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Today, A-shares went out of the independent market again, but today the external market has risen and A-shares have fallen. Yesterday was the adjustment of the big vote index, and today is the adjustment of all the indexes. The National Securities 2000, which suffered the smallest decline, fell by 0.69%, and the largest decliner, up […]

I haven’t written an article for several days, and Zhulu Jun has spent most of this year worrying about the liquidity of the New Third Board and the Beijing Stock Exchange. The liquidity of the New Third Board has been vacated with the weakening of the general market, and the withdrawal of a large number

Over the past two days, more than a dozen fund companies and asset management companies have collectively announced the start of self-purchase, saying that they will use their own funds to subscribe for their fund products in the near future. Let’s review the past institutional self-purchasing behavior. The red line in the figure below is

In the 2022 semi-annual report, GCL disclosed for the first time some basic information about granular silicon, including data on production capacity, output, power consumption, steam consumption, and gross profit from sales. First, the basic situation of granular silicon 1. Capacity and output The production capacity of granular silicon will be 60,000 tons by June

People often scold our pharmaceutical investment fund. You have fallen by 50% in the past year. You still have the face to say value investment. . . It is true that the pullback is so large that everyone is uncomfortable, but I have never felt ashamed, just indignant! The performance growth of our beloved pharmaceutical

Original userfield deployment investment2022-10-18 Medicine has recently experienced a violent backlash. It is said that where there is oppression, there is resistance. The early stage of medical equipment was the most sluggish, and this round became the leader of the rebound. From the beginning of the centralized procurement of coronary stents, medical devices have become

The return on investment for shareholders comes from two aspects, the increase in the value of the company’s shares and the regular profit distribution. In the words of bond thinking, it is the appreciation of the principal and the two parts of the yield. In terms of returns, the difference between bond investment and stock

In fact, I have repeatedly mentioned this issue many times in the past year, but it has not been written separately. Now I am in the stage of overcoming time, and I plan to organize some texts. Furthermore, I think the thinking on this issue is relatively mature, so I plan to finally summarize a

The recent withdrawal of the account is so powerful that it is really unpleasant. But bear markets are also a good opportunity to rebalance positions. Today I would like to share with you my latest investment thoughts. Recently I’ve been digging for some investment opportunities in distressed companies. Recently deployed some China Resources Power and

The pharmaceutical industry belongs to the rigid needs of human beings and is an industry with sustainable growth. The long-term return rate of the industry is the top two in the stock market, and it is one of the must-have directions for my long-term investment. The overestimation in the industry may be 5-10% of the

Original userfield deployment investment2022-10-16 Last Friday, the pharmaceutical sector ushered in a rare violent rise in recent years. According to the paragraph, the difference between the daily limit is only a 10% increase or a 20% increase. In the early stage, the pharmaceutical index continued to be sluggish, and the market felt that there were

Let’s take a look at these questions about Tencent: 1. Has Tencent fallen much since June 27 when the major shareholders announced the reduction of their holdings? There is no doubt about it: from June 27 to the present (October 14), Tencent has fallen by 34.11%. In terms of absolute decline, it has fallen painfully

According to Dongcai Choice data, there are currently 745 ETF funds in the market, including 634 passive index funds, 45 QDII funds, and 27 money market funds… After excluding money funds, only employees are retained to hold shares There are 27 funds with more than 50,000 shares, including 23 passive index funds and 4 QDII