Investment Rating - The industry investment rating is "Outperform" [10] Core Insights - The "14th Five-Year Plan" emphasizes technology innovation as the core driver for building a modern industrial system, with "Artificial Intelligence+" and "self-controllable" being key factors for technological independence and self-reliance, indicating potential development opportunities in related industries [1][4] - The plan outlines four aspects for constructing a modern industrial system: consolidating the foundation, fostering innovation, expanding capacity and improving quality, and enhancing efficiency [4] - The report highlights the importance of AI in global competition, with China accelerating its "Artificial Intelligence+" initiatives to enhance technological self-reliance and digital infrastructure [4] - The focus on overcoming "bottleneck" technologies and ensuring supply chain autonomy is crucial for national security and strategic initiative [4] Summary by Sections Investment Rating Support Points - The report identifies key areas for investment focus, including AI resources, semiconductor equipment, and advanced packaging technologies [4] Related Research Reports - The report references several related research documents, including updates on the overseas computing power industry and storage industry [4]
电子：“十五五”规划建议学习体会
Bank of China Securities·2025-10-28 13:19