Analysis of Long-Term Investment Opportunities Under the Integration of AI and Commercial Aerospace

This analysis is based on the investment concept of ‘Blur Details, Insight the Future’ proposed by economist Cheng Shi, focusing on the long-term investment opportunities in the integrated development of AI and commercial aerospace, with core logic centered on the two trends of ‘efficiency improvement’ and ‘scenario implementation’. AI, as an ‘efficiency amplifier’ for various industries, has been verified through Huawei’s “Industrial and AI Integration Application Guide” [1], such as BMW’s AI production scheduling system which significantly improves operational efficiency and reduces costs. The inevitable direction of ‘cost reduction + networking’ in commercial aerospace is also supported by the Tianhong Fund report [2]. Reusable rocket technologies like the Long March 12 promote cost reduction, and low-orbit constellation networking will improve space service efficiency.

In terms of market performance, the selected representative stocks (China Satellite 600118.SS, Zhenlei Technology 688270.SS, Chaojie Co., Ltd. 301005.SZ) saw significant gains from November 20 to December 19, 2025, reaching 42.46%, 91.83%, and 91.56% respectively, reflecting the market’s high recognition of the AI and commercial aerospace integration field [0]. Tiger Brokers [3] and Wall Street News [4] also pointed out that AI has entered the stage of ‘competing for implementation’ from ‘speculating on concepts’, and the commercial aerospace track has triple resonance of policy, demand, and technology, which is suitable for long-term layout.

1. Integration Effect Amplifies Investment Value
   : AI’s efficiency improvement capability and commercial aerospace’s cost reduction and networking trend complement each other. Their integration will produce an effect of 1+1>2, promoting the accelerated development of related industries.
2. Implementation Scenarios Become Core Drivers
   : The shift from ‘speculating on concepts’ to ‘competing for implementation’ indicates that investment value will rely more on the application effect of technology in actual scenarios rather than the speed of technological iteration.
3. Benefits from Industrial Upstream and Downstream Linkage
   : The full industrial chain gains from satellite manufacturing (China Satellite) to on-board chips (Zhenlei Technology) to rocket structural parts (Chaojie Co., Ltd.) show the driving effect of integrated development on the entire industry.

• Opportunities
  : The integration of AI and commercial aerospace is in the stage of triple resonance of policy, demand, and technology, with obvious long-term layout value; relevant enterprises have shown implementation capabilities and have great growth potential in the future.
• Risks
  : The industry is still in the early stage of development, and there are uncertainties in technology implementation and policy support; short-term stock price fluctuations are large, and investors need to make decisions based on long-term fundamentals.
• Notes
  : The concept of ‘Blur Details, Insight the Future’ by Cheng Shi mentioned in the event was not directly found in the search results with complete expression, and the credibility of its source needs further confirmation.

The integrated development of AI and commercial aerospace has entered the implementation verification stage. Efficiency improvement and scenario implementation will become the core logic for long-term investment. Stocks in related sectors have performed strongly recently, reflecting the market’s optimistic expectations for this field. However, investors need to maintain a long-term investment mindset, pay attention to the effect of technology implementation and policy support, and avoid excessive attention to short-term technical details and stock price fluctuations.