How to broaden macro credit: space, direction, rhythm – liquidity insight Series 5 macro opening up the country: new measurement and economic impact – Chapter 9 of the global epidemic and vaccine tracking series, macro epidemic impact on economic momentum, Steady growth still needs to be strengthened – PMI data in March 2022 commented on the three major reasons for the recent macro jump in US bond yields – the optimization of the seven strategies of the Fed’s observation series to stabilize returns – the strategic risk of the investment strategy of the high dividend sector of Hong Kong stocks is gradually cleared, and Hong Kong stocks are expected to pick up moderately – in April 2022, the Hong Kong stocks strategy and the key recommended portfolio strategy entered the financial reporting season, focusing on the industries with high performance certainty – the top ten gold stocks and metal workers in April 2022
Huaxia Hang Seng ETF: high-quality large market blue chips with undervalued layout, low volatility and high dividend — tool product introduction and Analysis series 9
Decision framework for rights grabbing and placement of metalworking convertible bonds — one of the new series of quantitative reports, the shortcomings of bonds are not hidden, and pay attention to TEDA holding’s investment opportunities — Tianjin TEDA Investment Holding Co., Ltd. credit analysis bonds and re tracking of steel industry credit — Special Research Report on steel industry bonds II. Structured issuance mode, essence Existing problems – on March 31, 2022, the observed bond price environment of credit bonds is not ideal or affects the subsequent recovery – Comments on PMI data in March 2022 and slight improvement in the overall level of bonds – Comments on industrial enterprise profit data and bond market views from January to February 2022
Industry report title
“Three factor model” of inter-bank certificates of deposit and panoramic scanning of nsfr – bank assets and liabilities series report, issue 2, 2022
Correspondence
Annual report of 2021: low-carbon progress of digital intelligence and ten-year high R & D rate — the seventh tracking report of Huawei series
Building materials
Green building / building materials: a new “blue ocean” under the background of building energy conservation and carbon reduction — the third special study on green construction in non-metallic building materials industry and construction engineering industry
Medicine
The release of the “14th five year plan” for the development of traditional Chinese medicine ushered in a major historical development opportunity for the industry — Comment report on the policies of the traditional Chinese medicine industry
Petrified
In the era of high oil prices, how elastic is the performance of “three barrels of oil”—— Calculation of “three barrels of oil” profit elasticity in a series of reports on energy structure transformation
Industry report title
Retail
Diamond jewelry cutting-edge brand, “one person in a lifetime” to improve recognition — analysis report on the investment value of DEA shares (301177. SZ)
Building materials
Photovoltaic float is the leader and the R & D system casts a new round of growth potential – Zhuzhou Kibing Group Co.Ltd(601636) ( Zhuzhou Kibing Group Co.Ltd(601636) . SH) one of the in-depth tracking reports
Dianxin
The volume of high nickel leading enterprises has increased simultaneously, and the production capacity and integrated layout have been increased in fixed size – Ningbo Ronbay New Energy Technology Co.Ltd(688005) ( Ningbo Ronbay New Energy Technology Co.Ltd(688005) . SH) comments on the 2021 Annual Report
Building materials
Strong growth of retail channels and continuous improvement of operating efficiency – Zhejiang Weixing New Building Materials Co.Ltd(002372) ( Zhejiang Weixing New Building Materials Co.Ltd(002372) . SZ) comments on 2021 Annual Report
Medicine
Smooth start of commercialization and continuous enhancement of innovation strength — Comments on the performance announcement of Rongchang biology-b (9995. HK) in 2021
Environmental protection
Equipment + service two wheel drive, obvious advantages of new energy sanitation vehicles – Yutong Heavy Industries Co.Ltd(600817) ( Yutong Heavy Industries Co.Ltd(600817) . SH) comments on the 2021 Annual Report
Chemical industry
The acquisition of Kangtai shares was approved, and the company’s lubricating oil additive business set sail – Rianlon Corporation(300596) ( Rianlon Corporation(300596) . SZ) announcement comments
