[Opportunities in the 15th Five-Year Plan] The 15th Five-Year Plan (2026–2030) will trigger a market reversal across multiple industries. According to research reports from brokerage firms and international investment banks, the most structural opportunities are concentrated in five key sectors: industrial recovery from internal involution, independent technological innovation, green and low-carbon development, consumer service upgrades, and restructuring of central SOEs. For example, if pig farming costs exceed pig prices, this situation will be addressed through "anti-involution" measures to reduce excess capacity and restore prices, allowing cyclical industries to enter a period of consolidation and upward growth. Beneficiary sectors include steel, cement, chemicals, coal, non-ferrous metals, and agricultural product processing. [Technology and New Productivity Sector] Independent scientific and technological innovation is the biggest source of policy dividends during the 15th Five-Year Plan. Key areas include artificial intelligence, integrated circuits, new energy, high-end equipment, and industrial digitalization. Beneficiary Industries: AI algorithms + computing power ("Eastern Data Western Computing"), chip manufacturing, biotechnology, robotics, and aerospace. 2026-2027: Cyclical reversal and state-owned enterprise consolidation will lead the anti-involutionary market. 2027-2029: AI, energy storage, and digital industries will see rapid growth. 2029-2030: Consumption and green technology will take over as the main growth drivers.