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Is the rapid growth of China’s emerging industries driven by industrial subsidies?: People’s Daily_我的网站
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China saw robust exports in electric vehicles (EV), lithium batteries and photovoltaic products, known as the "new three," in the first half of this year. More notably, robotics, artificial intelligence (AI) and innovative drugs, which represent the future direction of industrial development, are also emerging as new calling cards for China's foreign trade.
However, the impressive performance provoked unease among some Western media outlets and politicians. Some have deliberately portrayed China's rapid industrial development and strong competitiveness as a result of government subsidies, pushing the false claim that subsidies have created overcapacity and those low-priced Chinese products are flooding global markets. Such fallacies, which simply equate industrial subsidies with overcapacity, are not only logically flawed but also factually groundless.
In practice, many countries adopt industrial policies tailored to their national conditions and development needs, such as providing research and development (R&D) subsidies for emerging industries and risk related subsidies for agriculture.
Well-designed industrial subsidies can help address market failures, promote technological innovation and environmental protection, reduce poverty and support balanced development, rather than cause so called "overcapacity."
Multiple reports by the United Nations Conference on Trade and Development have noted that the number of industrial policies worldwide has grown rapidly over the past five years, with R&D subsidies, tax incentives and low interest loans for emerging industries becoming common international practices.
Forcibly linking industrial subsidies to "overcapacity" is, in essence, a political manipulation based on double standards. The US, for example, plans to provide $750 billion in various subsidies from 2022 to 2031 under its Inflation Reduction Act. Subsidized EVs are subject to requirements such as production and sales in the US or North America, effectively excluding other WTO members. US industrial subsidies for AI are even greater than those of all other countries combined.
Similarly, according to incomplete statistics, the European Commission is expected to provide more than 1.44 trillion euros ($210 billion) in various subsidies between 2021 and 2030. The EU's Industrial Accelerator Act links local content directly to financial support through "Made in EU" requirements, creating serious investment barriers and institutional discrimination.
Have these massive subsidies been labeled as causing "overcapacity"? The answer is no. While claiming that China's industrial subsidies lead to so-called overcapacity, these countries are themselves providing massive subsidies to their own industries. Such double standards amount to selective accusations targeting China, aimed at politicizing trade and economic issues and weaponizing industrial policy.
At a deeper level, accusations that "China's industrial subsidies cause overcapacity" are merely a pretext, reflecting growing anxiety and fear over the rising competitiveness of Chinese industries.
Looking back at the repeated hype in Western media, the criticism has consistently targeted China's most globally competitive industries, including new-energy vehicles, photovoltaics and power batteries. This exposes the real intention of shifting the blame for their own lagging industrial development onto China while stepping up restrictions against Chinese industries.
China's breakthroughs in these industries have been driven by advances in homegrown technologies, complete industrial and supply chains, and robust market competition, rather than by policy subsidies as some have claimed.
In recent years, China has taken multiple steps to regulate and improve its subsidy policies, from reviewing and correcting inappropriate local subsidies to exploring a unified negative list mechanism for local fiscal subsidies. China applies subsidies equally to all market entities, including foreign invested enterprises, strictly follows WTO rules, and continues to improve the compliance, effectiveness and transparency of its subsidy policies.
Rather than fabricating and hyping baseless claims about subsidies and obsessing over building trade barriers, certain Western media outlets and politicians should focus on addressing their own weaknesses and increasing investment in research and development. They should embrace healthy market competition with an inclusive mindset, promote mutual benefit through greater openness, and win markets and drive progress through genuine innovation.
This was compiled and translated by the Global Times English edition based on an article published in the "Chisu Jinsheng" economic commentary column of the People's Daily on August 10, 2026.
