CICC's latest research report highlights that technological advancement will emerge as the primary investment theme in 2026, with a particular emphasis on structural opportunities stemming from the resurgence of domestic demand and sustained robust export growth. The report underscores that the technology sector within the machinery industry exhibits the most significant investment potential. Innovations in technology are set to drive new infrastructure developments and open up fresh application areas, all of which warrant investor attention. As domestic demand stabilizes and begins to rebound, coupled with the ongoing internationalization of the industry, export-oriented enterprises boasting global competitiveness and enhanced profitability, along with sub-sectors at pivotal points of prosperity undergoing technological transformations, will constitute the core investment focuses.
