产业政策的投资映射

Group 1 - The "14th Five-Year Plan" focuses on key core technologies, industrial clusters, and the coordinated development of strategic emerging industries, promoting the integration of innovation chains, industrial chains, and regional chains to cultivate new productive forces [2][10][22] - The A-share market shows significant structural differentiation, with high-growth sectors like "Artificial Intelligence+" and high-end manufacturing resonating with policy and demand, while the mid-to-low reaches of the new energy sector face pressure from competition and pricing [2][10][22] - The "15th Five-Year Plan" is expected to drive the acceleration of strategic industries such as artificial intelligence, quantum information, 6G communication, biomanufacturing, commercial aerospace, deep-sea technology, hydrogen energy, and controlled nuclear fusion [2][10][22] Group 2 - The capital market will focus on hardware infrastructure, key components, new materials, intelligent manufacturing systems, and diverse terminal applications as key allocation directions [2][10][22] - The green energy sector will emphasize breakthroughs and large-scale applications in the hydrogen energy value chain, controlled nuclear fusion, and new energy storage technologies [2][10][22] - The military industry will focus on upgrading traditional equipment and the rise of new domain forces, with investments in aerospace, military electronics, unmanned platforms, and high-growth sub-sectors [2][10][22] Group 3 - The strategy can prioritize companies with core technological barriers and scalable application prospects, focusing on representative enterprises and "small giant" companies in the industry [2][10][22] - The holding structure can adopt a combination of "long-term core holding + short-term thematic trading" to capture opportunities in sectors like artificial intelligence, military equipment, high-end manufacturing, energy storage, and new energy [2][10][22] - The report suggests that the "15th Five-Year Plan" will serve as a policy anchor and roadmap for China's transition to high-quality, sustainable, and inclusive development [2][10][22]