Jiangyin International: The technology industry may gain greater development opportunities during the "14th Five-Year Plan" period, firmly optimistic about its technological development prospects and industrial chain opportunities

Jiangyin International released a research report stating that the 20th Central Committee's Fourth Plenary Session reviewed and approved the "Suggestions of the Central Committee of the Communist Party of China on Formulating the 15th Five-Year Plan for National Economic and Social Development." The bank believes that the technology industry may gain greater development opportunities during the "15th Five-Year Plan" period. The plenary session proposed to accelerate high-level technological self-reliance and self-improvement, leading the development of new quality productivity. At the same time, the bank sees significant development space for the technology industry in many fields. The bank expressed a strong outlook on the technological development prospects and industrial chain opportunities of key technology sectors in the near future. It also believes that the capital market's support for technology and industry may continue to deepen. The bank focuses on the investment prospects in key areas, such as artificial intelligence algorithms and applications, including new computing, storage, and communication infrastructure for artificial intelligence, robotics and embodied intelligence technology, domestic semiconductor equipment and manufacturing, domestic integrated circuit design and auxiliary software, new generation communication technology, intelligent vehicles and new consumer electronics products, quantum communication and computing technology, low-altitude economy, etc

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The "three core components of intelligent vehicles" industry accelerates integration, and the scissor difference effect is expected to reappear

The three major industries of intelligent vehicles, intelligent robots, and low-altitude aircraft are accelerating their integration. Experts indicate that the deep coupling of technology and the industrial chain will reduce R&D costs and promote the implementation of technology. Although the fields of intelligent robots and low-altitude flight are still in their early stages, the successful experience of electric vehicles in China suggests that the decline in component costs may recreate the "cost-sales" scissors effect in these areas

Chairman of CheBaiHui: The supply chain overlap between intelligent vehicles, embodied robots, and flying cars exceeds 60%

Zhang Yongwei, chairman of the Automotive Hundred Association, stated that the supply chain overlap of intelligent vehicles, embodied robots, and flying cars exceeds 60%. These three major industries should achieve collaborative development through aggregation thinking. He expects that by 2030, the global aggregated intelligent market size will reach USD 24 billion, and the Chinese market will exceed USD 12 billion

At the 2025 World Intelligent Industry Expo, Zhu Huarong, Chairman of China Changan Automobile Group Co., Ltd., stated that the automotive industry is accelerating into the AI intelligent era, and future cars will be evolutionary intelligent automotive robots. He predicts that by 2030, domestic L2 level assisted driving will become standard, and the production and sales volume of new energy vehicles will reach 16 million units, with a penetration rate exceeding 50%. Zhu Huarong also mentioned that the window period for Chinese automotive brands to go overseas is only two to three years left, and he suggested strengthening industry self-discipline and technological innovation to enhance product quality and service experience