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Speaking from the past 5-year plans where solar, battery, transportation, R&D, urban development, etc. which inevitably sent ripples through the global economy in each of these sectors, I'd like to start a discussion on who we see profiting the most from China's 2026-2030 5 year plan. The previous 5 year plan naturally resulted in many western companies floundering (for instance Germany used to produce solar panels) due to state sponsored Chinese industrial investments undercutting them. On the other hand, we …
— ORIGINAL POST ·
The Chinese State 5-Year Plan - Who will profit?
· r/ValueInvesting
· Aug 7, 2026