Investment concept: adhering to the concept of value investment and coping with the market strategically. Grasp the fluctuation of value region and realize the research premium in fluctuation. On the basis of value discovery, track long-term themes and hot spots in the market and realize excess returns! Investment objective:? Focus on strengthening the competitive advantage with the help of capital market forces and continue to grow at a high speed. On the basis of high intrinsic value and endogenous growth, we especially prefer small-cap stocks with sustained high-speed growth and cyclical inflection points.
Investment style: research finds value and investment banks create opportunities! On the basis of in-depth research, we pay close attention to the promotion of company value by investment banking events and behaviors. In other words, under the background that the overall market valuation is not low, we pay close attention to the exogenous growth process of related companies, that is, value injection.