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Regarding which sectors and investment opportunities are mainly optimistic about in 2026, Lu Hang, chairman and investment director of Fusheng Assets, said that it will continue to pay attention to new consumer-related industries, research in the field of scientific and technological innovation, and focus more on the ability to deliver performance in the middle and upstream sectors by reversing actual downstream demand. Whether it's a new product model or a new business format driven by technology, only consumer attributes can be sticky, so we will focus on downstream first. At the same time, it is also closely tracking investment opportunities in the midstream manufacturing industry, focusing on targets that may be in short supply in the segmentation process around the “mismatch between supply and demand” logic.

Zhitongcaijing·12/22/2025 05:25:01
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Regarding which sectors and investment opportunities are mainly optimistic about in 2026, Lu Hang, chairman and investment director of Fusheng Assets, said that it will continue to pay attention to new consumer-related industries, research in the field of scientific and technological innovation, and focus more on the ability to deliver performance in the middle and upstream sectors by reversing actual downstream demand. Whether it's a new product model or a new business format driven by technology, only consumer attributes can be sticky, so we will focus on downstream first. At the same time, it is also closely tracking investment opportunities in the midstream manufacturing industry, focusing on targets that may be in short supply in the segmentation process around the “mismatch between supply and demand” logic.