2021 Bianfeng Weiweiwei talks about + research report highlights

Brief introduction of Bianfeng Weiweiweidaolai + research report Dianjin resources in 2021:

Course Catalog

Research Report Tips

- Research Report 20210102: 2021 Macro Strategy.mp4

-Research report 20210110: Oil prices continue to rise, polyester market recovers.mp4

-Research report 20210117; Orders in hand guarantee the basic foundation for growth.mp4

- Research Report 20210124: Everything has its limits, absolutely undervalued series of bank stocks.mp4

- Research Report 20210131: Changes and logic of foreign investment behavior in 2020.mp4

- Research Report 20210207: The economic and market impact of staying at home for the Chinese New Year, 2021.mp4

-Research Report 20210214: After the three red lines, which real estate companies are still expanding.mp4

- Research Report 20210221: LiDAR Becomes the Focus.mp4

- Research Report 0228 The investment value of steel may exceed the supply-side reform period in 2017.mp4

-Research Report 20210307: Carbon neutral mass reconstruction, supply-side reform, .mp4

-Research Report 20210314: The turning point of the ten-year cycle in the machine tool industry has arrived.mp4

-Research Report 20210321: Three positive factors resonate, optimistic about the high growth of the cybersecurity sector.mp4

-Research Report 20210328: Cement, timeless, general price increase begins.mp4

-Research Report 20210404: The value of high dividend strategy configuration.mp4

- Research Report 20210411: Liquidity is gradually tightening, economic prosperity comes first.mp4

- Research Report 20210418: Step up, investment strategy for bank stocks in the second quarter of the Year of the Ox.mp4

- Research Report 20210425: Automotive chips, the top of the autonomous driving wave.mp4

- Research Report 20210509: Analysis of Public Funds and Stock Connect Holdings in Q1 2021.mp4

Research Report 20210516: Home Appliances 2021 Mid-term Strategy Report.avi

Research report 20210523: Keep a close eye on two high-quality tracks in home appliances.mp4

-Research Report 20210530: Wealth transformation and service entities go hand in hand, focusing on the moat of brokerage light asset business.mp4

Research report 20210606: GPU will become mainstream, and the dawn of localization is beginning to emerge.mp4

0609 Practical teaching! How should we view ROE? The impact of the new real estate tax policy on real estate stocks.mp4

-Research Report 7-4-Hydrogen Energy.mp4

Research Report 0718: Performance and valuation diverge, business reshapes brokerage valuation.mp4

Research Report 0718: Performance and valuation diverge, business reshapes brokerage valuation.mp3

[Shenwan Hongyuan] Securities industry mid-term strategy for 2021: Equity assets usher in a golden age, and securities firms enter a long boom cycle.pdf

Wanhe Securities-2021 Securities Industry Mid-term Strategy: Performance and Valuation Diverge, Business Transformation Reshapes Securities Firm Valuation-210707.pdf

-Research Report 20210725: From the perspective of free earnings, where is the valuation bottom of insurance stocks?

Everbright Securities-Insurance Industry 2021 Mid-Year Strategy Report: When will the turning point of the insurance industry come? -210722.pdf

- Research Report 20210801: Be friends with time, don’t fight for the day, Bank’s 2021 mid-term investment strategy.mp4

Research Report 20210808: Photovoltaic, the favorable policies brought by "carbon neutrality" and "carbon peak" will greatly stimulate market demand, and the installed capacity will show a blowout trend.mp4

Research report 20210815: The economic efficiency of the wind power industry drives high prosperity, and components are experiencing high growth again.mp4

Research report 20210822: Three bottom resonances, the strong alpha of the cement industry remains unchanged.mp4

Research report 20210829: A new cycle of 100 billion yuan track begins, and private machine tools take over domestic substitution and set sail again

-Research Report 20210905: Fiscal Deferral and Infrastructure Development under Cross-Cycle Adjustment.mp4

Research Report 20210912: Today's Specialization and Innovation, Tomorrow's Hidden Champions.mp4

Research Report 20210919: Popular Science Metaverse, the Next Ecological Level Technology Mainline.mp4

Research report 20210926: The gap between supply and demand still exists, and structural expansion is planned. In-depth analysis of the 2021 interim report of A shares.mp4

Research Report 20211003: How to assess the debt risk of banks to real estate companies.mp4

-Research Report 20211017: The low-alcohol beverage industry is developing rapidly, and pre-mixed beverages and beer leaders benefit the most.mp4

Research Report 20211024: Six most popular questions and answers about the cement industry in recent times.mp4

Research Report 20211031: Star EDA Enterprise Evaluation System and Future Outlook.mp4

Research report 20211107: With the transformation of vehicle architecture, domestic domain controller manufacturers are facing a good opportunity for development.mp4

Research Report 20211114: CRO and CDMO third quarter reports show continued optimism.mp4

1121 Research Report: Real estate regulation is coming to an end, and the structure is expected to be optimized.mp4

Research Report 1128; 2022 Bank Stock Investment Strategy.mp4

Research report 20211205: The future development path of batteries and energy storage, investment strategy of new energy industry in 2022.mp4

