12.8 Pre-market Hotspot Summary!

Tobacco Label Sector Stocks

1. Quzhou Branch: Tobacco label business revenue ranks first in A-shares, reaching 2.579 billion, and is one of the core suppliers of tobacco labels in the tobacco system; under the background of increasingly strict industry compliance regulation, its stable supply capability and leading position are expected to continue consolidating market share in the tobacco label field.

2. Jinjia Co., Ltd.: Tobacco label revenue is second in A-shares, with a scale of 1.949 billion, and is expanding into new tobacco packaging beyond traditional tobacco labels; relying on long-term cooperation with tobacco companies, it has business continuity advantages in a tightening regulatory environment.

3. Jiyou Co., Ltd.: In 2017, it collaborated with Anhui Zhongyan on new tobacco products while also laying out traditional tobacco label production; its early layout in the new tobacco track is expected to seize the initiative in industry innovation trends.

4. Dongfeng Co., Ltd.: Mainly engaged in tobacco label production, it is a core compliant supplier for multiple tobacco subsidiaries, with tobacco label revenue ranking among the top in A-shares; it is also expanding into new tobacco packaging materials, where compliance capacity is more likely to secure stable orders under tightening regulations, resulting in high business certainty.

5. Xinhongze: Focused on the research and production of mid-to-high-end tobacco labels, deeply tied to mainstream domestic tobacco companies, with products covering multiple series of tobacco packaging; after the industry compliance threshold is raised, as a leading compliant supplier, it is expected to further expand market share.

Satellite Internet Sector Stocks

1. Zaiseng Technology: Core supplier of aviation soundproofing and thermal insulation cotton to aviation enterprises, with high reliability products meeting satellite and aviation equipment requirements; as the frequency of Long March rocket launches increases, the demand for related supporting materials will also grow.

2. Xinwei Communication: Engaged in satellite communication ground station antenna vibrator business, a core component supplier for satellite internet ground terminals; as satellite networking accelerates, the market space for its communication component business will continue to open up.

3. Western Materials: Producing titanium materials needed for satellite shells, with titanium product revenue reaching 2.38 billion, and titanium material lightweight and high strength meeting satellite structure demands; the scaled development of the satellite industry will drive growth in its titanium supply business.

4. China Satellite Communications: Domestic leader in satellite communication operations, possessing independent communication satellite resources, providing core communication services for satellite internet; the high-density launch of Long March rockets boosts satellite networking, continuously releasing demand for its communication services.

5. Aerospace Electronics: Focusing on satellite measurement and control communication devices, components, and other aerospace electronic supporting equipment, it is a core supplier in the midstream of the satellite industry chain; its products have high stability meeting satellite equipment requirements, and the expansion of the satellite industry will directly drive its order growth.

Film and Television Sector Stocks

1. China Film: As the importer, distributor, and dubbing party for "Zootopia 2", it directly benefits from the film's box office popularity; it also has resources across the entire film and television industry chain, and after the release date of "Avatar 3" is confirmed, it will also participate in domestic distribution, showing strong performance elasticity.

2. Bona Film: Film distribution and production revenue ranks third in A-shares, participating in "Avatar 3" (with a low investment return ratio); relying on mature distribution channels, it is expected to gain revenue growth through distribution sharing during the release cycle of top films.

3. Aofei Entertainment: Mastering the leading inertial motion capture technology in China, holding a 5.1% stake in Nuo Yiteng; this technology can be applied to film special effects production, and the hot screenings of blockbusters like "Zootopia 2" will drive growth in film technology supporting demand.

4. Wanda Film: Domestic theater leader, participating in the offline screening of "Zootopia 2", leveraging its theater layout for scheduling advantages; after the release of "Avatar 3", it will benefit from box office sharing and derivative product sales due to the recovery of film consumption.

Quantum Technology Sector Stocks

1. Keda Guochuang: Leading in relevance to quantum technology, holding shares in Guoyi Quantum and laying out quantum computing; it is a participant in the Ministry of Industry and Information Technology's quantum information standardization committee; the advancement of industry standardization will help commercialize its quantum business.

2. China Great Wall: Second in relevance to quantum technology, with investments already made in the quantum chip field; relying on its own hardware R&D foundation, it can support the iteration of quantum chip technology, and with policy promotion, it is expected to make breakthroughs in the quantum hardware track.

3. Geer Software: Holding subsidiary engaged in quantum cryptography research, focusing on the quantum security field; quantum information standardization will regulate industry development, and its quantum cryptography technology is expected to achieve commercial application in information security scenarios.

4. Guodun Quantum: Leader in the quantum communication field, covering core technologies for quantum key distribution, and is a core participant in quantum information standardization work; as policies promote industry standardization, its technological advantages will convert into first-mover competitive edge in commercialization.

AI Sector Stocks

1. Nanxing Co., Ltd.: Progress in cooperation with Microsoft ranks first in A-shares, jointly developing the manufacturing industry AI assistant "Xiao Lu AIGC"; deeply tied to the Microsoft ecosystem, after OpenAI launches GPT-5.2, its AI assistant can quickly interface with new technologies, expanding the smart manufacturing scenario.

2. Obsidian Technology: Connecting to Microsoft Azure cloud and opening commercial account permissions for OpenAI, focusing on 3D vision and AI integration; the iteration of GPT-5.2 will enhance the accuracy of its 3D vision AI applications, aiding in expanding the market in consumer electronics and other fields.

3. Zhouming Technology: Its AI assistant can call OpenAI models, laying out AI applications in the display field; the iteration of large model technology will enhance the richness of its AI assistant functions, improving the intelligent added value of display products.

4. Keda Xunfei: Deeply laid out in the fields of intelligent voice and AI large models, with technical exchanges with OpenAI; its enterprise-level AI solutions can interface with the GPT-5.2 ecosystem, and large model upgrades will enhance service competitiveness in education, office, and other scenarios.

Summary

The five major sectors summarized this time are driven by policies, industrial dynamics, content popularity, technological standards, and technological iteration. These stocks cover the core links of their respective industry chains, including existing core targets and complementary businesses with synergy. However, these sector themes are highly time-sensitive, and market volatility presents uncertainties. Investments should be made rationally in conjunction with individual risk preferences while keeping an eye on subsequent changes in driving factors.

This article involves information, data, and other content from public network sources for reference only and does not constitute investment advice!