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Industrial Policy & Strategy22 March 20266 min read
China's Five-Year Plan Is a Procurement Roadmap — Read It That Way
China's 15th Five-Year Plan is not just a policy document — it is a 141-page, state-backed technology investment thesis covering AI, quantum, robotics, 6G, and brain-machine interfaces across 109 major projects. As leaked EU drafts suggest Europe is quietly de-prioritising the same technology categories, European founders and investors face a pointed strategic choice: treat China's plan as a threat report, or read it as the most detailed demand signal in global deep tech.
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