Core Insights - Since 2026, sectors such as brain-computer interfaces, commercial aerospace, and embodied intelligence have seen structural opportunities in the A-share market, attracting significant institutional interest [1][5] - Despite recent market fluctuations, the long-term investment value in these sectors remains noteworthy due to policy support, industry events, and ongoing technological breakthroughs [5][6] Group 1: Brain-Computer Interfaces - Xiangyu Medical, a leading company in the brain-computer interface sector, has received 208 institutional visits since the beginning of 2026, indicating strong interest [2] - The company is focused on the commercialization of its brain-computer interface products, which are expected to quickly enter rehabilitation scenarios, supported by collaborations with hospitals [2][3] - Analysts believe that 2026 marks a critical year for the commercialization of brain-computer interfaces, with expectations for non-invasive applications to see significant growth [6] Group 2: Commercial Aerospace - Chaojie Co., Ltd. has also garnered attention, receiving nearly 130 institutional visits in a short span, with a focus on its commercial aerospace rocket structure business [3][4] - The company plans to complete its riveting production line by mid-2024, with an annual capacity of 10 rockets, and is prepared to scale production based on demand [4] - The commercial aerospace sector is expected to benefit from policy support and advancements in technology, with a focus on the development of reusable rocket technology [6] Group 3: Embodied Intelligence - Haitan Ruisheng has received 207 institutional visits, showing strong interest in its embodied intelligence data business [3] - The company is optimistic about the growth potential in the embodied intelligence data field and has established a dedicated team to drive this initiative [3]
密集“打卡”热门标的 机构开年积极掘金A股机遇