7月金股

Group 1: Core Insights - The report highlights five key stocks for July, each representing different industries with strong growth potential and attractive valuations [1][3][4]. Group 2: Industry Summaries - Electronics - Huakin Technology (603296.SH): The company is a global leader in smart product platforms, with data center business expected to ramp up in the second half of the year [3]. - Textiles and Apparel - Zhejiang Natural (605080.SH): The stock is undervalued due to tariff impacts, but is seeing a recovery in orders for old products alongside new product launches, indicating high growth potential [4]. - Social Services - Tianli International Holdings (1773.HK): This company is a leader in K12 private education in China, focusing on high school education and diversifying its brand influence [4]. - Oil and Petrochemicals - CNOOC Engineering (600583.SH): The company benefits from overseas orders, with rapid growth in annual and quarterly performance; projected dividend yield for 2024 is close to 4% [4]. - New Energy - Putailai (603659.SH): The company is expected to see a gradual recovery in lithium battery anode performance, with small-scale production orders for CVD silicon-carbon anodes and plans for production in 2025 [4].