China's 15th Five-Year ICT Plan Targets 4.1 Trillion Yuan Revenue by 2030
China's Ministry of Industry and Information Technology issued the 15th Five-Year Plan for the information and communication industry, setting 13 quantitative targets for 2030, including industry revenue of 4.1 trillion yuan and cumulative infrastructure investment of 3.8 trillion yuan. The plan also outlines measures to combat telecom fraud, such as AI-powered anti-fraud tools and a full-lifecycle real-name registration system.
China's Ministry of Industry and Information Technology has issued the 15th Five-Year Plan for the development of the information and communication industry, setting a goal to fully establish a new-generation communications network with comprehensive coverage and leading performance by 2030. The plan lists 13 quantitative targets for 2030, including industry revenue of 4.1 trillion yuan and cumulative investment of 3.8 trillion yuan in information infrastructure.
The plan proposes measures to strengthen security for the new-generation communications network, including a tiered handling mechanism for fraud-related apps, the exploration of AI-powered anti-fraud assistants, the establishment of a full-lifecycle real-name registration and security management system for telephone users, and the construction of a real-name technical prevention system characterized by "data-driven, precise risk control, and closed-loop handling."
The plan also outlines arrangements for the industry's security management system, covering the tiered handling of fraud-related applications, the application of AI anti-fraud technologies, and the full-process management of telephone user real-name registration. These measures aim to build a secure foundation for communications network operations, safeguarding user information and ensuring reliable communication services.
Why this event matters
The event has a measured impact on 4 industrys. The strongest current signal is positive for Telecom Operators, with intensity 70/100 and 80% confidence over a long term horizon.
Telecom Operators
- Direction
- positive
- Intensity
- 70
- Confidence
- 80%
- Horizon
- Long term
Network Equipment
- Direction
- positive
- Intensity
- 65
- Confidence
- 75%
- Horizon
- Long term
Cloud Services & Data Centres
- Direction
- positive
- Intensity
- 50
- Confidence
- 70%
- Horizon
- Medium term
Artificial Intelligence
- Direction
- positive
- Intensity
- 45
- Confidence
- 65%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.