September 2022

Shipbuilding is a big cycle, and the mismatch between supply and demand is the main reason for the shipbuilding cycle. From peak to peak, shipbuilding output usually changes several times. The environmental protection requirements of aging ships + carbon emission reduction are the main logic. He is weakly correlated with global trade volume and industry

$Hengrui Pharmaceutical(SH600276)$ $Betta Pharmaceuticals(SZ300558)$ $Rongchang Biology(SH688331)$ Recently, A-shares have fallen into the curse of “one big white horse collapses a day”, including pharmaceutical stocks Mindray Medical, Pien Tze Huang, etc. They have not been spared. Their decline made me sigh that in a bear market, we must retain enough margin of safety. to resist the

This week’s market index decline is not too severe, but different investors may feel different, the reason is that there are big white horses “flash crashes” almost every day this week, and these big white horses have a high degree of market attention, which is a blow to investor confidence. big. In fact, it is

I remember that the agricultural fund in 2019 was very popular, especially the pig breeding in agriculture was the most sought-after. Therefore, investing in agricultural funds may wish to analyze the pig cycle first, and there may be better choices. The pig cycle The pig cycle is an economic phenomenon, which generally refers to the

In my July article “Let’s Talk About Haikong Again: After Blowing Out the Crazy Sand to Gold”, I wrote, “I hope that the price of Haikong will not go up before the dividend of Haikong H is paid.” At the end of July After the Haikong H dividend was received, I immediately distributed the dividend

The first brother and the second brother in the pig breeding industry also issued an announcement on maintaining the stability of pig prices. This is also the first time. Apparently, Fage conducted the window guidance. Two signals are revealed: 1. The large-scale breeding enterprises in the industry have begun to take shape. The leading position

$BYD(SZ002594)$ $Xpeng Motors-W(09868)$ $NIO(NIO)$ Yesterday, the chairman of Xiaopeng Motors had an interview, in which he mentioned that the new forces of new energy vehicles are taking corners, and BYD is very strong in the straights. This topic has aroused many discussions. Some excerpts from the original text are as follows: Question: Recently, some media