Core Viewpoint - The report from CICC indicates a positive outlook for technology growth investments in 2026, focusing on structural opportunities arising from domestic demand recovery and high export prosperity [1] Group 1: Investment Opportunities - The mechanical industry, particularly the technology sector, is expected to present the largest investment opportunities in 2026 [1] - There is an emphasis on technology-driven new infrastructure and applications as key areas for investment [1] Group 2: Market Dynamics - Domestic demand is anticipated to stabilize and recover, while internationalization continues to advance [1] - Attention is drawn to export chain enterprises that possess global competitiveness and improved profitability [1] Group 3: Sector Trends - The report highlights sub-sectors that are experiencing turning points in prosperity and technological transformation as areas of interest [1]
中金：2026年机械行业中科技板块仍具备最大投资机会
Xin Lang Cai Jing·2025-12-08 00:05