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2025-09-20 09:26:45
CITIC Securities: Focus on resources, innovative pharmaceuticals, consumer electronics, chemicals, gaming, and the military industry. According to a CITIC Securities report, overall, it recommends focusing on industries with real profit realization or strong industry trends, with a focus on resources, innovative pharmaceuticals, gaming, and the military industry. From a medium- to long-term investment perspective, we recommend focusing on industries where China already has or has the potential to have sustained pricing power, driven by internal supply and external demand growth. From a short-term profit realization perspective, we recommend focusing on rare earths, cobalt, tungsten, phosphorus chemicals, pesticides, fluorine chemicals, and photovoltaic inverters. Furthermore, with a slew of consumer electronics product launches in September, investors should keep an eye on consumer electronics, focusing on revaluation opportunities within the Apple supply chain.
