JinYi Internet: From Technological Frenzy to Value Reversion, the Industry Enters a New Stage of Differentiation and Upgrading

2026-01-23

2026, the opening year of the 15th Five-Year Plan, sees the deep integration of technological and industrial innovation as the dominant theme of the era. Commercial aerospace, low-altitude economy, humanoid robots, and computing networks are collectively entering a critical transition period from technology verification to large-scale implementation. Clearer policy guidance, more precise capital flows, and more essential application scenarios are jointly reshaping the competitive landscape of the global technology startup industry. JinYi Internet, based in the Asia-Pacific region and radiating globally, leverages its strategic focus of "global vision + local expertise" to gain insights into the essence of the industry through hands-on practice and explore sustainable development paths for technology startups.

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The current technology startup industry is moving away from the homogeneous "frenzied exploration" and entering a new stage of rational differentiation and value creation, with three core trends being particularly prominent. First, policy and capital are forming a synergistic empowerment loop. From the establishment of the Commercial Aerospace Department and the release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)" by the National Space Administration, to the Science and Technology Innovation Board (STAR ​​Market) clarifying the IPO path for commercial rocket companies, policies are continuously "loosening restrictions and paving the way" for the hard technology industry; the capital market is accelerating its concentration on leading companies, promoting breakthroughs in core technologies such as reusable rockets and high-thrust engines, forming a positive cycle of "policy setting—capital support—technological breakthroughs." Second, technology implementation is focusing on breakthroughs in essential demand scenarios.  The low-altitude economy is transitioning from scattered pilot projects to systematic implementation, with production operations and public governance becoming the main battlegrounds for commercialization. Regular operation is expected to accelerate by 2026. Humanoid robots are moving beyond mere "muscle-flexing" tactics, with wheeled dual-arm robots rapidly penetrating industrial material handling and other scenarios, and the leasing industry chain gradually improving. In the field of autonomous driving, Level 2 autonomous driving capabilities are rapidly gaining popularity, with highway and urban NOA (Normally Oriented Automation) systems penetrating the mainstream price range, and the intelligent competition entering a more complex phase. Thirdly, cross-industry integration is spurring new business growth. Computing power is leaping from cluster deployment to comprehensive empowerment, with the large-scale commercialization of 1.6T optical modules and liquid cooling technology becoming essential, driving the high-end evolution of the entire "computing, storage, and transportation" industry chain. The deep integration of AI with biomedicine and semiconductors is not only promoting the implementation of medical innovations such as multimodal AI diagnostic systems but also driving a surge in demand for GPUs and memory chips, reconstructing the industry value network.


Faced with this wave of industrial transformation, JinYi Interconnect deeply understands that the core competitiveness of technological innovation stems not only from breakthroughs in single technologies but also from building an ecosystem of collaborative capabilities encompassing "capital, technology, and market."  Based on this, the company uses Hong Kong and Singapore as its two core locations to create an innovative ecosystem that combines global resources with localized adaptation capabilities.

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In terms of globalization, the company is transitioning from a "regional investor" to an "ecosystem builder." The establishment of the Singapore fund company signifies that JinYi Connect has formed a dual-core linkage pattern between Hong Kong and Singapore, radiating to emerging markets in South Asia and Southeast Asia. In the short term, it focuses on the commercialization of AI-driven healthcare technologies; in the medium term, it will expand its investment footprint to the South Asian market within three years; and in the long term, it will create a global shared platform covering the entire industry chain by establishing dedicated funds and regional innovation centers, enabling Asian innovation to reach the world.