分论坛：卓越龙头方法论｜启航新征程·国泰海通2026年度策略会

Core Insights - The article discusses the rapid evolution of the technology and innovation sector, highlighting the transition from mobile internet to AI, smart devices, and new consumption trends. It aims to analyze historical stock performance in the tech industry to identify key characteristics of leading companies and their valuation patterns, providing insights for current and future stock selection in the tech sector [1]. Agenda Summary - The agenda includes a series of presentations by analysts from Guotai Junan Securities, focusing on various sectors: - The first session discusses "Outstanding Leaders in the New AI Cycle" [2]. - The second session examines how beauty industry leaders, specifically Proya, have been developed [3]. - The third session focuses on the electronic semiconductor sector and strategies for identifying high-growth stocks [5]. - The fourth session analyzes the characteristics of outstanding leaders, including their business models and valuation rules [6]. - The fifth session looks into the shipping industry, exploring the causes of a super bull market and investment insights [7].