华安研究2024年10月金股组合

Group 1: Energy Sector - Domestic energy storage projects are expected to increase installation capacity, benefiting from stable profits in the US and considerable elasticity in Europe[2] - The company is a global leader in solar storage, benefiting from demand growth and maintaining high profitability through product premium and cost reduction[2] Group 2: Agriculture Sector - Pig prices are in an upward cycle, with limited downside expected in 2025, allowing for volume compensation[2] - The company is a leading player in pig farming, with rapid growth in output expected in 2024 and steady cost reductions[2] Group 3: Automotive Sector - The company achieved a 22% year-on-year increase in automobile sales in H1 2024, with a total of 1.612 million units sold[2] - The gross profit per vehicle increased from 6,700 RMB to 8,600 RMB due to significant cost reduction efforts[2] Group 4: Electronics Sector - The company anticipates a 20-25% year-on-year increase in net profit for H1 2024, with a forecasted net profit of 5.23-5.44 billion RMB[2] - The company is positioned well in the AI industry, with strong growth expected in AI server demand and related components[2]