In fact, the market should have been constrained in this way a long time ago. Many industries are prone to various kinds of production capacity, and an industry with good results is hard to survive because of various price wars, which also leads to a very long period for the whole industry to recover.Executives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.Market aspect
Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).News surfaceExecutives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.
This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.Several important signals. . .On the evening of December 7th, Xinhua News Agency published an article "What do you think about the steady growth of monetary policy-the fifth question and answer on China's current economy". The article is concise, and the future monetary policy will continue to intensify counter-cyclical regulation and control, continuously improve the accuracy and effectiveness of supporting the real economy, and create a good monetary and financial environment for stable economic growth and structural optimization and adjustment.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13