Boss Dai from Fantong: "Yuanchuan Investment Academy"

Boss Fantong Dai: Introduction to the resources of "Yuanchuan Investment Academy":

Systematic industry research framework, in-depth industry research. Understand an industry in 30 minutes and gain insight into 500 industry secrets!

Course Catalog

01 Yuanchuan Macro Recommendation Report #1-Mysterious Power: Undercurrent in the North Water-Kaiyuan Securities.pdf

02 Yuanchuan Consumer Recommendation Report #1- Comprehensive Comparison of Duty Free Development in China and South Korea.pdf

03 Yuanchuan Technology Recommended Report #2-Crisis and Opportunity in the Post-epidemic Era, China's Electronics Industry Urgently Needs to Upgrade.pdf

04 Yuanchuan Macro Research Report Recommendation #2-2013-2015 Bull Market In-depth Review-Industrial Securities.pdf

05 Yuanchuan Pharmaceutical Research Report Recommendation #1-Analysis of Pharmaceutical Stock Pullback.pdf

06 Yuanchuan Consumption Recommendation Report #2-Discussion on the Long-term Value of Shanghai Airport-Huachuang Securities.pdf

07 Yuanchuan Strategy Recommendation Report #1-Incremental Funds Change, Who Will Be the Master?-China Merchants Securities.pdf

08 Yuanchuan Internet Recommendation Report #1 Kuaishou 9-year development review Oriental Securities.pdf

093 Yuanchuan Manufacturing Recommended Report #9-Intelligent Driving Industry Chain Research.pdf

094 Yuanchuan Manufacturing Recommendation Report #10-Automotive Industry Chain.pdf

095 Yuanchuan Macro Recommendation Report #16-What are the investment opportunities in the planting industry chain?-TF Securities.pdf

096 Yuanchuan Technology Recommended Report #11-Analysis of the Opportunities of Localization of RF Filters-Guoyuan Securities.pdf

097 Yuanchuan Technology Recommendation Report #12 E-cigarette Golden Track, Smoore, the midstream leader, sets sail again.pdf

098 Yuanchuan Manufacturing Recommended Report #11-Overview of the Competition Landscape of Small Home Appliances.pdf

099【Yuanchuan Industry Map】UHV Industry Chain Panorama-Yuanchuan Manufacturing Group.pdf

09 Yuanchuan Macroeconomic Recommendation Report #3-When the Rain Falls: On the Impact of Floods on the Macroeconomy.pdf

10 Yuanchuan Technology Recommended Report #1- Domestic substitution is accelerating, where is the spring of the materials industry.pdf

11 Yuanchuan Manufacturing Recommendation Report #1-Discussion on Tesla Supply Chain Stock Selection Strategy-Zhongtai Securities.pdf

What do the 12 big guys buy #3-Detailed explanation of Hillhouse's innovative drug track layout-Innovative drug investment framework.pdf

13 What do big guys buy #1-Buffett and airline stocks for 30 years-Selected research reports on airline stocks.pdf

What do 14 big guys buy #4-Hillhouse Capital has invested billions of dollars in the "shovel selling" industry-CXO investment framework.pdf

15 What do big guys buy #5-20 times in ten years, Dongfanghong's Yili methodology-dairy product investment framework.pdf

16 What do the big guys buy #6-Flocking to Zijin Mining, what do the big guys see in it?-Investment Framework.pdf

What do 17 big guys buy#7-Detailed explanation of Hillhouse's layout of medical devices-Medical device investment framework.pdf

18 What the big guys buy #2-The big winners in the crash-Mark's article translation collection.pdf

20 Yuanchuan Pharmaceutical Research Report Recommendation #2-Basic Knowledge Overview of Innovative Drugs-CICC.pdf

21 Yuanchuan Consumer Recommendation Report #3-Optoelectronics: The 10 billion yuan market for orthokeratology lenses is yet to be released.pdf

22 Yuanchuan Macro Recommendation Report #4-"Core Asset Bull Market" Enters a New Stage-Industrial Securities.pdf

23 Yuanchuan Technology Recommended Report #3-Apple Enters the First Year of Mini-LED Application.pdf

24 Yuanchuan Macro Recommendation Report #5-Deflation Trading and Recovery Trading: Two Different Asset Pricing Characteristics.pdf

25 Yuanchuan Internet Recommended Report #2 From blueprint to implementation, cloud gaming development enters the fast lane.pdf

26 Yuanchuan Consumer Recommendation Report #4-Small Home Appliance Industry Panorama.pdf

27 Yuanchuan Technology Recommended Report #4-Foundry leader leads the upgrade, industry linkage and chip fire spreads.pdf

28 Yuanchuan Consumer Recommendation Report #5-Looking at Spring Airlines' Growth Space from Southwest Airlines.pdf

29 Yuanchuan Manufacturing Recommendation Report #2-Many Waters Converge into One River, the Great Dao is Simple-Tianfeng Securities.pdf

