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Unveiling motives behind “overcapacity” narrative in China’s new energy sector

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By Zhong Caiwen

In recent times, the United States has been promoting the notion of “overcapacity” in China’s new energy sector, even in the absence of factual evidence. This has led to some countries following suit and joining in the hype. The true purpose behind these efforts is quite evident.

The main objective of hyping up this notion is to contain and suppress China’s advantageous industries. The United States has identified China as its most serious strategic competitor. In the economic realm, the United States has been attempting to suppress China’s high-tech and strategic emerging industries. Given that the new energy sector is crucial for green and low-carbon transformation and future development, it has inevitably become a focal point for the United States in its competition with China and its efforts to restrain and suppress China’s growth.

In recent years, China’s new energy industry has experienced robust growth, with three major tech-intensive green products, or the “new three” — new energy vehicles (NEVs), lithium-ion batteries, and photovoltaic products gaining wide popularity globally. China has established a certain competitive advantage in the global market by pursuing technological innovation, production efficiency, and high-quality products.

During this year’s China Import and Export Fair, or Canton Fair, importers from Europe and the United States noted the popularity of China’s green technologies worldwide and acknowledged the country’s role as a global leader in NEV sector. They were also keen to procure more NEVs from China.

Earlier this year, journalist and writer Henry Sanderson highlighted in Foreign Affairs that when it comes to clean energy industries, the West lags far behind China. “China is at the forefront not just in production and deployment of clean energy technologies but also now in innovation,” said Sanderson.

Bloomberg reported on April 2 that Chinese carmakers are more competitive, thanks to technology, local supply chains, brand new transport infrastructure, and lower energy and land costs. Chinese companies aren’t dumping electric vehicles on global markets at a lower cost. China’s biggest electric vehicle exporters all have capacity utilization rates above 80 percent, said the report.

The U.S. government turns a blind eye to these facts and maliciously promotes the notion of “overcapacity” in China’s new energy sector. It distorts China’s industrial policies, overstretches the concept of national security, and attempts to rally allies and partners to decouple from and disrupt China’s new energy industry. The ultimate goal is to impede and suppress the development of China’s advanced manufacturing and new energy industries with unfair and non-market means.

The intention behind the “overcapacity” narrative in China’s new energy sector is to support U.S. domestic industries. Since the 1970s, traditional manufacturing in the U.S. has increasingly moved to developing countries with lower production costs, causing the hollowing out of its manufacturing sector.

The value added of manufacturing contributed 22.7 percent to the U.S. GDP in 1970, but the figure dropped to 10.3 percent in 2022. During the same period, the proportion of manufacturing employment to total non-farm employment decreased from 24.5 percent to 8.4 percent.

The 2008 global financial crisis revealed the dangers of an economy detached from tangible production, prompting the U.S. government to implement a reindustrialization strategy that aimed at reshoring the manufacturing sector and developing U.S. domestic industries.

When it comes to the new energy sector, the conflicting ideologies of the Democratic and Republican parties have resulted in a wavering and indecisive approach in balancing traditional energy sources with the advancement of clean energy. This created the pendulum effect that has hindered the development of the U.S. new energy industry.

At the beginning, the U.S. actively participated in global climate governance and implemented the Paris Agreement on climate change, vigorously developing clean energy technologies.

However, it later announced the withdrawal from the Paris Agreement and shifted its energy policy towards the traditional fossil energy industry.

In August 2022, President Biden signed the Inflation Reduction Act into law, marking another major shift in the U.S. climate and energy policy. According to the Act, subsidies of up to $369 billion would be invested in industries such as NEVs, charging stations, and photovoltaic equipment.

The fluctuating energy policies have bewildered many new energy companies in the U.S., causing them to miss out important development opportunities.

In light of this situation, the primary objective behind the “overcapacity” narrative in China’s new energy sector is to create more time and room for the development of its domestic new energy industry.

