大家好欢迎收看谈论解盘我是光大证券投资顾问李全大家可以叫我李师兄每个交易日下午四点钟我们都会在直播间里陪着大家复盘市场热点今天市场整体是走出了惨低回升的状态早盘的时候大部分的板块个股都是处于下跌的状态库值跌幅也是一度超过0.4%的 当时在整体就是日内低点的时候我也是注意观察了很多像我们业内的一些投资群里大家很多的这样一个情绪还是相对比较低迷的甚至一度认为此轮的这样一个反弹可能就要结束了事实上尽管早盘走势包括像昨天互持表现相对弱一点但是仍然呈现出短期中期长期的征收震荡的这样一个状态 一旦处于中枢震荡状态呢往往在大家觉得市场似乎是一蹶不振的时候就出现了反转变而回归到当前的中枢的区间里边那像今天呢市场也正好是递进了2980点其中很重要的一个技术面的因素呢就是站上了五周均线这是一个非常关键的信息点啊 由于今天整体的市场在下午的时候持续的拉升啊互质呢也是几乎是把五日均线也包括像前边的征线的征收的区间上边一样给他收复掉了这个就是反映当前的市场的参与者情绪还是可以的特别是大盘股啊但如果我们从指数层面上大家可以看到大部分的指数都是上杠啊无论是小盘的呀还是 特别是大盘在今天的表现是非常好的但是如果大家看到个股其实今天下跌的个股 ...

大家好欢迎收看谈论解盘我是光大证券投资顾问李全大家可以叫我李师兄每个交易日下午四点钟我们都会在直播间里陪着大家复盘市场热点今天市场整体是走出了惨低回升的状态早盘的时候大部分的板块个股都是处于下跌的状态库值跌幅也是一度超过0.4%的 当时在整体就是日内低点的时候我也是注意观察了很多像我们业内的一些投资群里大家很多的这样一个情绪还是相对比较低迷的甚至一度认为此轮的这样一个反弹可能就要结束了那事实上尽管早盘走势包括像昨天互持表现相对弱一点但是仍然呈现出短期中期长期的征收震荡的这样一个状态 一旦处于中枢震荡状态呢往往在大家觉得市场似乎是一蹶不振的时候就出现了反转变而回归到当前的中枢的区间里边那像今天呢市场也正好是递进了2980点其中很重要的一个技术面的因素呢就是站上了五周均线这是一个非常关键的信息点啊 由于今天整体的市场在下午的时候持续的拉升啊互质呢也是几乎是把五日均线也包括像前边的征线的征收的区间上边一样给他收复掉了这个就是反映当前的市场的参与者情绪还是可以的特别是大盘股啊但如果我们从指数层面上大家可以看到大部分的指数都是上涨啊无论是小盘的呀还是 特别是大盘在今天的表现是非常好的但是如果大家看到个股其实今天下跌的个 ...

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Financial Data and Key Metrics Changes - The industrial production year-on-year growth rate in May decreased to 5.6% from 6.7% in April, which was below Bloomberg's consensus expectation of 6.2% [3] - The nominal year-on-year growth rate of social retail sales in May increased to 3.9% from 2.3% in April, exceeding Bloomberg's consensus [3] - Fixed asset investment growth rate in May marginally decreased to 3.4% from April, with real estate investment continuing to decline [3] Business Line Data and Key Metrics Changes - The automotive production year-on-year growth rate significantly declined, while the computer electronics and railway shipping sectors maintained strong resilience [3] - Online retail maintained a rapid growth trend, with year-on-year growth accelerating to 12.9% in May from 9.6% in April [3] - Infrastructure investment year-on-year growth rate decreased from 5.9% in April to 3.8% in May, indicating a slowdown [3] Market Data and Key Metrics Changes - The contribution of "Belt and Road" countries to export growth was significant, with a positive contribution of 2.75 percentage points to the overall export growth rate from January to May [3] - Exports to the US and Europe showed mixed results, with the contribution to trade surplus from the US declining by 2.44 percentage points [3] - The year-on-year export growth rate in May reached 7.6%, a significant increase of 6.2 percentage points from April [3] Company Strategy and Development Direction and Industry Competition - The company is focusing on maintaining traditional advantages in exports to "Belt and Road" countries, particularly in machinery and electronics [3] - The company is cautious about the recovery of demand from traditional trading partners in Europe and the US, indicating a need for strategic adjustments [3] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding external demand recovery, particularly from traditional trading partners, while highlighting the importance of domestic demand [3] - The management noted that the current economic policies are aimed at stabilizing growth, but challenges remain in achieving sustainable recovery [3] Other Important Information - The management highlighted the ongoing challenges in the real estate sector, with investment declines continuing to widen [3] - The focus on employment issues by the upcoming UK government may impact economic policies and labor market dynamics [3] Q&A Session Summary Question: What are the expectations for external demand recovery? - Management indicated cautious optimism regarding external demand recovery, particularly from traditional trading partners, while emphasizing the importance of domestic demand [3] Question: How is the company addressing challenges in the real estate sector? - Management acknowledged the ongoing challenges in the real estate sector and noted that investment declines are continuing to widen, requiring strategic adjustments [3]

