Snowball today | 雪球

or the last squat before recovery

$Yinhua Tianji-Quietly Ying(TIA05031)$ $Yinhua Tianji-Niannianhong(TIAA041001)$ This is our 1007th weekly strategy report. This past week has been an uncomfortable one. In life, many of us have encountered health problems, including myself and my family members who are also recovering and are expected to return to normal next week. The market is not so worrying. A-shares

or the last squat before recovery Read More »

Equity-debt balance continues

Today we continue to discuss the stock-debt balance of the Shanghai and Shenzhen 300. We find out all the Shanghai and Shenzhen 300 indexes. Among the more than 100 CSI 300 funds of various types, including enhanced funds, we use such a condition to select, that is, the annual growth rate of this fund must

Equity-debt balance continues Read More »

Photovoltaic lies: the price cut is due to the excess capacity of silicon wafers

Since November, the price of photovoltaic silicon wafers has been falling all the way, and photovoltaic stocks have entered a rapid decline in recent days. Third-party price platforms, silicon industry associations, and various big Vs all attribute the reason for the decline to the overcapacity of silicon wafers. Is this true? In 2021, China’s cultivated

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The logical relationship between coal prices, profit per ton, and taxes and fees of Shaanxi and Inner Mongolia coal mines in 2022

1. Profit per ton = (coal price excluding tax – full cost – added value of urban maintenance and construction tax and education fee – added value of mine reclamation fund – added value of resource tax) * (1 – income tax rate) Second, if the coal price is 654 yuan without tax Profit per

The logical relationship between coal prices, profit per ton, and taxes and fees of Shaanxi and Inner Mongolia coal mines in 2022 Read More »