新质生产力投资进阶细分赛道重构2026布局逻辑

Core Insights - The article emphasizes the importance of new quality productivity in driving economic growth, particularly in sectors like commercial aerospace and embodied intelligence, as highlighted by recent government policies and technological advancements [1][2][3] Group 1: Emerging Sectors - The concept of new quality productivity is expanding, with significant focus on commercial aerospace and embodied intelligence as key emerging sectors [2][3] - The government has elevated the status of embodied intelligence and commercial aerospace, indicating their strategic importance in future economic development [2][3] - Technological breakthroughs in embodied intelligence and commercial aerospace are facilitating their application in various industries, enhancing their relevance [2][3] Group 2: Investment Directions for 2026 - Analysts predict that 2026 will mark a transition from strategic planning to practical implementation of new quality productivity, becoming a core engine for economic advancement [3][4] - Recommended investment areas include: - Power equipment, particularly lithium batteries and energy storage, driven by global infrastructure demands and policy support [4] - The electronics sector, focusing on AI supply chains, storage, and self-sufficiency, with expected growth in demand for ASIC chips and storage solutions [4] - The military industry, including commercial aerospace and aviation engine sectors, benefiting from increased policy focus and new equipment orders [4] Group 3: Long-term Growth Potential - The investment opportunities in 2026 are expected to arise from sectors that integrate cutting-edge technology with the domestic market, aligning with national strategic goals [5] - Key areas identified for significant potential include the AI supply chain, new energy and advanced manufacturing, and sectors benefiting from the "anti-involution" trend in manufacturing [5]