2017 Volleyball All-Star starting lineup announced
At 16:00 on February 21st, 2017, with the 2017 China Volleyball League · Bright Ubisoft All-Star Finals vote ended, the long-awaited All-Star Game starting lineup has finally settled.From January 4th, after nearly two months of selection, Xueba Hui Ruoqi won the first ballot queen and won the final ballot again, becoming the biggest winner of the All-Star vote.2月26日，万众期待的全明星赛即将上演，各队首发队员已整装待发： 南方女明星首发： 主攻：惠若琪、张常宁 副攻：徐云丽、张晓雅 二传：刁琳宇 接应：龚翔宇 自由人：林莉 南方男明星首发： 主攻：张晨、莱昂纳多 副攻：陈龙海、饶书涵 二传：于垚辰 接应：格罗泽 自由人：任琦 北方女明星首发： 主攻：刘晓彤、刘晏含 副攻：袁心玥、颜妮 二传：丁霞 接应：曾春蕾 自由人：王梦洁 北方男明星首发： 主攻：季道帅、仲为君 副攻：梁春龙、耿鑫 二传：李润铭 接应：奥利奥 自由人：初辉 2月4日初选结束后，南北方主教练利用短短几天的时间完成了复选，南北方共48名运动员进入终选。On Valentine’s Day, February 14, the final ballot was opened on such a loving day.Although there were only 48 athletes in the final election compared with the primary, this did not affect the enthusiasm of the fans.Only one day after the final vote was opened, Hui Ruoqi led the leaderboard among fans, and the fans voted for the starting lineup of the southern female star team in almost one day.Compared with the situation of the southern female stars, the competition in the other three voting areas is more intense. The difference in votes between athletes is very small. It is not until the last minute that it is determined who can enter the starting lineup.The vote is not only a popular competition among star athletes, but also a contest among volleyball fans. The return of the All-Star game after many years of absence has made many fans look forward to it, and this year’s All-Star is also a big gift for fans.In addition to voting activities to attract a large number of fans to participate in it, all kinds of novel activities before the All-Star game even let fans look forward to.On February 25th, the All-Star Fan Day event will be the first to kick off, and there will be three fan-themed meetings with fans on different topics throughout the day.On the morning of February 26, more stars and big coffee will appear at the Red Carpet Ceremony and the 2017 Bright Ubi·China Volleyball & Volleyball League Development Forum.If you want to see it on the spot, please pay attention to the Sports Window WeChat service number (irenafwpt) or Volleyball Window WeChat subscription number (volleyballworld) to buy tickets.
2017 Volleyball All-Star starting lineup announced
In the second quarter, Shanxi only scored 6 points, and the North Control ended four games in a row.
In the second quarter, Shanxi only scored 6 points, and the North Control ended four games in a row.
Sun Yue and other main players “punched off work” in advance.Figure / Sports North Control men’s basketball team tonight to victory over Shanxi team 109 to 86, with a wave of four consecutive victories for the first half of the regular season, is also the final game of 2019 ended, all the team mentioned after the gameDefensive execution is the key to winning.The Shanxi team played a single foreign aid game, and in the first quarter, it was still able to bite the score with the double foreign aid North Control team.But in the second quarter, the North Control team played a wave of 13 to 0 to open the score, the whole quarter only allowed the opponent to get 6 points, he scored 31 points, and played “flower” opponent in the half.The Shanxi team made 21 shots in this quarter, and only 2 sports battles broke out, which has made the game suspenseful.Sun Yue talked about the game after the game, and frankly said it was quite unexpected: “The opponent’s strength is still very strong. Although there is a foreign aid that cannot be played, the strength of the domestic players is still quite strong.He said: “We have made some targeted deployments on the defense, limiting the main points of the opponent.It’s good on the defensive end, but there is still something to be solved.”Head coach Marbury also mentioned that the team has put a lot of energy on the defensive end tonight,” we proved that we are a defensive team, and pointed out to the players that great progress has been made and provedI am a very good player.”The victory and defeat were split early, and Lao Ma replaced all the local main force at the beginning of the fourth quarter, giving all 12 registered players the chance to play, and finally won a victory brought by all.
