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Changsha is getting hot, and today the market will definitelyZQUnder the pursuit of concepts, fast food is still popular in our market. Today, I will talk about the theme stocks that give you the opportunity to eat fast food. To eat fast food, firstly, the investment logic is simple and explosive, and secondly, it is unexpected but reasonable.
For example, in the past few days, several clues have pointed to a certain sector. Domestic large aircraft are about to test fly, and China General Nuclear Corporation has signed a large order in Kenya. Both of these use the same category, which is titanium metal. Some viewers will definitely say that titanium metal has already been fried! Everyone is not aware that the last time we hyped up titanium dioxide, which is one of the titanium metals. In fact, there is also a type of titanium metal, which is sponge titanium. Sponge titanium is not only needed for nuclear materials, but also for manufacturing large aircraft. Now, the demand for two large orders has exploded simultaneously, which has caused an explosion.
The entire sponge titanium industry chain is already very complete, and currently has formed "titanium ore"-High titanium slag-Sponge titanium-Titanium ingot-The industry chain of "titanium materials" does not involve many listed companies, and this "small and beautiful" investment logic is naturally focused on by certain funds. For the listed companies of sponge titanium, you can refer to the new material hype roadmap that my concept enthusiast previously tweeted, which includes related listed companies. The two types of textile stocks mentioned yesterday have been sorted out. Remember to watch the official account tweets of concept enthusiasts.