Our profile

Sinolytics is a European research-based consultancy entirely focused on China

Sinolytics is a European research-based consultancy entirely focused on China with offices in Berlin, Zurich and Beijing. We uniquely blend in-depth research with a management consulting approach to problem solving. We operate at the nexus of policy and business to analyze the impact of China’s economic policy, industrial policy, technology policy, public policy and trade policy as well as intensifying areas of regulatory compliance such as cybersecurity/data protection, environment or the corporate social credit system on foreign business. Sinolytics also puts a special focus on the opportunities and challenges arising from China’s rapid technological and digital transformation. In these fields, we consult MNCs, SMEs, investors and public sector agencies providing in-depth research and expert analysis to enable well-informed China strategy development and decision-making.

Sinolytics Insights: Contextualizing the RCEP in China’s policy priorities

Sinolytics insights — we have looked at the recently signed mega trade-pact, the Regional Comprehensive Economic Partnership (RCEP) among 15 Asia Pacific nations bringing together 30% of world population and world GDP. The RCEP showcases the political will and ability in the Asia Pacific to align the second highest integrated region with a 60% intra-regional trade share on a joint trade rulebook in the face of a stalled WTO regime and growing protectionism. In our view, the RCEP confers China the strategic flexibility to offshore lower value manufacturing supporting its industrial upgrading while stabilizing regional value chains and fortifying China’s key role in regional manufacturing networks.

Read our analysis here: Sinolytics Insights-Contextualizing the RCEP in China’s trade and policy priorities

Cybersecurity policy development

New Cybersecurity policy development – Implementation of China’s Cyber Security Law is accelerating: On 22 September, the Ministry of Public Security released new “Guiding Opinions” to kick-off regulation on the Multi-Layered Protection Scheme (MLPS) 2.0 and Critical Information Infrastructure Operators (CIIO). This increases pressure on companies operating information networks in China to ensure compliance with MLPS 2.0 and CIIO rules.

Read our analysis of the document here: Cybersecurity Update – Guiding Opinions on MLPS and CIIO

Cybersecurity has become of vital concern for Chinese regulators and a challenge for companies operating in China. Starting with the Cybersecurity Law of 2017, many companies in China are obliged to comply with a rapidly changing and complex cybersecurity regulation framework. Many new regulations and standards are taking effect in 2020 and 2021: from cross-border data transfer and data localization to the Multi-layered Protection Scheme (MLPS) 2.0 and Critical Information Infrastructure Operators (CIIO).

Sinolytics provides core expertise on this topic and advises on corporate Cybersecurity strategy and compliance in China. Read our Cybersecurity Primer to understand the regulatory challenges of the system and get to know how to navigate and prepare in an effective way.

Download: Cybersecurity Primer

We help Multi-national corporations and SMEs to:

  • Systematically assess what the Cybersecurity framework requires from your company
  • Evaluate where your company stands regarding the requirements and identify gaps
  • Design strategy and processes to deal with the cybersecurity regulations
  • Continuously monitor the ongoing development of the Cybersecurity framework

Focus: Logistics

China pursues an ambitious plan to create and operate global logistics networks. Under the umbrella of the all-encompassing Belt and Road Initiative, China’s government is forcefully advancing a set of policy objectives: build national champions in the logistics sector able to compete on the global stage, support China’s e-Commerce giants in building logistics hubs and connectivity, and invest heavily in a high-tech upgrading of its logistics sector. All of it flanked by comprehensive commercial diplomacy. State companies such as COSCO and China Merchants are heavily invested in European ports including Piraeus. They increasingly focus also on local intermodal solutions. E-commerce giant Alibaba extends its warehouse network all over the continent. Rail connections between Asia and Europe have more and more throughput.

China’s international logistics ambitions already have great impact on European logistics companies, from European port and railway operators to freight forwarders and postal services. Sinolytics supports these companies in seeking partnerships where sensible and bracing for competition where necessary.

