IntroduCan the stocks purchased on the day be sold on the same dayction: During the National Day holiday, as a professional asset management media, Fund Jundi specially invited well-known domestic public equity fund managers, private equity investment managers and brokerage investment sponsors to write articles in person to summarize the stock and bond market conditions in the first three quarters and analyze future capital Market opportunities and investment layout, as a reference for everyone's investment layout after the holiday. Today, a total of nine powerful private equity investment managers submitted contributions. What do they think of the fourth quarter market? Please see~~
guiding ideology. Guided by Xi Jinping’s Thought on Socialism with Characteristics for a New Era, fully implement the spirit of the 19th National Congress of the Communist Party of China and the Second and Third Plenary Sessions of the 19th Central Committee, uphold and strengthen the Party’s overall leadership, adhere to the general keynote of seeking progress while maintaining stability, and adhere to the new development concept , Keeping close to the main contradictions and changes in China’s society, in accordance with the requirements of high-quality development, closely centering on the overall promotion of the five-in-one overall layout and coordinated promotion of the four comprehensive strategic layouts, adhere to the supply-side structural reform as the main line, and innovate budget management methods. Pay more attention to result orientation, emphasize cost-effectiveness, and harden responsibility constraints, and strive to basically build a comprehensive, full-process, full-coverage budget performance management system within 3-5 years, realize the integration of budget and performance management, and strive to improve the efficiency of financial resource allocation And use efficiency, change the fixed pattern of budgetary fund allocation, improve the budget management level and policy implementation effect, and provide a strong guarantee for economic and social development.
From the perspective of the number of shortlisted industrial enterprises, among them, the ferrous metal smelting and rolling processing industry has a total of 61 shortlisted enterprises, the largest number and a continuous upward trend, an increase of 6 compared with the previous year; followed by the real estate industry, 45; comprehensive industry, 36 Home; housing construction industry, 32.
On the 18th, the Interbank Market Dealers Association issued a notice stating that recently, the Dealers Association conducted a self-discipline investigation on Yongcheng Coal and Electricity Holdings Group Co., Ltd. (hereinafter referred to as Yongmei Holdings). Based on the clues obtained from the investigation and combined with relevant market transaction information, it was discovered that Haitong Securities and its related subsidiaries were suspected of providing assistance to the issuer in issuing bonds in violation of regulations, as well as suspected violations of market manipulation, involving non-financial corporate debt financing instruments and Exchange market corporate bonds.
Essence Securities pointed out that domestic and foreign policies continue to boost the momentum of electric vehicles. We mainly recommend leading companies with global competitiveness in each link of the industrial chain: 1) In the battery link, Ningde Times (300750) is recommended. It is recommended to pay attention to Yiwei Lithium Energy (300014), Guoxuan Hi-Tech (002074), Xinwangda (300207) ), Penghui Energy (300438), Funeng Technology, etc.; 2) In the material and parts link, we mainly recommend Protel (603659), Enjie (002812), Kodali (002850), Jiayuan Technology, Sheng Technology (300073), Xinzhoubang (300037), Sinoma Technology (002080), etc., it is recommended to pay attention to Beterui, Defang Nano (300769), Nordisk (600110), Zhongke Electric (300035), Shanshan Shares (600884), Xingyuan Material (300568), etc. 3) Tesla industry chain, key recommendations: Hongfa (600885), Sanhua Intelligent Control (002050), Xusheng (603305), Aotejia (002239), Yinlun (002126), Tuopu Group (601689).
From the perspective of investment opportunities, Li Yu believes that, on the whole, the development of the industry is relatively stable and leading companies with better management will continue to attract the attention of overseas funds. Judging from the experience of overseas market development, leading companies enjoy high premiums, while general companies enjoy valuation discounts. The previous A-share market happened to be reversed,'bad stocks are expensive, good stocks are cheap'. But at present, this distorted valuation pricing system has been greatly reversed, and good stocks are gradually enjoying high premiums, and this trend is still continuing. Regarding investment opportunities in core asset classes, Li Yu suggests that investors make comprehensive judgments based on factors such as individual stock valuations and performance, and whether the industry's leading position is stable. For companies that can continue to lead the industry in the future and have a reasonable valuation, I think they will still be sought after by overseas funds. As for those companies whose valuations are already high and whose performance growth is doubtful, Can the stocks purchased on the day be sold on the same dayit is believed that foreign capital will not continue to hold or buy because the company was the industry leader in the past.