The hype of the “overcapacity” narrative in China’s new energy sector is also partly fueled by the political agenda within the U.S., which is grappling with economic and social challenges. As anxiety and apprehension grow over China’s development, shifting the blame outward and projecting a display of power against China has emerged as a convenient political tactic.

This year’s U.S. election will hinge on the outcomes in a few key swing states. According to the latest polling data released by Real Clear Politics, support for Democratic and Republican candidates in six critical swing states – Pennsylvania, Michigan, Georgia, Arizona, Wisconsin, and Nevada – is hovering around 45 percent, making the contest exceedingly tight.

Traditional industries like steel and fuel-powered automotive manufacturing, and new energy sectors such as NEVs, lithium-ion batteries, and photovoltaic products, are pivotal economic drivers that underpin job creation and local livelihoods in these battleground states.

Whether it’s the steel industry in Pennsylvania, the fuel-powered automotive industry in Michigan, the solar industry in Georgia and Arizona, the NEVs industry in Wisconsin, or the battery industry in Nevada, all face competitive pressures from global players, including China.

Raising the narrative of “overcapacity” in China’s new energy sector at this juncture is an important strategy for U.S. presidential candidates to win over voters and stakeholders in these critical swing states.

Driven by domestic economic and political imperatives, the U.S. “overcapacity” narrative in China’s new energy sector, in disregard of market dynamics and international rules. Such narrative is a new pretext for economic de-globalization, protectionism, and unilateralism. A few other countries, blinded by their own short-term interests, are jumping on this bandwagon indiscriminately.

This doesn’t benefit China, the U.S., other countries involved, or the world at large. Curbing and suppressing the development of China’s new energy industry will not strengthen domestic industries in the U.S.; instead, it will distort the international market and undermine efficient resource allocation.

History has repeatedly proven that unilateralism and protectionism ultimately result in self-inflicted harm. The international community faces common challenges in green and low-carbon transition and addressing climate change. The development of China’s new energy industry aligns with future development trends and contributes to the UN 2030 Agenda for Sustainable Development and the Paris Agreement on climate change.

It is hoped that the U.S. and a few other countries adopt the vision to build a community with a shared future for mankind and proceed from the fundamental well-being of their own people and the people in the rest of the world. They should uphold the principles of multilateralism and free trade, and strengthen cooperation with China in the new energy sector to address common challenges faced by the world.

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Sanxingdui Museum transforms ancient relics into interactive experiences

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By Song Haoxin, People’s Daily

What if museum visitors could truly interact with cultural relics rather than merely observe them through glass displays? At the Sanxingdui Museum in southwest China’s Sichuan province, a specially designed interactive hall is revolutionizing cultural engagement.

Within this 1,300-square-meter space, nearly every exhibit invites touch, operation, or participation. Visitors immerse themselves in installations inspired by the ancient Shu civilization, blending education with entertainment.

By trying on replicas of headwear on bronze statues discovered in Sanxingdui Ruins, for example, visitors can not only take photos of themselves but also learn about the symbolic meanings behind different headpieces. 

Guests can don replicas of bronze statue headwear from the Sanxingdui Ruins, learning their symbolic meanings while capturing photos. Augmented reality allows dancing alongside virtual Sanxingdui figures for social media sharing. A creation zone even enables “time travel” to experience ancient bronze-casting and construction techniques.

These innovations transform traditional museum visits, offering deeper cultural understanding through hands-on interaction. “This hall emerged from extensive brainstorming,” explained Zhu Yarong, deputy director of the management committee of the Sanxingdui Ruins site. 

“We’re transitioning from passive relic viewing to interactive engagement, bridging the gap between audiences and history.”

Previously, museum experiences were largely one-directional with limited engagement. Visitors viewed relics through display cases, usually stopping mainly to take photographs, with relatively limited forms of engagement. By liberating artifacts from display cases into interactive settings, Sanxingdui is pioneering a shift from didactic presentation to open cultural dialogue.

