The electrolyte and lithium salt industries can be regarded as the properties of the chemical industrys fundamentals that give emerging industries high valuation premiums. 2016 to 2017 is the peak period for the layout of electrolyte, especially lithium s
In addition, according to CCID Consultings statistics, there are about 40,000 data centers in 2019, accounting for about 23% of the global total; the scale of data center racks reaches 2.27 million, and there are 2213 IDC data centers in use. According to
At present, the concentration of various industries in my country has increased significantly, and the strength of leading companies is different from the previous rounds. From a micro level, the overall profit growth rate of A-share companies may be less
From a structural point of view, the team recommends counter-cyclical and defensive deployment. In general, there can be several ideas: First, the financial and construction sectors with strong defensive properties at low valuations are expected to have e
However, similar to repeated rumors before, the amendment to the companys articles of association is not a real merger. Brokerage reporters learned that China Securities Investment Corporation had previously amended its articles of association in accordan
Second, intensify the adjustment of macroeconomic policies. A proactive fiscal policy should be more proactive, and continue to study and introduce phased and targeted tax and fee reduction policies to help small, medium and micro enterprises tide over th
In terms of northbound funds, the cumulative net inflow for the entire July was 109.2 billion yuan, of which the first half was dominated by net inflows, and the second half was crazy net outflows. On July 14 and July 24, net outflows were 178.4 billion y
According to current data, foreign investment is still continuing to buy companies with large consumer concepts, such as Kweichow Moutai and Hengrui Pharmaceuticals. According to data, in the past month, the top three companies with net purchases of funds