Friendship Group: Xinjiang+Consumption, following Yiming Food's time-sharing and pulling back, can't see the initiative. Those who cooperate with the bidding are always more active than those who cooperate with the time-sharing. It is necessary to make up for the expected increase rather than follow it. This is the difference.HTC's new material: quantum communication, arbitrage of starlight shares, but also with silicone concept, partial trend.Wenfeng shares: Electrical appliances are the focus, and most of today's word boards are borrowed from the strength of finance, so this word board was actually used as a tool by Guo Shenghe.
Haitai Development, Huakong SEG, Zhongzhi, Longjian, Jianyi Group, Construction Machinery, Yinlong,robot
Zhongbai Group: The word consumption category has increased. Let's look at the birth node, and then look at the trend of Zhongbai, the median stock from the perspective of consumption, the median stock from the perspective of agriculture, and the expectation of a high probability.Zhuolang Intelligent: Robot+Xinjiang+Textile, the internal position of the plate is somewhat low. Let's talk about the card position in the construction industry. If we rely on the card position in Xinjiang, the expectation is not high because the construction industry also has the concept of developing the western region.
Strategy guide 12-13
Strategy guide