Sino-Singapore (002912): Steady profit growth, high attention to online content security
The company predicts that the first three quarters of profit will increase by 10 each year?
20% Sino-Singapore released the 2019 third quarter report notice, from January to September 2019 attributable net profit1.
880,000 yuan, ten years + 10%?
20%, net profit attributable to a single quarter in the third quarter1.
1.3 billion, ten years + 10%?
Attention points The attributable net profit has grown steadily, and it is expected that the income-side growth will be around 20%.
(1) The net profit attributable to the first quarter of 2019 was -6.21 million yuan, compared to 2.92 million yuan in the same period last year, but the net profit growth rate in the second quarter of the single quarter was 23%, which is now recovering.
(2) We estimate that the single quarter net profit growth rate in the third quarter is 12%?
20%, single quarter profit grew steadily.
(3) Based on the net profit margins reported in each quarter of 2018/19, we estimate that the revenue growth rate for the three quarters may be 15%?
It is about 30%, which is basically the same as the 26% increase in the income of the Interim Report.
In terms of specific business, we expect that the revenue recognition of broadband network products will be better and have greater growth potential.
(1) Interim reports on broadband network products increased by 76%. We expect that the growth of broadband network business lines will be better guaranteed in the third quarter and subsequent support by orders such as telecommunications projects.
(2) Mobile network products are in the middle stage of product life cycle, while the number of manufacturers is reduced and market competition is fierce. We expect that the unit price of products will continue to decline in the second half of the year.
(3) The mid- and long-term business in the semi-annual report continued to decline in 1H19, resulting in lower overall 南京夜网论坛 revenue growth than we and the market expected. If the overall revenue growth rate in the third quarterly report is basically the same as the intermediate report, it may indicate that the business growth rate still needs to be improved.
The state’s highly recognized cyber security will ensure that the segment in which Secco is located maintains a high degree of prosperity.
(1) On September 29, the Ministry of Industry and Information Technology issued the “Guidelines on Promoting the Development of the Cyber Security Industry (Consultation Draft)”, which requires that by 2025, a large number of cyber security companies with annual revenues of more than 2 billion U.S. dollars will be cultivated, forming a number ofThe backbone of internationally competitive cyber security enterprises, the scale of the cyber security industry exceeds 2000 trillion; (2) On October 9, the Political Bureau of the CPC Central Committee conducted the 36th study on the implementation of the strategy of cyber power, and General Secretary Xi Jinping pointed out that it was necessary to “accelerate”Cyberspace security defense capabilities “,” Accelerate the promotion of the right to speak internationally and rulemaking in cyberspace “; (3) Driven by relevant policies, we expect that the cybersecurity industry and content security, network visualization and other subdivided areas will remainWith a high degree of prosperity, the system construction of relevant units will continue to strengthen.
Estimates and recommendations We maintain our profit forecast unchanged. The current forecast corresponds to a P / E of 37x / 27x in 2019/2020.
We maintain our target price of RMB 118, corresponding to a P / E of 43x / 32x in 2019/2020, and there is still 16% upside compared to the current existence. We maintain our Outperform rating.
Risk-related policies fell short of expectations; systematic estimates.
