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During the downward cycle of the dairy industry, New Hope Dairy relies on low-temperature milk to withstand pressure.
The debt ratio has significantly decreased.
Hidden mysteries lie beneath the low volume, and the divergence in the CSI Consumer 360 index is deepening. Which directions are expected to take the lead in driving growth?
Track the entire lifecycle of the main Sector.
The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.
As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.
Debon Securities: Policies emphasize boosting Consumer and focus on the subsequent demand recovery.
The bank recommends focusing on leading companies in sectors that have strong control over upstream and downstream supply chains, channels, and products amid fundamental changes, as well as sectors where year-round profits are likely to exceed expectations due to cost advantages.
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