人形机器人板块持续反弹 布局窗口开启

Group 1 - The humanoid robot sector is experiencing a significant rebound, with a clear inflow of funds and the overall sector entering an upward channel [1] - The core driving factors include the nearing end of sector adjustments, sufficient risk release, and a more rational and unified industry outlook [1] - By 2026, humanoid robots are expected to enter mass production, with major companies getting involved and policy support and subsidies likely to materialize [1] Group 2 - Space computing is transitioning from concept to reality, with major overseas tech companies actively investing in this area [2] - The energy supply for space computing will heavily rely on photovoltaic technology, with perovskite emerging as a promising next-generation solar technology due to its high efficiency and low cost [2] - Since 2025, the industrialization of perovskite has accelerated, with multiple GW-level production lines being launched, presenting investment opportunities in the perovskite sector [2] Group 3 - In October, the de-stocking of breeding sows accelerated, maintaining a loose supply situation in the industry [3] - Short-term pig prices are under pressure due to fluctuations, but continued de-capacity is expected to support the cyclical prosperity post-2026 H2 [3] - Recommendations include leading companies with strong cash flow and dividend capabilities, cost-leading firms, and companies pursuing mergers and acquisitions for growth [3]