseas battery makers face granular end-user documentation rules for synthetic carbon materials. *(August 28, 2026; Trade & Policy · China · POSCO Future M, BTR New Material Group, Ningbo Shanshan, Shanghai Putailai New Energy Technology, Panasonic Energy, LG Energy Solution, Samsung SDI, SK On)*
- [Naura and SMEE Accelerate Domestic Tool Shipments to Chinese Fabs](https://eastasiabrief.com/semiconductors/naura-smee-accelerate-domestic-tool-shipments-chinese-fabs-22) — Chinese chipmakers expand procurement of domestic etching and lithography tools as foundries push to insulate production lines from export controls. *(August 28, 2026; Semiconductors · China · Naura Technology Group, Shanghai Micro Electronics Equipment, Semiconductor Manufacturing International Corporation, Advanced Micro-Fabrication Equipment Inc. China)*
- [China mandates digital tracking codes for heavy rare earth shipments to tighten export control](https://eastasiabrief.com/energy-minerals/china-mandates-digital-tracking-codes-heavy-rare-earth-shipments-20) — The Ministry of Industry and Information Technology requires refiners to register dysprosium and terbium batches on a state platform before customs clearance. *(August 28, 2026; Energy & Minerals · China · China Rare Earth Group, China Northern Rare Earth Group High-Tech, JL MAG Rare-Earth, Ningbo Yunsheng)*

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