Recently, the pattern of capital flow in the market has become increasingly clear. A quick glance at the heat ranking reveals that commercial aerospace completely occupies the center stage, with cutting-edge technologies such as brain-machine interfaces, nuclear fusion, and liquid cooling following closely behind. These stocks are highly popular across multiple platforms, mainly driven by sector concepts, representing the most eye-catching market hotspots of the moment.

Starting with the main theme of commercial aerospace. Goldwind Technology, by holding shares in LandSpace, combines its traditional wind power business with commercial aerospace, and the IPO expectations for the latter provide ample imagination for valuation. Shenjian Co., Ltd. focuses on niche areas like satellite wiring, with strong demand certainty under the background of domestic substitution. Aerospace Electronics, backed by China Aerospace Science and Industry Corporation, leads in laser communication technology, which is key to accelerating satellite communication and enhancing security. Shunhao Co., Ltd. not only holds shares in commercial aerospace companies but also spearheaded the "Beijing Space Computing Project," integrating aerospace technology with digital economy computing concepts, making it a fresh theme. Tongyu Communications leverages its technical accumulation in antenna technology to become a supplier for international giants like SpaceX, benefiting from the global commercial aerospace boom and domestic substitution logic. Hualing Cable is the exclusive supplier of solar wing cables domestically, directly applied on satellites, forming a monopoly in this niche field. Galaxy Electronics entered commercial aerospace through holding shares in Gesi Aerospace, which focuses on "Qianfan Constellation" satellite manufacturing. Aerospace Science and Technology’s accelerometers are core components of spacecraft and missiles, with technical standards aligned with international levels. Jiangshun Technology applies 3D printing technology to the manufacturing of commercial aerospace components and has also laid out microchannel liquid cooling technology. Junda Co., Ltd. expands its perovskite photovoltaic technology into flexible satellite solar wings. Juli Sling is the first domestic company to achieve rocket recovery technology, with its rocket capture arm opening the door for reusable rockets.

Upstream materials and technologies related to satellites are also benefiting from the dividends. Qianzhao Optoelectronics’ gallium arsenide solar cell technology is central to satellite power systems, with high efficiency and reliability. In the era of large-scale networking of commercial satellite constellations, demand remains strong. Poni Testing provides testing and certification services for fields like commercial aerospace, acting as an industry "water seller," able to fully enjoy the industry’s growth dividends.

The story in the brain-machine interface field is also worth noting. Yanshan Technology is a leader, focusing on non-invasive technology and building a full-chain solution. Nanjing Panda is one of the few companies in the brain-machine interface field to achieve technological implementation, with products already applied in specific scenarios, making it more solid than pure concept companies. Innovation Medical specializes in invasive system platforms, with higher technical difficulty but broader and deeper application scenarios. Prite’s LCP film material is a key raw material for brain-machine interface devices and has also laid out in the commercial aerospace materials field, achieving a "double hit" in two hot areas.

Nuclear fusion and related technologies are also heating up. Snowman Group, based on traditional compressors, has positioned itself in the key part of the nuclear fusion industry chain—helium compressors—and has become a core beneficiary of nuclear fusion commercialization. China Nuclear Engineering Corporation, as the national team for nuclear power project construction, benefits from the restart and accelerated construction of domestic nuclear power projects under the "dual carbon" goals, and also indirectly benefits from the development of nuclear fusion technology.

There are also some cross-sector layout targets. Far East Shares span multiple high-growth sectors such as microchannel liquid cooling, robotic cables, and nuclear fusion. Recently, they won a 3 billion yuan bid, with strong fundamentals and thematic appeal. Luxin Venture Capital, similar to Goldwind Technology, shares in LandSpace to benefit from commercial aerospace dividends. As a professional investment institution, its layout in hard technology fields is very forward-looking.

Overall, the main themes of market speculation are particularly clear. Capital is embracing the super track of commercial aerospace with unprecedented enthusiasm, while also actively exploring frontier technologies like brain-machine interfaces and nuclear fusion, which have disruptive potential. Stocks within these sectors generally feature high elasticity and high imagination space, serving as a market sentiment indicator of the moment.