Core Viewpoint - The article emphasizes the importance of performance growth in stock price trends, countering the notion that performance is irrelevant to market movements. It highlights that stocks with sustained performance growth tend to align closely with long-term price trends, while those without consistent earnings may experience erratic price movements [1]. Group 1: Industry Anchors - The robotics industry anchor, represented by Shuanglin Co., is projected to maintain double-digit growth in 2024, driven by its automotive parts business, while the robotics segment is seen as a potential second growth curve [2]. - The semiconductor industry anchor, represented by Hengxuan Technology, is also expected to sustain double-digit growth in 2024 [2]. - The consumer industry anchor, represented by Wancheng Group, is showing a strong performance reversal in 2024 [4]. - The daily chemical industry anchor is represented by Ruoyu Chen, which is anticipated to maintain double-digit growth in 2024 [6]. - The beauty and cosmetics industry anchor is represented by Jinbo Biological, which is also expected to sustain double-digit growth in 2024 [7]. Group 2: Conditions for Anchors - Total and branch anchors must meet two conditions: significant performance reversal or continuous growth, and a clear outperformance against the market during the late bear market phase [8]. - If an anchor meets the first condition but not the second, it may form a diffusion anchor, where poor-performing stocks merely follow the market or are targeted by speculative trading [8]. Group 3: Market Leadership and Stock Selection - In the transition from a bear market to a bull market, stocks with the strongest anti-drawdown capabilities and those that lead in price recovery should be prioritized for investment [10]. - Tracking stocks that reach new 52-week highs can help identify leading industry groups, as these stocks often signal the start of a new market trend [10]. Group 4: Timeliness of Themes - The formation and dissemination of themes in the market can have immediate effects on indices and stock prices, with some themes having lasting impacts while others are fleeting [11]. - Long-lasting themes are characterized by predictability, feasibility, high stickiness, and performance-driving potential, while short-term themes are often limited to concepts and low stickiness [11][12].