West China strategy: A-share “circular bull” market will develop in depth, with opportunities for value growth

West China strategy: A-share
Original title: [West China strategy | Li Lifeng] “circular bull” market is developing in depth, and there are opportunities for growth value. Source: strategy Li Lifeng and notes on industry allocation | key investment points of Li Lifeng, deputy director and chief strategy of West China Securities I. overseas market: US non-agricultural sector fell short of expectations in May, and monetary easing will continue. Non agricultural employment in the United States in May was lower than expected, which alleviated the market’s expectation of the Federal Reserve’s exit from easing to a certain extent. After the release of the data, the three major stock indexes of the US stock market rose collectively, and the NASDAQ index rose 1.47% in a single day. As the labor market has not yet recovered to the pre epidemic level, the Federal Reserve still plays down the inflation risk in its official position. Unless there is substantial progress in employment, the Federal Reserve will not choose to raise interest rates in advance. According to CME’s “fed watch”, the Fed will continue to maintain its monetary policy until December this year

Taiwan authorities announced that the new death cases were found by reporters on the spot, one more case

Taiwan authorities announced that the new death cases were found by reporters on the spot, one more case
The Taiwan authorities are making trouble over the epidemic data again. Taiwan’s epidemic command center announced on the afternoon of the 5th that 38 new deaths were reported. However, earlier, the Taiwan epidemic command center issued an announcement to correct the death toll to 37, because one of the cases was a duplicate of the death case on the 2nd. According to Taiwan’s Zhongshi news network, Taiwan’s epidemic command center said that the death cases announced on the 5th, including the 90 year old male death case of “case 8586” announced on the 2nd, so the death toll was reduced to 37, and the cumulative death cases were also revised to 224. Taiwan media also revealed that the death toll correction was discovered by the media at the press conference, and the command center found out the mistake. It also makes people wonder why the Taiwan authorities didn’t find out what the media could find out on the spot? On May 30, the epidemic situation in Taiwan was reported

Three U.S. congressmen visit Taiwan, China and rarely take a U.S. Air Force C17 transport plane

Three U.S. congressmen visit Taiwan, China and rarely take a U.S. Air Force C17 transport plane
US Congressmen visited Taiwan Province by military transport plane this morning. Netizens on the island said: I’m sincere. Is it OK if the vaccine comes?! According to a number of Taiwan provincial media reports, a US Air Force C-17 transport plane landed at Taipei’s Songshan Airport at 7:19 today, and three US senators, quince, Duckworth and Sullivan, arrived in Taiwan for a visit. Taiwan provincial media said that the three people will have a specific discussion with the DPP authorities about the new crown vaccine provided by the United States to Taiwan, and the reaction of some Taiwan netizens is, if they really have sincerity, would it be good if they didn’t come with the vaccine? The C-17 transport plane taken by the U.S. Senate has landed at Songshan Airport. Zhang dunhan, spokesman for Tsai ing Wen’s office on Taiwan’s China time news network, said yesterday that she sincerely welcomed the visit of US senators. Tsai ing Wen is expected to be in Taiwan at 8:30 am on the 6th

Cycle stocks far from top

Cycle stocks far from top
Compere: this week, the major indexes are basically arranged in a horizontal direction with small fluctuation. What are the characteristics of the pan surface? Boating: the characteristics are very distinct, that is, several major mainstream plates take turns to attack, who has a warmer short-term fundamentals, who has a longer rising duration. Host: how to say that? Boating: several mainstream sectors, carbon neutral (new energy and new energy automobile industry chain), optional consumption, medicine, high-end manufacturing, finance, etc. Especially the first four, because every time finance appears, it is a tool to save the market or break through. When all the dust is settled, there will be nothing wrong with it. Among these mainstream sectors, which one is the most persistent? Medical beauty in optional consumption, and then? New energy vehicles and wine, and then to this week’s new energy vehicles upstream superimposed Pro cyclical price increases. As long as the relevant branches at that time

F1 Azerbaijani station FP1: vistapan first Norris mazeping slips

F1 Azerbaijani station FP1: vistapan first Norris mazeping slips
On the afternoon of June 4, Beijing time, the first free practice competition of 2021f1 Azerbaijani Grand Prix ended. In the race, there were many accidents. In the end, Red Bull driver vistapan ran 1 minute 43 seconds 184, the fastest in the whole race, ranking first. Leclere was behind 0.043 seconds, ranking second, and saines was third. P4-p10 were Perez, Ricardo, gasley, Hamilton, Norris, Alonso and botas. The Azerbaijani Grand Prix was held at Baku City circuit. Due to the limitations of the track and the weather conditions, accidents are common here. Less than three minutes after the start of the training, Japanese driver Yuyi jiaotian drove the car into the buffer zone and asked the team technician for help because he couldn’t reverse the car. It took him a long time to reverse the car and race again. The game went on big

Longji Co., Ltd. and Tongji University jointly build hydrogen energy laboratory to accelerate the layout of “photovoltaic + hydrogen”

