Group 1 - The commercial aerospace industry is entering a recovery phase, with institutions indicating that an acceleration period has begun [2] - The successful launch of the Lijian-1 rocket marks a significant milestone, with projections estimating that by 2028, the GW constellation will achieve the "Hundred Arrows and Thousand Stars" plan, leading to a substantial increase in rocket launch demand [2] - The industry is expected to see a rapid increase in satellite manufacturing and downstream applications, indicating a strong momentum in the commercial aerospace sector [2] Group 2 - The storage market is experiencing structural shortages, which are expected to persist until 2027, as indicated by industry reports [3] - SanDisk has significantly raised NAND flash contract prices by up to 50%, causing a ripple effect throughout the storage supply chain [3] - October saw a rapid increase in storage prices, with some models experiencing month-on-month price hikes ranging from 40% to 100%, driven by growing demand from AI server applications [3]