,目录,02,研究报告,03,01政策梳理:发展规划映射产业升级节奏行情回顾:政策驱动新兴产业超额收益当下聚焦:重点关注新基建项目等方向,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,01,政策梳理发展规划映射产业升级节奏,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,2020041413:34:16,01发展规划:产业升级的映射,资料来源:中国政府网,长江证券研究所,2005,2011,2012,2017,2018,2015,20