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Computer: Currently, it is recommended to continue paying attention to the white horse leader in the segmented industry: GeographyGISPlatform leader Chaotu software and architecture software leader Guanglianda.
Coal: Coking coal supply is stable, downstream inventory is not high, and there is still some support for coal prices. Overall2 The fundamentals of coking coal remained stable during the quarter, and coal prices remained high. In terms of recommended targets, we continue to be optimistic about the undervalued high-quality thermal coal leader Shaanxi Coal Industry, as well as the coking coal leaders Xishan Coal Power and Jizhong Energy.