Institutions recommend focusing on medium- and long-term allocation opportunities in the low-altitude economy, humanoid robots, and commercial aerospace

Industry
โดย 金融投资报·CN·Read original
Summary · why it matters

Against the backdrop of crowded trading in A-share technology hot sectors and amplified short-term volatility, institutions recommend that investors shift their attention to three major sectors: the low-altitude economy, humanoid robots, and commercial aerospace, seizing pullback windows to position at lower levels. CICC believes that the intensive rollout of low-altitude economy policies is resonating with technological iteration across the industry chain, and expectations for an industry inflection point are gradually strengthening. Guoyuan Securities analyst Gong Siwen suggests focusing on whole-machine names such as Wanfeng Auto Wheel, EHang, JOUAV, and Lvneng Huichong, as well as core component names such as Zongshen Power, Wolong Electric Drive, Yingliu Shares, and Inpower. On the humanoid robot front, Unitree Robotics recently entered the capital market and is expected to provide a clearer valuation anchor for the sector, driving a shift in capital from pure thematic speculation to growth-based pricing. Huayuan Securities analyst Zhao Mengni suggests focusing on Everwin Precision, Foresight Technology, Sanhua Intelligent Controls, Tuopu Group, Leader Harmonious Drive, Shuanghuan Transmission, Hengli Hydraulic, Zhejiang Rongtai, Moons' Electric, and Zhaowei Machinery & Electronics. In commercial aerospace, the Long March 10B and Zhuque-3 have successively completed successful recoveries, and reusable rocket technology is maturing. With falling launch costs resonating with demand for low-orbit constellation networking, industrialization is expected to accelerate. Guotai Haitong Securities analyst Yang Tianhao suggests focusing on Chengchang Technology, Tongyu Communication, Sunway Communication, Shanghai Hanxun, Aerospace Electronics, Feiwo Technology, Sirui Advanced Materials, and Western Metal Materials.

Impact on stocks 28

Robotics & Physical AI▲ · 1 stocks
Advanced Air Mobility (eVTOL)▲ · 1 stocks
Others▲ · 26 stocks
Tongyu Communication Inc
002792
▲ PositiveDemandrelevance

Analyst recommends Tongyu Communication as a beneficiary of commercial aerospace industrialization.

Zhejiang Sanhua Co Ltd
002050
▲ PositiveDemandrelevance

Mentioned as focus in humanoid robot sector; sector expected to shift from thematic speculation to growth-based pricing.

Anhui Yingliu
603308
▲ PositiveDemandrelevance

Named as a core component in low-altitude economy, benefiting from policy and industry inflection.

Theme Impact 6

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