Breakingviews - China's upcoming economic transition is set to face resistance.

Written by Emily J. Thompson, Senior Investment Analyst

Source: Reuters

Updated: Nov 27 2025

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Source: Reuters

Made in China 2025 Overview: Launched a decade ago, China's Made in China 2025 aimed to transform the country into a manufacturing superpower, but faced backlash from the U.S. and Europe due to concerns over unfair competition and state subsidies. Despite this, China has made significant progress in various industries, exceeding many targets set in the plan.
Future Economic Plans: As Made in China 2025 concludes, attention shifts to the anticipated Made in China 2035 plan, which is expected to focus on advanced technologies like AI and clean energy, with the goal of achieving socialist modernization by 2035 and doubling GDP from 2020 levels.
Global Trade Implications: China's manufacturing growth is projected to exacerbate global trade tensions, particularly affecting economies like Germany and Mexico, as analysts predict a significant increase in China's export growth, termed "China Shock 2.0."
Domestic Economic Challenges: Despite manufacturing successes, China faces internal economic issues such as weak household consumption, overcapacity in industries, and deflationary pressures, prompting the government to emphasize the need for boosting domestic consumption in future economic plans.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.