Weiwei Arrives

-Weiwei Talks 20210101: Value Investment in Our Eyes.mp4

-Weiweidaolai 20210106: Let’s talk about recent operational suggestions.mp4

-Weiwei said 20210110: The current market operation strategy is extending.mp4

-Weiwei Talks 20210113: What to pay attention to in the upcoming annual report.mp4

-Weiweidaolai 20210116: Comments on several bank and insurance annual reports.mp4

-Weiwei Talks 20210120: Some Focus Points in the Technology Segment Track.mp4

-Weiwei said 20210123: Sharing practical information, fourth quarter stock preference.mp4

-Weiwei said 20210131: Risk points to note in the annual report forecast.mp4

-Weiwei said 20210203: The sound of wind, rain, thunder and explosions is heard.mp4

-Weiwei said 20210207: Control positions before the holiday and look forward to mean reversion after the holiday.mp4

-Weiwei Talks 20210210: Talking about strategies for bank stocks (in-depth comments.mp4

-Weiwei Talks 20210217: Happy New Year, let’s talk about Hong Kong stocks and A-share opportunities after the holidays.mp4

-Weiwei Talks 20210220: Talking about the market and some views on Bitcoin.mp4

-Weiwei said 20210224: What stage have the current cyclical stocks entered.mp4

-Weiwei said 20210228: What to do after the ChiNext fell for seven consecutive days.mp4

- Weiwei Talks 20210303: The Attack of the Great Masters.mp4

-Weiwei's Talk 20210307: A Week Worth Thinking About (Comment: Liquor Leader).mp4

-Weiwei Talks 20210310: March Online Strategy Conference.mp4

Weiwei's Talk 20210317: Recent conversations with public and private equity leaders and sharing of views.mp4

Weiwei said 20210320: A-shares are in a volatile zone and need to find a breakthrough.mp4

- Weiwei's 20210321: Valuation analysis of leading liquor companies (detailed comments: Annual reports of leading commercial banks.mp4

Weiwei Talks 20210324: The second phase of the Value Class is about to start (comments on the annual reports of leading pharmaceutical companies and auto parts companies).mp4

Weiwei said 20210328: It is reasonable that the first quarter report exceeded expectations (commenting on new views on the insurance industry and cement industry).mp4

Weiwei's story 20210331: Annual reports seem dull at first glance, but they taste sweet after a careful tasting.mp4
Weiwei's Talk 20210404: Investment is the realization of cognition.mp4

Weiwei Talks 20210407: The possibility of the first quarter report exceeding expectations is discussed once and for all.mp4

Weiwei Talks 20210411: Let’s talk about the second level of thinking in investment (Comments: Valuation of express delivery leaders and other stocks.mp4

Weiwei's Talk 20210414: The current market situation is tasteless and a pity to throw away.mp4

Weiwei's story 20210418: The index is calm, and individual stocks are blooming.mp4
Weiwei's story 20210421: Stick together rather than spread out.mp4

-Weiwei Talk 20210425: Detailed description of the five levels of the consumer industry.mp4

-Weiwei said 20210428: FOF will be the main force of customized investment in the future.mp4

-Weiwei's Talk 20210505: Comments on the trading financial assets of leading pharmaceutical companies.mp4

-Weiwei said 20210509: Looking for cigarette butt-type enterprises.mp4

-Weiwei said 20210513: Lustful and madly running.mp4

-Weiwei Talks 20210516: Let’s talk about some changes in data and convertible bonds.mp4

-Weiwei Talks 20210519: Let’s talk about the road of market makers in A-shares over the past 20 years.mp4

-Weiwei Talk 20210523: Talk about different judgments on the future after cyclical differentiation.mp4

-Weiwei Talks 20210526: The Latest Strategy in May.mp4

Weiwei's Talk 20210530: Awe because of growth, fear because of knowledge.mp4

-Weiwei said 20210602: Seek small surprises with a normal heart, and small surprises are even more important.mp4

Weiwei Talk 20210606: Talk about the recent frequent announcements of share reduction.mp4

20210614.6 Offline Strategy Report Conference (Part 1): Detailed Interpretation of VR Industry and Investment Logic.mp4

-Weiwei Talk 20210616: June Internal Strategy Report Macro Strategy and Operations.mp4

Bian Shuai tells the story 0620.mp4

Weiwei Daolai 20210623 Financial teaching based on the example of leading chip upstream enterprises.mp4

-Weiwei said 20210627: The year is about to pass halfway, and the expected difference of the interim report has become the main focus of the market.mp4

-IF Weiwei Talk 20210630: Talk about the impressions of the shareholders' meeting of the leading commercial bank.mp4

-Weiwei said 20210704: Sudden negative news is nothing new, but the consequences can be big or small.mp4

Weiwei's Talk 20210708: July Strategy Report (Macro Section.mp4

Weiwei Talks 20210710: Can the sudden reduction in the reserve requirement ratio ignite a comprehensive explosion of A-shares?

