Guoyuan Securities·2025-03-02 00:25Stock Recommendations - 崇德科技 (301548.SZ) is a leading enterprise in sliding bearings, expected to benefit from demand in nuclear power and wind power industries, with EPS projected to grow from 1.16 in 2023 to 1.93 in 2025[22] - 金山办公 (688111.SH) is expanding its AI capabilities in both consumer and business sectors, with EPS forecasted to increase from 2.85 in 2023 to 3.96 in 2025[22] - 爱柯迪 (600933.SH) is a leader in lightweight T-chain technology entering the robotics sector, with a low current valuation and EPS expected to rise from 1.15 in 2023 to 1.65 in 2025[22] - 三鑫医疗 (300453.SZ) is seeing increased demand for dialysis products, with EPS projected to grow from 0.40 in 2023 to 0.51 in 2025[22] - 北方稀土 (600111.SH) is positioned to benefit from improved supply-demand dynamics in the rare earth sector, with EPS expected to increase from 0.66 in 2023 to 0.74 in 2025[22] - 中兴通讯 (000063.SZ) is set to gain from the deepening of AI deployment in China, with EPS forecasted to grow from 1.95 in 2023 to 2.12 in 2025[22] - 恺英网络 (002517.SZ) has strong product development capabilities, with EPS expected to rise from 0.68 in 2023 to 0.99 in 2025[22] - 巨子生物 (2367.HK) is focusing on collagen products, with EPS projected to grow from 1.40 in 2023 to 2.35 in 2025[22] Market Performance - The 国元金股组合 achieved a weighted return of 2.75% in February, outperforming the Shanghai Composite Index which rose by 2.16%[14] - 富国中证大数据产业 ETF (515400.SH) performed well, increasing by 20.27% in February[14] - The largest market cap among the recommended stocks is 中兴通讯 at 1761.47 billion RMB, followed by 金山办公 at 1601.73 billion RMB[19]