帮主郑重跨年布局核心标的清单

Group 1: New Productive Forces - Semiconductor/GPU: Companies like Wallen Technology (upcoming IPO with 800 million orders) and Moore Threads (full-function GPU roadmap) are positioned to benefit from the explosive demand for AI computing power and the production of 2nm chips, which will drive industry upgrades and address critical supply chain issues [2] - Humanoid Robots: Companies such as Zhongyuan Neipei (collaborating with Ningbo Puzhi on core robot components) are entering the market as embodied intelligence accelerates, with the potential for large-scale industrial production following positive endorsements from figures like Elon Musk [2] - Controlled Nuclear Fusion/Quantum Technology: Focus on upstream material and equipment suppliers in these key areas supported by the "14th Five-Year Plan," which presents a trillion-level market opportunity due to technological breakthroughs [2] Group 2: Consumer Recovery - Cultural and Tourism Consumption: Companies like Shaanxi Tourism (new stock subscription benefiting from tourism recovery) are expected to gain from the winter tourism market's warming and the lifting of firework bans, which will boost festive consumption [2] - Quality Consumer Goods: Export-oriented consumer companies are seeing a clear trend of domestic brands expanding overseas, supported by domestic demand policies that enhance profitability [2] Group 3: Profit Recovery - Manufacturing/Resource Products: Companies such as China Shenhua (asset restructuring and full coal and chemical industry chain) and Jinshi Resources (extending into fine fluorochemical downstream) are positioned to benefit from supply-demand optimization and stabilizing commodity prices, leading to a rebound in corporate profits [4] - Logistics/Infrastructure: Companies like Dongfang Zhizao (focused on smart logistics after a change in control) and Qingdao Port (expanding terminal capacity) are set to benefit from government initiatives aimed at stabilizing growth and enhancing logistics efficiency [4]