Gujia Household (603816): Endogenous and Extensional Qifa Power Software Leads to Steady Expansion
[Event]The Gu family released its 2018 annual report and achieved 91 revenue.7.2 billion, an increase of 37 previously.61%; net profit attributable to mother 9.89 trillion, an increase of 20 in ten years.29%; net profit increased by 34 after deduction.05%.Q1 / Q2 / Q3 / Q4 revenue increased by 34 twice.2% / 26.9% / 34.9% / 52.9%; net profit attributable to mother increased by 42 in ten years.9% / 7.0% / 30.6% / 0.7%, the company’s performance was in line with expectations. [Comment]1) Revenue: Endogenous and steady growth, and contribute to the elasticity of consolidation.In 18 years, the Gu family accelerated the pace of mergers and acquisitions, and it is estimated that the extension contribution will be about 10%, and the endogenous growth rate will be close to 25%. ① In terms of categories, traditional categories continued to expand, and new categories grew rapidly.Sofas / beds / accessories / dining chairs increased by 39.3% / 27.8% / 32.1% / 20.5%, steady growth.Among them, the growth rate of internal growth of sofas is 20% +. It is expected that leisure / fabric sofas are stable, functional sofas have a higher growth rate, and bedding / supporting products are still in a high-speed expansion range.IT services / mahogany furniture / custom furniture increased by 90.8% / 40.1% / 145.8%. ② In terms of market, domestic sales revenue grew steadily, and foreign sales business developed steadily.Domestic / export revenues increase by 29 each year.1% / 56.7%.In terms of domestic sales, the channels expanded rapidly. The number of independent brand stores increased by 956 to 4,222. The opening and infiltration of stores accelerated, and the efficiency of stores increased.In terms of export sales, the Gu family’s national strategy for exporting and the strategy of major customers have achieved significant results, and orders have increased during the trade war.At present, the company has a total of 6,076 stores (including 1,854 stores of other brands) at home and abroad, and its layout is becoming increasingly international. 2) Profit: The gross profit margin is slightly under pressure, 杭州桑拿网 and the expense ratio is optimized during the period. ① The overall gross profit margin decreased by 0.9 points to 36.4%.In terms of different products, the gross profit margin of sofas / accessories / dining chairs decreased by 1.6/0.3/1.4 points to 34.9% / 26.2% / 28.5% is mainly due to the combination of lower gross profit and lower profitability. The gross profit margin of bedding is flat at 38.At 2%, the average TDI price of raw materials has been basically flat, and the gross profit rate of custom / redwood rose by 3.1/0.5 points to 30.0% / 14.0%, mainly due to the increase in scale of high income.By region, the gross profit margin for domestic sales rose by 0.5pct to 42.9%, the gross profit margin of exports fell 0.4pct to 23.6%. Although the trade war allows profits to compress profits, the devaluation of the renminbi has replaced some of the effects.In the future, the price of raw materials such as TDI will be basically controlled, and profits will be promoted to stabilize. ② Costs continued to be optimized during the period.Selling expense ratio decreased by 1.5 points to 19.5%, mainly due to improved channel efficiency, enhanced precision marketing, and increased management expense ratio by 0.7 points to 2.7%, mainly due to the increase in equity incentive expenses, the R & D expense ratio rose by 0.4 points to 1.5%, the company made design and research and development, and the financial expense ratio fell to 0.4pct to 0.3%, the overall period cost is controlled. ④ Other important financial indicators: the proportion of non-operating income in revenue decreased by 0.7pct to 1.9%, mainly because the government subsidy has not increased with the expansion of income; and the increase in interest rates from 17.1% rose to 23.7%, net interest rate fell by 1.5 points to 10.8%, but the net profit growth rate after deduction is as high as 34.1%.In addition, the ending inventory increased by 32 from the beginning of the period.3%, bills receivable and accounts receivable increased by 118% from the beginning of the previous period, mainly due to new accounts receivable and inventory that were consolidated. Operating net cash flow has decreased by 11 every year.9%, but the decline was narrower than Q1-3. 3) Future: The real estate boom is expected to pick up. The company broadens categories + broadens channels to maintain growth. ① At present, real estate sales in first- and second-tier cities have an upward trend. As for completion, real estate developers’ improved financing environment + mandatory house delivery constraints will drive the completion of 19 years of growth.While the software industry has a good competition pattern, the company has a prominent advantage as a leader and will benefit from a rebound in the industry’s prosperity.②Enjoy channels for new categories, maintain a high increase in brand dividends, increase customer unit prices, and develop regional retail centers to improve the organizational structure and support the development of multiple categories.③ The channel is still at a high-speed expansion channel, and further infiltration opens the blank market.Empower dealers + online and offline drainage + informatization to improve channel efficiency, and same-store promotion to maintain growth.In addition, custom + software fusion stores, whole house B2B, new retail, department stores and other models are increasingly abundant.④ If the Vietnam plant is put into production, it can enhance the company’s bargaining power in the trade war, and the company benefits from the increased market concentration, and the export orders continue to rise. 4) Earnings forecast: It is estimated that the earnings per share for 2019-2021 will be 2.84/3.42/4.06 yuan, corresponding to 19 for PE.7/16.3/13.8 times.We are optimistic about the wolf development under Gu Jiada’s home furnishing strategy and partner culture. There is room for growth in the future and we maintain a highly recommended level. Risk warning: Real estate sales increase sharply, outbound M & A falls short of expectations[