30 Yuanchuan Manufacturing Recommended Report #3-Silicon Material Prices Rise Beyond Expectations-China Merchants Securities.pdf

31 Yuanchuan Consumer Recommendation Report #6-Wangfujing In-depth Coverage Report.pdf

32 Top Think Tank Essence in the World #1-Carnegie Foundation: Is Vietnam Cannibalizing China's Manufacturing Industry?.pdf

33 The Essence of the World's Top Think Tanks #2-Brookings Institution: Bernanke and Yellen on the Epidemic and Economic Crisis.pdf

34 The Essence of the World's Top Think Tanks #3-Diplomatic Affairs: The Three Forces That Undermine American Hegemony.pdf

35 Yuanchuan Investment Recommendation Report #1-Oil prices soared, refining performance increased significantly-Kaiyuan Securities.pdf

36 Yuanchuan Macro Recommendation Report #6-The disappearing "real estate cycle".pdf

37 Yuanchuan Internet Recommendation Report #3 New Internet Cycle under the Epidemic.pdf

38 Yuanchuan Macro Recommendation Report #7-Looking at the Opening Trend of the A-share Market from the Three Historical Crises-Ping An Securities.pdf

39 Yuanchuan Investment Recommendation Report #2- New Policy on Degradable Plastics Boosts the Sector- TF Securities.pdf

40 Yuanchuan Investment Recommendation Report #3-What is the impact of flood disasters on agricultural production? - Guojin Securities.pdf

41 Yuanchuan Pharmaceutical Recommendation Report #3-Industry Upgrading, Focusing on the Core Value of Pharmaceuticals-Guoxin Securities.pdf

42 Yuanchuan Investment Recommendation Report #4 Five Signs of A-share Peaking, Everbright Securities.pdf

43 Yuanchuan Technology Recommended Report #6-Silicon-based OLED Next Generation Microdisplay Technology.pdf

44 Yuanchuan Technology Recommended Report #5-Mobile Phone Assembly Layout Kicks Off-China Merchants Securities.pdf

45 Yuanchuan Macro Recommendation Report #8-How much will the leverage ratio increase after the counter-cyclical storm?-Huatai Securities.pdf

46 Medical Research Report Recommendation #4-Let a hundred flowers bloom, vaccines and medical devices compete-Dongwu Securities.pdf

47 Yuanchuan Manufacturing Recommended Report #4-Why are we firmly optimistic about the rebound of cobalt prices in the third quarter-CITIC Nonferrous.pdf

48 Yuanchuan Consumption Recommendation Report #7-Liquor Consumption from a Macro Perspective-Industrial Securities.pdf

49 Yuanchuan Consumption Recommendation Report #8-How to consume and how to invest in consumption?.pdf

50【Yuanchuan Industry Map】UHV Industry Chain Panorama-Yuanchuan Manufacturing Group.pdf

51 Yuanchuan Macro Recommendation Report #9-The crux of the market: What does incremental funds depend on?.pdf

52 Yuanchuan Macroeconomic Report Recommendation #10-Will the Gold-Bond Linkage Be Decoupled?-BOC Securities.pdf

53 What do big guys buy #8-Poly Real Estate's stock price driving force and investment logic.pdf

54 Yuanchuan Technology Recommended Report #7 Domestic IGBT leader breaks through, import substitution is in progress.pdf

55PIIE: How the COVID-19 pandemic boosted Japan's structural reforms.pdf

56 Newspaper: Europe and the United States should learn industrial policies from China.pdf

57 Nobel Prize winner Robert Shiller: Why is the US stock market not afraid of the epidemic?.pdf

58 Joseph Nye: What will the world look like if Biden is elected?.pdf

59 How does Japan view the political future of the United States after the epidemic?

60 Yuanchuan Technology Recommended Report #8 Computer 2020 Mid-term Strategy.pdf

61 Yuanchuan Internet Weekly Recommendation #4.pdf

62 Yuanchuan Manufacturing Recommendation Report #5-Lixiang Auto-Industrial Securities.pdf

63 Yuanchuan Manufacturing Recommendation Report #6-Analysis of the Strongest Alpha in Non-Battery Components-GF Securities.pdf

64 Yuanchuan Pharmaceutical Research Report Recommendation #5-Seize the structural opportunities under the big trend-China Galaxy Securities.pdf

65 (Original) Japan Center for Economic Research: The World After Trump.pdf

66 (Original) Lee Hsien Loong: The Asian Century on the Brink of Crisis.pdf

67 (Original) Brussels Scholars: Europe's Position in the Competition between China and the United States.pdf

