Top 10 technological trends are expected to erupt in 2026! 1、 Humanoid robot Driving logic: Continuous breakthroughs in core component technology, mass production of Tesla Optimus and other models, driving a surge in demand in the industry chain; AI algorithms empower motion control and environmental perception, expanding application scenarios from industrial to commercial and household use; Policy support for embodied intelligence development resonates with domestic substitution and commercialization of complete machines. Core companies: Green Harmonic, Huichuan Technology, Zhongke Chuangda, Tuopu Group, Sanhua Intelligent Control 2、 AI computing power Driving logic: The iteration of large models leads to exponential growth in computing power demand, and the delivery of Nvidia H200 complements the mass production of domestic GPUs; The "East Calculation West Calculation" project is advancing, and computing hub nodes are gradually being built; The third phase of the large fund's increased support has led to the release of production capacity in areas such as computing chips and optical modules. Core companies: Cambrian, Zhongji Xuchuang, Zhongke Shuguang, Industrial Fulian, Chenxi Co., Ltd., Mole Thread 3、 Commercial Aerospace Driving logic: speed up of LEO satellite Internet networking, cost reduction and efficiency increase of rocket recovery and satellite mass production technology; The outbreak of orders for the entire chain of satellite manufacturing, launch, operation, and terminal applications; The policy encourages the development of commercial aerospace, and the demand for commercialization resonates with national engineering. Core companies: China Satellite, China Satcom, Chengchang Technology, Aerospace Electronics, Shanghai Hugong 4、 Intelligent driving Driving logic: L3 level autonomous driving has been granted admission permission and commercial trials have been launched, and the division of driving responsibilities has been implemented to clear institutional barriers; The cost of core components such as LiDAR and domain controllers has decreased, and car companies are accelerating their layout; The integration of vehicle, road, and cloud is being promoted, and the expansion of policy pilot areas is giving rise to a trillion dollar market. Core companies: Changan Automobile, Hesai Technology, Desai SV, Bethel, Vituxin 5、 Controllable nuclear fusion Driving logic: The global energy transition demand is urgent, and key technologies such as "artificial sun" continue to break through; Mature supporting technologies such as high-temperature superconductivity and low-temperature refrigeration; With the dual support of policies and capital, the commercialization process has accelerated, and equipment and material enterprises have benefited first. Core companies: Hailu Heavy Industry, Snowman Group, Western Superconductor, Antai Technology, CNNC Technology 6、 Storage chip Driving logic: The expansion of AI computing power and the upgrading of consumer electronics are driving storage demand, and there is a clear gap in high-end products such as HBM; Domestic substitution accelerates, breakthrough in storage control chip and module technology; The policy supports the self-reliance of the semiconductor industry chain, and the inventory cycle of the industry has reached a turning point. Core companies: Jiangbolong, Demingli, Shannon Xinchuang, Zhaoyi Innovation, Changxin Storage 7、 Semiconductor equipment Driving logic: Domestic substitution has entered a tough stage, with breakthroughs in bottleneck links such as advanced packaging and photoresist; The strong demand for downstream AI and automotive electronics has driven the expansion of chip design and manufacturing capacity; The large fund continues to inject funds, and the policy focuses on the localization of equipment and materials. Core companies: North Huachuang, Tuojing Technology, Zhongwei Company, Shanghai Silicon Industry 8、 6G Driving logic: Breakthroughs have been made in key technologies such as satellite ground fusion and ultra dimensional antennas, accelerating the standardization process; 5G ‑ A lays the foundation for commercial technology, and 6G adapts to new scenarios such as metaspace and satellite Internet; Countries are increasing their R&D investment and providing policy support for the forward-looking layout of network technology. Core companies: Xinke Mobile, ZTE, Huawei (unlisted), Changfei Fiber Optic, Hengtong Optoelectronics 9、 Liquid cooling Driving logic: The increase in computing power density leads to a surge in heat dissipation demand, and liquid cooling has significant energy efficiency advantages over air cooling; The green computing power policy promotes the tightening of PUE value standards, and the penetration rate of liquid cooling technology is rapidly increasing; The expansion of data centers and AI servers drives equipment demand, and technical solutions continue to iterate. Core companies: Yingweike, Zhongke Shuguang, Gaolan Shares, Wangsu Technology, Jialitu 10、 Lithography machine Driving logic: The core demand for semiconductor localization is driving breakthroughs in lithography machine technology, and domestic DUV lithography machines are improving both dynamic and static capabilities; Improve the localization rate of key components and narrow the gap with international advanced levels; The policy focuses on supporting the research and development of high-end equipment, with capital intensive investment to tackle challenges. Core companies: SMIC, Zhangjiang High tech, Huate Gas, Fujing Technology, Rongda Optoelectronics Risk Warning: The above is only a compilation of graphic and textual materials and does not constitute any investment advice. The stock market carries risks, so investment needs to be cautious.