① analysts have dug up a new "special valuation" with a market capitalization of 10 billion yuan, whose shipbuilding business is significantly undervalued by 12 billion + on-hand orders, and high-priced orders will begin to release profits next year. The probability of ② El Nino happening between July and September is as high as 91%. Hot summer is a key factor in the sustainability of the industry, and happens to usher in an once-in-a-decade replacement cycle, with sustained high growth in the second half of the year.