Guoyuan Securities·2025-06-30 08:14Group 1: Stock Recommendations - The recommended stocks for July 2025 include Daotong Technology (688208.SH) with an EPS of 1.70 and a PE(TTM) of 28.35[3] - Berteli (603596.SH) shows an EPS of 2.34 and a PE(TTM) of 24.53, benefiting from the rapid development of the smart driving industry[3] - Shanhai Mountain (688410.SH) has an EPS of 0.46 and a PE(TTM) of 58.15, with expected performance improvement from blood dialysis machine tenders[3] Group 2: Financial Performance - Daotong Technology reported a revenue of 731 million CNY in Q1 2025, a year-on-year increase of approximately 24%[4] - Berteli's current TTM PE is 25 times, with a dynamic PE of only 20 times, indicating undervaluation despite recent market sentiment impacts[5] - Haopeng Technology (001283.SZ) achieved a revenue of 1.225 billion CNY in Q1 2025, reflecting a year-on-year growth of 23.27%[6] Group 3: Market Trends - The Shanghai Composite Index was at 3377.00, with the Shenzhen Component Index at 10122.11 as of June 29, 2025[7] - The monthly performance of the recommended stocks showed a weighted return of 6.21% for the free float market cap, outperforming the Shanghai Composite Index which rose by 2.29%[15] - The top-performing stock in June was Giant Network (002558.SZ), with a remarkable increase of 48.27%[15]