15th Five-Year Plan Computing Power Network to See 4 Trillion Yuan in New Direct Investment, Huge Potential
NDRC spokesperson Jiang Yi said on July 31 that institutions estimate the 15th Five-Year Plan period will bring RMB 4 trillion in new direct investment for computing power network construction. As corporate investment dominates, this creates significant opportunities for private capital. The NDRC will enhance planning and factor guarantees to foster a favorable environment for private investment.
National Development and Reform Commission (NDRC) spokesperson Jiang Yi stated at a press conference on July 31 that relevant institutions estimate the 15th Five-Year Plan period will see RMB 4 trillion in new direct investment for computing power network construction. Given that computing power construction is primarily driven by corporate investment, this will create substantial room for private investment. The NDRC will strengthen planning guidance and factor guarantees to cultivate a favorable environment for private capital.
Why this event matters
The event has a measured impact on 4 industrys. The strongest current signal is positive for Cloud Services & Data Centres, with intensity 90/100 and 85% confidence over a long term horizon.
Cloud Services & Data Centres
- Direction
- positive
- Intensity
- 90
- Confidence
- 85%
- Horizon
- Long term
Artificial Intelligence
- Direction
- positive
- Intensity
- 90
- Confidence
- 85%
- Horizon
- Long term
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 85
- Confidence
- 80%
- Horizon
- Long term
Network Equipment
- Direction
- positive
- Intensity
- 80
- Confidence
- 80%
- Horizon
- Long term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.