Regulation Active Policy

2026 Government Work Report — FDI & Opening-Up Priorities

Published: March 5, 2026

Executive Summary

China's 2026 Government Work Report sets ambitious targets for foreign investment and economic opening. GDP growth target of ~5%, consumer price increase ~2%, deficit-to-GDP ratio of 4%. The report emphasizes "high-quality development" and "new quality productive forces" as key themes for foreign investment policy through 2030.

Key Points

1

GDP growth target of ~5% with ~12 million new urban jobs

2

Deficit-to-GDP ratio raised to 4% — highest in decades — signaling fiscal expansion

3

"New quality productive forces" prioritized: AI, biomanufacturing, quantum computing, commercial spaceflight

4

Foreign investment specifically called out as vehicle for technology transfer and industrial upgrading

5

"Invest in China" brand elevated to national strategic priority

6

Manufacturing and services opening to accelerate, negative list to shorten further