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.5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)
Honghe technology: glass glass fiber, arbitrage Shandong glass fiberZhuolang 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.
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)Haixin Food: It is greatly influenced by Yiming Food, and the arbitrage expectation is greater than the compensatory increase.Inpais: Ice and snow +AI glasses. The first board mentioned the expectation of the card position Rheinland Sports fermenting AI glasses. Consumer electronics are also consumption, but it is difficult for Kazuoyi to have technology from this angle, so it is still necessary to take a walk in the ice and snow.
Strategy guide
Strategy guide 12-14