• From Speed to Quality: China’s GDP growth is expected to stabilize at 4%-5%, shifting from investment/export reliance to innovation-driven, green, and consumption-led growth.

• Tech & Industry Leap: AI, new energy, and high-end manufacturing will drive growth. The digital economy and low-altitude sectors are set to become trillion-yuan-level industries.

• Domestic Demand Boost: Income reforms, social security improvements, and real estate market stabilization aim to break the high savings-low consumption cycle.

• Global Challenges: Trade frictions, supply chain restructuring, and geopolitical risks will test resilience, but regional cooperation and tech autonomy offer pathways forward.

• Policy Evolution: Fiscal and monetary policies will support new infrastructure, while financial reforms and opening-up aim to unlock institutional dividends.

China’s economy is poised for a transformative leap, balancing short-term stability with long-term innovation and sustainability.

Click to download: 2025.02.11 China’s Economic Transformation (2025-2030) VE1.2