68 (Original) Diplomat Magazine: Europe and the Sino-US Competition.pdf

69 Yuanchuan Consumer Recommendation Report #10-How to invest in the golden track of cosmetics?.pdf

70 Yuanchuan Consumer Recommendation Report #9-Understanding the Three Levels of Yili Space.pdf

71 Yuanchuan Manufacturing Recommended Report #7-Volkswagen Electrification Transformation Research.pdf

72 Yuanchuan Macro Recommendation Report #11- Internal Circulation Riding the Bull: How to Guide Investment? - GF Securities.pdf

73 Yuanchuan Macro Recommendation Report #12-Which types of assets and sectors are dominant in a weak dollar? - Huatai Securities.pdf

74 [Yuanchuan Industry Map] Panoramic view of the UHV industry chain - Yuanchuan Manufacturing Group.pdf

75 Yuanchuan Internet Report Recommendation #5 Apple's market value is nearly 2 trillion US dollars, Buffett is right again.pdf

76 Yuanchuan Technology Research Report Recommendation #9-Looking at the Blueprint of "Super Currency" through Patents.pdf

77 Yuanchuan Consumer Recommendation Report #11- Complete Bathroom: Spring has arrived for the industry.pdf

78 Yuanchuan Technology Recommended Report #10-SMIC in the Historical Process.pdf

79 Yuanchuan Consumer Recommendation Report #12-Hotel Industry: Crossing Cycle Elasticity to See Future Growth.pdf

80 Yuanchuan Consumer Recommendation Report #13-New tea drinks face fierce competition, expand product categories + sink into the market to seek growth.pdf

81 Yuanchuan Macro Recommendation Report #13- "Northbound" undercurrent, who will be the winner? - Kaiyuan Securities.pdf

82 What do big guys buy#9 Zhuque fights for lithium industry-Ganfeng Lithium Industry Investment Analysis Framework.pdf

83 (Original) Lighthizer: How to make trade benefit workers.pdf

84 (Original) Bowen criticizes Lighthizer: There is nothing noble in Trump's trade policy.pdf

85 (Original) Lighthizer responded to Bowen: Trump's trade policy makes the United States stronger.pdf

86 Pharmaceutical Research Report Recommendation #6-Stick to the High-Quality Pharmaceutical Track in the "Internal Circulation" Era-Everbright Securities.pdf

87 Yuanchuan Consumer Recommendation Report #14-Sensitive Skin Care: Effective Skin Care, Highly Viscous.pdf

88 Yuanchuan Consumption Recommendation Report #15- Internal Circulation Riding the Bull: How to Guide Investment?.pdf

89 Yuanchuan Manufacturing Recommendation Report #8-Localization of Aircraft Engines.pdf

90 Yuanchuan Macro Recommendation Report #14-Cyclical Core Assets: How to Revalue Greatness?-Industrial Securities.pdf

91 Yuanchuan Investment Recommendation Report #5-Vanke: 1 trillion in three years-GF Securities.pdf

92 Yuanchuan Macro Recommended Report #15-GF Macro: What is the nature of the dollar cycle?.pdf

001-099

100【Yuanchuan Industry Map】Panoramic view of the new energy vehicle industry chain-Yuanchuan Manufacturing Group.pdf

101 What Big Bosses Buy #10 - Puyang Huicheng Investment Framework.pdf

102 Medical Research Report Recommendation #7-Precision Medicine, PCR or NGS?-Guoyuan Securities.pdf

103 (Original) After Brexit, where will the relationship between Britain, France and Germany go?.pdf

104 Yuanchuan Consumer Recommendation Report #16-In-depth review of Pinduoduo's development logic.pdf

105 Yuanchuan Consumer Recommendation Report #17-Zhou Dasheng: Innovation and progress are the new wave, looking for opportunities offline and online.pdf

106 Yuanchuan Macro Recommendation Report #17-Prospects for medium- and long-term investment opportunities under the domestic big cycle.pdf

107 Yuanchuan Macro Recommendation Report #18-The main line is clear, no need to worry-Kaiyuan Securities.pdf

108 Yuanchuan Manufacturing Recommended Report #12-Autonomous Driving Enters the Era of “Big Alliance”.pdf

109 Yuanchuan Technology Recommended Report #13 IDC Final Battle, Who Will Stand Out?.pdf

110 Yuanchuan Technology Recommended Report #14-Industrial Software Series Report Summary-Essence Securities.pdf

111 Yuanchuan Manufacturing Recommendation Report #13-Looking at Tesla Chain Subsequent Opportunities from the Evolution of Apple Chain Opportunities.pdf

112 Medical Research Report Recommendation #8-The Winning Way of Medical Services from the Industry Leader.pdf

113 What the big guys say #1 China Europe Fund Wang Pei.pdf

114 (Original) VoxEU: What changes will occur in the global value chain by 2030?.pdf

115 (Original) Carnegie Peace Foundation: India's Pacific Ambitions.pdf

116 Yuanchuan Macroeconomic Group: Macroeconomic Operation Report for the First Half of 2020 & July.pdf

117 Yuanchuan Manufacturing Recommendation Report #14-Building a large and beautiful century-old enterprise-Midea Group.pdf

