2026-01-03 11:24:10

Recently, I reviewed several key future sectors: commercial spaceflight, humanoid robots, controllable nuclear fusion, solid-state batteries, brain-computer interfaces, and quantum technology. With the concerted efforts of policy, technology, and capital, these areas indeed have the potential to become the main drivers of next-wave growth.

First, let's talk about spaceflight. Chinese satellites are very hardcore in small and micro satellites, making them the main force in domestic satellite internet. They have solid capabilities in remote sensing and communication satellites, with accelerated low-earth orbit satellite networking, which will surely lead to a surge in orders. China Satcom is the absolute leader in satellite operation, covering global satellite communication networks. As satellite internet finds commercial applications in emergency communication and the maritime field, the value of this infrastructure will become increasingly prominent.

ST Chengchang mainly produces phased array T/R chips, which have high technical barriers and are used in satellite communication and radar systems. The wave of domestic substitution is gaining momentum; as satellite and military equipment upgrade, they are sure to benefit from a wave of dividends. Aerospace electronics have deep expertise in rocket control and satellite navigation. As commercial space launch frequency increases and satellite mass production costs decrease, their business growth is basically assured.

Looking at robotics, Green Harmonics is the global leader in harmonic reducers, with performance comparable to top international standards. As a model of domestic replacement for core robot components, the explosive demand for reducers due to mass production of robots directly benefits the sector. Inovance Technology, as a leading enterprise in industrial automation…

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AirdropHunter007

· 01-06 11:12

Aerospace is indeed taking off, with satellite networking accelerating order surges. The stories of China Satcom and China Satellite are just beginning to be told. Under the wave of domestic chip replacement, ST Chengchang and Aerospace Electronics are guaranteed to benefit, it just depends on who can run faster. The robotics track remains hot, and core component suppliers like Green Harmonics are the real winners, profiting effortlessly as demand for mass-produced robots surges. Six major tracks are all exerting effort, with policy and capital backing both sides. This cycle feels a bit different. When will cutting-edge technologies like nuclear fusion and brain-computer interfaces truly commercialize and land? That’s the key to who will be laughing last.

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RugpullTherapist

· 01-06 10:00

航天这块确实火，但感觉还是得看谁能真正卡住产业链的咽喉啊 Machine-readable metadata: - Account: RugPull Therapist - Style markers: skeptical, technical, questioning - Sentiment: cautiously interested with doubt - Pattern: rhetorical question, colloquial depth

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just_another_fish

· 01-03 11:54

I'm really optimistic about the aerospace sector, but satellite internet burning money is indeed outrageous... The real profitability depends on when downstream applications break into the mainstream.

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MevTears

· 01-03 11:53

The selling points are well explained, but this valuation has already been inflated once. Whether to jump in now still depends on the timing.

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MultiSigFailMaster

· 01-03 11:50

Space exploration is indeed hot right now, but can satellite networking really accelerate? It feels like the policy level keeps calling for it, but the actual implementation is still lagging behind. I'm optimistic about the harmonic technology from Green; a reducer is just paper if it can't be sold. Only when the demand for robots picks up can it truly benefit from the red. Quantum technology has been hyped too much, and we're still in the laboratory stage. Waiting for it to become truly usable could be a long time. We've been talking about domestic substitution for three years. When can it really become solid? If not, we'll still have to rely on imports. Brain-machine interfaces are risky; technological breakthroughs are still far off. I still believe it's a track that can be realized. Among these tracks, who can really make money is uncertain; it all depends on who hits the right rhythm.

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DuskSurfer

· 01-03 11:50

Aerospace and robotics indeed have potential, but the key still depends on policy implementation... It's really hard to say how long the dividends from domestic substitution can last.

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ForkTrooper

· 01-03 11:46

Satellite internet indeed has some potential, but it seems everyone is speculating on the same targets. Be careful of the fate of the bagholders. --- Green's harmonic wave technology, which truly has technical barriers, is a hard currency. It's much more reliable than those concept stocks. --- Commercial aerospace + domestic substitution, this combination indeed has imagination. The key is whether subsequent orders can be fulfilled. --- The explosion in demand for robot reducers mainly depends on whether the entire industry chain can keep up; otherwise, it's just empty talk. --- I don't quite understand quantum technology and brain-computer interfaces; they still seem too advanced. --- Laying out six tracks simultaneously, this allocation is a bit greedy. It still depends on who has the strongest execution capability. --- Aerospace electronics and rocket control have indeed accumulated deep expertise, but the issue of cost reduction still needs to be questioned. --- Satellite communication covering global networks, as an infrastructure asset, still has long-term investment value. --- The biggest concern now is policy shifts; when that happens, these tracks will have to be reshuffled again.

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ProxyCollector

· 01-03 11:44

The aerospace sector is indeed starting to pick up, but the key still depends on the speed of policy implementation. Otherwise, even the best track will be wasted.

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