CITIC Construction Investment Machinery's Investment Strategy Outlook for 2026: Focus on new technologies and seek additional growth opportunities.

CITIC construction investment released the outlook for the mechanical industry's investment strategy in 2026: looking ahead to 2026, with the relatively weak domestic demand, the industry is showing structural prosperity. In terms of investment strategy, 1) focus on new technology: select emerging industries with intensive technological changes and strong capital expenditures, such as humanoid robots, solid-state battery equipment, controllable nuclear fusion, PCB equipment, etc.; 2) seek new sources of growth: from exports to going global, look for beneficiaries in the context of interest rate cuts and manufacturing capacity transfers, such as engineering machinery, hardware tools, mining machinery, oil service equipment, injection molding machines, etc. These companies generally have low valuations, high growth rates, and are worth special attention.