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Investment Rating - The report indicates a positive outlook for the industry, with expectations of GDP growth around 5.5% for the first half of the year and 5.7% for the second quarter, suggesting a favorable investment environment [4][37]. Core Insights - The overall economic recovery in China is evident, with significant contributions from consumption and net exports to GDP growth. The service sector is showing signs of recovery, with consumer spending patterns shifting towards services [4][14][27]. - The manufacturing sector is expected to see accelerated investment due to large-scale equipment upgrades, while infrastructure investment is also projected to grow due to faster issuance of special bonds [4][37]. - The report highlights the need for a dynamic balance between supply and demand, emphasizing the importance of increasing labor compensation and residents' income share to support sustainable economic growth [4][41]. Summary by Sections 1. Main Characteristics of China's Economic Operation in Q1 and Future Trends - China's GDP grew by 5.3% year-on-year in Q1, with the second and third industries experiencing rapid growth while the first industry saw a slowdown. The contribution of final consumption expenditure to GDP growth was 73.7% [8][14]. - The service sector's value added increased by 5.0%, indicating a recovery trend, although it remains below pre-pandemic levels [23]. 2. Recent Changes in International Economic Situation and Their Impact on China - Global manufacturing PMI has remained above the threshold, supporting trade growth and increasing exports from China. The report notes that the recovery in developed countries' non-durable goods consumption is driving demand for Chinese exports [27][28]. 3. Current Issues in China's Economic Development - The report identifies a significant decline in the growth rate of residents' net property and transfer income, indicating potential for increased consumer spending in the future [30][33]. - The disparity in profit trends across different industrial sectors remains a concern, with upstream industries experiencing profit declines while downstream manufacturing profits are increasing [35]. 4. Possible Basic Trends in China's Economic Operation and Policy Discussion - The report anticipates a continued decline in the urban unemployment rate, supported by growth in the service sector and increased demand for labor [38]. - It predicts a narrowing of the PPI year-on-year decline and a potential slight positive growth in CPI, reflecting stabilization in commodity prices [39][40].

其实我们生产的产品是老百姓特别需要的他们把他们自己辛辛苦苦的积攒的钱交付给了我们是对我们莫大的一个信任觉得我们承担的责任和使命其实是非常大的有电影的生命一日长如百年一样 那种幸福那种对你来讲的实现的那种光那是不能比拟的京剧就是一个时间的艺术 从我开始学习的这一天我就希望自己能够做到从一而终作为教育嘛就是一个人影响另一个人的生命的历程我四十多年的教育生涯如果人生可以重新选择的话我依然会选择做教育 我认为一个好医生的标准是营养的方法就这吧你没事的对好OKHello大家好我们来看一下声音画面OK吗HelloHello大家好我们来看一下声音画面声音应该是OK的好我们今天的直播马上开始了欢迎大家来到我们直播间Hello 来的都坐下跟我们打个招呼周三的上午我们又来跟大家直播了因为最近有很多新的热点新闻然后也担心大家就可能会有什么小想法可能会高频交易然后我们赶紧跟大家来讲解一下当然我们昨天也有直播然后我们今天再跟大家来详细的聊一聊也请到了我们基因经理威威总然后请威威总跟大家打个招呼 周五直播间的朋友们大家早上好然后又和大家见面了今天咱们会一块聊一下关于芯片行业机器人行业的一些一些最新的这些新闻我相信很多朋友们最近可能已经关 ...

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更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Goldman Equity Sachs Research 28 May 2024 | 7:29AM HKT CSPC Pharma (1093.HK) NBP VBP cliff vs. new product cycle - risks reflected; earnings recovery fol potential re-rating: Reiterate Buy 12m Price Target: HK$10.26 1093.HK Price: HK$6.89 Upside: 48.9% Ziyi Chen +852-2978-0526zivi Goldman Sachs (Asia (from HK$9.73). NBP risk manageable: We see low chance for a VBP cliff for NBP in '24-26e, and believe the worst case scenario beyond '26 (i.e. VBP in '27, sales cut by Rmb5-6bn) has ...