Overview of the midday surge:
Announcement: Xingye Technology (signed a strategic cooperation agreement)
Real Estate: Xiangjiang Holdings,
Robotics: Jingxing Paper, Shanzi Gaoke, Junsheng Electronics (secured global automotive intelligence project orders), Shoukai Co., Yapu Co., Shanzi Gaoke, Far East Co., Hongrun Construction, Quanzhu Co., Kesen Technology, Ruqi Co., Yunnan Tourism, Hongdou Co., Bojie Co., Gongyuan Co., Wanxiang Qianchao, Hengtong Optoelectronics, Kaidi Co., Julun Intelligent, Mulinsen, Dahua Co. + Landi Group (Robotics + Chips), Lianmei Holdings, Sanhua Intelligent Control, Jinfeng Technology, Fulongma (Robotics + Autonomous Driving), Wuzhou Xinchun, Fuda Co.
Consumer Goods: Taimushi
Performance: Zhongxin Group
Photolithography Machines: Yongxin Optics, Tianpu Co. (equity transfer), Wantong Development, Feile Audio, Heertai, Ruixin Micro, Kaimeite Gas, Lihexing, Dahua Co. + Landi Group (Robotics + Chips), Wentai Technology, Suao Sensors
Autonomous Driving: Kebo Da, China Automotive Research, Qianli Technology, Guangku Technology (Autonomous Driving + CPO), Donghua Software, Fulongma (Robotics + Autonomous Driving)
Wind Power: China Electric Motor
Liquid Cooling: Hanzhong Precision Machinery, Dayuan Pump Industry, Haiou Co., Tenglong Co., Zhongtian Technology (Liquid Cooling + CPO), Chuanrun Co.
CPO: Guangku Technology (Autonomous Driving + CPO), Zhongtian Technology (Liquid Cooling + CPO), Industrial Fulian
PCB: Honghe Technology, Guanghe Technology
Solid-State Batteries: Daoming Optics
Lowest Price: Yongtai Energy
Real Estate: Meike Home
Shanghai State-Owned Enterprise Reform: Shanghai Wumao,
Real Estate: Suning Universal
Wind Power: Zhongji United, Tongyu Heavy Industry
Prefabricated Buildings: Huayang International
Consumer Goods: Jiangnan High Fiber
New Energy Vehicles: Changrun Co.
Film and Television: Jinyi Film and Television
3D Printing: Aisikai
Consumer Electronics: Taijia Co.
1. The robotics sector has gone crazy, mainly due to the profit effect generated by high standards. For those who haven’t entered the market, the only option is to try to find previously strong stocks, even if the initial speculation wasn’t about robotics, as long as it is related, it can be tried.2. Chips are also very strong, with SMIC hitting new highs continuously, the strategy here is similar, which is to find previously recognizable chip stocks to follow and grab a share.3. AI hardware, such as CPO, PCB, liquid cooling, and computing power have all performed well, with liquid cooling being the strongest, just look for low absorption opportunities in previously strong stocks.4. Yesterday’s article was lost, and I don’t want to discuss deeper topics anymore, nothing else to say, if the market is strong, chase the rise, if the market is weak, stay out, if the market is volatile, look for low absorption, what do you think the current situation is?
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