Central state-owned enterprises (SOEs) should provide strong support in advancing major infrastructure construction and appropriately develop new-type infrastructure in advance. (1) From December 22 to 23, the meeting of heads of central enterprises was held. The General Secretary gave important instructions on the work of central enterprises, requiring further deepening of reform, improving the modern enterprise system with Chinese characteristics, perfecting the corporate governance structure, focusing on solving deep-seated problems constraining enterprise development, and striving to build world-class enterprises. The Premier pointed out at the meeting that central enterprises should provide strong support in advancing major infrastructure construction, accelerate the renewal and digital-intelligent transformation of traditional infrastructure, and appropriately develop new-type infrastructure in advance. (2) On December 25, the Infrastructure Development Department of the National Development and Reform Commission (NDRC) published an article titled "Accelerating the Construction of a Modern Infrastructure System," proposing the overall approach and key measures for solidly advancing the construction of a modern infrastructure system during the "15th Five-Year Plan" period.

Policy support for high-quality urban renewal and accelerated quality upgrading of the construction industry. (1) From December 22 to 23, the 2026 National Housing and Urban-Rural Development Work Conference was held, requiring the advancement of modern people's city construction, high-quality urban renewal, and efforts to stabilize the real estate market. Accelerating the quality upgrading of the construction industry should focus on promoting industrial transformation and upgrading, vigorously developing intelligent construction and green construction, cultivating a modern construction industry chain, accelerating the R&D and application of new building materials, and accelerating the cultivation of new growth points in green buildings. (2) From December 22 to 23, the 2026 National Transport Work Conference was held, requiring efforts to achieve new breakthroughs in improving the infrastructure network. It is necessary to improve the national comprehensive three-dimensional transport network, accelerate the completion of its main framework, vigorously implement the renewal and digital-intelligent transformation of transport infrastructure, and strengthen project reserves and factor guarantees; it is necessary to advance the construction of major corridors across regions and river basins, and accelerate the integrated development of city clusters and the same-city development of metropolitan areas.

The NDRC issued the statistical classification of the low-altitude economy and its core industries, clarifying the concept and scope of the low-altitude economy. (1) On December 26, the NDRC publicly released a notice on issuing the "Statistical Classification of the Low-Altitude Economy and Its Core Industries (Trial)." The Low-Altitude Statistical Classification includes four major categories: low-altitude manufacturing, low-altitude operations, low-altitude infrastructure and information services, and low-altitude supporting industries, with 23 medium categories and 65 small categories. Low-altitude infrastructure and information services refer to infrastructure construction and related engineering services and information services serving low-altitude flight activities. (2) On December 22, the meeting of the leading group for drafting the Outline of the "15th Five-Year Plan" of the State Council was held, requiring the planning of a batch of major projects, major programs, and major carriers capable of driving the overall situation, so as to accumulate new momentum and cultivate competitiveness for future development while providing support for expanding domestic demand and stabilizing economic operation at present.

Recommendation of new quality productive forces directions in construction such as cleanrooms, commercial aerospace, and controllable nuclear fusion. (1) For cleanrooms, Asia King Integration is recommended, with related targets Bccg Co., Ltd. and Saint-First Integration. Related targets for commercial aerospace include Shanghai Harbor and Dongzhu Ecology. The related target for controllable nuclear fusion is China Nuclear Engineering. For wind, solar, and hydrogen storage, recommended targets are Huadian Heavy Industries, China Energy Engineering, and Power Construction Corporation of China. For robotics, the recommended target is Honglu Steel Structure, with the related target Hongrun Construction. The related target for quantum is Zhite New Materials. (2) For the dividend sector, recommended by dividend yield are China State Construction at 5.2%, Tunnel Engineering at 4.7%, and Sinoma International at 4.9%; for fiscal strengthening to stabilize growth, China Communications Construction, China Railway Construction, China Railway Group, and Shanghai Construction Group are recommended; for chemicals, China National Chemical Engineering is recommended. (3) For international engineering, Sinosteel International, Norinco International, and China CAMC Engineering are recommended. Related targets in Xinjiang include Xinjiang Communications Construction and Beixin Road & Bridge. For canals, recommended targets are China Communications Construction, China Design Group, and Anhui Construction Engineering. For Sichuan, the recommended target is Sichuan Road & Bridge.