Consumer stocks are still optimistic and are expected to lead the market in the short term. GF Securities said that the domestic household appliance leader has become a global household appliance enterprise with good growth. In the future, internationalization and diversified development will drive sustained and steady growth in performance, and there is still room for improvement in valuation. In the short and medium term, the air-conditioning boom is at a high point, and the performance of leading air-conditioning enterprises is expected to maintain good growth.
The pharmaceutical industry is concerned, and many institutions include Southwest Securities, CITIC Securities, Great Wall Securities, Shanxi Securities and Shanghai Securities. Research reports have been released one after another, expressing optimism about the performance of pharmaceutical stocks in the market. Among them, Shanghai Securities believes that the pharmaceutical industry is gradually entering a new boom cycle, which is mainly brought about by the structural adjustment of the stock market driven by the supply-side structural reform.