China's Stock Market Set to Get a Boost From Five-Year Plan -- Market Talk

Dow Jones

10/27

0909 GMT - China's imminent 15th Five-Year Plan is set to give the country's stock market a boost, HSBC analysts say in a research report. The A-share market has logged average returns of 16.5% in the year after the release of Beijing's Five-Year Plan, the analysts say. "Strategically important industries explicitly mentioned in the plan could have an excess return of 17.5% on average," they add. HSBC highlights three likely investment themes: tech innovation and self-sufficiency, consumption growth, and the green transition. HSBC favors Naura Technology, Kingsoft Office and BeOne for tech innovation on Beijing's IT localization initiative, Yili for consumption, and EVE Energy for the green transition on expected price increases in energy storage system batteries. (jason.chau@wsj.com)

(END) Dow Jones Newswires

October 27, 2025 05:09 ET (09:09 GMT)

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The A-share market has logged average returns of 16.5% in the year after the release of Beijing's Five-Year Plan, the analysts say. \"Strategically important industries explicitly mentioned in the plan could have an excess return of 17.5% on average,\" they add. HSBC highlights three likely investment themes: tech innovation and self-sufficiency, consumption growth, and the green transition. HSBC favors Naura Technology, Kingsoft Office and BeOne for tech innovation on Beijing's IT localization initiative, Yili for consumption, and EVE Energy for the green transition on expected price increases in energy storage system batteries. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 27, 2025 05:09 ET (09:09 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0028","symbol_name":"國家隊","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2578615704","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2578615704","pubTimestamp":1761556140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0909 GMT - China's imminent 15th Five-Year Plan is set to give the country's stock market a boost, HSBC analysts say in a research report. The A-share market has logged average returns of 16.5% in the year after the release of Beijing's Five-Year Plan, the analysts say. \"Strategically important industries explicitly mentioned in the plan could have an excess return of 17.5% on average,\" they add. HSBC highlights three likely investment themes: tech innovation and self-sufficiency, consumption growth, and the green transition. HSBC favors Naura Technology, Kingsoft Office and BeOne for tech innovation on Beijing's IT localization initiative, Yili for consumption, and EVE Energy for the green transition on expected price increases in energy storage system batteries. 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The A-share market has logged average returns of 16.5% in the year after the release of Beijing's Five-Year Plan, the analysts say. \"Strategically important industries explicitly mentioned in the plan could have an excess return of 17.5% on average,\" they add. HSBC highlights three likely investment themes: tech innovation and self-sufficiency, consumption growth, and the green transition. HSBC favors Naura Technology, Kingsoft Office and BeOne for tech innovation on Beijing's IT localization initiative, Yili for consumption, and EVE Energy for the green transition on expected price increases in energy storage system batteries. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 27, 2025 05:09 ET (09:09 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}