Haixin Food: It is greatly influenced by Yiming Food, and the arbitrage expectation is greater than the compensatory increase.Hangzhou Jiebai: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to be driven in the follow-up.
Dongjing electronics: old stocks.
Yuanshang shares: logistics, as a rubbing consumption.Dezhan Health, People Tongtai, Panlong Pharmaceutical, Haixin Shares
Strategy guide 12-13
Strategy guide
12-13