智通财经网·2025-11-04 01:12Core Viewpoint - The "14th Five-Year Plan" emphasizes significantly enhancing the level of technological self-reliance and self-improvement, highlighting the importance of technological development during this period [1] Group 1: Semiconductor Manufacturing - The demand for advanced semiconductor manufacturing, particularly for processes at 7nm and below, is expected to grow significantly in the AI era, with current domestic capacity accounting for less than 2% of total wafer foundry capacity [1] - Domestic wafer manufacturers are making progress in equipment supply, yield improvement, and customer expansion, with potential for rapid growth alongside the domestic AI industry [1] - The ongoing tightening of U.S. semiconductor restrictions is driving the domestic replacement of semiconductor equipment and components, with a projected 3-5 times growth potential for domestic equipment [1] Group 2: New Energy System - The construction of a new energy system is a key future direction, focusing on increasing the share of renewable energy and ensuring a reliable transition from fossil fuels [2] - The new energy system will see significant investment opportunities, particularly in new energy storage, with a projected installed capacity of over 180GW by 2027, leading to direct investments of approximately 250 billion yuan [2] - The nuclear fusion sector is also highlighted as a forward-looking investment area, with private sector investments in fusion companies reaching approximately 9.9 billion euros by mid-2025 [2] Group 3: Quantum Technology - Quantum computing offers significant advantages over classical information tools, with applications in computing, communication, and measurement [3] - The industry is expected to see rapid development, with quantum communication already being industrialized, and quantum computing anticipated to experience market growth between 2028 and 2030 [3] Group 4: Artificial Intelligence and Domestic Control - The urgency for domestic hardware and software localization is emphasized, with significant improvements expected in foundational hardware and software during the "14th Five-Year Plan" [4][5] - The government aims for AI to be integrated into six key sectors by 2027, with a target of over 70% penetration of new intelligent terminals and agents by 2030 [5] Group 5: Consumer Electronics - Consumer electronics, particularly hardware with both consumption and technological attributes, are expected to become a significant investment direction in the next 2-3 years [6] - The market for AI-enabled consumer electronics is projected to grow, with significant demand anticipated for products like AI glasses and smart imaging devices [6] Group 6: AI in Cultural Content Creation - The "14th Five-Year Plan" supports the integration of AI in creative industries, enhancing efficiency and product development in sectors like film and gaming [7] - The commercialization of high-quality domestic content is expected to grow, with increasing competitiveness in international markets for Chinese IPs and cultural products [7]