Group 1 - The article discusses the emerging trends in the military and aerospace sectors, particularly focusing on low-altitude flight opportunities and the potential of eVTOL (electric Vertical Take-Off and Landing) aircraft [2] - It highlights the participation of various experts and commentators in the aviation field, indicating a collaborative effort to explore these trends [2] - The event aims to showcase nearly 30 eVTOL aircraft, emphasizing the competition and innovation in defining the future of low-altitude travel [2] Group 2 - The article outlines the upcoming 2026 investment strategy conference by Zhejiang Merchants Asset Management, focusing on the second phase of a "systematic slow bull" market and the role of technology growth [5] - It raises questions about asset allocation in low-volatility dividend assets and the investment opportunities in the new cycle starting from the 14th Five-Year Plan [5] - The conference will feature insights from a prominent fund manager, indicating a focus on strategic investment planning [5] Group 3 - The UBS presentation on the Chinese smart driving industry for 2026 aims to identify key breakthroughs and the timeline for the large-scale deployment of Robotaxi [7] - It discusses the growth logic of the lidar market and identifies core players within this sector, highlighting investment opportunities [7] - The event will feature a range of experts from UBS, showcasing a comprehensive analysis of the smart driving landscape [7] Group 4 - The CITIC Construction Investment report focuses on the collaboration between the electric, mechanical, and automotive industries in 2026, exploring how they can initiate a new cycle [9] - It addresses the impact of high proportions of renewable energy integration on energy storage demand and the potential of humanoid robots and solid-state battery technology to lead a new wave in high-end manufacturing [9] - The report also examines how the globalization of automotive intelligence may reshape industry chain dynamics and valuation logic [9]
11月27日热门路演速递 | 低空经济、慢牛新阶段、Robotaxi盈利前景,一次把握