Science and technology board and motherboard “ice and fire two days” multiple stocks “weak”
Sci-tech board review | Sci-tech board and the main board of “two days of ice and fire” Most stocks “weakened” On February 20, the A-share market showed a large increase after the first suppression, and the Shanghai stock index closed up nearly 2% and regained 3000At the point, the GEM Index rose more than 2% and hit a new high.Looking at the market, the sector showed a general rise. The civil aviation sector led the gains in the morning. Liquor led the recovery of consumer stocks, and big finance also heard a surge.Overall, the market’s money-making effect is still hot. Different from the general rise pattern of A-shares, the stocks of the science and technology board have performed poorly today. In the final close, the stocks of the science and technology board still showed the outline of falling more or less, of which only 17 stocks became popular, 1 stock closed flat, and 68 stocks closed down. In terms of gains, the stocks of the science and technology board are generally not high, and there are only Fangbang shares (688020).(SH) rose nearly 10% to close at 9.83%; 800 million time and space (688181.SH), Xinmai Medical (688016.SH), Jia Bi You (688089.SH), Platinum (688333.(SH) and other gains over 2%. In terms of decline, Core Source Micro (688037.SH) fell nearly 10%, Yinghantong (688080).SH), Ruisong Technology (688090.SH), Rongbai Technology (688005.SH), Borui Medicine (688166.SH), You Carved (688158.SH), Huafeng Measurement and Control (688200.(SH) Twelve science and technology board stocks fell more than 5%. In terms of turnover, as of the close, the total turnover of the individual stocks of the science and technology board reached 254.9.6 billion yuan, continued to decline compared to the previous trading day.Obviously, after the turnover of the two cities broke through one trillion yesterday, the turnover of the two cities today broke one trillion again, with a total of 10,684 transactions throughout the day.26 trillion, up 2 from yesterday.85%. Among them, China Micro Corporation (688012.SH), Lanqi Technology (688008.(SH), Huafeng Measurement & Control has an average turnover of more than 1 billion, and there are 6 science and technology board stocks with a turnover less than 100 million. The downturn in the stocks of the science and technology board also gave the stone technology (688169) listed on the science and technology board tomorrow.(SH) Under some pressure, the market is paying attention to how high it can rise on the first day. Stone Technology with 271.The issue price of 12 yuan / share has become the first highest-priced stock in the current issue price set by the science and technology board enterprises, and this issue price has also hit a new high of the current issue price of A shares.According to public information, Stone Technology’s main business is the design, development, production and sales of intelligent hardware such as intelligent cleaning robots.Stone Technology has received much market attention because its first customer is the Xiaomi Group and is regarded as a Xiaomi ecological chain model company. With the continuous expansion of the science and technology board, and the effect of making money appears in advance, the data shows that from February 3 to the close of February 20, the average increase of the stocks of the science and technology board is nearly 10%, of which, Youku has risen more than 50%, Borui Pharmaceutical rose over 40%, Tiannai Technology (688116.SH) rose over 35%. The effect of the science and technology board on making money has continued to increase, and at 无锡桑拿网 the same time, major fund companies have been continuously deploying science and technology theme funds.It is understood that since February 2020, a number of science and technology theme funds have been approved for issuance, including Jianxin Technology Innovation 3 Years Hybrid, Debon Technology Innovation 3 Years Hybrid, China Life Security Technology Innovation 3 Years Hybrid, Guolian SecurityInnovate for 3 years, and Pu Yin AXA’s scientific and technological innovation is preferably three years. So far, the number of companies listed on the science and technology board has reached 86.Tianfeng Securities predicts that in 2020, there may be 160 listed companies in the science and technology board.According to Guosheng Securities, with the expansion and increase of the weight of the science and technology board company in the 武汉夜网论坛 A-share market, the science and technology board is expected to become one of the “main battlefields” of A-shares in the future. However, there are also some individuals who believe that the current technology stocks cover a large number of industries, the industry chain is also lengthy, and there are high research barriers. For ordinary investors, the investment is extremely high.It is recommended to use technology theme funds to grasp the investment opportunities of technology innovation companies and technology stocks.
