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
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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