The Paradigm Shift: Structural Contraction and the New Value Chain
Global Report·
- The 2026 market exhibits a sharp binary divergence characterized by the contraction of traditional asset-heavy models and the expansion of new growth tracks.
- Traditional real estate and infrastructure value chains face systemic pressure, exemplified by projected net losses at R-F Properties and trading suspension at China Tianrui Cement.
- Capital is reallocating toward risk-averse financial infrastructure and technology-driven sectors expanding globally, such as Building Integrated Photovoltaics initiatives by China State Construction International.