4月金股

Group 1: Computer Industry - The company Xichuang Data (300857.SZ) is expected to benefit from the demand growth driven by AIPC and AI servers, supported by a long-term partnership with Lenovo [2] - The company is expanding into the second-hand server recycling business, which has high margins and barriers to entry [2] - The company is also developing an IoT cloud platform, with a rapidly growing user base [2] Group 2: Pharmaceutical Industry - Sunshine Novo (688621.SH) is positioned to benefit from innovative drug policies, with a continuous increase in the proportion of innovative drug orders [3] - The company is expected to see a 30%+ growth in performance and orders in Q1 2024, indicating a potential for value reassessment [3] Group 3: Home Appliances - Midea Group (000333.SZ) is experiencing increased demand for pre-stocked products due to rising copper prices, which is expected to lead to a rapid increase in production [4] - The company is benefiting from strong pricing power and a new round of "trade-in" policies that stimulate white goods upgrades [4] Group 4: Oil and Petrochemicals - Zhongman Petroleum (603619.SH) is projected to achieve a net profit exceeding 900 million, with a low price-to-earnings ratio of 8-9 times [5] - The company is expected to see production growth with the consolidation of the Genguo project and maintain high profitability due to OPEC's production cuts [5] Group 5: Textile and Apparel - Kairun Co., Ltd. (300577.SZ) is benefiting from customer inventory replenishment and gaining more order shares, with good revenue growth expected in 2024 [6] - The company's collaboration with Xiaomi's ecosystem is expected to enhance gross margin flexibility, with overseas business anticipated to grow rapidly [6] Group 6: Food and Beverage - Ganyuan Food (002991.SZ) is experiencing high growth in Q1, with a new equity incentive expected to be implemented, leading to accelerated improvements in e-commerce, export, and traditional channels [7] Group 7: Electric Power Equipment - Suyuan Electric (002028.SZ) is benefiting from accelerated overseas market expansion and performance growth from energy storage and external network businesses [16] - The company is expected to increase market share due to its technical strength and benefit from domestic market growth driven by new energy construction [16] Group 8: Non-Banking Financial - Chengdu Bank (601838.SH) is positioned to enjoy regional economic benefits and is expected to see a value reassessment due to narrowing interest margins [17] Group 9: Social Services - Ouma Software (301185.SZ) is the largest service provider in the education examination field, with a clear AI revenue model that is generating income [19] Group 10: Electric Power Equipment (Battery) - Contemporary Amperex Technology Co., Ltd. (300750.SZ) is the global leader in lithium batteries, with increasing market share and profitability driven by new technologies and overseas market opportunities [18]