CITIC Securities: Grasp the growth sectors with high business prospects and quality tracks, and recommend actively investing in related industry chains and materials.

CITIC Securities research report pointed out that looking ahead to 2026, themes such as AI new materials, humanoid robots, satellite internet, military new materials, nuclear fusion, hydrogen energy, SAF, etc. are expected to perform actively. In terms of time dimension, we have sorted out the short-term catalysts and long-term logic of the various sectors of new materials. We are optimistic about the trading opportunities brought by policy, events, performance releases, etc., and suggest actively laying out the related industrial chain links and material ends in order to grasp growth industries with high prosperity and quality tracks.