EXECUTIVE SUMMARY Beijing is not managing an energy transition — it is constructing a vertically integrated security architecture that runs from uranium to inference tokens.
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EXECUTIVE SUMMARY China's energy security strategy has shifted from reactive stockpiling to coordinated structural transformation, triggered by the Strait of Hormuz crisis and accelerating U.S. sanctions pressure.
The 2026 Beijing Auto Show delivered the clearest single-week evidence yet that China's advanced manufacturing push has moved from policy document to commercial reality — with autonomous driving, battery technology, and physical AI converging across consumer and industrial markets simultaneously.
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