Skip to content

Briefings - 2. page

China Becomes World’s Leading Caviar Exporter as Luxury Delicacy Goes East

Chinese-produced caviar is making significant inroads into the luxury food market, with China now the world’s largest exporter of this premium ingredient. According to a year-end report by French news radio Franceinfo, large-scale sturgeon farms in China continue to expand rapidly.

Chinese caviar is sweeping global markets, gradually replacing French and Iranian products on gourmet tables worldwide. In Paris, premium caviar brand Kaviari was among the first to recognize Chinese products’ potential. Chinese caviar prices range from 3,000 to 9,000 euros ($3,150 to $9,450) per kilogram, comparable to French caviar, with a 250-gram box selling for 825 euros ($866). One customer described it as a market leader, stating that it meets all caviar expectations regarding size, texture, and taste, with the sturgeon’s origin being irrelevant.

Initially, brands faced the challenge of convincing skeptical customers. Today, half of France’s Michelin-starred chefs source from China. Kaviari’s managing director Karin Nebot admits they can now confidently disclose the Chinese origin without hesitation.

China’s dominance stems from massive production capacity. Nearly half of global caviar consumption originates from China, where farms continue proliferating. At the largest facilities, sturgeon are fed multiple times daily and require up to 25 years to produce eggs.

Chinese companies have become market leaders, producing 200 tons of caviar in 2024. Kaluga Queen, a leading Hangzhou-based brand, aims to increase French sales by 15-20 percent in 2026. Originally operating as an OEM supplier to French, Swiss, and American brands, Kaluga Queen now markets directly under its own label after gaining recognition from top international chefs, including the late Joël Robuchon.

Geopolitical factors have disrupted traditional Iranian and Russian caviar trade routes in recent years. Within just a decade, China has secured its position as the world’s top caviar exporter, with this luxury delicacy’s core technology and production now concentrated in Chinese facilities.

Source: Radio France International, January 2, 2026
https://rfi.my/CJgd

Leaked Report: CCP Shifts From Mass Messaging to Targeting Influential Overseas Social Media Accounts

A leaked internal Chinese Communist Party (CCP) public security document reportedly admits that recent efforts to control Chinese-language discourse on foreign social media have been largely ineffective. According to the document, overseas Chinese discussions have become decentralized and fragmented, with criticism of the regime emerging not only from traditional media but also from individual influencers and social media accounts. In response, the CCP appears to be adjusting its strategy, moving away from broad narrative campaigns toward targeted engagement with influential “big V” accounts, potentially offering cooperation incentives.

The file notes that the previous approach of mass coverage and centralized messaging had limited impact. Authorities are now reportedly focusing on a case-by-case strategy, aiming to identify, categorize, and engage with influential accounts that have significant reach, rather than attempting to control all content indiscriminately.

The article also points out that some formerly critical overseas Chinese accounts have recently shifted their tone, highlighting positive aspects of China’s economy and development while urging a more “balanced view.” This has sparked online speculation that such changes may result from behind-the-scenes engagement or pressure.

Source: Epoch Times, December 23, 2025
https://www.epochtimes.com/b5/25/12/23/n14660760.htm

Audio Reveals Alleged PLA Effort to Buy Overseas Opinion Leaders

An overseas Chinese military-focused social media commentator known as “Speak Truthful Words Xu” (“說真話的徐某人”) posted an audio recording on X on December 18, alleging that another influencer, “Sunset Pirate” (“落日海盜”), attempted to recruit him in September 2024 to produce pro-China content. The recording reportedly captures Sunset Pirate claiming to act as an intermediary for the Chinese People’s Liberation Army (PLA) and offering Xu €40,000 per month (approximately NT$1.48 million) to highlight perceived weaknesses in Taiwan’s military in ways that could undermine public confidence in Taiwan’s defense.

After the audio circulated online, Sunset Pirate deleted all of his social media accounts and has not responded publicly. Xu later uploaded the 43-minute unedited recording to his YouTube channel. The conversations involve several Chinese and foreign online personalities. Xu, who is believed to be based in Italy and focuses on international military affairs, is known for posting content supportive of Taiwan, which has been widely cited by Taiwanese media.

In the recording, Sunset Pirate claims to have previously worked in Beijing’s public security system, specializing in intelligence and information operations, and says he has recruited influencers in Japan, Italy, and the United States to promote Chinese traditional culture. He reportedly told Xu that maintaining an “objective” tone on overseas Chinese platforms could help deter Taiwan independence, and outlined strategies for subtly shaping discussions without overt political messaging. He also suggested that criticism of the Chinese Communist Party might be tolerated as long as it did not target Xi Jinping directly, and discussed producing content on the Ukraine war for internal use by his organization.

