China’s Government Work Report Signals Multiple Opportunities, Boosting Storage Industry

The 2026 Chinese Government Work Report has released a series of policy signals related to digital infrastructure development, with several initiatives expected to directly benefit the storage industry.

Macro Targets: Digital Economy Share of 12.5% Opens Growth Potential
The report sets a clear target for the end of the 15th Five-Year Plan: the core digital economy is expected to account for 12.5% of China’s GDP. As data becomes a key factor of production, its large-scale development will drive sustained demand for underlying storage infrastructure.

 Infrastructure Deployment: Intelligent Computing Clusters and New Infrastructure Spur Storage Demand
The report proposes "implementing ultra-large-scale intelligent computing clusters, power-compute coordinated new infrastructure, strengthening nationwide integrated computing resource monitoring and scheduling, and supporting public cloud development." Construction of intelligent computing clusters requires high-performance storage to support large-scale AI model training. Nationwide integrated monitoring and scheduling demand storage capable of handling high-speed data flow and real-time responsiveness. Public cloud expansion will promote centralized deployment of cloud storage resources.

Data as a Driver: Development and Utilization of Data Resources Creates New Scenarios
The report emphasizes "deepening the development and utilization of data resources, improving the foundational system for data as a production factor, and building high-quality datasets." High-quality dataset construction relies on storage to aggregate and clean data. Market-oriented allocation of data factors requires storage systems that support data circulation, authentication, and secure management.

Technology Reserve: Emerging Industry Layouts Provide Application Scenarios for Storage Technology
The report identifies integrated circuits as a new pillar industry, with improvements in overall industrial chain competitiveness creating favorable conditions for domestic storage chip development. Simultaneously, emerging fields such as quantum technology and embodied intelligence are being cultivated, creating new application scenarios for advanced storage technologies like MRAM and in-memory computing.

From macro-level targets to detailed deployment, the 2026 Government Work Report outlines a clear policy support framework for China’s storage industry.