Traditional exhibition spaces remain popular, while digital innovations attract growing interest. A VR project employs digital twin technology to recreate 1:1 scale excavation sites — complete with protective shelters and cabins — placing visitors at the archaeological forefront.

Another project, Heaven and Earth Echoes — Sanxingdui Panoramic Sound and Vision Digital Art Theater, features an interactive panoramic LED dome with a diameter of 20 meters and a resolution approaching 16K. The massive dome creates a deeply immersive atmosphere. By waving digital torches in their hands, visitors can trigger sacred birds to circle above them across the dome, experiencing the ancient Shu civilization through an interplay of sound and imagery.

“The digital technology made me feel as if I were racing across the Mamu River. That sense of traveling through time was incredible,” said Hao Yong, a tourist from southwest China’s Chongqing municipality who came specifically to experience a virtual reality program.

From passive observation to active participation, Sanxingdui Museum continues introducing new interactive experiences that transform cultural relics into living carriers of dialogue and engagement, helping keep the sparks of Chinese civilization alive for new generations.

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A living testimony about MKA: The Aondoakaa that I know Written By Brahms Tor-Ikuan

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My people of Benue State,

I am not speaking to you today as a politician. I am speaking as a brother whose family was held up by Chief Mike Kaase Aondoakaa, MKA, when we had no one else to hold onto.

My elder brother, Verem Ukaa-Ikuan, was not just my blood. He was a very dear and close friend to Chief MKA. When my brother fell ill and was diagnosed with liver damage caused by poisoning, MKA didn’t treat it as someone else’s problem. He took it on as his own.

He worked closely with Verem during his time as Attorney General of the Federation, and when the sickness came, he moved immediately. Searches were conducted, and Apollo Hospital in India was earmarked for a liver transplant. Every travel arrangement was made personally by Chief MKA.

But we hit a wall. Verem was too weak to fly a long commercial flight. Only an air ambulance could get him to India alive. At that time, there was only one functional air ambulance in the entire country, owned by Julius Berger. It was completely out of reach for even the most high-profile citizens.

Chief MKA went all out. He did not give excuses. He did not delay. He used every connection and every ounce of influence he had to secure that air ambulance for my brother.

On the day it was secured, Barr. Terna Yaji, his Senior Special Assistant, called me a few minutes after 6pm. He told us to prepare Verem for departure and take him to Makurdi airport very early the following morning. I informed him, my brother passed on at exactly 6 o’clock a few minutes ago. I told Barr. Terna Yaji, and I saw a devastated MKA.

During the burial, Chief MKA was out of the country on national assignment. He was pained that he could not be there physically. His entire team, led by the late Onov Tyuulugh, represented him fully. And his message to us at the burial has never left me:

“If death were law, as the Attorney General, a law would have been made no matter what to ensure Verem will just not die but live forever.”

That is who Mike Kaase Aondoakaa is when nobody is watching. He does not abandon his people. He does not forget. He stood with our family then, and he has stood with us till date.

Now he is asking for the chance to govern Benue State.

Benue needs a governor with a heart like that. A governor who fights for you even when there’s no political gain. A governor who sees you as family, not as a vote.

I am standing with Chief Mike Kaase Aondoakaa for Governor of Benue State.
For compassion that moves to action.
For loyalty that does not fade.
For leadership that proves itself in the darkest hour.

Join me. Let us give Benue a leader who has already shown what he will do for us.

God bless Chief Mike Kaase Aondoakaa.
God bless Benue State.

Brahms Tor-Ikuan, a beneficiary of MKA’s benevolence writes from Makurdi

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China-U.S. relations cannot return to past, but can move toward better future

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By Guo Jiping

At the invitation of Chinese President Xi Jinping, U.S. President Donald Trump will pay a state visit to China from May 13 to 15.

After many twists and turns, China-U.S. relations have arrived at a new historical juncture. The year 2026 carries special significance for both countries. China is embarking on its 15th Five-Year Plan period (2026-2030), while the United States celebrates its 250th anniversary. 

