“十五五”科技板块蓝图：加快高水平科技自立自强

Investment Rating - The report emphasizes a long-term investment theme of "technological self-reliance" in China's tech industry, particularly in the context of AI-led transformation and ongoing US-China trade tensions [4]. Core Insights - The report outlines the strategic importance of enhancing technological self-reliance and achieving breakthroughs in key technologies during the "Fifteenth Five-Year Plan" period, which is expected to significantly improve the national innovation system and foster new productivity [3][4]. - It identifies four key areas for development: strengthening original innovation and key technology breakthroughs, deepening the integration of technological and industrial innovation, advancing education and talent development, and promoting digital integration [3][4]. - The report highlights the potential for creating trillion-level markets through the development of strategic emerging industries such as new energy, aerospace, and quantum technology, which could lead to substantial economic growth over the next decade [3][4]. Summary by Sections - Investment Highlights: The report stresses the importance of "technological self-reliance" as a central theme for China's tech industry, suggesting a focus on areas like information innovation, intelligent computing, AI applications, and industrial software [4]. - Strategic Recommendations: It recommends prioritizing investments in sectors such as AI, embodied intelligence, low-altitude economy, and smart driving, which are expected to drive significant growth [3][4]. - Future Industry Layout: The report discusses the forward-looking layout of future industries, including quantum technology and brain-machine interfaces, which are anticipated to become new economic growth points [3][4].