Another "post-90s" will be promoted to Chief Strategic analyst of head securities companies!
On April 5, the China Securities Journal Taurus reporter learned that Fang Yi, the former co chief strategic analyst of Guotai Junan Securities Co.Ltd(601211) Research Institute, will become the chief strategic analyst of Guotai Junan Securities Co.Ltd(601211) Research Institute, replacing Chen Xianshun who is about to leave.
Fang Yi, born in 1993, holds a master's degree in finance from the China Financial Research Center of Southwest University of Finance and economics. According to the information exclusively obtained by the reporter of China Securities Journal and China Securities Taurus from relevant people, Fang Yi is committed to building a forward-looking and systematic strategic framework, and his general trend research and judgment and style are unique. In November 2020, it was proposed to "see more global raw material cycle products", and in February 2021, it was proposed to "rise of mid cap blue chip", which accurately predicted the style characteristics of A-share in 2021.
had already appeared
According to the information of China Securities Association, Fang Yi was registered in Guotai Junan Securities Co.Ltd(601211) in August 2018 and registered as a securities investment consulting (Analyst) in December 2020P align = "center" Image Source: Official Website of China Securities Association
Previously, China Securities Journal reported that Chen Xianshun, chief strategist of Guotai Junan Securities Co.Ltd(601211) Research Institute, would leave, and Boshi fund would probably be the next stop. According to public information, Chen Xianshun was born in 1992 and officially joined the strategy group of Guotai Junan Securities Co.Ltd(601211) Research Institute in 2016. He was promoted to chief strategy analyst four years later (2020) to replace Li Shaojun, who was transferred to vice president of Guotai Junan Securities Co.Ltd(601211) asset management and President of investment Research Institute.
It is worth noting that the Chen Xianshun official account of WeChat securities is still "Chen Xianshun strategy research" because of the fact that the departure of Guotai Junan Securities Co.Ltd(601211) has not yet been completed. However, from March 26, Fang Yi took the first place in the signature of the article, and Chen Xianshun took the first place before. In the articles published after March 28, the signature is "Fang Yi / ", and Chen Xianshun is no longer signed.
latest view: investment opportunities in low-risk sectors
In April 5th, Fang Yi's team released the latest view on the WeChat official account "Chen Xianshun strategy research". The title of the article is "before the blooming flowers: changing positions in the rebound"
The article believes that spring will eventually come, so we should have confidence. At this stage, we should do a good job in defensive counterattack rather than trend counterattack.
The article puts forward that the investment focus in the next stage is stocks with low-risk characteristics, focusing on cycle and consumption. Specifically, there are three directions: first, coal and chemical resources; Second, to g-end or public investment direction, including photovoltaic, wind power, power operation, power grid, construction, etc; The three is the reverse of the dilemma and the certainty of profitability, including pig and Baijiu, and the bottom elasticity of some middle reaches industries such as consumer goods and light industry in the two quarter.
