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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.

Guosheng Financial Holdings: Slow Bull Securities does not comment.

Yibin Paper Industry: Recombined acetate fiber+paper industry+Wuliangye, so that everyone can know why the word board is opened. The first board and the second board are all goods, and papermaking has been fermented by sporadic changes. Acetate fiber is used by glass fiber, and the most important thing is wine.Shanghai 900: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to drive the follow-up.