Breaking Dependency & China’s Blueprint for Industrial Independence

China’s industrial policy has strategically shifted to prioritize import substitution, driven by geopolitical vulnerabilities and a desire to reduce dependency on foreign supply chains. The aim is to establish domestic self-sufficiency by replicating and enhancing foreign technologies while fostering innovative advancements in emerging markets. While challenges persist in high-tech sectors such as advanced semiconductors and civil aviation, China’s steady progress across multiple industries exemplifies the effectiveness of this approach. Key successes demonstrate how government policies, market dynamics, and corporate strategies align to reshape the competitive landscape.

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Success Stories in Key Sectors

1. Power Semiconductors