Amidst increasing global uncertainty and volatility, the international community looks to Beijing, hopeful that this high-level engagement will offer clarity and stability for the future trajectory of China-U.S. relations.

Observers note that over the past decade, the relationship has weathered two significant periods of strain. The first began in 2018 with the U.S. initiation of trade tariffs against China. Stabilization was achieved only after extensive dialogue and complex interactions spanning several years. The second period of tension occurred more recently in 2025. Remarkably, the cycle from rising friction to renewed stability unfolded within just a few months this time.

The progression from years-long to months-long stabilization cycles, and from repetitive friction-dialogue patterns towards clearer strategic direction and consensus-building, reflects China’s consistent approach: readiness to negotiate combined with firm adherence to principles and clear boundaries. China’s demonstrated resilience has garnered international respect and created conditions conducive to resolving differences through dialogue.

Today, China-U.S. dialogue occurs on a more equitable basis. Communication is increasingly pragmatic, with clearer articulation of respective bottom lines. This resilience suggests the potential for a new, more stable chapter in the relationship.

Head-of-state diplomacy plays an irreplaceable strategic guiding role. Last year, when a wave of tariff tensions rattled the world, the two presidents steered China-U.S. economic and trade ties back on course. 

Under the guidance of the consensus reached by the two presidents, the teams from both sides have so far held six rounds of consultations and are currently engaged in a new round of talks. 

Since the meeting between the two heads of state in Busan last October, China-U.S. relations have generally maintained a stable and improving momentum — a trend widely welcomed by both peoples and the international community.

The strategic guidance provided by the two heads of state helps identify “dangerous reefs” ahead in China-U.S. relations. The Taiwan question is the most important and most sensitive issue at the very core of China-U.S. relations, and it concerns the political foundation of bilateral ties. 

Xi has repeatedly elaborated China’s principled position on the Taiwan question to Trump, emphasizing that Taiwan is China’s territory, and China must safeguard its own sovereignty and territorial integrity, and will never allow Taiwan to be separated. Clearly defining principles and bottom lines is precisely the responsible approach needed to prevent serious risks in China-U.S. relations.

The aspiration of the Chinese and American business communities to deepen ties and cooperation has never changed. At present, more than 7,000 Chinese-funded enterprises operate in the United States, while about 80,000 American-invested enterprises are active in China. 

These firm choices made at the forefront of the market clearly and powerfully demonstrate the true nature of China-U.S. economic and trade relations: mutual benefit and win-win cooperation. 

As China enters the 15th Five-Year Plan period, its commitment to high-quality development and high-standard opening up will create broader incremental space for China-U.S. cooperation.

The will of the people stands as a profound and enduring force shaping the trajectory of China-U.S. relations. Whether at those pivotal moments when China and the United States seized every moment to break the ice, or when bilateral relations slid to a low ebb, the sincere aspiration of the two peoples for mutual understanding and friendship has never changed.

As exchanges deepen and produce tangible results, perceptions are improving positively. More Americans are actively participating in fostering people-to-people friendship, contributing greater rationality and constructive perspectives to the relationship.

In the face of profound changes unseen in a century, China and the United States, as permanent members of the United Nations Security Council and the world’s two largest economies, shoulder even greater responsibilities. Promoting global development, safeguarding peace and security, and improving global governance all require cooperation between the two countries. 

This year, China will host the APEC Economic Leaders’ Meeting and the U.S. will host the G20 Summit. Whether the two sides can demonstrate the vision and responsibility expected of major countries, and deliver more tangible benefits to the world, bears directly on the well-being of both peoples and the future of humanity.

China-U.S. relations cannot return to the past, but they can move toward a better future. Both sides should proceed from a sense of responsibility to history, to the people, and to the world, and explore ways to build a strategic, constructive, and stable China-U.S. relationship featuring mutual respect, peaceful coexistence, and win-win cooperation.

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