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Communication Taylor

It is good to look together at weekend events and the latest developments in tickets!

weekend events

Opening of the twenty-first session of the Central Committee on Finance

The Secretary-General of the Central Bank, the President of the State, the Chairman of the Central Military Commission and the Director of the Central Finance and Economic Commission presided at the first meeting of the Central Finance Committee on the afternoon of 5 May, stressing that a new Central Committee of Financial and Economic Affairs would be working on accelerating the construction of a modern industrial system and would study the issue of Chinese-style modernization supported by high-quality population development. The recent important statement at the meeting stressed the need for the new Central Finance Committee to continue to play its role in developing a major approach to economic work and to further strengthen and improve the central and unified leadership of the party in economic work. Modern industrial systems, the material technology base of modern countries, must focus on the development of the economy on the real economy and provide strong material support for achieving the goals of the second century. Population development is a major renaissance in relations between the Chinese people, and efforts must be made to improve the overall quality of the population and to support Chinese-style modernization with high-quality population development.

It was emphasized that the accelerated construction of modern industrial systems, underpinned by the real economy, is linked to our strategic initiatives in future development and international competition. The new scientific and technological revolution, such as artificial intelligentness, is to adapt to the requirements of human and natural harmony, to maintain and enhance the advantages of well-developed and supportive industrial systems, to integrate global innovation elements efficiently, to promote industrial intelligentization, greening, integration, and to build a modern industrial system that is integrated, advanced and secure. Insisting on the real economy, to prevent a disconnect; insisting on a steady, gradual and gradual approach, without greed; insisting on the integration of three industries to avoid fragmentation; insisting on the promotion of the transition of traditional industries to a simple exit from “low-end industries”; and insisting on open cooperation, without blocking door-building.

Ten tickets update

Unit 1

In the first week of May, the market in Unit A was affected by external factors during the period of small leave, with relatively favourable performance in low-value countries, with better performance in low-value countries, and less favourable performance in the remaining major indices and styles, especially in the overall style of growth. In our previous report, we considered that “the second quarter may be positive”. In the context of the current internal and external environment, we continue to maintain a positive view of equity A. The logic behind supporting a follow-up market performance included: 1) continued improvement in growth expectations by investors. 2) The increase in the performance of marketed companies in the second quarter is expected to recover significantly over a quarter. 3) External uncertainties still require continued attention, and the impact on Unit A in the context of the baseline may be limited but may require vigilance against potential shocks. The above factors, combined with the current level of overall valuation of the equity market in equity A and still at a low level in history, believe that current market opportunities are still greater than risk.

In the area of configuration, the future could be further catalysed by new advances in policy expectations or industrial trends in the area of TMT, after the release of the pre-centralized transaction risk or in the stage of consolidation; with the gradual deepening of the recovery and the introduction of improved corporate performance, fundamental improvements could gradually become the core logic of market transactions, with market styles expected to be more balanced, focusing on basic areas where recovery logic, such as the relatively adequate pan-consumption area of prior periods adjustment, is expected. The themes of the low-valued countries’ business and one way to go continued to merit continued attention.

Industry recommendations: recovery is the main line, with a more balanced style. Investors are advised to focus on three main lines: (a) basic space rehabilitation and elasticity, and pan-consumption areas, such as food beverages, which continue to be supported by policy support, such as industrial chain security, digital economy, etc.; (b) areas of growth supported by industrial chain security, including high-end manufacturing, scientific and technological hardware, as well as expected rehabilitation of the cautiousness of new energy areas; and (iii) access to one-way strategies, as well as national business reforms.

2 LEAD: see also “Everything”, how do this happen?

In the case of Unit A, the middle-level winner will be able to generate positive feedback on the financial front and to present possible scenarios:

First, this round of the ad hoc escalator index is triggered by a number of catalysts on a road-by-road theme after May, with positive feedback from financial sources, which are already relatively high (85.23 per cent of the total equity stock in 2023Q1, up to the highest level ever since 2012), limited storage space, a quarter of a million new resident deposits are a source of incremental funds, but a style shift is likely to occur in the context of positive feedback effects, a positive impact from December 2014 to December (43 per cent of the current round of returns in the city of TTM in October).

Secondly, the rapid inflow of foreign capital, which, in our previous May Strategic “Please offensive”, suggested that, after May, North funding could be rebounded from the logic of a recovery from the beginning of the year in the aftermath of a deal of domestic epidemics to an increase in the external and external economies, and that the flow of foreign capital, which would lead to an increase in the pool of public capital, would also have positive financial feedback.

Thirdly, the positive feedback effect cannot be generated, while neither the two main strands of science and technology nor the median estimate can generate a larger class of business, after which the current turn-out rate of the TMT is around 40 per cent, which has reached the more polar regions, and the further increase in the mid-point is dependent on further increases in market turnover.

In our view, the cumulative probability of one or two each occurring separately or simultaneously is greater and less likely.

As a whole, this wheel is re-emerged as a dance, with many similarities at the end of 2014, with similarities in the economic environment, the catalyst of events and the liquidity environment, unlike in 2014, where the current economic growth is more central and the international environment is different, but the most central difference is that in 2014 the relaxation of liquidity will generate additional funds, which are currently the positive effects of loose liquidity but lack of funding. As a result, the winners of the throne are the ability to generate positive feedback on the financial front, and the probably positive feedback is generated by the peculiarization of the penitentiary leverage in a series of catalysts, as well as the rapid inflow of overseas funds.