Highlights of this week’s report:
Total research
1. Steady growth is the primary goal, and the money supply will pick up
— Comments on social finance data in April 2022
2. Investment strategy of financial and real estate funds
— recommend Huabao China Securities bank ETF, Tianhong China Securities bank ETF, etc
3. Selection of interest rate reduction tools
— how will the central bank cut interest rates after the credit fails to meet expectations?
4. The real economic growth is negative, and the incremental policy is imminent
— Comments on economic growth data in April 2022
Industry research
1. Review and viewpoint of pharmaceutical week: “bioeconomy development plan” speeds up the biological industry
2. Light module of digital economy infrastructure
— data communication cycle + industry moving eastward: rapid growth of domestic optical module industry
3. Comment on the zero data of the news agency in April: the impact of the epidemic has intensified, and follow-up attention will be paid to the recovery elasticity
4. Comments on the new power industry: the EU seeks a golden window for the export of energy independent photovoltaic modules
Company research
1. In depth report of Yonyou Network Technology Co.Ltd(600588) ( Yonyou Network Technology Co.Ltd(600588) ) Company:
Shift from cloud products to cloud platforms and benefit from domestic alternative ERP leaders
2. In depth report of Heyuan biological (688238) Company:
After ten years of hard work, build cgtcdmo industry leader