China Software (600536) Company Research： Establish a joint venture with China Electronics to overweight the Fei Teng + Kirin system ecosystem
China Software (600536) Company Research: Establish a joint venture with China Electronics to overweight the “Fei Teng + Kirin” system ecosystem
Event: The company’s subsidiary Chinasoft Systems plans to co-invest with China Power (Hainan) Digital Technology Industry Group Co., Ltd. to establish the China Power (Hainan) Joint Innovation Research Institute Co., Ltd., with the registered capital of the target company at USD 500 million, of which ChinasoftInvested 95 million yuan, accounting for 19% of the registered capital.
Established a joint venture with China Electronics to accelerate the development of the “Feiteng + Kirin” system.
Chinese software subsidiary Chinasoft Systems, China Electronics, and digital technology jointly invested in the establishment of the Hainan Joint Innovation Research Institute, mainly to focus on tackling key problems and promote the innovative development of the “Fei Teng + Kirin” (PK) system, thereby accelerating the maturity and development of PK system products.Improve the ecology, realize transformation and upgrade, comprehensively support the large-scale development of independent innovation projects, better serve the transformation and upgrade of traditional information systems in the core areas of the country and key industries of the national economy, expand the 佛山桑拿网 business scale slenderly, enhance comprehensive strength, and enhance corporate competitionLili.
CEC has increased its localization and established an independent technology industry ecosystem of “Feiteng CPU + Kirin OS”.
China Electronics has released the “Three-Year Action Plan for China’s Electronic Science and Technology Innovation.” In the next three years, in response to major scientific and technological issues in the development of the national internet information industry, it will achieve major breakthroughs in scientific and technological achievements and significantly increase the industry’s contribution.
Based on the independent technology industry ecosystem of the ARM architecture “Feiteng CPU + Kirin OS”, China Electronics has established an independent controllable software and hardware joint research base, organized more than 140 manufacturers to jointly innovate, and developed the world’s highest performance ARMV8 architecture general-purpose chipCreate domestic independent controllable software and hardware systems.
Encore’s industrialization landed and ecology became the core competitiveness.
From an industrial point of view, PC terminals installed with domestic operating systems have met office application requirements. Alibaba Cloud, Tencent Cloud, and Huawei Cloud platforms can run smoothly on domestic operating systems, and domestic operating systems and terminals have integrated a wide range of application foundation.
With the advancement of the localization replacement process, national production terminals and servers will enter a large accumulation period of users, and the needs of users will be transformed into basic offices. Whether the ecology can meet the needs of users has become the core competitiveness of the industry.
Maintain “Buy” rating.
According to the company’s annual report disclosure business plan, we expect the company’s revenue for 2019-2021 to be 60.
8.4 billion, net profit attributable to mothers was 2.
56 billion, EBITDA is 4 respectively.
We use the EV / (ebitda + R & D expense) assessment method. Considering the large number of R & D needs for operating system adjustment and ecology, it is assumed that the company’s R & D investment compound growth will be 21% in 2018-2020, and R & D expenses will reach 14.
72 billion, maintain “Buy” rating.
Risk warning: domestic technology has gradually evolved to expectations; government investment in autonomous and controllable products has fallen short of expectations; key assumptions may have a risk of error.
Health Yuan (600380)： Repurchase shares show confidence and focus on the progress of rehabilitation preparations
Health Yuan (600380): Repurchase shares show confidence and focus on the progress of rehabilitation preparations
Event: Recently, Health Yuan intends to repurchase the company’s shares by means of centralized bidding, with a repurchase amount of 1.
500 million to 300 million.
40% of the repurchased stock is used for employee shareholding and 60% is used for equity incentive plans.
