万和财富早班车-20250521

Core Insights - The consensus on the upward revaluation of Chinese assets is expanding continuously [4] - The China Securities Regulatory Commission states that the Chinese capital market will provide irreplaceable investment opportunities for global investors [4] Industry Dynamics - The first low-altitude sightseeing route in Shanghai has launched, indicating the rapid emergence of a trillion-level low-altitude economy, with related stocks including Jialiqi (301586) and Hangcai Co. (688563) [5] - The Shenzhen International Optical Fair will be held next month, with AI glasses expected to gain traction, related stocks include Allwinner Technology (300458) and Shuo Beid (300322) [5] - Huawei has released the world's largest commercial foldable computer, suggesting an imminent explosion in the foldable screen industry, with related stocks including Sidike (300806) and Kaisheng Technology (600552) [5] Company Focus - Weixing New Materials (002372) aims to maintain relative price stability by enhancing product and service quality [6] - Shuangta Food (002481) expects the completion of its factory in Thailand in the second half of the year, anticipating an additional pea protein production capacity of 10,000 tons [6] - Guoxuan High-Tech (002074) reports strong demand for its main products, with continuous growth in production [6] - Link Technology (001207) has silica products applicable in humanoid robotics [6] Market Review and Outlook - On May 20, the market experienced a high and then a pullback, with three major indices showing slight increases. The Shanghai Composite Index closed at 3380.66 points, up 0.39%, and the Shenzhen Component Index at 10245.13 points, up 0.73% [7] - The market is currently lacking a clear mainline, with hotspots being dispersed. However, in the medium term, the "loose monetary + weak dollar" environment is expected to favor technology growth styles [7] - The institution anticipates that elastic opportunities will likely revolve around technology growth areas such as self-control, AI, and robotics in the coming month [7]