The expansion of industry chains by tech giants often hides investment opportunities. Sorting out those A-share listed companies deeply tied to cutting-edge fields such as commercial aerospace, humanoid robots, smart vehicles, and AI chips, the selection criteria are simple—having genuine orders, steady performance growth, and no large losses. The data benchmark is based on financial performance in the first three quarters of 2025.

**Commercial Aerospace Supply Chain Is Starting to Scale**

Starlink ground terminals and rocket engine materials are currently the most noteworthy segments. Xinwei Communications(300136) exclusively supplies high-frequency connectors for Starlink ground terminals, with related orders accounting for over 70% of its satellite business. In Q3 2025, net profit reached 1.12 billion yuan, up 32.1% year-over-year. Zuosheng Technology(603601) specializes in space insulation materials, with orders in 2025 surging 240% YoY. In the first three quarters, net profit was 480 million yuan(+45.6%), with stable monthly supply and high technical barriers.

Another dimension involves rocket support components. Western Materials(002149) is the only niobium alloy supplier for SpaceX in mainland China. This material is used in the hot end components of the Raptor engines. The supporting value per unit is between 5 to 10 million yuan, with net profit of 1.5 billion yuan(+18.3%) in the first three quarters. Pike New Materials(605123) received NASA certification, supplying forgings for Falcon 9 and Starship. In 2025, aerospace orders exceeded 1.2 billion yuan, with net profit of 420 million yuan(+25.7%) in the first three quarters. The company is currently in the phase of mass production and delivery expansion.

**Humanoid Robots Moving from Prototypes to Mass Production**

Actuators and joint systems are core components of robots, and several companies have already secured orders. Top Group(601689) is the exclusive supplier of actuators and dexterous hands, with order scale exceeding 600 million yuan. It has completed Gen3 mass production and factory inspection, with net profit of 3.85 billion yuan(+26.8%) in the first three quarters. Future capacity plans aim for hundreds of thousands of units. Sanhua Intelligent Control(002050) supplies rotary joint assemblies, with orders over 400 million yuan, establishing factories in Mexico to support North American production lines. In the first three quarters, net profit was 2.53 billion yuan(+22.5%), with an annual actuator capacity plan of 1 million units.

Mingzhi Electric(603728) specializes in hollow cup motors, suitable for dexterous hands. It has obtained sample delivery certification, with net profit of 180 million yuan(+35.2%) in Q3 2025. Domestic robot orders are gradually landing.

**Smart Vehicle Cockpits and Vision Solutions**

Cockpit domain controllers and autonomous driving vision solutions have become new growth points. Desay SV(002920) is a core supplier of cockpit domain controllers and intelligent driving solutions, with related orders exceeding 800 million yuan. In the first three quarters, net profit was 1.86 billion yuan(+28.7%), with high customer repurchase rates. Lianchuang Electronics(002036) has mass shipments of vehicle-mounted lenses, with autonomous driving lens orders accounting for over 40%. In the first three quarters, net profit was 320 million yuan(+41.5%), supporting a facelift project for a major mainstream vehicle model.

On the battery side, CATL(300750) continues to consolidate its position as a power battery supplier. Energy storage Megapack is also expanding, with net profit of 28.82 billion yuan(+12.5%) in the first three quarters. Orders are scheduled into Q3 2026.

**PCB and Power Supplies for AI Computing Infrastructure**

In the supply chain for supercomputing centers and servers, PCBs and power supplies are the most fundamental components. Siyun Circuit(603920) supplies core PCB components for Dojo supercomputers, indirectly supporting AI servers. In the first three quarters, net profit was 560 million yuan(+38.9%), benefiting from AI chip upgrades and autonomous driving data processing demands. Igor(002922)’s data center transformers hold over 60% market share in the US. Overseas orders in 2025 exceeded 500 million yuan, with net profit of 310 million yuan(+52.3%) in the first three quarters, with stable supply rhythm.

**How to Choose**

Based on order certainty and performance quality, Xinwei Communications, Top Group, Desay SV, and Siyun Circuit are all top-tier targets. Key metrics to monitor include order delivery volume, robot mass production progress, AI supporting revenue proportion, and gross margin trends. Of course, caution is needed regarding risks from supply chain shifts, technological iteration, and increasing industry competition.