At the 2025 Analyst Conference, often referred to as the "Oscars of the Capital Market," institutions have noted that the A-share market is entering a bull market driven by global capital inflows.

On November 28, Li Xunlei, Chief Economist of Zhongtai International, delivered a keynote speech titled "The 15th Five-Year Plan and Industrial Investment Opportunities."

Li emphasized that the first major highlight of the 15th Five-Year Plan is accelerating "technological self-reliance and self-strengthening." This initiative aims to expand future industrial sectors, targeting cutting-edge global technologies to rebuild China's tech industry, including future manufacturing, information, materials, energy, space, and healthcare.

The second key focus is building a robust domestic market—vigorously boosting consumption, with particular attention to innovative pharmaceuticals and the silver economy/elderly care industry.

The third highlight involves resolutely eliminating obstacles hindering the establishment of a unified national market. This urgency necessitates comprehensive domestic substitution across Western supply chains, creating opportunities in electronics, computing, telecommunications, and other tech sectors.

Attached is the presentation PPT.