Snowball today | 雪球

To investors who follow this account: On the road of deep value investment, walk with you. There’s a lot going on this week, so let’s just say a few words. 1. Overall market My attitude has been in recent weeks: tasteless. Before the much-anticipated conference, it was in a state of maintaining stability. All Chinese […]

1. Certain uncertainty is a common feature of the banking industry in the second half of the year, and Industrial Bank is no exception. 1. The lag effect of the new real estate policy, how it will manifest and evolve in the second half of the year, is not easy to predict, and how it

$BYD(SZ002594)$ Buffett: Mr. Wang, maybe you know why I made this call. I do want to confirm that if my team sells BYD shares in the next period of time, the price will not be too bad. Wang Chuanfu: I don’t think it’s a big problem. The Chinese market has accepted new energy vehicles and

$LONGi Green Energy (SH601012)$ $Mingyang Intelligence (SH601615)$ $Tongwei (SH600438)$ Recently started to study the new energy industry, and finally realized that China’s energy transformation is a big step, not only related to the current Western containment National energy security is also an important tool for major powers to break through the blockade leading the international

This is another big topic that has been planted for a long time: combing all the core product pipelines of the world’s top big pharmaceutical companies, and regularly updating the progress . The starting point is very simple. After all, MNCs have the most powerful resource network and decision-making wisdom in the global pharmaceutical industry.

I came back from a drink last night and went to bed very early. Let’s talk about the hotly discussed $Shaanxi Coal Industry (SH601225)$ parent company Shaanxi Coal Group’s entry into the photovoltaic industry. On August 22, the review meeting of the feasibility study report of the Huangling silicon-based new material integrated industry project of

Many personal views are very alternative, and even non-mainstream, but it is undeniably effective. For example, to measure the cyclical position of the market, there is an indicator that uses the average stock price. However, when it comes to the absolute stock price, the price investment will definitely refute the company’s value and the absolute

On August 31, 2022, the listed microelectrophysiology achieved the goal of financing expansion, and Xinlitai Biomedical completed the shareholding system change on August 27, 2022. In fact, it has been very fast, and the fifth set of standards was only extended to the medical device sector in June 2022. On February 1, 2016, MicroPort Electrophysiology

This article was originally intended to be written on August 29, but after thinking about it, I still feel that it has been delayed until today, because the votes for energy storage were still high last week, and I also posted a special post on 8.24 to remind some energy storage that has risen two

Even after the repeated epidemics in the first half of the year have generally affected various industries, Yili, as a leader in the dairy industry, has achieved steady growth in performance against the trend, with strong operating resilience and continued strong net profit margins. If we take a closer look at Yili’s performance in the

Since entering the stock market, I have never had my own set of value system and trading rules. I have always pursued value investment. If I lose, I will die. In the end, I have no choice but to cut the meat. In China Ping An and Conch Cement, I lost nearly 40 points, and

When writing the interim reports of other companies, I will communicate with the company in advance. Jin Mao’s words will simply talk about his impressions based on his impressions. First of all, this is an interim report that obviously exceeds expectations, and it reveals some important information. The company’s revenue was 28.7 billion, basically flat

I’ve been sick recently, with a dry cough and discomfort. A little friend named Lao Luo, said to me, haven’t got it yet, this is because God told you to talk less, shut up. Yes, talk less recently, talk too much and lose. Another little friend, Lao Sun, told me, what are you thinking, the