坚持产业趋势为先的投资逻辑

Core Viewpoint - The investment strategy emphasizes selecting undervalued assets while focusing on industries with positive trends, particularly in sectors like renewable energy, semiconductors, and humanoid robots [1][4]. Industry Trends - The renewable energy sector is viewed as a sunrise industry, while fossil fuels like coal and oil are considered sunset industries due to their non-renewable nature and eventual depletion [2]. - The growth potential for electric vehicles remains significant, as the increase in vehicle ownership will stimulate related industries despite concerns about market saturation [2]. - The banking sector has seen a strong performance, with the banking index rising over 20% this year and over 70% since 2024, reflecting a shift in asset allocation strategies among institutional investors [3]. Investment Focus - The company plans to prioritize investments in three key areas: renewable energy, semiconductors, and humanoid robots, with a particular emphasis on the latter as a transformative technology for the future [4][5]. - The semiconductor industry is critical for modern technology companies, and Chinese semiconductor firms are expected to benefit from both domestic talent and global AI trends [5]. - Humanoid robots are anticipated to become integral to various smart electronic products, with the potential to create leading companies similar to "Guizhou Moutai" in the next decade or two [5].