春季攻势聚焦三大投资方向

Group 1 - The article highlights the expectation of a continued upward trend in A-shares in January, driven by accelerated issuance of local government special bonds and improved investment data, indicating a marginal improvement in the economic fundamentals [1] - January marks the time for listed companies to disclose performance forecasts, with a significant rebound in year-on-year growth expected due to a low performance base in Q4 2024 [1] - The article notes an increase in domestic capital inflow into A-shares, supported by a positive wealth effect and a notable appreciation of the RMB, which is likely to attract foreign investment back into the market [1] Group 2 - The article discusses the growth potential of thermoplastic polyurethane (TPU) in the humanoid robotics industry, emphasizing its mechanical properties and versatility compared to general plastics and rubber [2] - TPU is identified as a core material for flexible protective layers and various durable components in robotics, with leading manufacturers exploring its applications in robot "skin" and "muscle" [2] - The consumption of TPU in China is projected to grow at an annual rate of approximately 10%, reaching 72,000 tons by 2024, driven by demand from the footwear market and increasing penetration in high-end sectors like films and electronic injection molding [3]