1. Real estate. The central bank has implemented differentiated housing credit policies according to the city's policies to better support the demand for rigid and improved housing, which is good for Jinke Co., Ltd., Vanke A, Dalong Real Estate, Rongsheng Development, Poly Development, SIIC Development, CCCC Real Estate, etc.
2. Robots.
UBTECH will be listed on the main board of the Hong Kong Stock Exchange on December 29, and currently focuses on the three major application scenarios of humanoid robots, including industrial manufacturing services and home companionship. Good for Haozhi Electromechanical, Julun Intelligence, Tianqi Shares, Jiangsu Leili, Kelier, Zhongda Lide, etc.
3. Photovoltaics.
In the case of photovoltaic overcapacity intensifying supply-side competition, the profitability of the industrial chain may face a significant contraction, and the industry will enter a new round of reshuffle.
Fourth, wind power. In 24 years, the fundamental inflection point of the sea wind industry is clear, and the project continues to advance, providing support for the installation in 24 years, which is good for Dongfang Cable, Tianshun Wind Energy, Guangwei Composites, Daikin Heavy Industries, Haili Wind Power, Zhongtian Technology, etc.
5. Silicon-based OLED
Apple's MR adopts the latest silicon-based OLED technology, which will drive the rapid development of the industrial chain. At present, Hefei Shiya and Sony are tied for one supply, which is good for Qingyue Technology, Yitian Shares, Asia Cube Optoelectronics, Yabaoxuan, Exciton Technology, etc.
6. Fireworks.
The relevant local regulations on the comprehensive prohibition of the sale of fireworks and firecrackers, with the relevant provisions of the Air Pollution Prevention and Control Law and the Regulations on the Safety Management of Fireworks and Firecrackers, are inconsistent, which is good for Kailong shares, Hengguang shares, ST Panda, Poly United, Huaertai, etc.
7. Food and beverages.
The current valuation of the food and beverage industry has been at a historical low, with the original intention of being optimistic about the company's future development and giving confidence to the capital market, food and beverage companies have recently repurchased shares, which is good for Golden Seed Liquor, Huangtai Liquor, BESTORE, Shede Liquor, Xiangpiaopiao, Drunkard Liquor, etc.
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