计算机行业分析报告：十五五规划建议的信息科技领域内容解读

Investment Rating - The report maintains an "Outperform" rating for the computer industry, indicating an expected relative increase of over 10% compared to the CSI 300 index within the next six months [30]. Core Insights - The report analyzes the "15th Five-Year Plan" released by the Central Committee, emphasizing breakthroughs in domestic technology and innovation, particularly in the information technology sector [5][9]. - The focus has shifted from quantitative economic growth to "high-quality development," with increased emphasis on technology and innovation [11][12]. - Key industries highlighted include low-altitude economy, quantum technology, brain-computer interfaces, nuclear fusion energy, embodied intelligence, and 6G mobile communication [16][19]. - The construction of a "Digital China" is transitioning from digitization to intelligentization, with AI expected to empower various industries [21][20]. Summary by Sections 1. Summary of the 14th and Outlook for the 15th Five-Year Plan - The 14th Five-Year Plan highlighted significant deficiencies in key areas, while the 15th Five-Year Plan reflects substantial progress in domestic technology and innovation capabilities [10][12]. 2. Development Goals and Structure - The 15th Five-Year Plan emphasizes "high-quality development" and places technology as a central goal, focusing on innovation systems, talent, and core technologies [11][12]. 3. Key Content 3.1 Core Industries and Projects - The 15th Five-Year Plan narrows its focus on fewer industries, emphasizing modern industrial systems and high-level technological self-reliance [15][16]. 3.2 Digital China Construction: From Digitization to Intelligentization - The report notes a shift in focus towards deeper integration of AI and digital technologies across various sectors, enhancing productivity and innovation [20][21]. 3.3 Self-Reliance and Innovation - The report highlights significant advancements in self-reliance in technology, particularly in integrated circuits and foundational software, as well as increased government support for domestic innovation [23][24].