The repurchase period is within one year after the performance of the board of directors is passed.
The repurchase price does not exceed 15 yuan / share.
Investment Highlights: Repurchased shares demonstrate confidence.
The company’s stock closed at 10 on February 10.
49 yuan, the upper limit of the repurchase price is 43% higher than the closing price; calculated based on the upper limit of the repurchase price, the overall repurchase program accounts for 0% of the company’s total share capital.
03%; the number of shares repurchased, showing the company’s previous confidence in the merger.
Long-term optimistic about the company’s development of rehabilitation agents.
In 2019, Health Yuan has two injectable preparations that replace bromotoluene, and levosalbutamol is on the market. Looking forward to 2020, budesonide suspensions will be filed in February 2019, and will be issued in November.Health Yuan and China Biopharmaceuticals; domestic cost of this species exceeds 4 billion US dollars, and only one original research.
There are more than 20 research and development reserves of health yuan extract preparation products, which is expected to continue the business development of the supplement preparation sector in recent years.
At present, listed companies have fewer participants in injectable preparations, and the absorption preparations have higher barriers than oral dosage forms. Under the background of centralized procurement, the layout is better.
Maintain the “Recommended” level.
In the short term, it is expected that the antiviral particles and test kits (Rizhu) in new coronary pneumonia will perform better; in the long term, the company and its subsidiary Livzon Group propose a medium and long-term partner shareholding plan, and the prospects for self-implantation are goodOverlapping the growth expectations of Livzumab, long-term optimistic about the company’s development.
It is expected that the EPS for 2019-2020 will be 0.
45 yuan, 0.
50 yuan, 0.
58 yuan, corresponding to the closing price on February 10, PE is 23, 21, 18 times.
Maintain the “Recommended” level.
Risk warning 7-ACA price reduction risk; the application of the recovery preparation is less than expected; the risk of the product entering the national collective procurement
Changdian Technology (600584)： The 3Q19 single-season turnaround loss of Xingke Jinpeng’s integration plan gradually landed to maintain the outperform industry
Changdian Technology (600584): The 3Q19 single-season turnaround loss of Xingke Jinpeng’s integration plan gradually landed to maintain the outperform industry
The 3Q19 results are in line with our 深圳桑拿网 expectations. Changdian Technology announced the 3Q19 results: Driven by the driving force of localization of the supply chain of major customers such as Huawei and the global semiconductor industry’s demand side gradually coming out of the bottom, the company’s single quarter in the third quarterRealize income.500 million US dollars, a year-on-year increase of 4%, a substantial increase of 52%; net profit attributable to mothers was 77.02 million yuan, a year-on-year increase of 1065%, a significant turnaround from the previous month, in line with our expectations. Development trend 3Q19 turned around and landed on schedule, continue to be optimistic about domestic substitution and the recovery of industry demand: We mentioned in the rating adjustment report on the 9/10 that Changdian Technology will be the main benefit of Huawei and other large customers seeking localization of the packaging and testing supply chainBy.Driven by this positive factor, from 2H19 the company ‘s Changdian Headquarters, Changdian Advanced and Xingke Jinpeng Jiangyin ‘s production capacity have improved, prompting an increase in revenue, a gradual rebound from the previous month, and a continued improvement in gross profit margin1.4ppts to 11.9%, basically the same as 3Q18.According to our industry chain research, as the demand for smartphones from major customers improves, Changdian ‘s Korean production capacity has picked up, and the company’s single-quarter profit in 3Q19 turned positive under the dual benefits. Xingke Jinpeng plans to jointly invest with a large fund and other external shareholders to establish a joint venture: Changdian Technology announced on October 29th that it plans to evaluate the 14 proprietary technologies owned by Xingke Jinpeng and the 586 patents it contains.Make a price, invest jointly with the major shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. and other external shareholders, and set up a joint venture in Shaoxing with a registered capital of 5 billion yuan.Xingke Jinpeng invested in technology and patent rights9.500 million yuan, accounting for 19% of the registered capital, the industrial fund plans to contribute RMB 1.3 billion, and the remaining shareholders will contribute 27.500 million yuan.According to the announcement, as of June 30, 2019, the book value of Xingke Jinpeng’s intangible asset portfolio was 630.