In late 2025, China released recommendations for the 15th Five-Year Plan, setting a new course for national economic and social development from 2026 to 2030. Economists Robin Xing and Cai Zhipeng of Morgan Stanley break down how this blueprint will fuel strategic technologies, emerging industries and sustainable growth.
Driving Strategic Technologies
The plan singles out key tech fields such as artificial intelligence, semiconductors, quantum computing and 5G connectivity as pillars for future competitiveness. Morgan Stanley forecasts suggest high-tech output could expand by an average of 8% annually through 2030, opening doors for startups and global partnerships.
Emerging Industries Take Center Stage
New energy vehicles, biotech, advanced manufacturing and the digital economy are highlighted as growth engines. With supportive policies and R&D incentives, the plan aims to create clusters of innovation that attract venture capital and talent from across the G20.
Green Growth and Global Collaboration
Eco-friendly development and ecosystem conservation are woven into the strategy, reflecting a shift toward high-quality growth. Cai Zhipeng highlights how aligning technology investment with ecological goals could drive a 12% rise in renewable energy capacity by 2030.
For international entrepreneurs, the 15th Five-Year Plan offers new avenues for cross-border projects, from clean-energy startups to sustainable travel initiatives, fostering a more connected and resilient global economy.
Looking Ahead
As implementation kicks off in 2026, observers will watch how policy targets translate into real-world impact. With a clear focus on innovation, green technology and open cooperation, China's next five years could redefine the global economic landscape and invite a new wave of collaboration.
Reference(s):
Next-gen China: Advancing strategic technologies, emerging industries
cgtn.com
