一图看懂“十五五规划”核心方向相关ETF

Core Insights - The "14th Five-Year Plan" emphasizes accelerating high-level technological self-reliance and building a modern industrial system centered on advanced manufacturing, providing strong momentum for China's high-tech industry [3]. ETF Investment Opportunities - The technology sector, as a policy focus, has historically outperformed most other sectors in the 1-3 years following policy announcements [3]. - Various ETFs related to key sectors under the "14th Five-Year Plan" are highlighted, including: - Semiconductors: Semiconductor ETF (512480), Sci-Tech Chip ETF (588200), Semiconductor Equipment ETF (159516), Consumer Electronics ETF (562950) [4]. - High-end Manufacturing: Industrial Mother Machine ETF (159667), Sci-Tech Machinery ETF (588850), High-end Equipment ETF (516320) [5]. - Basic Software: Software ETF (159852) [5]. - Biomanufacturing: Hong Kong Innovative Drug ETF (513120), Innovative Drug ETF (159992) [5]. - Artificial Intelligence: AI ETFs including Startup Board AI ETF (159363), Sci-Tech AI ETF (588790), Cloud Computing ETF (516510), and others [7]. - New Energy: Photovoltaic ETF (515790), New Energy ETF (516160), Solid-State Battery ETF (159566), and Energy Storage Battery ETF [8]. - Aerospace and Communication: Aerospace ETF (159227), Communication ETF (515880) [9].