Recently, the market has been unfolding exciting stories around several main themes. Let me organize the stock opportunities I've recently sorted out and see if any of them interest you.

**Industrial Chain Opportunities in Commercial Aerospace**

The Shanghai Stock Exchange has issued new listing standards for commercial aerospace companies, which means that financing and expansion for many commercial rocket companies will become easier. Based on this logic, scenarios similar to Changsun and Changxin's listing boosting cleanroom companies may repeat—companies that build factories for commercial aerospace firms are seizing opportunities, such as Zhongheng Design, Hangxiao Steel Structure, and Xinjiang Jiaojian.

A more detailed chain is as follows: Luxin Venture recently hit the daily limit up, and commercial rocket companies have been included in the fifth set of STAR Market listing standards. The national level is giving priority support to commercial rocket companies undertaking missions and participating in national projects. Beneficiaries include not only the rocket companies themselves but also companies like Guangbai Shares, DianGuang Media, Goldwind Technology, and Yuexiu Capital that hold stakes. Zhongheng Design also directly holds shares in Zhihang.

In the hard materials sector, carbon fiber's value is the most prominent. The carbon fiber material used in solid engines has the highest value, supporting the logic of Jilin Chemical Fiber. Over the weekend, the carbon fiber sector hit the daily limit up, with Hexun Technology and Suzhou Longjie also gaining strength.

The demand for Hall thrusters in low Earth orbit satellites is particularly high—whether for Qianfan constellation or China Star Network, low Earth orbit satellites need continuous compensation for atmospheric drag, which greatly exceeds the demand and usage intensity for thrusters in high Earth orbit satellites. Red Dragonfly has a layout in this field and is worth paying attention to.

In satellite communications, recent interactions from Haige Communications reveal opportunities. Companies like Aerospace Electromechanical, Leike Defense, and Aerospace Huanyu are also benefiting.

**New Developments in Chips and Computing Power**

ByteDance's procurement of domestically produced computing chips is about to be delivered, with a procurement volume in the hundreds of millions. More importantly, the procurement plan for 2026 alone exceeds 40 billion yuan. Huawei's recognition in computing power is also increasing. Chuanrun Shares has a connection to Huawei's computing power in this context. Related chains also include H Chain, PCB foundry Bomin Electronics, and Tuowei Information.

In digital currency, the new generation of digital RMB is coming, and companies like Yuyin Shares and Cuiwei Shares are also gaining attention.

**New Variables in New Energy**

Lithium prices have broken through 120,000 yuan, marking a critical point for sodium-ion industry commercialization. From PPT stories to a tenfold surge in orders, this transformation is happening. During the Puliite conference call, it was revealed that the company's sodium-ion battery orders have increased tenfold year-over-year, reaching 10 GWh. CATL's sodium-ion shipments are expected to reach 2 GWh in 2025, with at least a fivefold increase in 2026. Ding Sheng New Materials has a layout in this track.

The price of P-type HJT solar cells is being raised. Through discussions with Tongwei, it is understood that institutions are optimistic about inflation logic in the solar wing and cell segments. JunDa Shares and Shanghai Port are also key targets.

**Robotics and Mergers & Acquisitions**

The Ministry of Industry and Information Technology has established the Standardization Technical Committee for Humanoid Robots and Embodied Intelligence. Recently, M&A events in robotics have been frequent. Wuzhou Xin Chun has opportunities in this logic. Molded Technology's T-chain progress exceeded expectations, with Hengbo Shares, Zhenghe Industrial (a subsidiary of Heshengtong Energy, which owns Qiteng Robots), Huading Shares, Huide Technology, Buke Shares, Duoli Technology all participating in this wave.

**Nonferrous Metals and Others**

Spot silver and COMEX silver prices surged over 10% this week, with international gold and silver reaching new highs. Silver has risen about 18% this week. Wukuang Development is also worth noting under the pan-M&A logic.

Kanshi Shares has achieved national-level breakthroughs in Beidou technology engineering applications and standard setting.

In the integration of consumer and commercial aerospace, Tongyi Shares was stimulated by news of exercises.

Ultimately, the main theme of this round of market is industrial upgrading and the implementation of strategic emerging industries. From hardware materials to chips and computing power, and then to commercial applications, the entire chain is active.