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LONGi’s differentiation strategy to accelerate the price increase cycle of gallium metal?

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 […]

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11 Conjecture on the dividend distribution plan during the transition period of Wubai injection in reference to Xixiang

$Yangtze River Electric Power (SH600900)$ 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

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Zhongtai Xingyuan flexibly configures Jiang Cheng’s 2022 four-season report analysis

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

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66 Fund Managers’ 2022 Quarterly Report Viewpoints, Summarized in One Sentence!

——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

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Zhou Haidong, Miao Weibin, Lin Yingrui, Yang Jinjin and other ten outstanding fund managers’ latest research and judgment

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

Zhou Haidong, Miao Weibin, Lin Yingrui, Yang Jinjin and other ten outstanding fund managers’ latest research and judgment Read More »

Dongfang Selection——Industry Analogy 4 Re-acquainted with JD.com

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

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The experience of reading “Laozi Tongshi” during the Spring Festival——Thoughts on investment, life, and scholarship

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

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