From a large number of institutional research reports, we select the best among the best, identify the reports with the highest gold content, and present the industry data and logic essence to investors. The conclusions of the research and newspaper may not all come true, but its thinking process is very valuable to investors who love to study fundamentals. "Fu Tu Research and selection" will see you every Friday night.
Must-read strategy
With the upgrading of information consumption, the blackboard has been knocked "Bang Bang" sound, how to invest in technology stocks in the next three years, the focus has been drawn out!
The 5G era of the Internet of everything will open up a new incremental space. 5G panoramic view and investment rhythm full structure here!
Hot event
With a comprehensive interpretation of the three-year Action Plan for expanding and upgrading Information consumption (2018-2020), the science and technology industry has once again gained policy benefits.
Affected by the policy, some Hong Kong education stocks fell more than 30% on Monday, and the market caused some panic about the differences in the interpretation of some of the contents of the manuscript for review.
Pay close attention to the impact of African classical swine fever, pig cycle inflection point or ahead of time.
Tuyere industry
Cloud computing is setting off the third wave of IT. From the perspective of domestic market segments, Monita research believes that the investment opportunities of SaaS cloud computing are more worthy of attention.
With the continuous improvement of the localization rate of semiconductor materials, a number of leaders in the subdivision industry have gradually formed and accelerated to seize the market.
Huachuang Securities points out that coal consumption accounts for 62% of the current domestic energy structure, while 6% of natural gas consumption is far below the world average of 24%. The conversion of coal to gas in 2017 has become an important catalytic factor for the future development of natural gas, and the future development of natural gas has high certainty.
The three-year Action Plan for expanding and upgrading Information consumption was issued, and the policy continued to increase autopilot. Alphabet Inc-CL C, BAT and other technology giants have stuck smart cars. Citic Construction believes that there are three directions in the automobile industry chain that are flexible: perception, human-computer interaction, and vehicle networking.
The participation of Amazon.Com Inc, Alphabet Inc-CL C, Microsoft Corp and other technology companies in the cloud industry has made the global cloud competition increasingly fierce. Chinese enterprises can not bear to lag behind, struggling to catch up, and the market is gradually concentrated to Internet leading enterprises.
In 2017, the market sales of functional drinks (including sports drinks and energy drinks) was about 60 billion yuan, with a compound growth rate of 15% in the past five years, making it the fastest growing soft drink category. At present, the dominant Red Bull in the Chinese market is weak, while local brands are growing rapidly, and there are both endogenous growth and structural growth opportunities in the market.
Individual stock opportunity
Dongxing Securities is optimistic about the sustainability of the development of special e-commerce and Vipshop Holdings Limited's outstanding buying ability, covering and giving the company a "highly recommended" rating for the first time.
Tianfeng Securities believes that NetEase, Inc game stopped falling and rebounded, e-commerce continued to grow high, gross profit margin and cost ratio improved to drive net profit exceeding market expectations, short-term pressure still exists, but the long-term space is promising.
The market value of China's leading designer brand group has tripled in the past two years.
Tianfeng Securities found that China Resources cement is in a leading position in terms of production capacity layout, market share and corporate governance.