20080703 Please recommend long-term investment stocks.

For long-term investment (concentrated investment), I will choose the following companies. At present, it seems that some stock prices are attractive and may be a good opportunity to enter when others are desperate and pessimistic. I don't expect to make money in the next month or two, and I don't want to be affected by market noise. Prosperity and depression always recur. I believe that the company that holds the best and most promising will get the best return (the following is for reference only, the reason is difficult to explain) 20080703.

Extractive industry: 60 1088 China Shenhua (energy but I think it can be expected, below 26).

Food and beverage: 000869 Changyu A | B (below A55, b can consider the current price), 6005 19 Kweichow Moutai (below 130).

Banks: 6000 16 Minsheng Bank (current price) and 600036 China Merchants Bank (current price).

Real estate: 000002 Vanke A | B (below 8), 000069 OCT A | B (below 8 A|B(810).

Insurance: 60 1628 China life insurance (nearly 20)

Construction: 600583 Offshore Oil Engineering (below 18)

Medicine: 000538 Yunnan Baiyao (below 24), 600276 Hengrui Pharma (below 24).

Chemical industry: 000792 salt lake potash fertilizer (below 50), 600309 yantai wanhua (below 18).

Tourism: 600054 Huangshan Tourism A | B (near A8, B current price)

Colored: 60011Baotou Steel Rare Earth (all rare earths in the United States are sealed, almost all of them are imported, and the amount is below 10 yuan).

These are the core stocks in my mind (generally big cycle industries), and everyone has different allocation ratios for different industries. I think the future development of finance (banking, real estate, insurance), medicine, food and beverage is also the focus of my investment. For some basic industries, industries with high expenditure and no particularity, or industries with low certainty and concept, were not selected. Of course, this is just my personal opinion. Investment is not a short-term outcome, and I'm not sure whether to sell high or low, so I will just stick to it and adjust my portfolio to buy stocks at the right time. I have spent all my spare money, so I have no burden. I believe that there is a reward for giving. (Minsheng, China Merchants Bank, Maotai and Changyu B can buy in small quantities, and the rest can wait patiently. Personal opinion, not as investment advice. )