amec has developed an executive report with the aim of interpreting the keys to the new Chinese economic cycle and its direct impact on the companies in the amec community.

The report can be downloaded from the CoLAB platform > Studies and publications > More studies

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> What you will find in the report

The report provides a detailed analysis of the 15th Five-Year Plan and its sectoral impact, including:

• Macroeconomic objectives and strategic axes that will guide China’s development until 2030.

• Priority sectors and public investment programs with the greatest industrial impact.

• Assessment of opportunities and risks for different areas of the industry.

• Geopolitical and regulatory factors that condition market access.

• Practical recommendations for adapting the business strategy.

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We advance some conclusions:

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A new industrial cycle in China

The 15th Five-Year Plan marks the beginning of a stage aimed at bringing China’s GDP per capita on par with that of medium-developed countries by 2035, based on a model shift to high-quality development.

This change implies abandoning extensive growth and moving towards a system based on technological productivity, self-sufficiency and improvement of the industrial fabric.

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Three axes that redefine the market

Three strategic vectors are identified: boosting domestic demand, technological autonomy and market control through industrial policy.

This approach translates into a firm commitment to sectors such as artificial intelligence, biotechnology, quantum computing and advanced manufacturing. artificial intelligence, biotechnology, quantum computing and advanced manufacturing, together with sustained growth in R&D investment of over 7% per year.together with a sustained growth in R&D investment of more than 7% per year.

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A more attractive and selective market

China is strengthening its domestic market as an engine of growth by stimulating consumption, public investment and the creation of a unified market.

However, this process coexists with greater intervention. Standardization, industrial consolidation and import substitution are leading to more selective access for foreign companies..

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Opportunities in technology and sustainability

The deployment of the Plan boosts areas such as ecological transition, energy infrastructure, industrial digitalization and welfare-related services.

In this context, opportunities in high value-added solutions stand out, especially those based on advanced technology, energy efficiency and sustainability.

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Competitive pressure inside and outside China

The environment also presents relevant risks. Excess production capacity, the international expansion of Chinese companies and the use of technical standards as a barrier to entry increase global competition.

This impact is not limited to the Chinese market, but extends to key third markets for the internationalized industry.

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Keys to positioning

Market access will depend on the ability of companies to offer technological differentiation, adapt to local regulations and establish strategic alliances. differentiation, adapt to local regulations and establish strategic alliances with local companies..

Specialization, quality and sustainability have become key factors in this new scenario.