CITIC Securities has expressed a bullish stance on the market prospects for the new materials industry as we look forward to 2026. It anticipates that themes such as AI-driven new materials, humanoid robotics, satellite internet infrastructure, advanced military materials, nuclear fusion technology, hydrogen energy solutions, and SAF (Sustainable Aviation Fuel) will witness significant activity. The firm has conducted a thorough assessment of both the short- to medium-term catalysts and the long-term strategic rationale underpinning various subsectors within the new materials landscape. Leveraging this analysis, CITIC Securities remains upbeat about the trading prospects propelled by policy reforms, landmark events, and corporate earnings announcements. It advises investors to strategically position themselves in pertinent segments of the industrial chain and focus on specific material categories.