Ma Manran: New energy and medicine are the two most promising directions for us in the future. New energy is a rare advantageous industry in China. As for new energy, we used to focus on investing in new energy vehicles. Regarding lithium mines and photovoltaics, we have not invested much in the past, although we

$BYD(SZ002594)$ First look at a picture, the domestic new energy vehicle sales list in July. BYD is very strong in this list, with the top six accounting for five shares and the top eight accounting for six shares. Considering that AION Y is mainly in the commercial vehicle market, micro-cars are excluded. Then, in the

$Yili (SH600887)$ $Bright Dairy (SH600597)$ $Mengniu Dairy (02319)$ When it comes to the Hexi Corridor, we will think of the war, and of the history of Wei Qinghuo, who went out of his way to expel the Huns and devour thousands of miles like tigers. In fact, the scenery of Hexi Corridor is also very

In the past two years, I have been mentioned from time to time as a long-term lazy person who is playing with a short-term quantitative model. Although the backtest data in the past 5 years is very beautiful, I still only use a small amount of funds for real-time debugging and optimization, and I dare

If you see the fans, please give a like and let me know that you have seen it. Thank you~ It is not appropriate to write articles. If you can give a reward, I will be happier. Full text: 859 words Original author: Less_Is_More__ Many people have asked me about the valuation of Small and

The previous article introduced the definition of ROIC and Maersk’s ROIC and invested capital data over the years. In the first half of 2022, Maersk’s invested capital was close to US$50 billion, with a ROIC of 62.5%, which means that in the past 12 months, Maersk has earned more than US$30 billion after tax through

In fact, on the whole, even if Muyuan does not expand in the past five years, according to the cycle center of 16 yuan/kg, when the grain price returns to the normal level, the total cost of Muyuan can reach 13.7/kg, and the five-year average annual profit of Muyuan is 12.88 billion yuan, which gives