Selected report of the League of Nations this week
A quick overview of this week's key reports:
Total amount study
1. Strategic comments: the impact of real estate policy on the market
2. Fund research topic: pure debt fund income decomposition model
3. Comments on the economic data and the latest real estate policy in April: short-term factors disturb the economic recovery 4. Research on the resilience and re inflation of the U.S. economy (II): two factors affecting the re inflation of the U.S. 5. Comments on the regular briefing of the State Council on housing insurance policy: Do a good job in housing insurance 6. Comments on the economic data in April 2024: Differentiation of internal and external demand, The bond market is expected to shake under the new real estate policy 7. Fund portrait of 300 Chinese businessmen A: Focus on CSI 300, AI enabling 8. Quantitative public fund pool: positions are dispersed, transactions are active, and excess returns continue
Industry depth
1. Banking industry topic: fundamentals are still in the process of bottoming out
2. Special topic of building materials industry: cement is profitable or near the bottom, and positive changes are emphasized. 3. Special topic of real estate industry: marginal repair of commencement and completion, and continuous bottoming of sales investment. 4. Special topic of computer industry: AI big model achievements continue to emerge, AGI may come 5. Special topic of electric equipment industry: see the sustainability of export demand of electric equipment from overseas leading financial reports 6. Special topic of food and beverage industry: macro catalysis is gradually rising, and attention is paid to the valuation repair of liquor plate 7. Special topic of household appliances industry: underestimated update and policy flexibility 8. Special topic of communication industry: silicon light re acceleration, industrial update of Optical Valley Photoelectric Exhibition 2024 9 Summary of electric power 23 and 24Q1 financial reports: cost improvement and profit increase, and dividend asset attributes are prominent 10. Special topic of light manufacturing industry: How much space is needed for smart home in the era of real estate stock?
11. Special topic of household appliances industry: the real estate policy is positive, and the post cycle segment is expected to usher in an inflection point 12. Depth of photovoltaic equipment industry: 0BB mass production node extends the prosperity of the equipment industry 13. Depth of forward-looking research: gold - far ahead prediction 14. Overview of the first quarterly report of securities firms in 2024: investment income drags down industry profits 15. Depth of the electronic industry: OLED supply and demand reversal, The industry may usher in a turning point
Company depth
1. H&H International Holdings (01112) Depth: the "1+3" strategy started, the brand matrix gradually became 2. Juhua Shares (600160) Depth: benefited from the long-term prosperity of refrigerants, the transformation risk of the leading fluorochemicals to high-end tips: the review content of the report is excerpted from the research report issued by the Guolian Securities Research Institute. In case of doubt, the full version of the report shall prevail.
