Recently, the three major industries have received heavy news, which resonated from the policy side, demand side, and performance side, and related sectors directly benefited.
The first is Shenzhen’s big move to support smart homes.
Recently, Shenzhen issued the “Three-Year Action Plan for Optimizing the Consumption Environment”, which clearly proposed “creating leading smart home products”.
This is not only the direct support of local policies for the smart home industry, but also indicates that smart homes are shifting from “optional consumption” to “must-have consumption” under the wave of national consumption upgrades.
With the maturity of IoT technology, such as eSIM sensorless network access and Wi-Fi6 dual-mode access, smart homes have entered a new stage of “spatial intelligence”, and policy support will accelerate the industry’s transition from single-product intelligence to whole-house interconnection.
The favorable sectors and core logic are as follows:
1. Smart home machines and ecological chains: The policy encourages “top products”, which will directly benefit companies with brand advantages and ecological integration capabilities, especially industry leaders and leading smart hardware ecological companies that deploy smart homes.
The entire machine manufacturing field covering smart home appliances, security systems, and environmental control, as well as ecological chain enterprises focusing on the R&D and production of smart hardware, will fully benefit from the increased consumer penetration brought about by the policy.
2. AIoT and Internet of Things communication: The core of smart home is “connection”. Driven by policies, the field of Internet of Things technology that supports concurrent connections of multiple devices will usher in an explosion.
Focus on IoT cards, communication modules (Zigbee/Wi-Fi6), edge computing nodes and other subdivided tracks. This type of technology provides closed-loop support of “perception – analysis – decision-making – execution” for whole-house intelligence. A smart community case shows that related technologies can reduce operation and maintenance costs by 60%.
3. Core components and sensors: The “competitive products” of smart homes require hard-core hardware support, and segments such as environmental sensors (PM2.5, VOC detection), core components of smart door locks, and low-power communication chips will directly benefit.
In particular, the AI vision module supplier group that can achieve high accuracy in identifying abnormal behaviors will occupy a core position in intelligent security upgrades, and the certainty of converting technological advantages into market share is extremely strong.
Secondly, Google Cloud officially announced that prices will increase starting in May 2026, with rates doubling in North America, 60% in Europe, and 42% in Asia. This breaks the twenty-year practice of “only falling but not rising” in the cloud service industry.
Superimposed on the fact that leading overseas cloud vendors have taken the lead in raising prices before, the global cloud service “price increase” has begun. Behind this is the increasing scarcity of resources caused by the explosive demand for AI computing power.
The positive sectors and core logic are as follows:
1. Domestic cloud computing and CDN: After the price increase of Google Cloud, domestic overseas enterprises and overseas customers will face the pressure of doubling costs. Domestic cloud manufacturers with price advantages and local service capabilities will undertake a large number of transfer needs.
Focusing on independent cloud computing service providers, CDN industry leaders, and cloud vendor ecosystem companies with overseas presence, IDC data shows that local vendors have natural advantages in dealing with traffic shocks and regulatory adaptation.
2. AI computing power and servers: The core underlying logic of cloud service price increases is the surge in demand for AI inference, and the supply of computing power resources exceeds demand and enters a tight balance.
It is beneficial to the hardware manufacturing fields such as domestic CPUs, AI chips, and servers, especially the segmented track focusing on high-performance computing. The explosive growth of global demand for AI computing power will continue to drive the growth of orders for related hardware products.
3. Database and AI native technology: The demand for AI Agents has driven the exponential growth in the number of sandboxes, and the demand for database PCU nodes will usher in explosive growth. The industry predicts that the global token volume may increase by 100-1,000 times, and AI native databases have become a definite trend in the industry.
Focusing on areas such as database software and AI native application development, such companies will benefit deeply from the valuation reconstruction of the cloud computing industry chain. The higher the technical barriers, the broader the room for growth.
Finally, the lithium battery industry chain will usher in a clear performance inflection point in 2025: among the 28 lithium battery companies that disclosed performance forecasts, 11 predicted growth, 6 turned losses, and the recovery rate exceeded 60%!
Behind this is the resonance formed by the supply-side “anti-involution” (capacity clearing, price self-discipline) and the demand-side explosion (energy storage + new energy vehicles). The price of lithium carbonate has doubled from its low point, and the increase in lithium hexafluorophosphate has reached 250% in half a year. The industry has officially bottomed out and entered a new upward cycle.
The positive sectors and core logic are as follows:
1. Lithium battery materials (midstream core): The materials field is the biggest beneficiary of this round of industry recovery, and the improvement in supply and demand has driven product prices to continue to rebound.
Focus on high-pressure lithium iron phosphate, ultra-thin separators, high-end electrolytes and other subdivided tracks. These high-end materials have shown a tight balance situation of “hard to find”. Enterprise orders in the industry are generally tight, and profit recovery is extremely certain.
2. Lithium resources (upstream support): Lithium mines have been included in the strategic mineral catalog. The increase in mining threshold has led to a contraction of supply. Superimposed on the continued growth of downstream demand, lithium prices are expected to enter a continued stabilization and recovery path.
It is beneficial to the upstream enterprise group with high-quality lithium resource reserves. The scarcity of upstream resources will become the core support for the continuous improvement of corporate profits, and the trend of industry concentration is obvious.
3. Energy storage and overseas supporting: Global energy storage battery shipments are expected to grow by more than 80% year-on-year, becoming the core engine for the growth of lithium battery demand. The energy storage battery manufacturing field will directly benefit from this trend.
At the same time, the synergy of “capacity + capital” for lithium battery companies to go overseas has become a new trend in the industry, benefiting material companies that provide supporting services for overseas factories. The release of overseas production capacity will open up the industry’s growth ceiling and become the second curve of performance growth.
