Guolian Minsheng: Technology innovation, expanding domestic demand, and opening up to the outside world are the three major strategic breakthrough directions during the "Eleventh Five-Year Plan" period.

Guolian Minsheng Securities Research Report analysis stated that technological innovation, expanding domestic demand, and opening up to the outside world are the three major strategic breakthrough directions during the "15th Five-Year Plan" period. First, during the "15th Five-Year Plan" period, "accelerating the realization of high-level technological self-reliance" will be independently emphasized, marking a strategic shift from the supporting role to the leading role of technological innovation. Secondly, "significantly increasing the residents' consumption rate" is set as a core goal, while emphasizing expanding consumption capacity, service consumption, and new types of consumption. Thirdly, there is a stronger emphasis on independent opening up, focusing on the service industry, and the addition of the term "unilateral opening up." Guolian Minsheng Securities also stated that around the modern industrial system and new productive forces, the investment opportunities related to the industrial themes during the "15th Five-Year Plan" period mainly involve five areas, including machinery and materials, biomedicine, power and new energy equipment, TMT, and military industry.