Future 5-Year Industry Segmentation Overview (2026-2031)

Based on the 14th Five-Year Plan, technology implementation cycles, policy dividends, urgent needs gaps, and compound growth rates, divided into three tiers: the first tier will see large-scale commercialization within 3 years with over 30% growth; the second tier will steadily expand; the third tier represents long-term growth tracks.

1. First Tier: Rapid Explosion (CAGR 30%~75%, highest certainty)

1. AI Full Industry Chain (Core Mainline of New Quality Productivity)

 

- Upstream Computing Hardware: Domestic AI chips, HBM, 1.6T optical modules, liquid cooling, intelligent computing centers, computing power leasing, advanced Chiplet packaging; computing power is the foundation infrastructure of the digital era, with huge space for domestic substitution.

- Mid-level Technologies: Industry-specific large models, AI agents, multimodal edge models, data element services.

- Downstream Applications: Industrial AI quality inspection, AI medical imaging, enterprise SaaS, digital humans, digital twins, intelligent risk control, AI content services.

- Explosion Logic: Nationwide "Artificial Intelligence+" special policies, enterprise cost reduction needs, full adoption of AI agents by 2028; by 2030, China's core AI industry will exceed 2 trillion yuan, driving a scale of 10 trillion yuan upstream and downstream.

- Opportunities for Ordinary People: AI industry solution providers, computing power operation and maintenance, AI trainers, digital transformation outsourcing.

2. Humanoid Robots / Embodied Intelligence (Fastest growth across all tracks, CAGR approx. 73%)

 

- Core Segments: Precision reducers, servo motors, visual sensors, domestically produced control systems.

- Deployment Pace: 2026 as the first year of mass production, B-end first (factories, warehousing, power inspection, logistics); after 2029, gradually expanding to elderly care, companionship, and household services for C-end.

- Drivers: Aging population, labor shortages in manufacturing, key support for future industries in the 14th Five-Year Plan; domestic mass production capacity leading globally, replicating the growth path of new energy vehicles.

3. Low-Altitude Economy (Trillion-yuan three-dimensional space track, CAGR approx. 34%)

- Segments: Manned eVTOL flying cars, industrial drones (logistics/agriculture/inspection), low-altitude tourism, aerial security, low-altitude dispatch operations.

- Explosion Logic: Continuous opening of national airspace, infrastructure for takeoff and landing; by 2031, market size surpassing 3.2 trillion yuan, solving urban congestion and remote delivery pain points.

- Asset-light Opportunities: Drone operation and maintenance, low-altitude scene operations, aerial photography and mapping, airspace dispatch service providers.

Afternoon session: Second Tier $GT