118 Yuanchuan Manufacturing Recommendation Report #15-Tesla accelerates channel expansion.pdf

119 Yuanchuan Consumer Recommendation Report #18-Guangzhou Restaurant: Mooncakes are short and flexible, quick-frozen ones are long and promising.pdf

120 Yuanchuan Consumer Recommendation Report #19-The Richest Company in the GEM Registration System [Anker Innovation].pdf

121 Yuanchuan Macro Recommendation Report #19-GEM Great Transformation: The Road to Nasdaq Starts Again.pdf

122 Yuanchuan Macro Recommendation Report #20-In those years, we experienced the "bull market rebound"-GF Securities.pdf

123 Yuanchuan Technology Recommended Report #15-Apple Industry Chain Continues to Exceed Expectations-Guosheng Securities.pdf

124 Yuanchuan Technology Recommended Report #16 Re-discussing the High Valuation of Consumption and Technology.pdf

125 [Yuanchuan Industry Map] Panoramic view of the new energy vehicle industry chain - Yuanchuan Manufacturing Group.pdf

126 What do big guys buy#10 Puyang Huicheng Investment Framework.pdf

127 What do big guys buy#11 The competition among the heroes - Shida Shenghua - Investment analysis framework.pdf

128 What to buy#12 Sanan Optoelectronics Investment Analysis Framework.pdf

129 Pharmaceutical Research Report Recommendation #9-Exploring the Investment Theme of Generic Drugs under the Acceleration of Centralized Procurement-Zheshang Securities.pdf

130 (Original) How do German think tanks view Sino-US relations?.pdf

131 What the big guys say #2- Chen Guangming of Ruiyuan Fund.pdf

132 Yuanchuan Manufacturing Recommendation Report #16-Accelerated Automobile Lightweighting.pdf

133 Yuanchuan Consumer Recommendation Report #20-Nongfu Spring is about to go public, what is the outlook for the packaged water market?.pdf

134 Yuanchuan Macro Recommendation Report #21-How will the global flood of money end?.pdf

135 Yuanchuan Consumer Recommendation Report #21-Air Conditioner Mid-Year Review and Outlook: Who will be the annual sales champion?pdf

136 Yuanchuan Macro Recommendation Report #22-Has the US dollar started a long-term depreciation cycle?-Guojin Securities.pdf

137 Yuanchuan Technology Recommended Report #17 China Silicon Carbide Industry.pdf

138 Yuanchuan Technology Recommended Report #18-Fast Charging New "Track", the Industry is Unstoppable-Minsheng Securities.pdf

139 What do big guys buy#13 Jingduan Technology Investment Analysis Framework.pdf

140 Yuanchuan Macro Recommendation Report #23-Looking to the Future in the Mid-Year Report-Kaiyuan Securities.pdf

141 What the Big Boss Says #3- Zhang Lei of Hillhouse Capital.pdf

142 Yuanchuan Pharmaceutical Recommended Report #10-Summary of the 2020 Interim Report of the Pharmaceutical Industry.pdf

143 Al Jazeera: Indian populism under the coronavirus (original text).pdf

144 European Central Bank: Triple Challenges in the Post-COVID Era (Original Text).pdf

145 Foreign Affairs: Four major threats facing the United States (original text).pdf

146 Yuanchuan Consumer Recommendation Report #22-Unveiling the Mystery of Chinese Tobacco.pdf

147 Yuanchuan Manufacturing Recommended Report #17-Looking at the Future of Chinese Industrial Robots from the Development History of Japan, Germany and South Korea.pdf

148 Yuanchuan Macro Recommendation Report #24-Decoding the three-tier liquidity of overseas, domestic and stock markets-Industrial Securities.pdf

149 Yuanchuan Macro Recommendation Report #25-Reflation Trading-Energy and Agricultural Products First.pdf

150 Yuanchuan Technology Recommended Report #19-Development Trend of Large Silicon Wafers and HJT-Zhongtai Securities.pdf

151 Yuanchuan Technology Recommended Report #20 Anker Innovations: The Leader in Overseas Consumer Electronics.pdf

152 What do big guys buy#14 COSCO SHIPPING Energy Investment Analysis Framework.pdf

153 Yuanchuan Manufacturing Recommended Report #18-Which battery giant will take the lead in the global power market?.pdf

154 What the Big Boss Says #4 - Sequoia Capital Shen Nanpeng.pdf

155 Pharmaceutical Research Report Recommendation #11-Pharmaceutical Pattern under Dual Circulation.pdf

156 Yuanchuan Macro Recommendation Report #26-How to understand the current stage of recovery-Industrial Securities.pdf

157 Yuanchuan Macroeconomic Recommendation Report #27-If the RMB appreciation pressure comes again.pdf

158 Yuanchuan Manufacturing Recommendation Report #19-High-end Manufacturing Core Assets "Trilogy.pdf

159 Yuanchuan Technology Recommended Report #21 Reviewing the Development of Apple's Supply Chain and Exploring Tesla's Supply Chain.pdf

