Core Viewpoint - The article discusses the recent recommendations from brokerages for July's "golden stocks," highlighting the underlying logic and potential investment opportunities for ordinary investors [1][3]. Group 1: Popular Stocks - Kying Network is favored by five brokerages, making it the most recommended stock for the month; Zijin Mining, Huadian Technology, and Muyuan Foods follow closely with four recommendations each [3]. - The selection of these stocks reflects a diverse range of industries, including gaming, mining, PCB manufacturing, and agriculture, indicating a broad interest from brokerages [3]. Group 2: Key Selection Criteria - The first criterion is industry prosperity, with Kying Network benefiting from an increase in game licenses and the release of popular titles, while Huadian Technology sees a surge in demand for PCB boards due to 5G and automotive electronics [3][4]. - The second criterion focuses on policy benefits, particularly in sectors like semiconductors and new energy vehicles, where domestic and global trends favor local companies [4]. - The third criterion emphasizes the importance of a company's competitive advantage or "moat," with Zijin Mining having significant copper reserves and cost control, and Huadian Technology holding over 20% market share in high-end PCBs [4]. Group 3: Stock Selection Methodology - The article suggests a three-step approach for investors to filter the recommended stocks: 1. Monitor changes in institutional holdings, such as Kying Network's increase from 8% to 15% in fund holdings [4]. 2. Assess order fulfillment rates, with Huadian Technology reporting a 40% year-on-year increase in new orders [4]. 3. Evaluate free cash flow rates, as evidenced by Zijin Mining's 35% year-on-year increase in operating cash flow [4]. Group 4: Market Outlook - The market is expected to experience initial fluctuations followed by a potential breakthrough, with short-term funds engaging in high-frequency trading within popular sectors while long-term funds adjust their portfolios [5]. - The article emphasizes the importance of selecting stocks based on industry trends, company quality, and reasonable pricing, particularly focusing on semiconductor localization, new energy exports, and consumer recovery [5].

虽然受部分游戏产品周期波动的影响，掌趣科技业绩短期承压。 在业绩承压之下，老牌游戏公司董事长干嘛要套现呢？ 13日，掌趣科技发布公告称，持有公司股份169,390,761股（占公司总股本比例为 6.23%）的股东刘惠城计划自本公告披露之日起十五个交易日后的三个月内 以集中竞价交易方式或大宗交易方式减持公司股份不超过27,201,682股，即不超过本公司总股本的1%。 公告显示，刘惠城先生为公司第一大股东，现任公司董事长、总经理，减持原因为个人资金需求。 若按照公告后首个交易日股价计算，本次减持套现在约1.3亿元。 公开资料显示，资料显示，掌趣科技成立于2004年，是综合型的移动终端及互联网页面游戏开发商、发行商和运营商。 2012年，移动互联网浪潮袭来，为移动端游戏带来了新风口，掌趣科技顺势于2012年5月上市 。 其主业是网络游戏产品的开发、发行和运营，曾推出《全民奇迹》《一拳超人：最强之男》《拳皇98终极之战OL》等多款游戏。 其中，《全民奇迹》全球累计流水超10亿美元，多款产品在日韩、东南亚等海外市场跻身畅销榜前列。 此前，掌趣科技发布2024年度报告。 报告期内，公司实现营业收入8.19亿元，实现归属 ...

5月13日晚间，北京掌趣科技股份有限公司(300315，以下简称"掌趣科技")发布第一大股东 计划减持公告，公司第一大股东、董事长、总经理刘惠城，因为个人资金需求将在3个月内 减持公司股份不超过2720.17万股。14日，掌趣科技股价下跌。若按照公告后首个交易日股 价计算，本次减持套现在约1.3亿元。 根据掌趣科技5月13日晚间公告显示，持有公司股份1.69亿股、占公司总股本比例为6.23%的第一大股东 刘惠城计划自本公告披露之日起十五个交易日后的三个月内，以集中竞价交易方式或大宗交易方式，减 持公司股份不超过约2720.17万股，即不超过本公司总股本的1%。 公告显示，刘惠城为公司第一大股东，现任公司董事长、总经理，减持原因为个人资金需求，减持时间 为2025年6月5日至2025年9月4日。 | | 2024年 | 2023年 | 本年比上年增减 | 2022年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 818,734,236.76 | 981,768,022.71 | -16.61% | 1,212,934,668.42 | | 归属于上市公司股东的净 | ...