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Focus on Policy Execution: AI, Energy Security, and Advanced Manufacturing to Lead the Next Five Years

Institution
J.P. Morgan
Date
20260513
Authors
Haoshun Liu, Tony SK Lee, Tim Huang, Erin Zhang, Rajiv Batra, Feng Zhu, Tingting Ge
Company
-
Ticker
-
Industry
Semiconductors, AI, AR, Computer Hardware, Specialty Industrial Machinery, Multi-industry, Asset Allocation
Rating
BullishMedium confidenceLong-termThe report suggests that policy-supported stocks have stronger fundamentals and reasonable valuations, with a positive outlook on long-term themes such as AI, energy security, and advanced manufacturing.
AuthorsHaoshun Liu, Tony SK Lee, Tim Huang, Erin Zhang, Rajiv Batra, Feng Zhu, Tingting Ge
CoverageChina
Research firm divisions/subsidiariesJ.P. Morgan Securities (Asia Pacific) Limited(Subsidiary/Legal Entity)、J.P. Morgan Securities (China) Company Limited(Subsidiary/Legal Entity)

AI summary card

Focus on Policy Execution: AI, Energy Security, and Advanced Manufacturing to Lead the Next Five Years

J.P. Morgan's NLP analysis indicates that China's policy focus has shifted from macro signals to specific execution, identifying 286 policy-supported stocks with significantly higher earnings growth than the market average, particularly favoring AI infrastructure, grid upgrades, and high-end manufacturing.

—|No specific target price
15th Five-Year PlanArtificial IntelligenceEnergy SecurityAdvanced ManufacturingUnified National MarketMedical InnovationPolicy-Supported Stocks
  • Policy shift: Transition from broad signals to high-priority executable areas, with AI and computing infrastructure receiving the highest priority scores.
  • Stock selection: Identified 286 policy-supported stocks with an expected 2025-2027 EPS CAGR of 43%, far exceeding the 18% for non-supported stocks.
  • Three core themes: AI (national infrastructure cycle), energy security (grid and storage capital expenditures), and advanced manufacturing (productivity upgrades and domestic substitution).
  • Valuation view: Policy-supported stocks trade at a premium, but PEG metrics suggest valuations are reasonable, reflecting stronger structural tailwinds.
  • Other focuses: Unified national market and anti-involution reforms may improve industry structure and profitability; medical innovation benefits from R&D support and healthcare payment reforms.

Report interpretation

Overview

This report is J.P. Morgan's in-depth thematic research on China's 15th Five-Year Plan and the 2026 Government Work Report. It notes that as the global focus shifts from efficiency to security, China's policy framework is clearly targeting core technology self-sufficiency, supply chain resilience, and strategic buffers. Using NLP analysis, the report finds that policy intensity is moving from broad signaling to focused, executable priorities. The report constructs five investable themes and identifies 286 policy-supported stocks, which are seen as having stronger fundamentals and clearer earnings visibility, with growth potential justifying their premium valuations.

Core views

AI has become a national infrastructure cycle. Policy support for AI and its supporting infrastructure (e.g., semiconductors, optical networks, memory, computing clusters) is the strongest, with a priority score of 5. The report views AI hardware as the sector with the clearest near-term earnings and growth visibility, with MXCN A-share IT sector EPS expected to grow ~132% in 2026. Policies are transitioning from strategic positioning to coordinated execution, covering hyperscale AI cluster construction, computing-electricity coordination, and national computing power monitoring. Energy security has evolved into a structural capital expenditure theme. Facing rising external energy risks, policies now place energy security on par with growth. The 15th Five-Year Plan explicitly calls for building a new power system, accelerating non-fossil energy replacement (wind/solar/hydro/nuclear), and improving grid flexibility. Key targets include: 25% non-fossil energy by 2030 and energy production capacity of 5.8 billion tons of standard coal. The report forecasts grid capital expenditures exceeding RMB 5 trillion during the 15th Five-Year Plan, with ultra-high voltage annual capital expenditures over RMB 100 billion. Direct beneficiaries include transmission and distribution equipment, grid automation, power electronics, and the energy storage value chain. Advanced manufacturing is central to productivity upgrades. Policies continue to favor automation, industrial software, high-end equipment, machine tools, and domestic substitution in strategic supply chains. The 2026 Government Work Report allocated RMB 200 billion in ultra-long-term special bonds for large-scale equipment upgrades and supports SME digital transformation. High-tech industrial output grew 12.5% YoY in the first three months of 2026, showing strong recovery momentum. This sector benefits not only from cyclical capital expenditure support but also from long-term localization goals. Additionally, unified national market and anti-involution reforms aim to break local protectionism and curb inefficient redundant construction and price wars, which should improve industry concentration and leading firms' profitability. In medical innovation, policies have upgraded from social agendas to growth pillars, supporting innovative drugs, medical devices, and biomanufacturing, while optimizing review and approval processes and healthcare payment mechanisms to facilitate commercialization.

Analysis framework

The report employs a systematic quantitative mapping approach. First, it uses structured NLP to decompose the 2026 Government Work Report, extracting policy statements and grouping them by sector. Second, it assigns a 1-5 priority score to each policy cluster based on intensity (frequency, detail level), directionality (changes vs. prior years), and durability (alignment with the 15th Five-Year Plan). Finally, it maps these high-priority policy themes to third-party thematic indices, screening liquid constituents in MSCI China (including A-shares and offshore) to distinguish direct beneficiaries (bottleneck segments, core suppliers) from indirect beneficiaries (downstream applications), constructing an investable portfolio of policy-supported stocks.

