The investment logic for the 2026 industry has already emerged, with a clear monthly rotation mainline running throughout the year.

The first three months of the year are the startup phase. In January, the focus is on policies and industry trends in commercial aerospace, humanoid robots, and digital currencies. February shifts to industry progress in 6G, low-altitude economy, and AI computing power. By March, the focus switches again to commercial aerospace, agriculture, and solid-state batteries.

The intensive period occurs during April, May, and June, marking the transition from spring to summer. Hard-tech competitions such as controlled nuclear fusion, storage chips, and brain-computer interfaces are heating up. Humanoid robots continue to gain popularity, while new energy and frontier tracks like wind power, water conservancy, and quantum technology take turns to emerge.

Summer enters the mid-year report window and restructuring phase. In July and August, industry data on low-altitude economy, solid-state batteries, and auto parts are the focus. September shifts attention to macro aspects—tourism recovery, breakthroughs in controlled nuclear fusion, and military industry prosperity.

The second half of the year shows a clear market shift. October concentrates on policy implementation for cyclical commodities (coal, gas), vehicle manufacturing, and autonomous driving. November highlights new hotspots such as electricity, solid-state batteries, and 6G. The year-end consumption, pharmaceuticals, and year-crossing markets mark the closing of the year.

In simple terms, this is a complete cycle from emerging technology to traditional cycles and then to consumption.