Hexun Investment Advisor Zhang Fuhai: Policy, Funds, and Scenarios Provide Triple Support, Clear Thematic Logic

On March 20th, Hexun Investment Advisor Zhang Fuhai stated, “The ‘14th Five-Year Plan’ clearly outlines the forward-looking development of six major future industries: quantum technology, biomanufacturing, hydrogen energy and nuclear fusion, brain-computer interfaces, embodied intelligence, and 6G. These are positioned as national strategic new growth engines, supported by policies, funding, and scenarios. The thematic logic is clear, and the medium- to long-term prosperity is evident. Among them, quantum technology focuses on computing, communication, and measurement, with breakthroughs in core chips, detectors, and system equipment driving R&D and industrialization, serving as key carriers for information security and computing power revolution. Biomanufacturing centers on synthetic biology, covering biomedicine and green materials, replacing traditional energy-intensive processes with bio-based chemicals, offering environmental and cost advantages, and moving toward a trillion-dollar market. In hydrogen energy and nuclear fusion, hydrogen emphasizes storage, transportation, refueling, and fuel cells, while nuclear fusion aims at a long-term ultimate energy solution, with core materials, equipment, and experimental devices advancing simultaneously, opening new energy horizons. Brain-computer interfaces are leading in medical rehabilitation and intelligent interaction, with electrodes and algorithms as core components, transitioning from clinical to consumer applications, creating new human-machine interaction tracks. Embodied intelligence integrates humanoid robots and intelligent agents, with explosive demand for core components, control systems, and AI algorithms, forming the core of intelligent manufacturing and service robots. 6G communication features terahertz, integrated aerial-ground-space networks, and sensing-computing integration, with early deployment of RF antennas and optical modules. Satellite communication will benefit first, laying the groundwork for next-generation digital infrastructure. Overall, these six industries are on the verge of technological breakthroughs and early industrialization, with policies continuously catalyzing progress and scenarios accelerating deployment. In the medium to long term, they will shift from thematic hype to performance realization, becoming the core focus of tech investments.”