TREE NEWS update: China’s State-owned Assets Supervision and Administration Commission (SASAC) said on Sept. 28 that the 15th Five-Year Plan for central state-owned enterprises has been issued. The plan calls for the value-added share of strategic emerging industries at central SOEs to rise by another 5 percentage points by 2030, and urges the companies to lead in AI adoption across industries and strengthen basic support in industrial software and key components.
China’s SASAC Issues 15th Five-Year Plan for Central SOEs, Targets 5-Point Rise in Emerging Industry Value
AI take
The plan's emphasis on AI adoption and industrial software signals that central SOEs are being positioned as the primary vehicle for China's tech self-reliance push, not just commercial operators. That matters for global supply chains in key components, where SOE procurement decisions can effectively set domestic standards. Whether the 5-point target is met through genuine capability building or consolidation of existing activity is the open question.
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