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.
Guosheng Financial Holdings: Slow Bull Securities does not comment.Shengguang Group: Same as above, do what you want with a trend mentality.
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.Yesterday, on the basis that the first board was not promoted to the second board, we continued to choose to supply the first board to maintain the heat, so we entered the running rhythm of low altitude and three stupidities. At the stage of focusing on the core of capacity and width extension, the relatively certain ones at present are Keli Sensing, Giant Wheel Intelligence, Wuzhou Spring Festival and construction industry, each of which depends on its own ability. After all, the robot can't make the highest board now, so we will consider the small ticket relay when it turns from width extension to height extension again.
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13