Minsheng Securities·2025-06-01 07:15Group 1: Stock Recommendations - Jin控煤业 (601001.SH) is expected to enhance performance through asset injection, with coal prices at a bottom and potential for slight rebound[1] - 五矿资源 (1208.HK) has improved operations with the second mine pit production, cost reduction, and underestimated community issue handling capabilities[1] - 吉利汽车 (0175.HK) shows significant year-on-year sales growth in Q1 2025, with improved gross margin and decreased expense ratio[1] Group 2: Financial Data Highlights - EPS for Jin控煤业 is projected to decrease from 1.68 in 2024A to 1.30 in 2025E, with a PE ratio increasing from 7 to 9[7] - 五矿资源's EPS is expected to rise from 0.01 in 2024A to 0.05 in 2025E, with a significant drop in PE from 37 to 7[7] - 吉利汽车's EPS is forecasted to slightly decrease from 1.65 in 2024A to 1.61 in 2025E, maintaining a PE of 10[7] Group 3: ETF Recommendations - 家电 ETF (159996.OF) has a total net value of 12.95 billion yuan with a 2.29% growth rate in May[8] - 汽车 ETF (516110.OF) shows a total net value of 3.98 billion yuan with a 1.34% growth rate in May[8] - 黄金基金 ETF (518800.OF) has a total net value of 181.62 billion yuan, but a negative growth rate of -1.51% in May[8] Group 4: Risk Factors - Market volatility may lead to fluctuations in ETF net values and individual stock operational risks[3]