Several sub-sectors within the broader green economy are emerging as high-growth frontiers. Green hydrogen is the most eye-catching: A Sinolink Securities research report projects demand of 3 million tonnes in 2026 and cumulative demand of 65 million tonnes over the five-year period, as tighter carbon regulations drive fleet conversion and industrial feedstock substitution.

　　The report also recommends focusing on green methanol, hydrogen production equipment and fuel-cell vehicles as the most commercially viable near-term segments.

　　Green fuels for aviation and maritime decarbonization form another focus, with analysts identifying sustainable aviation fuel, marine fuel and recycled materials as the three main investment threads, according to a CITIC Securities report.

　　Across these sub-sectors, the tighter carbon regulations are defining the regulatory direction of the five-year period.

　　Digital and green technologies are also converging. Sun said the plan encourages digital-green integration across more industries and scenarios, driving new business models in energy management, carbon accounting and smart grids.

　　The convergence, he noted, is "injecting sustained momentum into the green industrial leap" by enabling new efficiencies and new service models that were not feasible a decade ago.

　　A CLIMATE COMMITMENT

　　With the five-year period being critical and tough for peaking carbon emissions, Huang Runqiu, the ecology and environment minister, said the country must implement dual control over total carbon emissions and intensity, accelerate the national carbon market, and deepen energy-saving and carbon-reduction retrofits, pursuing the carbon peak step by step on a planned timetable.