Big technology + big cycle + big consumption: big technology subdivision track composition: semiconductor packaging and testing, pan-analog design, satellite Internet, data center, cloud computing, artificial intelligence, defense equipment, gold

Big Technology + Big Cycle + Big Consumption:

The composition of the big technology subdivision track:

Semiconductor packaging and testing, pan-analog design, satellite Internet, data center, cloud computing, artificial intelligence, defense equipment, finance, information creation,

Consumer electronics, Internet of Vehicles, robots, wind power, electric vehicle upstream, electric vehicle midstream, electric vehicle downstream, IGBT, Internet of things chips, semiconductor equipment, semiconductor materials, photovoltaic equipment, photovoltaic energy storage, photovoltaic downstream, 5G infrastructure, Internet of things modules.

Composition of the large-cycle subdivision track:

Aviation, coal, oil and gas, auto parts, steel, building materials Prefabricated construction, chemical industry, sanitation, paper products, land transportation, airport, banking, insurance, real estate, precious metals, industrial metals, engineering machinery, rare earth magnets.

Composition of large consumption subdivisions: condiments, dairy products, medical equipment, chemical APIs, pharmaceutical outsourcing, duty-free, kitchen and bathroom appliances, white appliances, games, hotels, innovative drugs, traditional Chinese medicine, pharmacies, property, express delivery, pig breeding, food, home, movies, beer, clothing

Small household appliances, cosmetics, new retail, liquor.

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