China’s government is intent on upgrading its manufacturing sector and leading the world in a range of advanced technologies. Implicit in its “Made in China 2025” 10-year plan is the notion that China will displace the US as the world’s dominant technological power.
The 10 year plan has specifically targeted high tech industries and given China’s national champions government backing and funding to develop their tech businesses. Many of China’s tech leaders - whether Tsinghua Unigroup in chips or Huawei in telecom equipment of BGI in genomics - are heavily government backed.
Many of today’s advanced technologies - like AI or genomics - require a lot of data to work well. China’s population gives it more data than either the US or Europe to speed up its R&D process. Moreover, the sheer number of data scientists that China has at its disposal has grown to an impressive level.
This report researches the state and thrust of Chinese technology over the next two to five years and what it implies for global technology investors.
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