Haitai Development, Huakong SEG, Zhongzhi, Longjian, Jianyi Group, Construction Machinery, Yinlong,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.
5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)Haitai Development, Huakong SEG, Zhongzhi, Longjian, Jianyi Group, Construction Machinery, Yinlong,
Dongjing electronics: old stocks.