Methodology notes

  • Event Gaming and Behavioral Finance

    NLP-based quantitative analysis of policy texts

    Using NLP to quantify word frequency, context, and operational details in policy documents, transforming qualitative policy statements into comparable priority scores to identify actionable investment themes.

  • Industry/Industrial Analysis FrameworkUpstream-Midstream-Downstream Transmission

    Direct vs. indirect beneficiary classification

    Dividing policy beneficiaries into direct beneficiaries (bottleneck segments, core infrastructure with clearer order visibility and pricing power) and indirect beneficiaries (dependent on ecosystem maturity), helping investors distinguish earnings visibility.

  • Valuation methodsPE/PEG valuation

    PEG valuation rationality assessment

    For high-growth policy-supported stocks, evaluating not just absolute P/E but also using PEG (accounting for growth) to assess whether premiums are justified by growth potential.

Asset mapping & comparison

Structured mapping from thesis to named assets (strengths, weaknesses, peers, risks).

  • AI Theme Basket (JPCHGENA Index)
    Directly benefits from national computing infrastructure and AI industry chain support
    Strengths
    Highest policy priority (5/5), strong earnings visibility, covering semiconductors, optical modules, computing equipment
    Weaknesses
    Some constituents have high valuations, dependent on tech iteration speed
    Comparison
    Compared to other themes, AI has the strongest short-term momentum and policy certainty
    Risks
    Slower-than-expected tech breakthroughs, global supply chain constraints
  • Energy Security Theme Basket (JPCHENSC Index)
    Benefits from grid modernization, energy storage, and new power system capital expenditures
    Strengths
    Clear quantitative targets (25% non-fossil by 2030), massive grid investment (>RMB 5 trillion)
    Weaknesses
    Some segments may face overcapacity risks
    Comparison
    Compared to AI, energy security earnings depend more on infrastructure progress, with lower volatility
    Risks
    Raw material price fluctuations, project delays
  • Advanced Manufacturing Theme Basket (JPCHAMFG Index)
    Benefits from equipment upgrade bonds and long-term domestic substitution trends
    Strengths
    Covers automation, industrial software, high-end equipment; sustained policy support
    Weaknesses
    Competitive in some traditional manufacturing segments
    Comparison
    Combines cyclical recovery and long-term upgrade logic, broad coverage
    Risks
    Weak global demand, geopolitical friction
  • Unified National Market & Anti-Involution Theme Basket (JPCHUNMK Index)
    Benefits from industry consolidation, reduced local protectionism, and improved competition
    Strengths
    Improves pricing power and profitability for leaders, spans logistics, consumer, healthcare
    Weaknesses
    Policy effects may take time
    Comparison
    Institutional dividends vs. hard tech; less explosive but more durable
    Risks
    Uneven local implementation, reform resistance
  • Medical Innovation Theme Basket (JPCHHLTI Index)
    Benefits from faster drug approvals, optimized healthcare payments, and biomanufacturing support
    Strengths
    Policy shift from social to growth attributes, supports high-quality innovation
    Weaknesses
    Procurement pressure remains, commercialization uncertainty
    Comparison
    Compared to hard tech, medical is more defensive, driven by aging demographics
    Risks
    Tighter healthcare cost controls, R&D failures

Key data

  • Number of policy-supported stocks286Selected from 676 liquid MSCI China constituents
  • Policy-supported stocks EPS CAGR (2025-2027E)43%Significantly higher than 18% for non-policy-supported stocks
  • Policy-supported stocks 2025E ROE14.7%Higher than 12.8% for non-policy-supported stocks
  • 15th Five-Year Plan grid capital expenditure forecast>RMB 5 trillionIncluding >RMB 100 billion annual ultra-high voltage capital expenditures
  • 2030 non-fossil energy target25%Explicit target in the 15th Five-Year Plan
  • Equipment upgrade special bond sizeRMB 200 billionAllocated in the 2026 Government Work Report for large-scale equipment upgrades
  • High-tech industrial output growth (3M26)12.5%YoY growth, outperforming overall industry

Impact & implications

The report argues that China's equity investment logic is shifting from broad beta to policy-driven structural alpha. Investors should focus on companies in policy bottleneck segments with clear capital expenditure paths. AI, energy security, and advanced manufacturing are not just short-term themes but long-term structural trends. Unified national market reforms will reshape competition, benefiting nationally competitive leaders. While policy-supported stocks trade at premium valuations, their superior growth justifies PEG metrics, suggesting thematic baskets or stock picking to capture policy dividends.

Risks

  • Policy execution falls short or deviates
  • Geopolitical conflicts disrupt supply chains
  • Slow progress in key tech breakthroughs
  • Weak domestic macroeconomic demand recovery
  • Overcapacity leading to price wars in some sectors

What to watch

  • Detailed 15th Five-Year Plan implementation rules
  • Actual grid capital expenditure progress
  • AI computing cluster construction and localization rates
  • Unified national market legal enforcement
  • Innovative drug医保negotiation outcomes and出海progress
Zhejiang ICP No. 2022035445-5
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