Technology, Consumer Staples, Healthcare Dec 28, 2021 09:49 AM (GMT+8) · EqualOcean
Financial Associated Press, Dec. 28 - Guosen Securities Research Report believes that high-end manufacturing ushers in a great opportunity for growth, and industrial upgrading + independent control are the two main growth lines of the medium and long-term dimension of the machinery industry. Considering the industry track, company competitiveness and valuation level, Next year, we will continue to look for investment opportunities in two directions according to the research framework: 1) grasp the leading companies in the high-quality track that are expected to cross the cycle in the medium and long term, such as core parts companies, some product companies and testing service companies; 2) Tap high-quality leading companies or highly elastic undervalued targets in high growth fine molecule industries, such as diamond cultivation, photovoltaic / lithium battery / wind power / industrial automation, etc.

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