160 Yuanchuan Macro Recommendation Report #28-Structural Light: The Gap between Macro and Micro Expectations.pdf

161 Yuanchuan Technology Recommendation Report #22-Power Semiconductor Track Analysis-Guoyuan Securities.pdf

162 What do big guys buy#15 Shengyi Technology Investment Analysis Framework.pdf

163 What the boss said #5-Gaoyi Asset Feng Liu.pdf

164 Pharmaceutical Research Report Recommendation #12 - Performance of Foreign Investment in the Pharmaceutical Sector - China Galaxy Securities.pdf

165 The dawn has come, and the economy is close to recovering to the pre-epidemic level - August Macroeconomic Operation Report.pdf

166 Yuanchuan Manufacturing Recommended Report #20-In-depth Research Report on Machine Tool Industry: Industry Development.pdf

167 Yuanchuan Macro Recommendation Report #29-The "Great Era" of Paper Money Flooding: Looking for "Gold-like" Assets.pdf

168 Yuanchuan Macro Recommendation Report #30-Strategy on the 14th Five-Year Plan: Carefully Carving the Growth Track.pdf

169 What the big guys say #6-Zhou Yingbo of China Europe Fund.pdf

170 Medical Research Report Recommendation #13-2020 CSCO Oncology Frontier Drug List.pdf

171 What the big guys say #7-E Fund Zhang Kun.pdf

172 Yuanchuan Macro Recommendation Report #31-Report Title: The macro logic behind the loosening of settlement in large cities.pdf

173 Yuanchuan Macroeconomic Recommendation Report #32 The logic and effectiveness of LPR reform.pdf

174 What do big guys buy#17Hang Seng Electronic Investment Analysis Framework.pdf

175 What the big guys say #8 Cao Mingchang of China Europe Fund.pdf

176 What do big guys buy#16 Gree Electric Appliances Investment Analysis Framework.pdf

What did 177 say#9-Huatai-Pinebridge Tian Hanqing.pdf

178 Pharmaceutical Research Report Recommendation #14: The significance of three tables in the pharmaceutical industry.pdf

179 Yuanchuan Manufacturing Recommendation Report #21 The trend of electrification has arrived, and ten times the growth space can be expected.pdf

180 Yuanchuan Macro Recommendation Report #33-Is the increase in export share "permanent"?.pdf

181 Yuanchuan Macro Recommendation Report #34-How to view the rise in bank deposit spreads.pdf

182 Yuanchuan Technology Recommended Report #23 Looking at the Photovoltaic Industry in the 14th Five-Year Plan from the Perspective of Dual Circulation.pdf

183 What the boss said #10-Xingzheng Global Dong Chengfei.pdf

184 Yuanchuan Manufacturing Recommendation Report #22-China's Core Manufacturing Assets Riding the Wind and Waves.pdf

185 Pharmaceutical Research Report Recommendation: Investment Strategy for the 4th Quarter.pdf

186 Yuanchuan Macro Recommendation Report #35-How will the national debt move before and after the war.pdf

187 Yuanchuan Macro Recommendation Report #36-Which industries are getting "warmer" this winter?.pdf

188 Yuanchuan Technology Recommended Report #24 Quantum Technology: Revolution in Computing and Communication.pdf

189 Yuanchuan Technology Recommended Report #25 How do we view the core competitiveness and price of silicon materials.pdf

190 What to buy#18 Spring Airlines Investment Analysis Framework.pdf

191 What do big guys buy#19 Great Wall Motors Investment Analysis Framework.pdf

192【Yuanchuan Industry Map】Rare Earth Industry Map.pdf

193【Yuanchuan Industry Map】Photovoltaic Industry Chain Panorama-Yuanchuan Manufacturing Group.pdf

194 What do big guys buy#20 Jianyou shares investment analysis framework.pdf

195 Medical Research Report Recommendation #16: Outlook for Medical Insurance Catalogue Negotiations and Related Beneficiaries.pdf

196 What the boss said #11-Jiyuan Asset Ren Zesong.pdf

197 (Original) New York Fed: Is quantitative easing a panacea for emerging markets?.pdf

198 (Original) New York Fed: How long can the epidemic's boost to China's exports last?.pdf

199 Yuanchuan Macro Recommendation Report #37-Where is the next five-year trend?pdf

100-199

200 Yuanchuan Manufacturing Recommended Report #23-How can domestic home appliance companies "ride the wind and waves" in overseas markets?.pdf