Longji Co., Ltd. and Tongji University jointly build hydrogen energy laboratory to accelerate the layout of
Shpgx Guide: on June 3, Longji signed a cooperation agreement with Tongji University, announcing that the University and enterprise will jointly build a hydrogen energy joint laboratory. With the help of Tongji University’s deep accumulation in the field of hydrogen energy, combined with Longji’s research foundation in green hydrogen equipment, the two sides will carry out in-depth cooperation in green hydrogen technology research and development, personnel training, production, teaching and research achievements transformation, etc. Xinhua Finance and economics, Shanghai, June 3 (reporter Chen Yunfu) – Longji Co., Ltd., a leading photovoltaic enterprise, signed a cooperation agreement with Tongji University in Shanghai on June 3. The two sides will jointly build a hydrogen energy joint laboratory, give full play to their respective advantages, and carry out in-depth cooperation in green hydrogen technology research and development, talent training, production, teaching and research achievements transformation, so as to promote the implementation of “photovoltaic + hydrogen” mode one after another. Under the promotion of “3060 target”, renewable energy represented by photovoltaic will be used in China’s energy industry

Zhang Jinqing: large scale thermal recovery of offshore heavy oil is imperative

Zhang Jinqing: large scale thermal recovery of offshore heavy oil is imperative
Shpgx Guide: in recent years, the newly discovered offshore oil and gas resources are mainly heavy oil, low permeability and deep layer. The stock of conventional oil and gas resources is decreasing, and the development difficulty is gradually increasing. At present, about 570 million tons of heavy oil with viscosity greater than 350 MPa · s are trapped underground in Bohai Sea. Zhang Jinqing, member of the CPC Committee and chief development engineer of CNOOC Research Institute, believes that due to the high viscosity, difficult flow and low cold recovery capacity of this kind of heavy oil, it is very difficult to use it economically and effectively. The effective utilization of this part of reserves will provide a strong guarantee for the realization of CNOOC’s goal of stable production and increasing production during the 14th Five Year Plan period. In recent years, the newly discovered offshore oil and gas resources are mainly heavy oil, low permeability and deep layer. The stock of conventional oil and gas resources is decreasing, and the development difficulty is gradually increasing. At present, there are about 570 million tons in Bohai Sea with viscosity greater than 3

New year’s French Open wins nine in a row

New year's French Open wins nine in a row
In recent years, when we describe the situation of women’s tennis, we often use the similar description of “open competition pattern”. In fact, to put it bluntly, the implication is that in recent years, there are no more women’s tennis players like Graf, Henning, Williams and so on who have absolute ruling power. Osaka Naomi has such a clue on the hard ground. Since 18 years ago, she has completed the achievements of double lap Australian Open and us open. But recently, the French Open fell into a storm of public opinion and withdrew from the competition. I don’t know if she can get out of the shadow in the future. On the clay court, another important court of tennis, there is a girl who has just turned 20 years old. It seems that she is more and more on the road of clay hegemony similar to Henin and Nadal( Svatek’s famous work should be the French Open in 2020, with seven games in one set

Batty retired, golden flower group out, the fifth day of the French Open major events!

Batty retired, golden flower group out, the fifth day of the French Open major events!
In 2021, the French Open women’s singles just ended all the competition in the first two rounds. However, before the competition, the top two seeds were no longer in the top 32 list. After Naomi Osaka withdrew from the competition, the top seed Barty withdrew from the competition due to injury when he played Poland’s Lynette 1-6 / 2-2 in the second round. There are only two Chinese Golden women’s singles players left out with the top seed. In addition, the French women’s singles are also totally destroyed in this French Open. Let’s review yesterday’s wonderful moment of Roland Garros# Batty retired from the French Open and appeared as the number one seed in Roland Garros’s first round. Batty had a little twists and turns in the first round. Facing American player Pepe, they fought hard for three sets. Batty, who made his way through the first round without danger, encountered Poland’s famous linester in the second round. The top seed was forced to withdraw from the match due to injury when he was 1-6 / 2-2

Li Gui again! The e-cigarette expert is fake, the information fabricated at the institutional exchange meeting is untrue, and the listed company has called the police

Li Gui again! The e-cigarette expert is fake, the information fabricated at the institutional exchange meeting is untrue, and the listed company has called the police
Original title: Li Gui again! E-cigarette experts are fake, and false information was made up at the institutional exchange meeting. Listed companies: they have called the police. Remember last year’s Netcom economic fire, Huachuang securities invited a MCN institution “fake executive” to hold a meeting with institutional investors. As a result, the real executive lurked among them and suddenly appeared in the “good play” to fight against counterfeiting? A similar story is on again! This time, Li Gui appeared in the e-cigarette industry. On the evening of June 3, Changying precision announced that some unidentified people participated in the exchange meeting of investment institutions in the name of the company’s e-cigarette industry experts through the so-called “expert database” for profit, and fabricated the company’s false business information. The company didn’t participate and didn’t know about it. At present, it has reported the case to the public security organ. In the morning of June 4, Changying precision fell 0.57%, and once fell 5.13%. In the near future, electronic