According to the CICC research report, the current market is greatly affected by external uncertainty, and investors are expected to pay more attention to fundamental trends during the performance period and seek structural highlights through the interim report. The performance disclosure stage focuses on: the areas of highlights of the interim report. Examples include upstream oil and gas chemicals and some metals, technological hardware and power equipment benefiting from the boom in AI and overseas demand, non-bank finance, etc.; the AI industry chain. Currently, the AI industry is developing rapidly, and industry trends continue to support growing demand. We focus on optical communication, which directly benefits from the implementation of AI technology, as well as battery and energy storage industries that also benefit from energy safety and industrial chain safety; supply and demand are relatively balanced. Combining the production cycle position and demand recovery, we focus on segmented chemicals, optics and optoelectronics, and some innovative drugs.

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