CSC Machinery 2026 Investment Strategy Outlook: Focus on New Technologies, Seek Incremental Growth

36Kr learned that CSC released its investment strategy outlook for the machinery sector in 2026: Looking ahead to 2026, under the relatively weak domestic demand, the industry shows structural prosperity. In terms of investment strategy, 1. Focus on new technologies: Select emerging industry directions with intensive technological changes and strong capital expenditures, such as humanoid robots, solid-state battery equipment, controllable nuclear fusion, PCB equipment, etc.; 2. Look for new growth: From exports to going global, find beneficiaries under the background of interest rate cuts and the transfer of manufacturing capacity, such as construction machinery, tools and hardware, mining machinery, oil service equipment, injection molding machines, etc. These companies generally have lower valuations and higher growth rates, making them worthy of special attention