Lates News

Guosen Securities report suggests focusing on industries with real profit realization or strong industrial trends, with particular focus on resources, innovative medicine, gaming, and defense. In the medium to long-term investment logic perspective, we emphasize paying attention to industries in China that already have or have the potential for sustained pricing power, with supply and demand growth factors taken into account. From the short-term perspective of profit realization, it is recommended to focus on rare earths, cobalt, tungsten, phosphate chemicals, pesticides, fluoride chemicals, and photovoltaic inverters. In addition, the intensive consumer electronics product launches in September suggest focusing on the revaluation opportunities in the consumer electronics supply chain.