Source: Central News Agency (Taiwan), December 20, 2025
https://www.cna.com.tw/news/acn/202512200196.aspx

China Accelerates Africa’s Digital Transformation Through Infrastructure and Innovation

Digital transformation represents a cornerstone objective of the African Union’s Agenda 2063. Through high-quality Belt and Road cooperation and the China-Africa Cooperation Forum, China-Africa collaboration in the digital economy has expanded significantly in recent years, spanning infrastructure development, e-commerce platforms, and digital talent cultivation.

In Botswana’s capital Gaborone, the China-built National Data Center stands as the country’s first facility of its kind. Constructed by Jiangxi International Economic and Technical Cooperation, the center began operations in June 2024 after three years of development. Project manager Zhu Yahan explained that the facility accommodates high-performance servers meeting large-scale data storage and transmission needs for government and commercial users. The center features triple power redundancy through municipal supply, emergency backup, and diesel generators ensuring uninterrupted operations. According to Sethogo Segoale, CEO of Botswana Fiber Networks, the center’s operation has transformed the local information technology ecosystem, enabling faster and more cost-effective data exchange for internet users while advancing national digitalization efforts.

Kenya’s e-commerce landscape has been revolutionized by Kilimall, China’s pioneering internet platform in Africa. Operating for over a decade across multiple African countries, Kilimall serves 8,000 sellers through 12,000 stores and 1,500 community pickup points, with app downloads growing fifty percent annually. The platform’s proprietary logistics and payment systems have enhanced consumer experiences significantly. Kenyan furniture seller Kariuki credits Kilimall’s prepayment system for enabling him to sell 300-400 products monthly across different regions.

Meanwhile, China is cultivating Africa’s digital workforce through initiatives like Rwanda’s Luban Workshop. Students receive practical training at Zhejiang’s Jinhua Vocational and Technical University, learning e-commerce management, data analysis, and live-streaming techniques. The workshop’s technical standards have been incorporated into Rwanda’s vocational education system. Former South African diplomat Grobler notes that China’s comprehensive approach—from building infrastructure serving 700 million users to hosting ICT competitions and e-commerce training camps—continuously empowers Africa’s digital transformation journey.

Source: People’s Daily, January 3, 2026
https://paper.people.com.cn/rmrb/pc/content/202601/03/content_30128998.html

China Heightens Silver Export Controls in Line with Rare Earth Standards

Singapore’s primary Chinese language newspaper Lianhe Zaobao recently reported that China has tightened its export controls on silver, bringing controls for the precious metal in line with those on rare earth minerals. The new export control policy for silver officially took effect on January 1, upgrading from the previous quota system to a strict “one-order-one-approval” license system.

Only companies with an annual output of more than 40 or 80 tons of silver (depending on which region of China the company is located in) and a demonstrated history of three consecutive years of exports can apply for qualifications to continue exporting under the new policy. Approval scope for exports covers key dimensions such as buyer background and compliance of use, and the control period will last at least until the end of 2027. The new policy marks the formal inclusion of silver in China’s national strategic resource list, upgrading it from a “commodity” to a “strategic material,” with export management now on par with rare earths.

Elon Musk recently posted on social media platform X: “This is not a good thing. Silver is needed in many industrial production processes.” Silver is crucial to the U.S. industrial and defense supply chain. The U.S. added silver to its National Critical Minerals List last November, citing its wide applications in areas such as circuitry, batteries, solar panels, and antibacterial medical devices.

China has long been one of the world’s largest silver producers, at one point contributing nearly 90 percent of global production (including byproducts).

Source: Lianhe Zaobao, January 2, 2026
https://www.zaobao.com.sg/finance/china/story20260102-8044089

Trump Issues Executive Order for “Companies with Ties to China” to Divest Their U.S.-related Semiconductor Chip Assets

Shanghai-based Chinese online news site Guancha recently reported that U.S. President Trump has once again “targeted China,” making “underhanded” moves in the semiconductor sector. The Trump administration just issued an executive order, again citing so-called “national security” reasons, ordering the forced divestiture of semiconductor-related assets acquired by HieFo.

