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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.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.Iceberg Cold and Hot, Dalian Shengya, Jingxue Energy Saving, Longjian, Yingpaisi, Yeti and Wushang Group.

Honghe technology: glass glass fiber, arbitrage Shandong glass fiber

Dongjing electronics: old stocks.Hangzhou Jiebai: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to be driven in the follow-up.