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If the wave of commercial spaceflight truly subsides, what's the next theme? I believe there are at least six directions worth paying attention to.
First and foremost are humanoid robots. National policies are leaning in this direction, technology is gradually maturing, a complete industrial system is taking shape, and mass production has already begun. With fivefold driving forces supporting it, this is the most direct successor.
Next is intelligent driving. Chongqing, Shanghai, Beijing, Tianjin are all promoting it, followed by Guangzhou in the public transportation sector, and Hangzhou is even more aggressive, deploying across the entire area. Don't laugh—before long, all roads across the country will be filled with autonomous vehicles. This is no longer science fiction.
AI applications have long been fully developed, with presence in education, healthcare, agriculture… every corner of life and work can see its influence.
Controlled nuclear fusion cannot be left out. International competition is right there, and we must keep up, and do so quickly, effectively, and at low cost.
Then there's energy metals and rare earths—non-ferrous metals, precious metals, energy metals, synthetic diamonds. Many of these have unique technological advantages for us, and some even hold strategic significance.
Finally, consumption. Economic growth and capital markets ultimately revolve around this. Genuine consumption stimulation cannot rely on temporary boosts; it must be fundamentally changed. This is proactive recovery, not passive leverage.