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Dongfang Zhizao: It is the same as the underlying logic of Rishang Group, but Dongfang Zhizao bears the regret of a Guangdong-Guangxi stock, and domestic scientific instruments replace this dark line, and the trend is Hexin instruments.5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)

Medical treatmentInpais: Ice and snow +AI glasses. The first board mentioned the expectation of the card position Rheinland Sports fermenting AI glasses. Consumer electronics are also consumption, but it is difficult for Kazuoyi to have technology from this angle, so it is still necessary to take a walk in the ice and snow.

Maoye business: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to be driven in the follow-up.