Sou Hu Cai Jing·2025-06-18 12:57Group 1: New Energy Sector - Pulutong and Xinghua Co. are standout stocks in the new energy sector, with Pulutong establishing a complete photovoltaic and energy storage industrial chain and winning overseas projects, while also leading in sodium battery R&D [3] - Xinghua Co. has launched a 500,000-ton coal-based ethanol project with a product purity of 99.8%, significantly outperforming competitors, and has achieved an ESG rating of A, attracting long-term capital [3] - Both companies reported substantial profit increases in Q1, with Pulutong's net profit more than doubling, leading to their stock price surging [3] Group 2: Consumer Electronics - AI glasses have emerged as a new battlefield, with Rokid collaborating with Alipay to launch the world's first smart glasses payment feature, achieving over 250,000 global orders for Rokid Glasses [3] - Meta is set to release new AI glasses on June 20, further increasing industry interest, while companies like Lianjian Optoelectronics and Biyi Co. are either supplying or developing AI glasses, resulting in rising stock prices [3] - Zhongjing Electronics is strategically involved in both AI glasses and CPO, positioning itself in two hot technology sectors [3] Group 3: Military Industry - The military sector saw significant activity, with Changcheng Military Industry's stock hitting the limit, driven by increased military orders and heightened demand for precision-guided weapons and informationized munitions [3] - The display of advanced equipment like the J-35A at the Paris Air Show has ignited military trade expectations, with Changcheng Military Industry leading in mortar and individual rocket fields [3] - The company has successfully bid for 11 research projects, with R&D investment increasing nearly 20% year-on-year, supported by strong fund backing and increased margin trading [3] Group 4: Digital Currency - The People's Bank of China announced the establishment of an international operating center for digital RMB, accelerating its internationalization and benefiting core stocks like Chutianlong and Xiexin Nengke [4] - Chutianlong's digital currency hardware products have been implemented in multiple pilot projects, while Xiexin Nengke has deep ties with Ant Financial, presenting significant opportunities in cross-border payment [4] - Following the policy announcement, funds quickly flowed into these stocks, leading to notable price increases [4] Group 5: Brain-Machine Interface - The brain-machine interface sector gained attention following a surge in US stocks related to brain regeneration technology, positively impacting A-share related concept stocks [4] - Aipeng Medical's anesthesia depth monitoring device utilizes brainwave collection technology, while Nanjing Panda has made breakthroughs in multimodal human-computer interaction systems, resulting in stock price increases [4] - Sichuan has released a brain-machine interface industry plan aiming to develop three invasive products by 2027, with a projected market size exceeding 5.5 billion [4] Group 6: Market Trends - The overall market is experiencing significant differentiation, with high-position sectors like innovative pharmaceuticals and consumer electronics facing considerable pullback pressure [4] - Companies with robust technology and policy support in sectors like new energy (photovoltaic and energy storage), military (high-end equipment), and consumer electronics (AI innovation products) are recommended for medium to long-term investment [4] - Short-term speculative concepts should be approached with caution, emphasizing the importance of stability during market fluctuations [5]