银河证券：新质生产力相关产业有望在“十五五”期间迎来重大突破和高速成长

Core Viewpoint - The development of new productive forces is a primary task during the 14th Five-Year Plan period, emphasizing the urgent need for technological self-reliance in the face of increasing external uncertainties [1] Group 1: Investment Opportunities - Investing in technology is equated with betting on national strategic security, making technology companies with genuine technological barriers a key investment theme under the 14th Five-Year Plan [1] - The deepening of capital market reforms is favorable for the revaluation of new productive forces, attracting more resources to this sector [1] Group 2: Economic Transformation - The focus on new productive forces is expected to drive the transformation and upgrading of the economic structure, leading to high-quality development [1] - With ample financial support, industries related to new productive forces are anticipated to achieve significant breakthroughs and rapid growth during the 14th Five-Year Plan [1] Group 3: Key Sectors to Watch - Attention should be given to specific sub-themes such as cloud computing and big data, computing power, 5G/6G, next-generation information networks, artificial intelligence, digital creative devices, integrated circuits, advanced new materials, core components, anti-cancer drugs, and new materials in non-ferrous metals [1]