Guojin Securities: Focus on high-end ocean equipment manufacturing.

Guojin Securities pointed out that nuclear fusion has entered a period of intensive capital expenditure, and the bidding for auxiliary power is continuing to advance. Policies related to the "Blue Economy" and "Deep Sea Technology" are frequently announced, with a focus on the manufacture of high-end marine equipment. Demand for forklifts is slightly better than expected, and the development of smart logistics and robots is expected to drive valuation growth.