The CITIC Securities research report underscores that the draft framework of the '15th Five-Year Plan' elevates the pursuit of self-sufficiency and robustness in science and technology to a paramount goal for economic and social progress. It also includes a dedicated section outlining strategic initiatives designed to expedite the attainment of advanced self-reliance and technological prowess, as well as to spearhead the evolution of new, high-quality productive capabilities. This underscores the pivotal significance of technology throughout the '15th Five-Year Plan' era. Focusing on areas such as the construction of a modern industrial framework, the cultivation of new, high-quality productive forces, and the reinforcement of original innovation alongside breakthroughs in core and pivotal technologies, the report advises investors to concentrate on six key emerging sectors:
1. Advanced manufacturing and upstream semiconductor equipment;
2. The establishment of a novel energy system;
3. The progression of quantum technology;
4. The drive towards self-reliance and control, coupled with the advancement of AI+ technologies;
5. The expansion of domestic demand for consumer electronics;
6. The fusion of AI+ with the creation of cultural masterpieces.