201 Medical Research Report Recommendation #17: Q3 Vaccine Approval Status and Investment Strategy.pdf

202 What the boss said #12-Li Yimei of Huaxia Fund.pdf

203 What do big guys buy#21 Mona Lisa investment framework.pdf

204 Yuanchuan Macroeconomic Group-September and the third quarter macroeconomic operation report.pdf

205 Yuanchuan Manufacturing Recommended Report #23-How can domestic home appliance companies "ride the wind and waves" in overseas markets?.pdf

206 Medical Research Report Recommendation #17: Q3 Vaccine Approval Status and Investment Strategy.pdf

207 What the boss said #12-Li Yimei of Huaxia Fund.pdf

208 Yuanchuan Macro Recommendation Report #38-How did northbound funds historically plan for the spring market?.pdf

209 Yuanchuan Macro Recommendation Report #39-"Structural" Expansion, "Export Chain" First.pdf

210 Yuanchuan Manufacturing Recommended Report #24-The industrialization process of fuel cells is accelerating, and domestic suppliers will benefit.pdf

211 Yuanchuan Technology Recommended Report #26-Semiconductors: The three major cycles resonate again and start the upward cycle.pdf

212 Yuanchuan Technology Recommended Report #27-Semiconductor Industry: APU Track Analysis.pdf

213 Yuanchuan Macroeconomic Recommendation Report #40-How to view the opening of the capital market?.pdf

214 Pharmaceutical Research Report Recommendation #18-Cinda Securities-2021 Pharmaceutical Investment Strategy Outlook.pdf

215 Medical Recommended Research Report #19: Small but Beautiful Track - Endoscopy.pdf

216 Yuanchuan Macro Recommendation Report #41-Three red lines have been implemented, which real estate companies have successfully "downgraded"?.pdf

217 What the big guys said #12-Tianhong Fund Guo Shuqiang.pdf

218 Yuanchuan Macro Recommendation Report #42-About the Radiation Effect of Default.pdf

219 Yuanchuan Technology Recommended Report #28-Computer Industry 2021 Annual Strategy Report.pdf

220 Yuanchuan Technology Recommended Report #29--ARM Industry Research Framework.pdf

221 What do big guys buy #22, Tongkun shares investment framework.pdf

222 What to buy #23, Yunhai Metal Investment Framework.pdf

223 Yuanchuan Manufacturing Recommended Report #25-In-depth Report on the Automotive Industry——Embrace the Rise of Autonomy!.pdf

224 What the boss said #14-Huatianfu Fund Zhang Hui.pdf

225 Pharmaceutical Research Report Recommendation #20-Dongwu Securities-Imei-"Appearance" Economic Era Dividend.pdf

226 Tesla Model 3 Industry Map.pdf

227 Medical Research Report Recommendation #21: Valuation Research of Medical Services Industry.pdf

228 Yuanchuan Macro Recommendation Report #43-Detailed breakdown of the macro leverage ratio in 2020.pdf

229 Yuanchuan Technology Recommended Report #31-Organic Silicone is expected to start a new round of boom cycle.pdf

230 Yuanchuan Technology Recommended Report #30-Short, medium and long-term three-dimensional explanation of the high prosperity of the military industry.pdf

231 Yuanchuan Macroeconomic Recommendation Report #44-How to seize investment opportunities in listed companies in the export industry chain?.pdf

232 Medical Research Report Recommendation #22: The long-term logic of the pharmacy industry.pdf

233 What the big guys say #15-Zhou Weiwen of China Europe Fund.pdf

234 Pharmaceutical Research Report Recommendation #23 Industrial Securities - Gene Therapy Industry Overview.pdf

235 Yuanchuan Manufacturing Recommended Report #26-New Energy Vehicle 2021 Annual Strategy.pdf

236 Yuanchuan Technology Recommended Report #32-Intelligent Driving: Reconstructing the Industrial Chain Ecology.pdf

237 What do big guys buy #24, Gangyan Gaona investment framework.pdf

238 Moderate recovery: the debate between the world's factory and the big demand country - October macroeconomic operation report.pdf

239 Yuanchuan Macro Recommendation Report #45-Export Chain Repair: Three-Level Demand and Three-Level Thrust.pdf

240 Medical Research Report Recommendation #24-Guotai Junan-China High-value Consumables Volume Procurement Special Report.pdf

241 What the boss said #16-Guofu Fund Xu Lirong.pdf

242 Pharmaceutical Research Report Recommendation #25-2021 Investment Strategy.pdf

243 Yuanchuan Manufacturing Recommended Report #27-Tesla In-depth Report 2: Profit Model Discussion.pdf

244 Yuanchuan Macro Recommendation Report #46-Which industries can permanently increase their global market share after the epidemic.pdf

245 Medical Research Report Recommendation #26-Single-store Model for Specialty Medical Services.pdf

246 What the big guys say#17 Yang Jianhua of Great Wall Fund.pdf

247 Pharmaceutical Research Report Recommendation #27: "Four Modernizations" of the Pharmaceutical Industry.pdf

248 Yuanchuan Manufacturing Recommendation Report #28-Looking at the investment opportunities in the era of automotive intelligence from Huawei's entry.pdf

