CF40 releases annual report "China's New Economic Paradigm"

On October 20, 2026, the China Finance 40 Forum (CF40) released its CF40 annual research report titled "China's New Economic Paradigm" at the 2026 Bund Summit. The report notes that new economy increments have surpassed the traditional economy represented by real estate, but AI's productivity dividend has yet to be significantly realized. The report shows that in the first half of 2026, the central growth rate of AI-related import and export value year-on-year was about 60%, contributing more than half of import and export growth; Epoch AI estimates that Chinese models have lagged behind US frontier models by an average of about 7 months since 2023. Bai Chongen believes AI application is still at an early stage, and the volume invested at the application level is far from sufficient; he is optimistic about demand for data centers, but less optimistic about the profitability of model companies. Currently this report is covered by 36Kr AI Report, and there are no other subsequent factual developments.

AI-generated from public reports

1. Oct 20· 1 reports

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   Source:36Kr · AI