证券｜周期团队：前5月商品房销售面积增速较前4月未改善，等待6月效果

Summary of Conference Call Transcript Industry Overview - The discussion revolves around the hydropower sector, highlighting that several hydropower stocks may have strong performance potential. [1] Core Insights and Arguments - The previous high valuations of hydropower stocks were attributed to low water inflow in prior periods. [1] - With the water inflow returning to normal levels this year, the outlook for these stocks has improved significantly. [1] Additional Important Points - The potential for strong performance in hydropower stocks may have been overlooked due to past valuation concerns. [1]