$ 10,000.After the establishment of the joint venture, Changdian Technology can still use the above technologies and patents for free.We believe that in the short term, the company is expected to expand its revenue by establishing a joint venture with related parties and promote the optimization of the company’s resource allocation in the long term. The company’s board of directors approved the additional investment forecast: The company’s board of directors approved the proposed additional fixed asset investment of RMB 4 on October 29.The budget of 300 million US dollars will be mainly used for the replacement of the Singapore factory building and the expansion of production capacity for key customers (the corresponding products are mobile phone chips, tablet chips, smart watches, etc.).We think this will optimize the company’s overseas operations 都市夜网 and eliminate low-margin businesses. Earnings forecasts and estimates We maintain the company’s 2019 and 2020 revenue and net profit forecasts unchanged, and continue to be optimistic about the structural changes in the industry recovery and domestic substitution in the packaging and testing industry.The company currently generally corresponds to 2.0 times 2020 P / B ratio, maintain outperform industry rating and 27.5 yuan target price (47% growth space), corresponding to 3.0 times P / B ratio in 2020. Risks of domestic substitution progress gradually; macroeconomic downturn affects the demand recovery of the semiconductor industry
Petty female beware of 5 mental illnesses
Many girls want to live a petty bourgeoisie. Petty bourgeoisie seems to them to be relaxed, enjoyable, leisurely, and entertaining. From this point of view, people who live a petty bourgeoisie should be happy and worry-free, but the reality is not so good.Beware of petty bourgeois girls suffering from 5 deadly mental illnesses.
1. Ease of death: Except playing mahjong and sleeping, I can’t find other life pleasures, the passbook is basically unchanged, and my head is basically not used.
Because of the long-term “two ears don’t hear things outside the window, and only look at petty bourgeois books”, it leads to short-sightedness. For example, a woman who is raised on the twelfth floor of the deep girl is behind the times and eliminated by the times.Forced to death by strong men.
The ancients said: “Born in sorrow, died in peace.
2. Depression: Petty bosses are still talented, playing piano, playing violin, and playing with classical poems, so Gu Ying is always in self-pity, “I was born with no use.”
Their mantra is: “They are sad.
One day God will bring them paid, and die in sorrow.
3, Internet poisoning: online love, online lover, online dating, they want to be familiar.
In my spare time, I went to the chat room to pretend to be innocent, to make troubles in the BBS, and it was very crazy to occupy it, without any seriousness.
4, heart failure: showing great disinterest in social life, showing great interest in indulgence and enjoyment.
When they see fun, they seem to have exhausted physical energy and need to vent. They go to hotels, mountain climbing, outings, and any opportunity to play, they all report.
To speed the car, to bungee jump, to drive PARTY, to send text messages endlessly . 唉!
In the end, heart disease can’t help but die.
5. Autism: The word they admire most is “on the road”, so they are looking for it all their lives.
They don’t like stargazing, they are keen on chasing stars, and they want to chase after seeing the best of the opposite sex. What to do after chasing it is not a matter of new human beings.
Their love principle is: only love a little bit, only strangers, only love not to marry.
Petty men think that a good woman is always someone else’s wife. Petty men think that a good woman is always someone else’s wife. Petty women think that a good man in this world is dead, and the rest is either a coward or a satyr.
So the final outcome is two kinds: Either Wang Xiaobo died in sorrow and indignation after yelling, or Zhang Ailing died silently in the American guest house.
Only one thing is the same: they are all too lonely.
Women must see
What about the best men?
Women must see
The year-old marriage between Yang Zhenning and Weng Fan caused great repercussions in society because of the age difference of 54 years.
I think that on similar issues, people used to think and judge too much from the man ‘s point of view, but ignored the inquiry from the woman ‘s point of view-why these women do not seem to fit with themselves in traditional termsLined men get married?
The answer is because these men have attracted them. In their eyes, these men are the finest and best men!
Of course, men like Nobel Prize winner Yang Zhenning and world media king Murdoch are rare, and there are too few in the world after all.
