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.Yiming's moderate consumption of food still has the expected logic. At the same time, due to its weak daily limit, the food and beverage side has fulfilled expectations, so other branches have been derived, including the following ice and snow industry. Household stocks have pushed back the incredibly smart home, while household appliances stocks are Shuaifeng Electric Appliances. In fact, Shuaifeng Electric Appliances is also a smart home at the same time, and we will talk about it in the back board. The initiative of the first board is behind the board, indicating that it is late to start.
5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)
4 boards (a word board with too many high standards eliminates negative feedback due to poor off-site acceptance desire, and changes hands with high standards to accelerate)Haitai Development, Huakong SEG, Zhongzhi, Longjian, Jianyi Group, Construction Machinery, Yinlong,5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)
Strategy guide 12-13
Strategy guide
12-13