1. Meeting focus:
1, Politburo held an meeting on July 528 to analyze and study the current economic situation and deploy economic work in the second half of the year. The meeting emphasized that the macro-policy should take positive actions in expanding demand.
2. Epidemic prevention and control: We must adhere to the principle of putting people first, life first, preventing imports from outside and rebound from inside, and insist on dynamic zeroing. When an epidemic occurs, we must strictly prevent and control immediately. We must resolutely control what should be managed and we must never relax and be tired of war.
3. Support the improvement of infrastructure and business environment in the central and western regions.
4. We must promote the standardized, healthy and sustainable development of the platform economy, implement normalized supervision of platform economy , and launch a number of "green light" investment cases.
5. We must stabilize the real estate market, implement policies based on the city and make full use of the policy toolbox, support rigid and improved housing needs, strengthen local government responsibilities, ensure the delivery of buildings and stabilize people's livelihood.
Comment:
1. List the above directions that may generate profit growth points. The offensive and defensive focus of the policy, and offensive policies are the growth points of corporate profits.
2. Consumers and infrastructure in the central and western regions are offensive policies. We should study large infrastructure. The focus is on the central and western regions. We will never leave the same principles. Which industry is the most profitable in the large infrastructure industry? Real estate did not give additional new policies, but emphasized the main responsibilities of local governments and gave local governments room for governance.
3. Macroeconomic policies should take positive actions in expanding demand, not only requiring "acting", but also "positive". The growth of the industrial economy has risen, has employment been preserved, and can we eat better? If you take steady steps, take every step forward, and if you have strong consumption, the country will be strong!
2. Technology viewing:
1. In the first half of the year, the industry was built, and the people had money in their hands, and only when they had money could they consume. So the focus of the second half of the year was consumption. Do you understand? A sensible person, 666 minus the circle!
2. Please look for the construction machinery industry website and see how the inventory in the construction machinery industry is. This is the most important way to understand the future direction of construction machinery.
3. At present, the statement that GDP has been weakened by weakening the 5.5% growth. The problem in the United States is inflation, and our problem is real estate. There have been ten financial crises and nine real estate, and the stable landing of real estate is far greater than economic growth.
4. pigs are very active, and other consumption is just that mud cannot be supported by the wall; the salt lake lithium extraction has followed, and the recycling of lithium batteries has increased track orders, which are getting stronger and stronger; either the rise cannot be suppressed, such as reducers, or any favorable benefits are ignored, such as condiments; The price of cheese private placement is cheap, be calm, and see through things and see through the essence.
5. I looked at the two leaders of wind power. The core technology of wind power lies in the main axis. Currently, there are two companies in China doing it, accounting for 50% of the global market. The spindle accounts for about 2% to 3% of the total fan's cost, which has little impact on the construction cost of the entire wind power station, and is equivalent to the oil cylinder-like position in the construction machinery. However, the price war in the entire wind power industry is very fierce, and the gross profit margin is getting lower and lower. Last year, wind power companies did not make money, and this year they all made small profits. The competitive concentration in this industry is getting higher and higher, and small companies have basically been beaten to death through fierce competition in the past two years. Therefore, institutions predict that profits will be good next year and are still under observation and research.
6, Shanghai Stock Exchange 50 fell for 21 trading days in a row, and there were only 4 positive lines in 21 trading days. I can't stand it, right? I would like to remind you that the stock market has fallen for more than 80% of the time. If you can't bear this, it is really not suitable for investment.
7. Maintain a strong rebound that is about to break out! The best buying point in the next 3-5 years. Hold your chips tightly, do it if you have money, watch it if you don’t have money. From now on, it will be a real skill! Victory has never been only the strong, and has nothing to do with the weak. Are you a strong or a weak? Follow closely and don't fall behind! People? Click one and fight again next week! (The article's views focus on investment logic research and cannot be used as a basis for investment. Investment is risky, so be cautious when entering the market!)
