Group 1: Policy Insights - The "14th Five-Year Plan" (2021-2025) is transitioning into the "15th Five-Year Plan" (2026-2030), with a focus on strategic resources and urban renewal[2] - The management of strategic resources, particularly rare earths and lithium, will become stricter during the "15th Five-Year Plan" period[2] - The development of the marine economy is emphasized, with a focus on enhancing marine technology and fostering leading enterprises in marine science[2] Group 2: Economic Development Strategies - The planning process for the "15th Five-Year Plan" has increased its focus on the global political and economic landscape, highlighting the need for strategic adjustments[2] - Urban renewal policies will be advanced, aiming to establish sustainable urban renewal models and financing mechanisms[2] - The report indicates a significant increase in the focus on labor income distribution and its impact on consumption capacity, reflecting the importance of residents' income levels[29] Group 3: Research and Development Focus - The report outlines the need for innovative policies to support the cultivation of unicorn enterprises and future industries during the "15th Five-Year Plan" period[26] - There is a notable emphasis on the integration of technology and capital markets to enhance investment and financing coordination[32] - The report suggests that the international situation will be a critical factor in shaping the "15th Five-Year Plan" policies[7]
洞悉十五五系列报告之一:战略资源、海洋、城市更新
Shenwan Hongyuan Securities·2025-07-17 11:11