Xi Jinping’s Vision for the Chinese Economy (2026–2030)
The State-Orchestrated Shift from Debt to Dominance Table of Contents I. Strategic Shift from Debt-Driven to Manufacturing-Led Growth Post-infrastructure recalibration Rise of manufacturing clusters (semiconductors, EVs, renewables) State-led supply-side reform as alternative to neoliberal stimulus II. Building a Modern Industrial System National innovation hubs and R&D ecosystems Tech self-reliance as strategic lever Domestic sourcing mandates and global standard-setting III. Productivity as the Core Driver AI, automation, and digital twins in manufacturing Productivity ripple effects on wages, welfare, and migration Organic domestic consumption via structural gains IV. Consumption and Demand in the New Paradigm Consumption as a byproduct, not a driver Common Prosperity and digital exports Cultural soft power and demand stimulation abroad V. Financial Mechanisms and Wealth Channels From property bubble to “slow bull” equity mar...