Recently, the A-share market has witnessed significant volatility. Nevertheless, institutional interest in conducting research on listed companies has not waned. Since December, more than 520 companies have been visited by institutions for research purposes. Among them, companies like Sugon, Hygon Information, and Chaojie Co., Ltd. have garnered widespread attention. Firms operating in the machinery, electronics, and other sectors have also been the focus of intensive research efforts.

Industry insiders are of the opinion that 2025 will herald the first year of mass adoption for humanoid robots. Hence, they suggest paying close attention to the core suppliers of these robots. In the meantime, breakthroughs in reusable rocket launch tests have brought about a pivotal turning point for the commercial aerospace industry. In the realm of AI hardware, suppliers within the TPU industrial chain deserve substantial attention. Furthermore, segments of the hardware market experiencing tight supply, such as memory chips and AI power, are also worthy of close monitoring.