Modern ink-wash industrial corridor evolving from conventional manufacturing through industrial internet and testing to AI factories, semiconductors and clean energy

INFORMATION ASYMMETRY 09 · INDUSTRIAL POLICY LINEAGE

Beyond the 2025 target horizon, the architecture continues:from Made in China 2025 to the 15th Five-Year Plan

China’s industrial policy does not simply replace one slogan with another. Manufacturing-power functions branched into technology, market, data, green, supply-chain and AI tracks, then reconverged in the 2026 planning system.

Cross-checked against central and ministry primary texts, policy assessments and supplied lecture material · August 2, 2026
Topic typePolicy-led × supply-chain and industrial-system

EDITORIAL THESIS

Core propositions

  1. 01

    The Made in China 2025 label receded, but its manufacturing-power, industrial-base, smart and green functions were redistributed rather than dismantled.

  2. 02

    Continuity is not a straight succession of documents; technology, infrastructure, market, carbon, data and AI branches recombine in five-year plans.

  3. 03

    The strength is a national-to-ministry-to-local-to-company policy stack; constraints include overcapacity, demand, core technology, local duplication, data and external restrictions.

POLICY LINEAGE · 2015—2035

2015–2035 policy connection map

Names changed, while goals, execution functions and bottlenecks accumulated.

012015
Starting point

Made in China 2025

Three-stage manufacturing-power roadmap, ten sectors and five major projects

022016–2017
Technology and digital branches

Innovation, AI and industrial internet

Expansion into basic research, AI 2030, networks, platforms and security

032020
Macro and infrastructure frame

Dual circulation and new infrastructure

Linking supply and markets through domestic demand, resilience, 5G, data centers and industrial internet

042021–2022
Technology, green and market tracks

14th Plan, dual carbon and unified market

Industrial-base and chain modernization, carbon constraints and a more unified market

052023–2024
Data, productivity and future options

Digital China, new quality productive forces and future industries

Data and compute systems, productivity, quantum, biomanufacturing, embodied AI, 6G and equipment renewal

062025–2026
Economy-wide application and reconvergence

AI+ and the 15th Five-Year Plan

Industrial agents, datasets and scenarios combined with upgrading, future sectors, procurement, pilot testing and long-term capital

072030–2035
Outcome-testing horizon

Intelligent economy and the 2035 goal set in 2015

Testing AI diffusion and the 2035 manufacturing goal set in 2015 against productivity, profitability, effective demand and resilience

Korean-language map of China’s 2015–2035 industrial-policy lineage
Korean-language graphic · Policy continuity at a glanceLabels in the graphic are Korean; the map follows policy functions rather than slogans from 2015 to 2035.Download Korean-language SVG
01

2015 put manufacturing at the center of state strategy

Made in China 2025 set a three-stage manufacturing-power roadmap, ten sectors and five projects. Its deeper legacy is an execution system: central direction, ministry instruments, local parks and scenarios, and company markets.

02

The scope widened from factories to the innovation system

Innovation-driven development, AI and industrial internet expanded the task into basic research, networks, platforms, data and security. Documents multiplied, while digitalization, core technology and industrial-base tasks persisted.

03

Dual circulation is an upper-level operating frame

Dual circulation combines domestic demand, international links, technology, supply chains and markets. New infrastructure supplied 5G, industrial internet, data centers and compute for smart manufacturing.

04

Green, market, data and AI tracks reconverged

Dual carbon, the unified market, Digital China, new quality productive forces, future industries and AI+ added distinct green, market, data, productivity and application functions that combine with manufacturing strategy in the 15th Plan.

05

Strong execution is not the same as efficiency

Core-technology gaps, weak effective demand, overcapacity and price competition, local duplication, data standards and external constraints remain. Korea should read the national–ministry–local–company policy stack to separate competition, cooperation and protection.

CHINA SYSTEM · EXECUTION STACK

Policy operates as a stack, not a single document

The execution chain runs from national planning and ministry actions through local scenarios and finance to company orders.

01

National direction

Central authorities define long-term goals, five-year plans, macro frameworks and strategic boundaries.

