猛兽派选股·2025-06-08 06:15Group 1: Pharmaceutical and Medical Sector - The innovative drug sector has recently broken through a 160-day horizontal structure, with volume release not showing excessive volatility, indicating a potential entry point during the recent slight pullback [1] - The most concentrated sub-sector in innovative drugs is other biopharmaceuticals, with companies like Ailisi and Yifang Bio showing stronger trend characteristics [1] - The RSR industry has also turned positive, indicating a clearer signal for the sector's performance [3] Group 2: Daily Consumer Sector - The jewelry category experienced a significant reversal, suggesting a potential peak, but individual stocks may still present opportunities [4] - The dairy beverage category has seen a pullback, but companies like Miaokelando and New Dairy maintain a good upward trend in volume and price [5] - Yili Group is also considered, despite its larger market cap and slower growth, as it may be driven by trends similar to Haida Group in the feed sector [7] Group 3: Agricultural Sector - In the agricultural chain, the pesticide sub-sector is gaining attention, with Limin Co. leading the acceleration [9] - Companies like Lier Chemical are noted for their new herbicides that may replace glyphosate, positioning them as beneficiaries of market shifts [10] - A list of companies in the pesticide sector includes Limin Co. (46.61), Lier Chemical (17.29), and Jiangshan Co. (15.37), among others, indicating strong performance in agricultural chemicals [11] Group 4: Semiconductor Sector - The semiconductor sector is experiencing a continued volume pullback, but some companies are showing strong performance, suggesting a potential turning point [13] - A list of companies with consistent three-digit growth over two quarters includes Bochuang Technology and Zhongji Xuchuang, indicating strong fundamentals [14] - The sector remains under observation for potential recovery signals, particularly in the context of performance realization [13] Group 5: Wind Power Equipment Sector - The wind power equipment sector has seen several companies reversing from difficulties, with leading stocks being Dajin Heavy Industry and Xinqianglian [15] - The expansion of this sector may lead to follow-up from companies like Goldwind Technology and Jinlei Co. [15]