HieFo Optoelectronics is a photonic chip manufacturing company located in California, USA. On May 1, 2024, HieFo completed the full acquisition of U.S. company Emcore’s wafer manufacturing and photonic chip-related assets. The Trump administration claimed that HieFo was “controlled by a Chinese citizen.” In a press release in September 2025, HieFo confirmed Genzao Zhang as the company’s CEO and co-founder, noting that he previously served as the Vice President of Engineering at Emcore.

Trump issued the executive order under the Defense Production Act. Trump claimed there was “credible evidence” that HieFo’s acquisition of Emcore’s digital chip and related wafer design, manufacturing, and processing business “could threaten U.S. national security.”

This new move demonstrates the U.S. government’s crackdown and restrictions on “companies with ties to China” in areas such as semiconductors amid escalating geopolitical and technological competition between the U.S. and China.

Source: Guancha, January 3, 2026
https://www.toutiao.com/article/7590933838105248282

China’s Railway Investment Reaches Record High Despite Mounting Debt Concerns

China’s railway investment reached a record high in 2025 despite ongoing concerns about overexpansion and operational losses in the country’s high-speed rail network. The China State Railway Group announced that national railway fixed asset investment totaled 901.5 billion yuan (approximately $124 billion) in 2025, representing a 6 percent year-on-year increase and surpassing all previous years.

The 2025 figure marks a significant milestone in China’s railway development trajectory. From 2021 to 2024, annual investments ranged from 710.9 billion to 850.6 billion yuan (approximately $98 billion to $117 billion), while the 2016-2020 period saw investments mostly hovering between 801 billion and 802.9 billion yuan (approximately $110 billion to $111 billion), except for 2020’s 781.9 billion yuan (approximately $108 billion).

In 2025, China opened 3,109 kilometers (1,931 miles) of new railway lines, with high-speed rail accounting for 2,862 kilometers (1,778 miles). This expansion brought the nation’s total railway network to 165,000 kilometers (102,526 miles). Wang Peng, an associate researcher at the Beijing Academy of Social Sciences, described the investment as a strategic cornerstone for economic stability and a catalyst for unlocking domestic consumption potential.

However, this expansion comes at a significant financial cost. According to Ming Pao‘s recent report, the China State Railway Group’s total debt reached 6.2 trillion yuan (approximately $855 billion) by the end of 2024, with a debt ratio of 63.52 percent. Only a handful of routes connecting economically developed and densely populated areas—including the Beijing-Shanghai, Beijing-Tianjin, Shanghai-Hangzhou, Shanghai-Nanjing, Nanjing-Hangzhou, and Guangzhou-Shenzhen-Hong Kong lines—are profitable, representing merely 5 percent of the country’s total high-speed rail network. Additionally, at least 26 high-speed railway stations were reportedly idle due to remote locations, inadequate surrounding facilities, and low passenger traffic.

Source: Central News Agency (Taiwan), January 4, 2026
https://www.cna.com.tw/news/acn/202601040175.aspx

Chinese Media: The American “Kill Line” as Proof of the Superiority of China’s System

Chinese media outlets have recently focused on a concept dubbed the American “kill line” to argue that China’s political and economic system is superior. An article published by Guancha is a representative example.

Borrowed from video game terminology, the “kill line” originally refers to a threshold below which a character can be instantly eliminated. In social discourse, it is used to describe how many Americans live with extremely thin financial margins, such that a single shock—such as illness, job loss, or a missed rent or mortgage payment—can rapidly push them into severe hardship, including poverty or homelessness. Once rent or mortgage payments are missed, credit scores are damaged, making it difficult to obtain loans to buy a car or secure housing. Without transportation or stable shelter, finding or keeping a job becomes nearly impossible, creating a vicious cycle with no clear exit.

The article draws on an interview with Neil, a long-time North America resident and TikTok commentator, to illustrate the lack of economic resilience and upward mobility among large segments of the U.S. population. Neil argues that while earlier generations believed hard work could reliably lead to middle-class stability, many Americans today struggle just to cover basic expenses such as rent and debt payments. The piece contrasts the U.S. system with Canada’s more robust social safety nets and with China’s institutional support mechanisms, concluding that Americans who fall below the “kill line” have few reliable paths back to financial security.

Neil further contends that the United States has entered a phase of “late-stage capitalism.” In this stage, he argues, big data and artificial intelligence may be used to keep the bottom 80 percent of the population in a state of “being alive but continuously exploited”: conditions are kept just tolerable enough to survive, while people are tightly constrained, compelled to keep generating value that is steadily siphoned upward to those at the top.

Source: Guancha, December 29, 2025
https://www.guancha.cn/Neil/2025_12_29_801980.shtml