Headquartered in Taiyuan, Shanxi, Sanli Futures Division has a unique advantage and background in Shanxi . It now has four branches: Shanghai Branch, Henan Branch, Northwest Branch and Jincheng Sales Department. It has a wide range of headquarters and branch locations. market resources, business faces covered cover the country .
The company is the Shanghai Futures Exchange, Zhengzhou Commodity Exchange, Dalian Commodity Exchange , the China Financial Futures Exchange, Shanghai International energy trading center members, Shanxi Futures Industry Association unit.
Company to sound development, compliance management responsibility, continue to enhance research development services, formed a unique management style and strengths, overall profitability over the years, has always been living side-line industry leader, has won an excellent reputation among customers.
Driven by policies, a comprehensive registration system is getting closer and closer. Once officially implemented, the market will expand and new shares will be listed on a large scale. If there is no large amount of external funds entering the market, it will cause serious market polarization and develop towards Hong Kong stocks and US stocks. The liberalization of fluctuations will make individual stocks more volatile, and the time and amplitude of the overall market will be reduced. Most of the time, it may be structured, which further increases the difficulty of stock selection for retail investors. Once the judgment is wrong, serious losses may occur. Today, Xi Caijun is here to talk to you about some suggestions for retail stock selection under the comprehensive registration system.
Below we refer to the ideas of institutional stock selection and consider from 5 aspects:
1. Performance is king , and the primary issue that institutional investors consider when choosing stocks should be the fundamentals of stocks. The comparison between the market price and the intrinsic value of stocks can only reflect the current overvalued or undervalued issues; while revenue, net profit, ROE and other indicators measure the company’s future growth. It can be seen how valuable the company’s stocks are. .
Therefore, a reasonable stock selection idea should be that you don’t need to focus on the best-performing stocks at present. Instead, you need to buy the best-performing companies five or ten years later to have the opportunity to buy such companies at a low price. Share the dividends brought by the company's growth.
2. A segmented leader with independent capabilities . This idea is to choose the largest and strongest in certain segmented industries, and are among the top companies in the industry worldwide. Compared with Japan, the United States and Europe, all industries in my country started late, but after decades of arduous development, many industries have achieved catch-up and surpass. The incident of CITIC and Huawei being sanctioned by the United States tells us that only independent companies can guarantee their own competitiveness and are not afraid of the impact of big winds and waves.
3. In order to make up for the shortcomings of the industries supported by policies , or to make up for the needs of the national strategic layout, the policies will give some industries a large number of subsidies, tax cuts, and financial support. For example, the previous subsidies for photovoltaics, new energy vehicles, etc., are in line with the needs of my country to ensure energy security and green development. Favored by the policy, these industries will see rapid development in the next few years, especially those leading companies in the industry have the largest gains and their profitability may increase substantially. Institutional funds will also be happy to deploy in such an industry.
4. For a sunrise industry with good prospects , the development of an imaginative industry that can continue to grow must be bright. my country's strategic plan has entered the 14th Five-Year Plan, so the sunrise industry in the next five or ten years can basically be considered within this range. However, it takes 20 to 30 years for a new technology to emerge, complete, and then to mature market applications. For example, IT industry and e-commerce industry have different positions in the industry, and the order and degree of benefit are also different. . Therefore, we also need to accurately grasp the pace of industry development.
5. An obvious example of an industry that directly benefits is the securities industry. Under the comprehensive registration system, the listing, trading, and financing needs of a large number of companies will greatly increase the income and profits of securities companies and fund companies. Then, in the short term, this kind of performance growth can be expected, so there will be a lot of funds to buy the stocks of securities companies to promote price increases. But in the long run, this kind of rise is not necessarily unsustainable.
The above is a few suggestions for the retail friends to choose stocks for the launch of the comprehensive registration system, I hope it can be helpful to you.