The National Work Conference on Industry and Information Technology was held recently to deploy ten key tasks in 2026. Among them, “making every effort to consolidate the steady, moderate and positive trend of the industrial economy” ranked first. The Ministry of Industry and Information Technology emphasized the in-depth implementation of the new round of work plans for the steady growth of the top ten key industries to support major industrial provinces to take the lead. Build emerging pillar industries such as integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine. Improve innovative development policies such as physical intelligence and metaverse. Zhang Jingjing, chief macro analyst at China Merchants Securities, said that, driven by a moderate return in prices, the profits of industrial enterprises above scale are expected to break away from the low level in recent years and achieve growth of around 10% by the end of 2026. This not only means the restoration of corporate balance sheets, but also indicates that the market driving force will shift from a “policy game” to a substantial “profit drive.”

The National Work Conference on Industry and Information Technology was held recently to deploy ten key tasks in 2026. Among them, “making every effort to consolidate the steady, moderate and positive trend of the industrial economy” ranked first. The Ministry of Industry and Information Technology emphasized the in-depth implementation of the new round of work plans for the steady growth of the top ten key industries to support major industrial provinces to take the lead. Build emerging pillar industries such as integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine. Improve innovative development policies such as physical intelligence and metaverse. Zhang Jingjing, chief macro analyst at China Merchants Securities, said that, driven by a moderate return in prices, the profits of industrial enterprises above scale are expected to break away from the low level in recent years and achieve growth of around 10% by the end of 2026. This not only means the restoration of corporate balance sheets, but also indicates that the market driving force will shift from a “policy game” to a substantial “profit drive.”