Download: Logistics Primer

To that end, Sinolytics provides

  • In-depth and contextualized analysis of Chinese government policies
  • Research on Chinese logistics companies’ strategies, business models, ownership structures/key personnel, investments and flagship projects
  • Co-development of business strategies to manage China-related factors affecting their business
  • Assessment of Chinese companies for project-specific cooperation and development of tailored negotiation strategies
  • Strategic due diligence, political assessments and target analysis for investment and M&A projects

Corporate Social Credit System

In 2019, Sinolytics in partnership with the EU Chamber of Commerce in China published “The Digital Hand”, providing the first in-depth and comprehensive description of the Corporate Social Credit System (CSCS) and its implications for companies active in China.

Download the report here.

The Sinolytics Team has closely observed all developments of the emerging CSCS since its beginnings in 2014. Our consulting work is rooted in six years of dedicated research and continuous monitoring. Sinolytics has been working closely with numerous MNCs and SMEs across sectors to optimally prepare them for the challenges and opportunities of the Corporate Social Credit System. Through our CSCS projects, we have build unique expertise and experience. Sinolytics has gathered a wealth of best practices for strategic investments into effective long-term CSCS management.

Joint CGI-Sinolytics Report

Monitoring China’s “New Infrastructure”

“New infrastructure” has become a hot topic in China’s national economic policy agenda to fight the economic impacts of Covid-19. First conceptualized in late 2018, the initiative came to the fore in 2020, and is poised to be a primary growth driver for the Chinese economy for years to come, trillion CNY investments are expected in the next few years. It can be compared with the Belt and Road Initiative but is domestically oriented.

Given its importance, information about new infrastructure is scarce, fragmented, and fast evolving. Caixin Global Intelligence, a strategic advisory helping clients assess policy risk and macroeconomics in China, and Sinolytics have jointly produced a report diving deep into the initiative’s development, future trends and economic impacts, as well as potential opportunities and risks for investors, equipment and application providers, and policymakers.

New infrastructure will serve as the foundation for China’s next phase of technological development, meant to enable a fourth industrial revolution. Local governments have raced to announce development plans, with nearly every province featuring new infrastructure in their annual work reports. Where are they exactly, and how many of them will garner enough funding and materialize? In the few months after the initiative’s announcement, the market is already crowded. How soon will it become overheated? It certainly will test investors’ ability to distinguish truly worthwhile investments from duds seeking to ride the wave.

What the report covers

Including data-driven in-depth studies of new infrastructure sectors such as 5G, high-speed rail, ultra-high voltage electric grids, NEV charging stations, and more, this is the first English-language report to cover both the policy development of the initiative and its economic impacts, and arguably the first one which brings disparate central and local government plans together into a comprehensive analysis.

Read the introduction here.

Purchase the report here: Pay USD/ Pay RMB.

(*You will be redirected to the Caixin website for payment. After payment, you will receive the report in your mail.)

If you are interested in receiving a briefing from the joint authoring team on the new infrastructure initiative, please contact us at info@sinolytics.de or cgi@caixin.com.

Our services

Services tailored to your needs

Based on our analysis, expertise and experience, Sinolytics offers a full range of services:

  • Tailored in-depth research to discover facts and information concretely impacting our clients’ business operations in China
  • Comprehensive analysis and expert assessments of status quo and future developments to provide a solid foundation for executive decision-making
  • Systematic advice on strategic options and related trade-offs as a prerequisite for effective short- and long-term strategy development
  • Hands-on support to strategy implementation through enabling and coaching of staff, advice on organizational and process change, strategic and tactical counseling for negotiations, delegation support

Our Clients

Advice for companies across industries

Since founding, we have had the privilege to work with more than 40 companies, many of them among the largest and most respected corporations in Germany, Europe and the United States.

In terms of revenue, our clients span a wide range from half a billion to EUR 230 billion. The majority of companies we are working with is listed in the DAX30, others rank among the largest US companies or are hidden champions of the “Mittelstand”.

Operating at the nexus of business and policy, we are advising companies from almost all business and industry sectors, and in all related functional areas. Sinolytics has a particularly strong track record in automotive and automotive suppliers, mechanical engineering, chemicals and pharmaceuticals.


Job Postings

Join Our Team

We are continuously on the look-out for new talents to join Sinolytics:

China Consultant [current round closed]
Internship Program