“制造”的韧性和出海的机遇系列二：出口如何重构？产品哪些机会？

Summary of Conference Call Company or Industry Involved - The conference call involves Haitong Macro Analysis, specifically led by analyst Li Jun. Core Points and Arguments - The call addresses macroeconomic trends and their implications for investment strategies [1]. Other Important but Possibly Overlooked Content - No additional significant content was provided in the excerpt [1].