According to data from Wind, as of December 15, institutions have visited more than 520 listed companies since the start of the month. Among these, Dawning Information Industry and Hygon Information Technology—whose merger plans were scrapped—along with Chaojie Co., Ltd., a stock associated with the commercial aerospace concept, have garnered significant attention. Sectors like machinery, electronics, automotive, and basic chemicals have also been the focus of intensive research visits. Industry insiders note that 2025 could be the inaugural year for the widespread adoption of humanoid robots, underscoring the importance of monitoring core suppliers in this space. The successful breakthrough in reusable rocket launch tests marks a pivotal turning point for the industry. Particularly noteworthy is the AI hardware sector, with experts recommending a focus on configuring positions within the TPU industrial chain. This includes suppliers of optical modules, PCBs (printed circuit boards), OCS (optical communication systems), and optical fibers. Additionally, attention should be paid to storage chips and AI power solutions, which are currently in short supply within the hardware sector.