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Interpretation of Jiuguijiu’s 2022 mid-year report: life is like a dream, and a bottle of wine will return to Jiangyue

After a thousand calls, he came out, still holding the pipa half covering his face. This poem can describe the mood of many alcoholics tonight. Outside the window is the bright moonlight, and in front of the window is the persistence of countless alcoholics. Now I will interpret the mid-year report of Jiuguijiu for everyone. […]

Interpretation of Jiuguijiu’s 2022 mid-year report: life is like a dream, and a bottle of wine will return to Jiangyue Read More »

Long-termism in Eastern Selection

$ New Oriental Online (01797) $ 1. Multi-platform, multi-channel. Not only to avoid the risk of relying on a single platform, but also to meet the shopping needs of consumers. Because different consumers have different channel and platform preferences, some are even insurmountable. Some people just don’t like TikTok. When the time is right, you

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What is the difference between fund investment advisory and public offering FOF? What funds are fund advisors buying?

Just like Li Jiaqi brought fire to Huaxizi, the public offering of FOF actually brought fire to a number of fund managers and fund products. From Zhou Xuejun, Du Yang and Liu Xiao of equity type to Bank of Communications Yulong Pure Debt, Fuguo Credit Debt and Penghua Fengheng of bond type. Compared with the

What is the difference between fund investment advisory and public offering FOF? What funds are fund advisors buying? Read More »

Introduction to Cyclical Investing

Ben San has been engaged in consumer electronics for nearly 20 years, which is similar to the time when the stock market lost money. During this period, I experienced several cycles of mobile phone consumer electronics, directing stockpiling, production, order cutting, and inventory sales. The amount is not too big, and the loss is not

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Don’t summarize at cycle apex

Chen Jiahe Chief Investment Officer of Jiuyuan Qingquan Technology   In the securities market, many investors are very diligent and good at learning the latest knowledge, and they are always surrounded by the latest research reports, news and analysis articles every day. But what is interesting is that the securities market is not a place

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LONGi 2022 Semi-annual Report: Excerpts from Liancheng Related Information

Conclusion: The disclosed estimated related party transactions signed in the first half of the year totaled 1.336 billion, the undisclosed unforeseen related party transactions totaled 869 million, and the related party transactions totaled 2.205 billion $Liancheng CNC (BJ835368)$ $LONGi Green Energy (SH601012)$ Pages 34-35: Significant related-party transactions that have been disclosed in the interim announcement

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A detailed explanation of Gao Bing, a Chinese businessman fund who is out of the circle

In the past few days, Gao Bing of Huashang Fund has been out of the circle, and many friends have asked me to analyze it in detail~ OK, satisfied. Gao Bing’s professional experience belongs to the conventional path in the industry. He once worked in PricewaterhouseCoopers Zhongtian Accounting Firm as a senior auditor. He joined

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22 years of mid-year newspaper to see the trend of the pharmaceutical industry (vaccine)

Original userfield deployment investment2022-08-26 Everyone hates the vaccine industry right now. However, in the mid-term report season, some vaccine companies began to disclose their mid-term reports, and there are still some things worth paying attention to! Sales exceeded expectations: Several seedlings sold well beyond expectations in my opinion! 1. HPV: Zhifei’s performance has not yet

22 years of mid-year newspaper to see the trend of the pharmaceutical industry (vaccine) Read More »

22 years of mid-year newspaper to see the trend of the pharmaceutical industry (vaccine)

Original userfield deployment investment2022-08-26 Everyone hates the vaccine industry right now. However, in the mid-term report season, some vaccine companies began to disclose their mid-term reports, and there are still some things worth paying attention to! Sales exceeded expectations: Several seedlings sold well beyond expectations in my opinion! 1. HPV: Zhifei’s performance has not yet

22 years of mid-year newspaper to see the trend of the pharmaceutical industry (vaccine) Read More »