Industry Discussion | How to Invest in Emerging Tracks? (Solid-State Battery/Robot/Low-Altitude/Aerospace)

• According to research: Huayan Robotics will showcase advanced collaborative robots at the 2025 Tokyo iREX exhibition [0].
• Research shows: Fleet Space discovered large-scale lithium ore resources using AI and satellite technology [1].
• NASA’s 2025 SBIR Ignite program focuses on space application technologies with commercial potential such as 3D printing and AI [4].
• The low-altitude economy track has attracted huge capital investment, and the market scale continues to expand [8].

• Reddit user: In the solid-state battery field, GAC’s all-solid-state mass production is questionable; CATL’s small-batch production of high-end models in 2027 is more reasonable. In the humanoid robot track, it is not recommended to position for Yushu’s IPO; prioritize auto parts/mechanical leaders with high main business growth and low premium on robot business. The core bottleneck of the low-altitude economy is airspace opening; focus on battery/motor and electronic control components. In the aerospace field, the launch of satellite IoT commercial tests and the first flight of Zhuque-3 reusable rocket open up commercial space [11].
• Snowball user (Go Investment Research): Skeptical about GAC’s all-solid-state battery mass production; it is difficult for car companies to mass-produce batteries. Avoid concept speculation in the humanoid robot track; prefer “icing on the cake” type enterprises. Low-altitude economy performance is difficult to land; airspace control is a key bottleneck. Satellite IoT commercial tests and reusable rocket technology in the aerospace field are important progress. When investing in emerging tracks, prioritize ETFs or enterprises with solid main businesses [11].

Consensus: Both believe that solid-state batteries have high short-term mass production difficulty, airspace opening is the core bottleneck of the low-altitude economy, and satellite IoT and reusable rocket technologies in the aerospace field have development potential. Contradiction: Research emphasizes the long-term market potential of the tracks, while social media pays more attention to short-term execution risks and the stability of investment strategies. Investment impact: Investors should balance long-term trends and short-term risks, prioritize ETFs or enterprises with solid main businesses and low premiums on emerging businesses, and avoid blindly chasing concept hotspots.