【光大研究每日速递】20250704

Group 1 - The article emphasizes the investment opportunities in the steel sector due to the expected exit of backward production capacity, driven by government policies aimed at enhancing product quality and orderly withdrawal of inefficient production [4] - A recent meeting of the Central Financial Committee highlighted the need to address low-price disorderly competition and promote the exit of backward capacity in the steel industry [4] - Reports indicate that approximately half of the steel mills have received notifications regarding production restrictions, with expectations that the remaining mills will also face similar limitations [4] Group 2 - Megvii Technology (002881.SZ) has submitted an application for listing H-shares on the Hong Kong Stock Exchange, indicating significant growth potential for the company [5] - GoerTek (002241.SZ) is positioned to benefit from the growth of the XR industry as major domestic manufacturers, including Xiaomi, launch AI glasses, marking a new phase in the market [5]