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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.Jinfeng wine industry: wine, arbitrage Yibin paper industry.

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.

Hualian shares: the division logic has been mentioned in the consumption and consumption sectors, and it is difficult to be driven in the follow-up.