《“十五五”规划建议》解码A股投资全景图：变局蕴机遇，驶向新蓝海

Group 1 - The "15th Five-Year Plan" emphasizes high-quality economic development, with specific goals including significant improvements in technological self-reliance, deepening reforms, enhancing social civilization, and improving people's quality of life [2][5][6] - Key industries benefiting from the "15th Five-Year Plan" include advanced manufacturing, hard technology sectors such as artificial intelligence, integrated circuits, and renewable energy, as well as financial services and digital trade [2][7][8] - The plan aims to build a modern industrial system, focusing on smart, green, and integrated development, which will support sectors like defense, intelligent manufacturing, and biotechnology [7][11] Group 2 - The "15th Five-Year Plan" is expected to create a favorable policy environment for the A-share market, enhancing long-term stability and boosting market sentiment [2][33] - Investment opportunities are identified in new productivity sectors, which are crucial for high-quality development and technological self-reliance, particularly in areas like AI and digital economy [34][36] - The plan highlights the importance of consumer spending and service consumption, indicating potential growth in sectors related to domestic demand and new consumption trends [8][11] Group 3 - The financial sector is emphasized in the plan, with a focus on building a strong financial system to support the real economy and enhance resource allocation [9][11] - The plan also addresses the need for regional economic coordination and infrastructure development, which will benefit construction and logistics industries [10][13] - Cultural and tourism sectors are expected to thrive as the plan promotes cultural innovation and the development of a tourism powerhouse [10][12]