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2025-12-16 14:19:58
[China Galaxy Securities: New Energy Remains a Key Focus of the 15th Five-Year Plan] A research report from China Galaxy Securities states that the Central Economic Work Conference's communique outlines a plan for building a strong energy nation, accelerating the construction of a new energy system and expanding the application of green electricity. This Central Economic Work Conference, for the first time, proposed "formulating a plan for building a strong energy nation," placing it alongside manufacturing and technological powerhouses. This shift from a defensive objective of "energy security" to a proactive positioning of "energy power leadership" marks a significant upgrade in the strategic positioning of energy. New energy remains a key focus of the 15th Five-Year Plan, with a focus on new quality productivity and anti-involution. Wind, solar, and energy storage, AIDC, lithium batteries, and robotics are expected to benefit comprehensively.