249 Yuanchuan Macroeconomic Recommendation Report #47-After the vaccine, when will the economy return to the "right track"?.pdf

What do 250 big guys buy#26 Anker Innovations, the way to go overseas for cross-border e-commerce.pdf

251【Yuanchuan Industry Map】CATL Industry Map.pdf

252 Yuanchuan Macro Recommendation Report #48-2021 Inflation Environment Outlook-GF Securities.pdf

253 What do big guys buy #27 Growth stock "discoverers" favor the leader in electromagnetic shielding films.pdf

254 Pharmaceutical Research Report Recommendation #28: Leaders and newcomers that have increased tenfold in ten years.pdf

255 Medical Research Report Recommendation #29 Mindray Medical.pdf

256 What the big guys said#18 Guangfa Fund Yi Yangfang.pdf

257 What do big guys buy#28 Keboda, the leader in the automotive electronics segment.pdf

258 Yuanchuan Manufacturing Recommendation Report #29-Great Power Equipment, the First Year of Manufacturing.pdf

259 What the boss said#19 Wu Jianfei.pdf

260 Medical Research Report Recommendation #30: The Life and Death of Pharmaceuticals.pdf

261 Medical Research Report Recommendation #31 mRNA technology on the "front stage".pdf

262 Yuanchuan Macroeconomic Recommendation Report #49-Can India take away China's manufacturing production share?.pdf

263 Yuanchuan Macroeconomic Recommendation Report #50-How to view the continued increase in M1 growth rate?.pdf

264 Yuanchuan Manufacturing Recommended Report #30-A new cycle in the home appliance industry, the starting point for the next decade.pdf

265 Medical Research Report Recommendation #32-Industry Structure under the Rule of Medical Insurance.pdf

266 What the big guys say#20 Ruiyuan Fund Fu Pengbo.pdf

267 Pharmaceutical Research Report Recommendation #33-2021 Investment Strategy.pdf

268 Yuanchuan Macro Recommendation Report #51-What are the possible "bottleneck" products?.pdf

269 ​​What do big guys buy#29Yilian Network Investment Framework.pdf

270 Yuanchuan Macroeconomic Group November 2020 Macroeconomic Operation Report.pdf

271 Yuanchuan Manufacturing Recommended Report #31 Automotive Industry Outlook 2021.pdf

272 Medical Research Report Recommendation #34: The Power of Long-term.pdf

273 What do big guys buy#30 Xingqi Eye Drops Investment Framework.pdf

274 Yuanchuan Macro Recommendation Report #51-How much room does China's life insurance have for long-term growth.pdf

275 Medical Research Report Recommendations #35 Review of Independent High-end Medical Equipment Targets.pdf

276 What do big guys buy#31Zhiyuan Internet Investment Framework.pdf

277 Pharmaceutical Research Report Recommendation #36: Looking at the “Leading Group” from the History of Pharmaceuticals.pdf

278 Pharmaceutical Research Report Recommendation #37 Dongxing Securities 2021 Investment Strategy.pdf

279 Pharmaceutical Research Report Recommendation #38 Comparison of CDMO Business in Europe, India and China.pdf

280 Pharmaceutical Research Report Recommendation #38: The International Turning Point of China's Innovative Drugs.pdf

281 Yuanchuan Macro Recommendation Report #52-The clouds will clear and the moon will appear.pdf

282 What do big guys buy #32 Under the "Matthew Effect", will Perfect World win?.pdf

283 Medical Research Report Recommendation #40 KingMed Diagnostics.pdf

284 Pharmaceutical Research Report Recommendation #41: Behind the Overweight of Pharmaceuticals in 2021.pdf

285 What do big guys buy#33 What do big guys buy? The leader of terminal antennas under the wave of 5G.pdf

286 Medical Research Report Recommendation #42: Long-term value under group differentiation.pdf

287 What do big guys buy#34 Shuanghui Development: An integrated leader under consumption upgrade.pdf

288: 2020: The scenery is unique here - 2020 Macroeconomic Operation Report.pdf

289 Yuanchuan Technology Recommended Report #33-China SaaS Industry: The Wind Rises.pdf

290 What do big guys buy#35 Tongwei shares investment framework.pdf

291 Pharmaceutical Research Report Recommendation #43-China Merchants Bank-The Industry Status of Pharmaceutical Distribution.pdf

292 Yuanchuan Macro Recommendation Report #53-Asymmetric Cycle: The Depression of Global Assets.pdf

293 What to buy #36 Heat pump faucet Sanhua intelligent control.pdf

294 Medical Research Report Recommendation #44: How long will the epidemic last? What are the impacts?.pdf

295 Yuanchuan Macroeconomic Recommendation Report #54-Biden’s Economic Policy: The Impact of Decoupling on China’s Economy.pdf

