2060 Newsletter with Yijing
China private markets across AI, energy systems, automation, transition finance, and industrial systems — for global investors and operators.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 8 | Founded | a year ago | Last Issue | 21 days ago |
| Active | |||||
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yijing2060advisory.substack.comLatest Issues
Come Inside the System
We started this newsletter because China is difficult to understand from a distance.
The data is abundant. Context is harder.
You can follow solar capacity, battery prices, EV sales, power-market reform or AI investment from anywhere in t...
CHINA TRANSITION CAPITAL SIGNALS
Hello from Yijing,
In the last issue, I wrote that China’s industrial-tech market runs on three clocks: the age of the company, the technology and the institutional capital behind it often tell different stories.
This month, another label...
CHINA TRANSITION CAPITAL SIGNALS | 16–31 JULY 2026
Late-July capital moved earlier in the asset-formation cycle. Strategic investors are positioning around technical interfaces, but the economic rights and industrial conversion remain largely invisible.
Late July’s important signal was...
What Capital Bought in China’s Transition | 1–15 July 2026
From 1 to 15 July, our dataset captured 435 domestic non-public transactions. Artificial intelligence led by deal count with 112 transactions, followed by equipment manufacturing with 72 and semiconductors with 49.
The more useful signals...
China’s June Climate Capital Map: Where Industrial Depth Meets AI Power
June’s China private-market data shows climate capital and AI infrastructure capital beginning to price the same industrial layers: power electronics, grid equipment, cooling, storage, advanced materials, compute hardware, robotics, and phy...
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| Subscribers | Engagement | 63 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Writing on China private markets, transition, AI, and industrial systems — for global investors and operators who want sharper signal, not just more information. Founder of 2060 Advisory.
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