6月度金股：新一轮“东升西落”交易下的配置组合-20250531

Group 1 - The report highlights three main investment directions for June, focusing on mid-term fundamental improvements in sectors such as innovative pharmaceuticals and military electronics [2][3] - The recommended stock portfolio includes companies from various industries, with detailed financial metrics provided for each [4][71] - The report emphasizes the potential for a new round of "East Rising, West Falling" trading, driven by a weakening dollar and favorable liquidity conditions [7][9] Group 2 - The report recommends Nuway Co., Ltd. (603699.SH) as a leading global industrial valve manufacturer, benefiting from strong demand in LNG and marine industries, with expected overseas order growth of over 30% in the first half of 2025 [12][13] - The report identifies Xiaogongmiao City (600415.SH) as a key player in China's small commodity trade, with significant growth potential driven by the expansion of the Yiwu International Trade City and a projected 15.1% increase in import and export value in 2025 [18][19] - The report highlights Jingzhida (688627.SH) as a promising electronic company, with successful validation of key testing machines and strong demand from major clients, indicating significant revenue potential in the domestic storage testing market [23][24] Group 3 - Aerospace Electronics (600879.SH) is positioned for rapid growth, focusing on space electronics and unmanned systems, with increasing demand in satellite internet and drone markets [29][30] - Qingdao Beer (600600.SH) is expected to benefit from restaurant recovery and management improvements, presenting strong investment potential in the beverage sector [35][39] - Qianhong Pharmaceutical (002550.SZ) is projected to achieve substantial revenue growth, driven by the potential of its innovative drug pipeline, particularly QHRD106 [41][43] Group 4 - Focus Media (002027.SZ) is maintaining steady growth with effective cost control and increasing market share, particularly in the consumer goods advertising sector [44][46] - Green Power (601330.SH) is expected to see significant increases in free cash flow and dividends, supported by operational improvements and strategic project placements [50][52] - Sanhua Intelligent Control (002050.SZ) is well-positioned in the electric and new energy sectors, with strong growth prospects linked to Tesla's production plans and domestic market recovery [58][60] Group 5 - Inovance Technology (300124.SZ) is focusing on AI and humanoid robotics, with strategic investments expected to enhance its market position and profitability in the automation sector [64][66] - The report emphasizes the importance of monitoring key catalysts such as new product validations and market expansions for the recommended stocks [27][62]