Group 1: Utilities - Recommended stock: Su Yan Jing Shen (603299.SH) due to its stable cash flow from traditional salt and salt chemical businesses, and the potential growth from gas storage projects [3][4] - The company is expected to enter a performance release period with the first phase of the gas storage project nearing production [4] Group 2: Pharmaceuticals - Recommended stock: Ang Li Kang (002940.SZ) as the impact of centralized procurement is gradually clearing, and new products are expected to drive revenue growth [4] - The introduction of ALK-N001, a promising anti-tumor candidate, is anticipated to enhance the company's innovation capabilities [4] Group 3: Media - Recommended stock: Alibaba-W (09988.HK) with a focus on the stabilization of traditional e-commerce and the potential for growth in the instant retail sector [5] - Alibaba Cloud's leading position in the domestic market and continuous revenue growth are highlighted [5] Group 4: Electronics - Recommended stock: Zhong Wei Company (688012.SH) due to its robust order backlog and continuous revenue growth driven by new product launches [6] Group 5: Non-Banking Financials - Recommended stock: China Life (601628.SH) for its excellent asset-liability matching and early transformation in dividend insurance sales [8] - The company is expected to release significant solvency capacity following asset reclassification [8] Group 6: Automotive - Recommended stock: Li Auto (02015.HK) as the company is positioned to leverage its strategic foresight and adaptability in the evolving automotive landscape [9] - The i-series is expected to maintain strong sales momentum, with the first model projected to achieve over 5,000 monthly sales [9] Group 7: Transportation - Recommended stock: YTO Express (600233.SH) with a leading growth rate in business volume, benefiting from the "anti-involution" trend in the industry [10] Group 8: Agriculture - Recommended stock: De Kang Agriculture (02419.HK) as it is positioned at a pivotal point in the agricultural sector, leveraging technology and innovative models for growth [12] - The company's platform strategy is expected to extend into other agricultural segments, enhancing its market presence [12] Group 9: Metals and New Materials - Recommended stock: Luoyang Molybdenum (603993.SH) with a strong performance in the first quarter, exceeding expectations [14] Group 10: North Exchange - Recommended stock: Yuan Hang Precision (833914.BJ) as a leading player in the domestic nickel-based conductor materials sector, benefiting from stable demand across multiple industries [14][15]