They live in a unique society different from ordinary people, and cannot be easily reached by ordinary people.
So, in our ordinary lives, what kind of man can be regarded as the best man?
I remember reading a French novel as a child.
It is about a middle-aged man with a dog, who often appears on the beaches of some famous tourist attractions.
This attracted the women who came here on vacation to speculate on the life of the middle-aged man.
As a result, the mysterious person became the best man on the beach.
After reading it, I had no idea but just felt that the French women were nervous.
When I was an adult, I heard the “sacrifice” of my girlfriends around me and earnestly received the “Boudoir Sutra” sincerely. Then I realized that in the world of our ordinary people, “Modern Needy Men” recognized by many womenIt is similar to the man in that novel-“about forty years old, divorced, no children, and a dog.”
The reason for this is as follows: Forty-year-old men have reached a forty-year-old, and their careers have generally been relatively stable, and they also have a certain economic foundation.
Forty-year-old men have already had enough social experience and mature.
Although starting a business with someone you love is also a happiness for some women, for most women, a stable career, basic economic foundation, rich social experience and maturity are more worthy of dependence.
On the surface, women no matter how independent they are, there are many “strong women”, but there is a “little woman” side deep inside, and they all hope that a man can bear it.
This kind of reliability is not necessarily completely material, but more often spiritual and emotional.
Forty-year-old men tend to make “little women” feel more practical, more reliable, and more willing to entrust their “lifetime”-even if it is not a lifetime of white-headedness-to him.
Divorced First of all, most divorced men have already had family life experience.
So after you marry him, you no longer need to teach him family chores such as salt and vinegar.
If you are lucky, he will do the laundry for you, and the “quality of service” is definitely higher than the housekeeping or nanny!
Of course, because he has learned the lessons of marriage failure, in order to avoid “repeated repetition”, he will carefully care for the relationship between the two.
You just make a “little sex”, commit a “menstrual mania” or something, he will not care about you too much, he will always tolerate you generously.
This is a superfluous woman, a privilege to expect from her own man.
If there is no child, if the man remarries you with the child born to his ex-wife, you must be the child’s stepmother.
In the current economy and society, corporate mergers and reorganization of resources have become familiar fashion terms.
In terms of marriage and family, although “family reorganization” cannot be described as a new fashion, the way this family module is constructed has no longer had the kind of profound psychological rebound in the past.
In this way, I still can’t survive the stepmother.
No matter how hard you try to “move affection, understand reason,” but still cannot keep up with the times.
The vicious shadow of the queen mother always lingers.
Perhaps Western fairy tales such as “Snow White” in childhood were seen too much, and Chinese folkloric tunes such as “Little Cabbage” were heard too much as a teenager, and the “poisoning” was too deep to extricate themselves.
Here I boldly use my little man’s heart to spend the belly of the world’s women and place the world’s women, like me, very few people are willing to give others as stepmothers.
Whether a dog has a pet is actually a litmus test for a single man. You must not underestimate this.
First of all, a man can carefully breed pets, showing that he is caring; that he is not too self, and in his life, he can tolerate others.
First, explain his sense of responsibility.
No matter what this man does, no matter where he goes, there must always be a thought in his heart that he can’t get rid of, always taking into account the pet he is raising.This concern and concern is a sense of responsibility, a basic quality that a woman asks a man to deserve.
Finally, raising a pet also shows that the man is not autistic, does not like loneliness, and hopes to have a companion.
If you want to work hard for such a man and get him accounted, I believe your efforts will not be unresponsive.
So why do you have to keep a dog instead of any other pet?
Cat breeding is a bit embarrassing because cat breeding is too fat.
Only dogs seem to be more suitable for men.
These standards mentioned above sound a bit ruthless reality or utilitarian.
But I believe that the women who can recognize these standards cannot be romantic little girls, but mature women who have experienced the vicissitudes of the emotions and are more practical.
These standards may be based on their countless lessons of failed romantic pursuits.
Therefore, whether these standards are correct or not, they have at least some empirical value.
In fact, the answer to what is called “the best man” must be richness and diversity.
Have you ever seriously thought that the “need man” in your own mind is a kind of child?