02

Ministry action

NDRC, MIIT, science and data bodies translate direction into infrastructure, manufacturing, R&D, data and market instruments.

03

Local execution

Provinces and cities combine parks, funds, talent, scenarios, procurement and anchor firms.

04

Companies and markets

State and private firms, specialized SMEs, universities, finance and customers must close the loop from R&D to repeat purchasing.

BOTTLENECKS · RISK

Constraints behind a powerful system

01

Core technology · gaps in semiconductors, industrial machine tools, foundational software, metrology and some materials

02

Market · weak effective demand, overcapacity, price competition and receivables constrain monetization

03

Local execution · duplicated bets, subsidy dependence, fund efficiency and local protection

04

Data and external environment · data flows, standards, AI accountability, export controls and market access

KOREA RESPONSE

How Korea should respond

Translate verified facts into actions for public bodies, industry, universities, research, finance, end users and professional services.

Korean government · local government · public bodiesIndustrial-policy portfolio
Korea response direction (proposed)

Track execution from R&D and pilot testing through equipment, standards, procurement and exports; run product-level early warning.

Evidence and indicators

Evidence · primary texts, budgets, procurement, capex and standards / Indicators · productivity, concentration and scale-up

Korean companiesProduct, process and supply-chain choices
Korea response direction (proposed)

Compare cost, quality, speed and substitutability by BOM and process; protect IP and data through staged contracts.

Evidence and indicators

Evidence · BOM, origin, patents, customers and cost / Indicators · cycle time, yield, dual sourcing and repeat sales

Korean universitiesTalent and joint research
Korea response direction (proposed)

Embed AI in established disciplines and industrial problems; settle data, patent and student rights first.

Evidence and indicators

Evidence · curricula, research and IP contracts / Indicators · industry projects, transfer and aligned jobs

Korean research institutesCommon technology, testing and standards
Korea response direction (proposed)

Evaluate technology through reproducible tests and process fit; open pilot, reliability and standards infrastructure.

Evidence and indicators

Evidence · test, calibration, standards and process logs / Indicators · reproducibility, certification time and yield

Korean financeCapex, growth and supply-chain finance
Korea response direction (proposed)

Use customer, cash-flow, utilization and follow-on evidence for staged finance; stress-test component exposures.

Evidence and indicators

Evidence · customers, cash flow, equipment and supply chain / Indicators · scale-up, follow-on capital and recovery

Korean end users · procurementDemand, validation and first purchase
Korea response direction (proposed)

Publish performance, safety and total-cost criteria; link paid validation to production approval and repeat purchase.

Evidence and indicators

Evidence · problem briefs, criteria, SLAs and contracts / Indicators · paid pilots, conversion, uptime and repeat purchase

Korean professional and commercialization servicesPolicy translation, verification and contracts
Korea response direction (proposed)

Build a database separating policy, eligibility, subsidy, contracts and outcomes; verify original Chinese records.

Evidence and indicators

Evidence · originals, registration, patents, contracts and execution / Indicators · risk detection, conversion and dispute prevention

Primary sources and balanced assessments

The supplied lecture deck provided the starting map; policy relationships, targets and dates were cross-checked against Chinese primary texts. Link labels below remain in Korean; each link opens the cited Chinese or English original.

01중국제조 202502국가 혁신주도 발전전략 요강03차세대 인공지능 발전계획04산업인터넷 지도의견05신형 인프라 공식 해설0614차 5개년 계획·2035 장기목표0714차 5개년 스마트제조 발전계획08탄소정점·탄소중립 의견09전국 통일대시장 건설 의견10디지털 중국 건설 전체배치 계획11미래산업 혁신발전 실시의견12대규모 설비갱신 행동방안13AI+ 행동 심화 의견14AI+ 제조업 전문행동152026 정부업무보고16제15차 5개년 국민경제·사회발전 규획 요강172026년 7월 중앙정치국 회의18Rhodium Group · Was Made in China 2025 Successful?19CSIS · Chinese Industrial Policy’s Uneven Success
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