ChangXin (CXMT) IPO Approaching; Semiconductor Overhang Removed; Memory Expansion and Domestic Supply Chain Become Certain Trends. Focus on Core Stocks: Tuojing Technology, Weidao Nano, Maiwei, Feiwotai, Sanxiang New Materials, Aladdin, etc.

English summary

Robotics company Zhiyuan and Unitree are about to list, with data being the core bottleneck this year. Focus on Huayi Technology, Suocheng Technology, Shougang Holdings, Alt, etc. CATL's 20 billion share buyback for cancellation and market trading on the closure of the Bab el-Mandeb Strait raised attention on new energy. Recommend focusing on high-barrier core companies. AI cooling will start generating profit in Q3. Focus on Zhongshi Technology, Yidong Dingtong, etc.