Securities Times article: Don't speculate on "homophonic stalks". Blind speculation is harmful to obtaining long-term investment returns. The official media have voiced their voices, which means that these chaos in the market will be standardized in the future, and it is also a kind of vigilance and protection for investors.According to market sources, a number of photovoltaic companies have signed a self-discipline convention. In this regard, a number of photovoltaic module battery companies confirmed to reporters that they have participated in the signing of the self-discipline convention. The relevant quotas will be set from next month based on the shipments and production capacity of various enterprises this year.Different from previous weekends, this weekend's news revealed several important signals, which will drive the market to become more and more mature. The market finally ushered in a new breakthrough on Friday, and a new market will be launched.
Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).Different from previous weekends, this weekend's news revealed several important signals, which will drive the market to become more and more mature. The market finally ushered in a new breakthrough on Friday, and a new market will be launched.Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).
In fact, the market should have been constrained in this way a long time ago. Many industries are prone to various kinds of production capacity, and an industry with good results is hard to survive because of various price wars, which also leads to a very long period for the whole industry to recover.While the market is gradually standardized, we can also see the long-term trend of the market from the side, and it is more oriented to return to the value itself. Therefore, we should also make preparations in advance and move closer to this direction. When the market clearly turns in this direction, there may be no good opportunities.At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide