On April 14, the State Council issued one of the most consequential directives in years for China's services sector. Guofa [2026] No. 7 sets an explicit, government-backed target: push total services output past ¥100 trillion (~$14 trillion) by 2030. It's a mandate backed by sector-specific policy, financial tools, and a refreshed stance toward foreign investment.
This is not a stimulus package. It’s a structural reorientation — and foreign capital is explicitly welcomed.
Six Opportunity Clusters Worth Watching
🖥️ Cluster 01: Digital Infrastructure & AI Services
