八大券商聚焦“十五五”规划前瞻：特殊历史节点的传承与超越

Core Insights - The "15th Five-Year Plan" (2026-2030) is expected to focus on economic, technological, reform, and livelihood aspects, emphasizing green low-carbon development and addressing "involution" governance [1][8][11] - The upcoming plan will likely support strategic emerging industries such as AI, quantum technology, and renewable energy, aiming to enhance China's global competitiveness [2][3][8] - The plan is anticipated to address the modernization of the industrial system and improve the efficiency of the economy, with a potential GDP growth target of 4.5%-5% [7][11] Industry Opportunities - The wind power sector is projected to add no less than 120 million kilowatts of new installed capacity during the "15th Five-Year Plan" period [1] - The AI industry is expected to see significant investment and development support, driven by the rapid growth of global AI demand [2][3] - Emerging industries such as low-altitude economy, commercial aerospace, and advanced manufacturing are likely to receive policy backing, leading to mass production of related products [3][8] Market Dynamics - The upcoming Fourth Plenary Session of the 20th Central Committee is expected to influence market sentiment positively, with a focus on the "15th Five-Year Plan" [4][7] - Short-term market fluctuations may present investment opportunities, particularly in sectors with strong policy support and earnings certainty [4][6] - The restructuring of economic drivers is anticipated to place future industry development in a more prominent strategic position [10]