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.
Hualian shares: the division logic has been mentioned in the consumption and consumption sectors, and it is difficult to be driven in the follow-up.Yatai Group: Real estate, finance and medicine are all available, but in view of bringing an Antai Group, I have the idea of taking coal.
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.Peach and plum bread: consumption, high dividend angle follows Shuaifeng Electric, besides, there is nothing to fry, and it is difficult to drive the follow-up.
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13