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Donghai securities: The domestic sales of excavators increased, and the domestic brand bamua exhibited its elegant demeanour. The donghai securities Research Report pointed out that the total sales of excavators increased. Domestically, the domestic sales of excavators in November 2024 increased by 20.5% year-on-year, and the growth continued, which was better than expected by CME. Overseas, in November 2024, excavator exports increased by 15.2% year-on-year, and the monthly sales growth rate of exports expanded. With the large-scale equipment renewal policy and real estate financial policy landing one after another, domestic demand gradually recovered and warmed up; Overseas, domestic enterprises are laying out overseas pre-sales and after-sales networks, establishing overseas local production capacity, entering an accelerated period of globalization, gradually increasing market penetration and effectively smoothing domestic and international cycles. It is suggested to pay attention to overseas leading enterprises of machinery and equipment with deep layout, high brand recognition, perfect product matrix, high cost efficiency and strong R&D strength, such as Sany Heavy Industry, Xugong Machinery and Zoomlion.Consumer stocks continued to be active with 11 consecutive boards of Yiming Food, and consumer stocks continued to be active with 11 consecutive boards of Yiming Food. New Dairy, Western Animal Husbandry, Bairun Shares, Happy Home, Xiangpiaopiao, Tsingtao Beer and so on followed up.The main contract of the container transport index (European line) fell by 5.00% in the day and is now reported at 2479.9 points.

The PEEK material index has been active repeatedly, with China Research Institute, Xinhan New Materials and Fuheng New Materials rising by more than 10%, and Zhongxin Fluorine Materials trading daily.USD/CAD of USD/CAD exceeded the previous high, and continued to reach the highest level since April 2020, and now it is reported at 1.4181.The decline of FTSE China A50 index futures quickly expanded to 1%.

Robot concept stocks have risen again, and many stocks such as Xianglou New Materials, Keli Sensing, Tuosida and Best have reached record highs.Guojin Securities: In 2025, we are optimistic about Apple's industrial chain and can independently control and benefit from the industrial chain. Guojin Securities Research Report pointed out that the AI big model has brought new development opportunities to consumer electronics and IOT hardware, and it is expected to continue to drive hardware innovation, improve the value of the industrial chain and accelerate the replacement cycle. The trend of Apple's hardware innovation and growth is gradually clear. In 2025, IPhone17 is expected to usher in great innovation in hardware and end-side AI. In 2026, Apple is expected to launch folding mobile phones/iPads and smart glasses. AI smart glasses are in full bloom and are expected to usher in explosive growth. Self-control of semiconductors is the general trend, and we are optimistic about semiconductor equipment parts, materials and domestic computing power industry chain. In 2025, we are optimistic about Apple's industrial chain, AI glasses, AI-driven and self-controllable benefit industrial chain.The food and beverage sector strengthened, including Runpu Food and Panda Dairy. The food and beverage sector strengthened. As of press time, Runpu Food had a daily limit of 30%, Panda Dairy and Yike Food had a daily limit of 20%, Yiming Food had 11 consecutive boards, and Anji Food had a daily limit. Three squirrels, Qianheweiye and Tianwei Food followed suit.