十五五聚焦科技创新，高技术产业规模倍增

Investment Rating - The industry investment rating is "Outperform the Market - A" [6] Core Insights - The "14th Five-Year Plan" emphasizes technological self-reliance and aims to double the scale of high-tech industries over the next decade [1][2] - The focus is on strengthening core technology breakthroughs, developing emerging industries, and laying out future industries, with the potential to recreate a high-tech industry in China within the next ten years [2][13] - Key areas of focus include autonomous control, artificial intelligence, quantum technology, and embodied intelligence, which are expected to drive new economic growth points [3][15] Summary by Sections Industry Overview - The "14th Five-Year Plan" highlights the importance of technological self-reliance as a primary goal for economic and social development [1][12] - The plan aims for significant improvements in the level of technological self-reliance and high-quality development [1][12] Emerging Technologies - There is a strong emphasis on core technology breakthroughs, particularly in areas such as EDA, CAD, CAE, databases, operating systems, domestic chips, and high-end measurement instruments [3][14] - The "Artificial Intelligence+" initiative is expected to enhance digital China construction and drive investment opportunities in AI computing power, large models, and applications [3][14] Future Industries - Quantum technology is positioned as a leading force in future industries, with significant potential for investment in quantum computing, communication, measurement, and quantum security [15] - Embodied intelligence is recognized as a crucial carrier of AI, with promising investment opportunities in areas like 3D vision and robotics [15] Market Performance - The computer sector has shown strong performance, with a relative return of 1.64% against the Shanghai Composite Index [16][19] - The sector's absolute return over the past 12 months is 37.0%, indicating robust growth [8] Notable Stocks - Top-performing stocks in the computer sector include Keda Guokuan, which saw a weekly increase of 31.31%, and Dahua Intelligent, which increased by 27.07% [23]