Macro view
1. [macro] the impact of the epidemic has dragged down the pace of economic recovery, and the global central bank tightening tide is coming
Industry perspective
2. [food and beverage] consumption is under pressure in the short term and optimistic in the medium and long term
3 [Computer] selects three main investment lines, which is expected to continue high-profile in Q2
4 [power equipment and new energy] photovoltaic and new energy vehicles are expected to rebound in the short term
5 [household appliances] the time for long-term layout has come. Pay attention to the marginal repair of undervalued white horse
6. [agriculture, forestry, animal husbandry and fishery] continuous recommendation China Animal Husbandry Industry Co.Ltd(600195)
7 [transportation logistics & Wine travel] optimistic about express delivery
8 [environmental protection and public utilities] steadily promote the transformation of energy structure and increase the supply guarantee capacity
9 [chemical industry] pay attention to the sub industries such as chemical fertilizer, coal chemical industry and natural gas, whose performance exceeded expectations in the first quarter and the boom continued in the second quarter
10. [pharmaceutical biology] performance + policy + valuation bottom, the industry ushered in a good opportunity for layout
11 [communication] communication is the core base for the development of digital economy, and 5g and 4gcat1 modules are growing rapidly
12. [real estate] sales continue to bottom out, and loose policies are expected to be released intensively
13. [machinery manufacturing] pay attention to the opportunities of wind power equipment and pay attention to the domestic substitution logic of domestic tools
[media] pay close attention to the marginal changes of the industry and look forward to the related companies with fast growth and strong growth in the main industry
