一、缺电解读及A股投资策略
- 假期发布多份缺电解读及A股投资策略文件，涵盖潍柴动力、GNRC、中国动力、海亮股份等企业财报解读，以及缺电对主网和供应链弹性标的的影响。
- 关键会议链接：
- https://meeting.tencent.com/crm/2MVx3dOP9a
- https://meeting.tencent.com/crm/2YMdy5XWed
- https://meeting.tencent.com/crm/Nb6kAJr5f2
- https://meeting.tencent.com/crm/2kOanJJRb9
- https://meeting.tencent.com/crm/2p1BmD6Zda
二、涨价及新技术投资机会
- 分析涨价及新技术背景下，载体铜箔、感光干膜的投资机会，并关注海亮股份、欧陆通、铂科等企业。
- 关键会议链接：
- https://meeting.tencent.com/crm/2VjPX87460
- https://meeting.tencent.com/crm/2pE6ZMPD06
- https://meeting.tencent.com/crm/N8YZ0XJJ73
- https://meeting.tencent.com/crm/No59Zznk3f
- https://meeting.tencent.com/crm/24OwYxB8f8
三、SPX与机器人前瞻研究
- 探讨SPX前瞻研究及机器人行业发展趋势，关注科达利、璞泰来等企业。
- 关键会议链接：
- https://meeting.tencent.com/crm/l5YkWd5Q3c
- https://meeting.tencent.com/crm/KDOdrW0o51
- https://meeting.tencent.com/crm/K01BLbvLda
- https://meeting.tencent.com/crm/Kzz7XAmX7e
- https://meeting.tencent.com/crm/NgyGO8pg2e
四、出海及有色后周期投资
- 分析出海及有色后周期投资机会，关注海安集团、中国重汽、比亚迪、吉利等企业。
- 关键会议链接：
- https://meeting.tencent.com/crm/NQG747Q504
- https://meeting.tencent.com/crm/lvQ5vmzP06
- https://meeting.tencent.com/crm/2MBAYM598e
- https://meeting.tencent.com/crm/No1evRMO9d
- https://meeting.tencent.com/crm/lJ7Jrz3J73
