重磅政策催化！市场预期步入利好落地倒计时，哪些ETF有望乘上东风？

Core Insights - The "15th Five-Year Plan" emphasizes the importance of new demand leading to new supply and the interaction between consumption and investment, indicating a shift towards a more demand-driven economic policy [1][2] - The A-share market is highly sensitive to policy changes, making the "15th Five-Year Plan" a significant signal for thematic investors [1][3] Industry and Company Analysis - The plan highlights sectors such as technology and advanced manufacturing, which have been repeatedly mentioned as key areas for growth [1] - Historical data shows that sectors prioritized in previous five-year plans, such as biotechnology, 5G, and new energy vehicles, have seen substantial returns, typically in the range of 40%-50% over 1-3 years following policy announcements [2][3] - The focus on "high-level technological self-reliance" and the establishment of a modern industrial system centered on advanced manufacturing is expected to drive growth in China's high-tech industries [2][6] Sector-Specific Opportunities - The aerospace sector is gaining attention due to its first-time mention in the "15th Five-Year Plan," which supports the growth of aerospace technology and innovation [6][7] - The semiconductor industry is positioned for growth under the narrative of "domestic substitution," with a focus on high-end fields like HBM and enterprise SSDs [7][8] - The robotics industry is highlighted as a rapidly growing sector, with humanoid robots being integrated into the "15th Five-Year Plan" as a key area for investment [8][9] Investment Vehicles - Several ETFs are identified as potential beneficiaries of the "15th Five-Year Plan," including those focused on aerospace, semiconductors, and robotics, which have shown strong performance and liquidity [6][7][8] - The "Huaxia CSI Robotics ETF" is noted for its significant size and liquidity, while the "Tianhong CSI Robotics ETF" has demonstrated exceptional returns over the past year [8][9]