According to the latest research report from CITIC Construction Investment, the landscape of global liquidity easing is set to deepen further in 2026. This development will be propelled by three pivotal factors, which will collectively drive the US dollar into a weak cycle. Concurrently, the domestic financial market continues to unlock policy dividends, thereby bolstering the enthusiasm of individual investors to participate in the market. As a result, the A-share market is poised to see an expansion in the foundation for incremental funds. The core rationale underpinning the bull market is not only expected to endure but also to intensify.

Furthermore, the long-term market scale for embodied intelligence is projected to surpass one trillion yuan. Within this context, the humanoid robot sector is anticipated to undergo a transition, shifting its focus from thematic investment to the expectations of mass production. Additionally, the energy storage sector is experiencing growth that surpasses expectations (characterized by unexpectedly rapid expansion). This trend is forecasted to drive a concurrent uptick in both volume and profit margins within the midstream sector.