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Friendship Group: Xinjiang+Consumption, following Yiming Food's time-sharing and pulling back, can't see the initiative. Those who cooperate with the bidding are always more active than those who cooperate with the time-sharing. It is necessary to make up for the expected increase rather than follow it. This is the difference.Yiming's moderate consumption of food still has the expected logic. At the same time, due to its weak daily limit, the food and beverage side has fulfilled expectations, so other branches have been derived, including the following ice and snow industry. Household stocks have pushed back the incredibly smart home, while household appliances stocks are Shuaifeng Electric Appliances. In fact, Shuaifeng Electric Appliances is also a smart home at the same time, and we will talk about it in the back board. The initiative of the first board is behind the board, indicating that it is late to start.

Huayang International: Chinese word generation is a plus item.

Haixin Food: It is greatly influenced by Yiming Food, and the arbitrage expectation is greater than the compensatory increase.Zhongbai Group: The word consumption category has increased. Let's look at the birth node, and then look at the trend of Zhongbai, the median stock from the perspective of consumption, the median stock from the perspective of agriculture, and the expectation of a high probability.