智通财经网·2025-12-02 00:31Market Overview - The market experienced a rebound yesterday, with the Shanghai Composite Index returning above 3900 points, and both the Shenzhen Component Index and the ChiNext Index rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion yuan, an increase of 288.1 billion yuan compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index rose by 0.65%, the Shenzhen Component Index increased by 1.25%, and the ChiNext Index gained 1.31% [1] Humanoid Robot Sector - The humanoid robot sector has shown significant rebound, with a noticeable inflow of funds and the overall index entering an upward channel [2] - The core driving factors include the nearing end of the sector's adjustment, sufficient risk release, and a more rational and unified industry outlook [2] - By 2026, humanoid robots are expected to enter mass production, with major companies entering the market and policy support and subsidies likely to materialize [2] Commercial Aerospace Development - The establishment of the Commercial Aerospace Office by the National Space Administration aims to enhance the efficiency of launch approvals and licensing, promoting standardized and large-scale development of the industry [3] - The "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" outlines four core objectives, including support for low-cost technologies and the establishment of a national fund to optimize the industry ecosystem [3] - By 2025, the industry is expected to accelerate, with over 100 in-orbit satellites and private rocket companies entering the national satellite launch market [3] Space Computing and Perovskite Materials - Space computing is transitioning from concept to reality, with major overseas tech companies making significant investments [4] - The energy supply for space computing will heavily rely on photovoltaic technology, with perovskite materials emerging as a promising solution due to their high efficiency and low cost [4] - Since 2025, the industrialization of perovskite technology is expected to accelerate, with multiple GW-level production lines being launched, presenting investment opportunities in the perovskite sector [4]