The production capacity of various links in the photovoltaic industry is rapidly expanding, and the importance of differentiated layout of enterprises in the industry is highlighted. Last year, LONGi launched a high-profile P-type new battery HPBC based on gallium wafers. It started with 29GW, mainly for the distributed market. It is expected that LONGi will …
$Yangtze River Electric Power (SH600900)$ Wubai asset appraisal base date: January 31, 2022, and the transition period from the date thereafter to the asset delivery date. According to the profit distribution plan for the transition period disclosed by CYPC, the profits generated during the transition period belong to the respective original shareholders. Then the profit …
Read the last article of Fund Four Seasons News, this article is some interesting observations and conjectures. Megatrend: Convergence According to the adjustment of positions presented by the Four Seasons News, two adjustments surprised Mr. Lemon : one is Xu Yan, the fund manager of the in-depth value style, who bought chips and innovative drugs …
Walking in the fund arena, all depends on the performance curve Read More »
Zhongtai Xingyuan, managed by fund manager Jiang Cheng, flexibly allocates public offering funds and will release the fourth quarter report of 2022 on January 20, 2023. 1. China State Construction continues to rank as the largest heavyweight stock, adding 4% of its holdings to Yangnong Chemical Let’s take a look at position changes first. We …
Zhongtai Xingyuan flexibly configures Jiang Cheng’s 2022 four-season report analysis Read More »
happy New Year everyone. The happy Chinese New Year is over halfway, and today is the first trading day of the Year of the Rabbit. The continuous rise since the beginning of the year is causing more and more anxiety: Investors whose positions are not yet full will be entangled in whether to “chase the …
——Summary of the essence of the 2022 Public Fund Four Seasons Report ③: A one-sentence summary I have probably read more than 200 copies of the Four Seasons Newspaper. The first two articles have extracted some essential points of view. The articles are relatively long and may be difficult to absorb. In this article, I …
66 Fund Managers’ 2022 Quarterly Report Viewpoints, Summarized in One Sentence! Read More »
Raise base wealth – focus on fund research, share investment dry goods! Let’s take a look at the latest operational analysis and market outlook of the Four Seasons Report of some outstanding fund managers today. In the previous article, we have already covered the content of the Four Seasons Report of the top ten equity …
Jin Zicai of Caitong is a fund manager that I pay more attention to personally. First, because his overall performance in the past was quite good; Second, his ideas and views are relatively unique, he will not follow the crowd, and his holdings are relatively special; The third is that he is relatively good in …
Jin Zicai, from the past “pork gold” to the current “thermal power talent” Read More »
Let me briefly talk about where the ultimate goal of this gold bull market can go. At present, the world’s total GDP has exceeded 100 trillion US dollars. In 1975, the world’s GDP totaled US$6 trillion, and the price of gold was US$140-180 per ounce. Taking 1975 as the benchmark, gold could be between 2200-2900. …
Looking forward to the possibility of this gold bull market Read More »
For the comparison of Dongfang’s selection industry analogy, see the end of the article for details; Why do consumer companies place so much emphasis on inventory and turnover rates? What is the ultimate turnover rate pursued by consumer companies, supply chains, and platforms? Refer to the following article will give you the answer. Dongfang Xiaosun …
Dongfang Selection——Industry Analogy 4 Re-acquainted with JD.com Read More »
#Construction Machinery# Lying flat at home for a few days, I discovered a very important thing: The happiness of an adult lies in making money. If you continue to make money, you will continue to be happy. If you don’t make money, you will not be happy during the New Year. Well, I’m not happy. …
New Year’s Rhapsody – the general trend of the construction machinery industry this year Read More »
This article only represents my investment thinking and analysis records, and does not constitute investment advice or recommendation. All information in this article comes from public information and is for reference and learning purposes only, not commercial use. Entering 2023, as an investor who has been following new energy vehicles for a long time, I …
2023 New Energy Vehicle Sector Investment Thoughts and Analysis Read More »
During the Spring Festival holiday, I read Mr. Yu Qiuyu’s “Tao Te Ching” twice. Although Yu Qiuyu’s interpretation and translation of some chapters of the “Tao Te Ching” in the book are not very accurate, I still read the “Tao Te Ching” through various materials. several times. I have to be impressed by Laozi’s profound …