Zhe Shang Qi Huo
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宏观周报:国内弱社融数据持续,美国通胀数据小幅回落
Zhe Shang Qi Huo· 2024-07-15 14:00
-0. 9 食品 -0.7 1. 0 2024-07-10 1. 0 0. 3 -0.1 2024-07-10 -1.5 -0.6 目录 K O R C F 2 5 8 11 15 17 20 23 26 30 34 39 43 48 53 57 61 65 68 71 74 78 81 84 87 90 94 63 35 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------------------------------------------|--------------|----------|---------|---------|----------|-------|---------|-------|---------|---------|----------|---------|-------|-------|-------|-------|-------|-------| | ...
迎峰度夏进行时,电力保供下的机遇
Zhe Shang Qi Huo· 2024-06-25 15:16
Summary of Conference Call Company or Industry Involved - The conference call is related to a securities research firm, specifically addressing institutional investors and invited guests [1] Core Points and Arguments - The content of the call represents personal opinions and does not constitute specific investment advice regarding securities at particular price points or market performance [1] Other Important but Possibly Overlooked Content - The call emphasizes the importance of understanding that the information shared is not a definitive judgment on market behavior or investment recommendations [1]
大制造20240623
Zhe Shang Qi Huo· 2024-06-24 01:22
Summary of Conference Call Company or Industry Involved - The conference call was directed towards institutional investors and invited third-party guests of Zheshang Securities Research Institute Core Points and Arguments - The opinions expressed during the call represent personal views and do not constitute judgments or investment advice regarding specific securities at specific price points or market performances [1] Other Important but Possibly Overlooked Content - The information shared by the guests during the call is not representative of Zheshang Securities Research Institute's research [1]
农业“钟说”生猪:波动,不改中枢上行趋势
Zhe Shang Qi Huo· 2024-06-24 01:22
Summary of Conference Call Company or Industry Involved - The discussion revolves around a specific company, referred to as "长洲" (Changzhou), and its performance in the market. Core Points and Arguments - The company remains steadfast in its recommendations to investors, indicating a strong commitment to its strategic direction [1] - The focus of the discussion is on recent market conditions, particularly price movements observed since the beginning of June [1] Other Important but Possibly Overlooked Content - The call highlights the importance of price performance as a key factor attracting attention in the current market environment [1]
潍柴动力深度汇报

Zhe Shang Qi Huo· 2024-06-20 15:00
Summary of Conference Call Company/Industry Involved - The conference call is related to the securities industry, specifically focusing on the insights provided by Zheshang Securities Research Institute [1] Core Points and Arguments - The content of the call is directed towards institutional investors and invited third-party guests, emphasizing that the opinions expressed are personal and do not constitute specific investment advice regarding securities at particular price points or market conditions [1] Other Important but Possibly Overlooked Content - The call serves as a reminder that the information shared is not a definitive judgment on the performance of specific securities in the market [1]
中船防务深度解读
Zhe Shang Qi Huo· 2024-06-19 15:13
Summary of Conference Call Company/Industry Involved - The conference call is related to the securities industry, specifically focusing on the insights provided by Zheshang Securities Research Institute [1] Core Points and Arguments - The content of the call is directed towards institutional investors and invited third-party guests, emphasizing that the opinions expressed are personal and do not constitute specific investment advice regarding securities at particular price points or market conditions [1] Other Important but Possibly Overlooked Content - The call serves as a reminder that the information shared is not a definitive judgment on the performance of specific securities in the market [1]
周大生股东大会投资者交流
Zhe Shang Qi Huo· 2024-06-19 01:28
Summary of Conference Call Transcript Industry or Company Involved - The transcript discusses various factors affecting the domestic and international markets, indicating a focus on the broader economic environment rather than a specific company or industry. Core Points and Arguments - There are numerous contradictions and intersections of various factors both domestically and internationally, suggesting a complex economic landscape [1] - There is a collective hope for a period of stability in the market, although the timeline for this stability remains uncertain [1] - The importance of maintaining three core logics and hopes for the future is emphasized, indicating a strategic approach to navigating market challenges [1] Other Important but Possibly Overlooked Content - The mention of various forms and factors suggests a multifaceted analysis of market conditions, which may include geopolitical, economic, and social elements [1]
涛涛车业投资机会判断及展望
Zhe Shang Qi Huo· 2024-06-17 14:54
Summary of Conference Call Company/Industry Involved - The conference call was conducted by Zheshang Securities Research Institute, targeting institutional investors and invited third-party guests [1] Core Points and Arguments - The content of the call represents personal opinions and does not constitute specific investment advice regarding securities at particular price points or market performance [1] Other Important but Possibly Overlooked Content - The call emphasizes the importance of understanding that the information shared is subjective and should be interpreted with caution [1]
大制造20240616
Zhe Shang Qi Huo· 2024-06-16 16:19
Summary of Conference Call Transcript Industry Overview - The discussion revolves around the electric vehicle (EV) industry, particularly focusing on China's position in the global market. The long-term trend indicates that China's electric vehicle market share is continuously increasing, which is seen as an irreversible trend [1]. Core Insights and Arguments - The current tariff policies are perceived as an attempt to limit China's influence in the global market, but this is not expected to hinder the growth of Chinese electric vehicles [1]. - There is a strong optimism regarding the future of Chinese electric vehicles, with specific mention of the potential of Suzuki in this sector [1]. Additional Important Points - The conversation highlights the global competitive landscape and the strategic implications of tariff policies on the EV market, emphasizing the resilience of China's electric vehicle industry despite external pressures [1].
计算机_ 协创数据:证券二季度重仓股峰会线上交流
Zhe Shang Qi Huo· 2024-06-14 13:45
Company and Industry Summary Company/Industry Involved - The document pertains to a conference call related to 中昌股 (Zhongchang Stock) [1] Core Points and Arguments - The conference call commenced with all participants in a muted state, indicating a formal start to the proceedings [1] - The host announced the beginning of the session after the names were read out, suggesting a structured approach to the meeting [1] Other Important but Possibly Overlooked Content - The document does not provide specific financial data, industry insights, or detailed discussions on company performance or market trends [1]