Actually smart home: robot+consumption, successfully fermented household appliances stocks, Shuaifeng electric word board is the basic standard of relay here.12.12 Summary of Re-offer
Dongfang Zhizao: It is the same as the underlying logic of Rishang Group, but Dongfang Zhizao bears the regret of a Guangdong-Guangxi stock, and domestic scientific instruments replace this dark line, and the trend is Hexin instruments.4 boards (a word board with too many high standards eliminates negative feedback due to poor off-site acceptance desire, and changes hands with high standards to accelerate)
Dahua intelligence: quantum technology+communication, tool man word board pushes back the body stock.Shanghai 900: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to drive the follow-up.
Strategy guide
12-13
Strategy guide 12-13