策略点评报告：10月金股

Group 1: Key Insights on Selected Companies - The report highlights that Nuo Cheng Jian Hua (688428.SH) is strengthening its commercialization capabilities in the hematological oncology field, with a rich cash reserve and significant valuation recovery potential [2] - Lepu Biopharma (02157.HK) has multiple FIC ADCs in development, with an upcoming listing application for EGFR ADC, indicating an imminent harvest period [2] - WuXi AppTec (02268.HK) is positioned as a leader in the ADC sector, benefiting from reduced legislative pressures and strong performance growth driving value recovery [2] - Gujing Gongjiu (000596.SZ) is expected to benefit from favorable policies and a strong consumption recovery during the National Day holiday, with a current collection progress of 94% [2] - LiuGong (000528.SZ) has seen continuous growth in excavator domestic sales since March 2024, with a significant increase in overseas revenue, which reached 7.712 billion yuan, up 18.82% year-on-year [3] - Dengkang Oral (001328.SZ) is experiencing a strong online performance and product structure upgrades, leading to increased market share [2] Group 2: Industry Trends and Projections - The oil and gas sector, particularly Zhongman Petroleum (603619.SH), is expected to see an increase in crude oil production in the second half of the year, with a projected net profit of 1-1.1 billion yuan for 2024 [3] - The electric equipment sector, represented by Ningde Times (300750.SZ), is experiencing upward trends in market share and profitability, driven by new technologies and overseas market expansion [3] - Siyuan Electric (002028.SZ) is benefiting from accelerated overseas market expansion and growth in energy storage and external network businesses, with a projected profit CAGR of 13% [3] - Midea Group (000333.SZ) is enhancing its capital quality through its Hong Kong listing and is actively promoting its global business layout [3]