GOLDEN SUN SECURITIES·2025-06-03 12:21Investment Strategy - The report suggests gradually increasing risk appetite for thematic trading as June approaches, noting that thematic trading often performs well in June, with high market attention on sectors like innovative pharmaceuticals and IP economy [2][8] - The trading strategy is shifting from focusing on individual stocks with unexpected performance to high-growth industries, recommending attention to sectors such as feed, motorcycles, plastics, animal health, and batteries [2][8] June Stock Recommendations 1. Yinlong Co., Ltd. (603969.SH): Expected to achieve over 30% compound annual growth in profits over the next 2-3 years due to the high-end trend in prestressed materials and strong order visibility [9][10] 2. Cambricon Technologies (688256.SH): Anticipated to enter a profit explosion phase, with significant increases in inventory and cash flow indicating strong demand for main chips [11][12] 3. Yanjing Beer (000729.SH): The main product U8 is expected to maintain over 30% growth, supported by seasonal demand and improved market conditions [17][18] 4. Xintian Green Energy (600956.SH): Projected revenue growth driven by stable wind power generation and ongoing expansion in natural gas operations [19][20] 5. Huaneng International (600011.SH): Expected profit growth due to reduced fuel costs and ongoing expansion in renewable energy capacity [23][24] 6. Salted Fish (002847.SZ): Anticipated revenue growth from successful product launches in the konjac category and effective channel expansion strategies [14][15]