。 讯 据生态环境部消息，2026年8月15日，中国环境监测总站联合中央气象台、大气污染防治攻关联合中心，东北、华南、西南、西北、长三角区域空气质量预测预报中心和北京市生态环境监测中心，开展8月下半月（8月16日—31日）全国空气质量预报会商。 8月下半月，全国大部地区扩散条件总体较好，空气质量以优良为主，局地可能出现轻度污染。受沙尘天气影响，新疆部分城市可能出现PM10中度及以上污染。 京津冀及周边地区：8月下半月，区域大部空气质量以良为主，局地个别时段可能出现轻度污染。其中，16—19日，温度升高，相对湿度降低，云量减少，辐射增强，区域大部空气质量以良至轻度污染为主；20—23日，受降水过程影响，区域大部空气质量以优良为主；24—31日，中层升温，云量减少，区域大部空气质量以良至轻度污染为主。首要污染物为O3。 北京市：8月下半月，受间歇性弱冷空气和降水影响，扩散条件整体较好，空气质量以优良为主。
二 | 其中，16日，地面受弱气压场控制，偏南风主导，扩散条件一般，空气质量为良；17—18日，地面以高压作用为主，北转南风，期间18日傍晚至夜间存在降水过程，空气质量以优良为主；19—20日，地面受弱气压场控制，偏静稳，扩散条件一般，空气质量为良；21—22日，气温回落，存在降水过程，空气质量以优良为主；23—24日，地面受均压场控制，偏南风主导，扩散条件一般，空气质量为良；25—27日，受冷空气影响，偏北风，扩散条件较好，空气质量优良；28—31日，地面气压场减弱，气温逐步回升，偏南风主导，空气质量为良。首要污染物为O3。 长三角地区：8月下半月，前期受低压系统影响，有降水，区域空气质量以优良为主；中期副高北抬，气温回升，区域空气质量以良为主，内陆局地轻度污染；后期受低压槽影响，降水频繁，区域空气质量以优良为主。其中，16日，扩散条件较好，区域空气质量以优良为主；17—19日，扩散条件一般，区域空气质量以良为主，内陆局地轻度污染；20—25日，扩散条件一般，区域中北部空气质量以良为主，局地轻度污染，南部优良；26—31日，扩散条件较好，区域空气质量以优良为主。
三 | 首要污染物为O3。
四 | 汾渭平原：8月下半月，多降水过程，空气质量以优良为主，降水间歇期局地可能出现轻度污染。其中，16日，气温略有回升，有利于臭氧生成，空气质量以良为主；17—27日，多分散性降水过程，臭氧生成潜势较弱，空气质量以优良为主，降水间歇期东部局地可能出现轻度污染；28—31日，气温回升，臭氧生成潜势有所增强，空气质量以良为主，局地可能出现轻度污染。
五 | 首要污染物为O3或PM10。 东北区域：8月下半月，前期和后期受冷空气及分散性降水影响，区域大部空气质量以优良为主；中期气温回升，区域南部可能出现轻度污染。其中，16—19日，受弱冷空气及分散性降水过程影响，扩散条件较好，区域大部空气质量优良；20—25日，气温回升，地面以偏南风为主，扩散条件一般，区域大部空气质量优良，辽宁中西部局地可能出现轻度污染；26—31日，受冷空气过程影响，扩散条件有利，区域大部空气质量优良。首要污染物为O3或PM10。 华南区域：8月下半月，受偏南气流和偏北气流交替影响，期间有分散性降水，大气扩散条件和湿清除条件整体较好，区域大部空气质量以优良为主，局地可能出现轻度污染。其中，16—17日，大气扩散条件一般，空气质量以优良为主，湖北中东部、湖南中北部、广东中部空气质量以良至轻度污染为主；18—19日，空气质量以优良为主，湖北中东部、湖南中北部空气质量以良至轻度污染为主；20—23日，大气扩散条件较好，空气质量优良；24—31日，大气扩散条件一般，空气质量以优良为主，湖北中东部、湖南中北部空气质量以良至轻度污染为主。首要污染物为O3或PM2.5。 西南区域：8月下半月，扩散条件整体较好，空气质量以优良为主，局地可能出现轻度污染。其中，16—28日，区域有持续时间较长的大范围降水过程，扩散条件较好，区域空气质量优良；29—31日，降水过程逐渐结束，以晴天为主，辐射增强，扩散条件略有不利，重庆、成都平原、四川南部、四川东北部部分地区空气质量以良至轻度污染为主，其余区域大部空气质量以优良为主。首要污染物为O3。 西北区域：8月下半月，空气质量整体较好，以良为主，局地可能出现轻度污染；新疆部分地区受沙尘天气影响可能出现中度及以上污染。其中，16—17日，受降水过程影响，空气质量以优良为主；18—19日，气温回升，有利于臭氧生成，空气质量以良为主，局地可能出现轻度污染；20—23日，多分散性降水过程，空气质量以良为主；24—25日，气温升高，臭氧生成潜势增强，空气质量以良为主，局地可能出现轻度污染；26—31日，扩散条件整体一般，局地伴有降水，空气质量以良为主。
六 | 新疆地区：16—31日，北疆北部和天山北坡空气质量以优良为主，期间16—17日、20日和27日可能出现轻度污染；东疆和南疆地区以良至轻度污染为主，20—21日和27—29日受沙尘天气影响可能出现中度污染，和田可能出现重度污染。
七 | 首要污染物为PM10或O3。版权申明：凡注有“”或电头为“”的稿件，均为独家版权所有，未经许可不得转载或镜像；授权转载必须注明来源为“”，并保留“”的电头。 。
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