万和证券：万和财富早班车-20241128

Core Insights - The report highlights the ongoing recovery in the domestic financial market, with major indices showing positive growth, indicating a potential upward trend in the market [5]. - The report emphasizes the importance of policy support and economic recovery, suggesting that the market may experience a significant turning point as policies take effect [5]. Industry Dynamics - The report notes that by 2030, there will be an estimated 100,000 eVTOL aircraft entering households or becoming airborne taxis, with related stocks including Guangha Communication and Jinggong Technology [4]. - Nanjing has released a high-quality development action plan for the robotics industry, with relevant stocks such as Huaru Technology and Ruineng Technology [4]. - Solid-state batteries are accelerating the transformation of the lithium battery supply chain, with eVTOL manufacturers calling for breakthroughs in material sourcing, highlighting companies like BYD and Liyuanheng [4]. Company Focus - Ningde Times has established a green energy technology company in Yuxi, which includes the sales of new energy vehicles [4]. - Zhongxing Junye plans to invest 550 million yuan to build a mushroom industry park to further enhance its market share in the double-caps mushroom segment [4]. - Kunlun Wanwei has officially launched the invitation testing for its "Tiangong Model 4.0" [4]. - SF Holding has successfully listed on the Hong Kong Stock Exchange, becoming the first A+H company in the express logistics industry [4].