In December, more than 520 companies have been surveyed by institutions, with high attention on hot sectors such as commercial spaceflight.

According to the China Securities Journal, amid the recent high-level fluctuations in the A-share market, institutional research on listed companies remains enthusiastic, with some hot market sectors particularly attracting attention. Wind data shows that as of December 15, more than 520 listed companies have received institutional research since December. Companies such as Zhongke Shuguang, Haiguang Information, and commercial aerospace concept stock SuperJet have attracted attention, with industries such as machinery, electronics, automobiles, and basic chemicals also receiving intensive institutional research. Regarding investment opportunities in related fields in the future, industry insiders believe that 2025 will be the year of mass application of humanoid robots, and they recommend focusing on core suppliers. Breakthroughs in the launch testing of recoverable rockets are bringing clear turning points to the industry's underlying logic. AI hardware is particularly worth paying attention to, with a focus on the TPU industry chain, especially on suppliers of optical modules, PCBs, OCS, and optical fibers. In addition, attention should be paid to hardware-related scarce components such as storage chips and AI power.