20210711-Short-term profit layout, medium- and long-term investment layout, 2021Q3 steel industry investment strategy.mp3

-Weiwei Talks 20210714: July Strategy Report (Strategy Operation).mp4

- 0718: A brief explanation of carbon trading (comments on the leader in power batteries).mp4

Weiwei's story 20210721: Structural market trends dominate the current A-share market.mp4

-Weiwei said 20210725: Whether you agree or not is subjective, and whether you understand or not is objective (Comment: In-depth analysis of fund positions and holdings in the second quarter).mp4

Weiwei Daolai 20210728: Research and analysis of recent market conditions and operational strategy suggestions.mp4

-Weiwei's Talk 20210801: Extended version of comments on macro, industry, and concepts, covering all aspects.mp4

Weiwei's Talk 20210804: Cut, but not completely cut, the current chaotic market.mp4

Weiwei's Talk 20210808: Make profound people more profound (Comments: CXO industry, gold industry).mp4

Weiwei said 20210811: Let's talk about operations, don't chase highs, and have a good understanding of the medium and long-term trends.mp4

Weiwei's talk 20210815: How to quickly get rich in the capital market (Comment: Let's talk about the hot energy storage and hydrogen fuel).mp4

Weiwei said 20210818: The second bottoming out is underway, which sectors are more promising in the future (detailed interpretation of the semi-annual reports of leading commercial banks).mp4.mp4

Weiwei's Talk 20210822: The second bottoming out is coming as expected (Comment: Different views on the cycle).mp4

Weiwei said 20210825: What is a high-quality human company? How to read the semi-annual report (Comment: Semi-annual report of the leading gaming company).mp4

Weiwei Talks 20210829: Take a look at the interim reports and future of three poor students.mp4

-Weiwei's 20210901 market review and advice for individual investors.mp4

-Weiwei Talks 20210905: Let’s talk about the New Third Board and the Beijing Stock Exchange that everyone is concerned about (Comment: The peak battle between the two giants of home appliances).mp4

Weiwei's Talk 20210909: Quantitative investment has limited impact on value investment, and may even be a boost (Comment: Interim reports of insurance leaders and condiment leaders).mp4

Weiwei's Talk 20210912: Back to 3700, hot but not completely hot (mid-term report comments: semiconductor leader, voice software leader).mp4

-Weiwei Talks 20210915: Let’s talk again about the cycle and the current strategy and the tail time of commodity prices.mp4

Weiwei Talks 20210919: Talk about some views on the liquor industry (Comment: Liquor company's interim report).mp4

0922 Let's talk about advertising leaders and real estate.mp4

Weiwei said 20210926: Overcoming difficulties together during stagflation, I believe that the country is regulating in an orderly manner (Comment: The interim report of the pork farming industry and the leading pig farming companies).mp4.mp4

- 20210929: October Strategy (Macro).mp4

Weiwei's Talk 20211008: October Strategy Report (Strategy and Operations.mp4

Weiwei's 20211013: The fourth quarter officially opens the closing season of 2021 (Comment: Some current changes in insurance leaders, Internet leaders, and real estate leaders).mp4

Weiwei Talks 20211017: Let's talk briefly about our views on current gold and Hong Kong stock opportunities.mp4

Weiwei's Talk 20211020: The third quarter report is gradually unveiled (Comment: The third quarter report of medical beauty companies).mp4

1024: Comments on Banks and Real Estate.mp4

Telling the story: Real estate tax recording.mp4

Weiwei Daolai 20211027: The core of value investment is to analyze the three elements of a company (comments: communication equipment leader, home appliance leader).mp4

Weiwei's Talk 20211031: If you have the way but no skills, you can still find the skills. If you have the skills but no way, you will only be limited to the skills (Comment: The third quarter report of the leading real estate and liquor companies).mp4

Weiwei's Talk 20211103: Survive the difficult vacuum period and wait and see the changes in the future market (Comment: Voice recognition leader).mp4

Weiwei's story 20211107: Lost 3500 again, why is the index so weak (Comment: Advertising and media leader).mp4

Weiwei's Talk 20211110: Value investment, long-term tracking of industries in the circle of competence (comments: the spin-off and listing of leading real estate companies and the situation of commercial banks).mp4

Weiwei's Talk 20211114: What is the value of the leading game company in my opinion (Comment: The third quarter report of the leading game company).mp4 (2)

Weiwei's talk 20211117: Consumption, medicine, real estate industry chain, all about CPI at one time.mp4

Weiwei Talks 20211121: Let’s talk about the uncertainty of consumption (teaching: how to track investment in consumer stocks).mp4

Weiwei Talks 20211124: Let’s talk about some opportunities that private equity will focus on next year.mp4

Weiwei's Talk 20211128: New variants, new prevention and control, we must not relax our efforts in epidemic prevention (Commentary: Some views on Internet platforms).mp4

Weiwei Talks 20211201: How to read the hardcore teaching research report (Detailed explanation of Junan Research Institute's 22-year strategy).mp4

Weiwei's Talk 20211205: Sailing against the current in the stormy 2022 (Comment: Some views on the pig cycle and the rise in liquor prices).mp4.mp4