296 Pharmaceutical Research Report Recommendation #45: Strategically optimistic about the domestic CDMO industry.pdf

297 Yuanchuan Macro Recommendation Report #55-Microstructure Deterioration-History and Impact.pdf

298 What do big guys buy#37 Can Ping An of China become a safe haven for group funds?pdf

299【Yuanchuan Industry Map】Unmanned Driving Industry Map.pdf

200-299

300 Yuanchuan Macroeconomic Group's "14th Five-Year Plan" ushered in the first year under the disturbance of local epidemics.pdf

What do 301 bosses buy#38 Fuyao Glass: The leader of automotive glass in the economic recovery.pdf

302 Medical Research Report Recommendation #46-Small Nucleic Acid Drugs-New α.pdf

303 Yuanchuan Macro Recommendation Report #56-Resonance of the real estate cycles in China and the United States, focus on the post-cycle industrial chain of real estate.pdf

304 What do big guys buy #39 China Shenhua - Diversified development consolidates leading position.pdf

305 Pharmaceutical Research Report Recommendation #47: One of the core indicators of CXO from Ailiying: ROE.pdf

306 [Yuanchuan Industry Map] Medical Beauty Industry Chain Map.pdf

307 Yuanchuan Macro Recommendation Report #57-After the bubble bursts, which companies can survive the cycle.pdf

308 What do big guys buy#40 Cement leader under the catalysis of carbon peak.pdf

309 Medical Research Report Recommendation #48: The Future of Early Cancer Screening.pdf

310 Pharmaceutical Research Report Recommendation #49: The API Industry under the Reshaping of the Pattern.pdf

What do 311 bosses buy#41 Baosight Software: The leader of steel informationization in the era of Industry 4.0.pdf

312: Macroeconomic Operation Report for January-February - The economy continues to differentiate in the recovery growth.pdf

313 Pharmaceutical Research Report Recommendation #50-Investment Strategy for April: More balanced after adjustment, with internal growth as the priority.pdf

314 Consumer Research Report Recommendation #1: Li Ning, brand upgrade completed, retailization promotes the future. .pdf

315 What do big guys buy#42 Beixin Building Materials: High-end gypsum board and the real estate chain that makes money quietly.pdf

316 [Yuanchuan Industry Map] IDC Industry Chain Map.pdf

317 What do big guys buy#43 Under the catalysis of Xinjiang cotton, high-end domestic products are in season.pdf

318 Medical Research Report Recommendation #51-Core Evaluation Indicators of Early Screening Industry.pdf

319 Consumer Research Report Recommendation #1: Li Ning, brand upgrade completed, retailization promotes the future. .pdf

320 Yuanchuan Consumer Recommendation Report #2 Functional skin care enters the golden age, and domestic brands take advantage of the situation.pdf

321 Yuanchuan Technology Research Report Recommendation #1: Research Framework of the Automotive Radar Industry.pdf

322 Pharmaceutical Research Report Recommendation #52: The Heat of the Pharmaceutical Industry from the Perspective of M&A Transactions.pdf

323 Yuanchuan Pharmaceutical Research Report Recommendation: Who will dominate the ophthalmology industry?pdf

324 Yuanchuan Consumer Recommendation Report #3 In-depth Research on Aimei Beauty Part 2 - Re-discussing Growth and Profitability.pdf

325 What do big guys buy#44 The transformation of the second-tier leader.pdf

326 Medical Research Report Recommendation #53: COVID-19 Vaccination Progress and Competition Landscape.pdf

327 Yuanchuan Macro Recommendation Report #58-Evaluation and Outlook of Post-epidemic Industry Recovery.pdf

328 The road to the top: The economy is still climbing - Macroeconomic Operation Report for the First Quarter of 2021.pdf

329 Yuanchuan Consumer Recommendation Report #4 Medical Beauty Industry Support.pdf

330 Yuanchuan Macro Recommendation Report #59-The impact of copper price trend on PPI, stocks and bonds.pdf

331 Pharmaceutical Research Report Recommendation #54-Changes in Public Pharmaceutical Holdings in Q1 2021.pdf

332 The 100 billion ophthalmology market welcomes a large number of private chain IPOs. Who will be the next winner?.pdf

333 Yuanchuan Technology Research Report Recommendation #2: Simplify the Complexity and Grasp the Core Cloud.pdf

334 Yuanchuan Macro Recommendation Report #60-The impact of the dramatic change in family values ​​on real estate trends.pdf

335 Yuanchuan Consumer Recommendation Report #27 Analysis of the Competition Landscape of Tongda Express.pdf

336 Pharmaceutical Research Report Recommendation #55: Horizontal Benchmarking of the Latest Listed CXO Companies.pdf

337 Yuanchuan Macroeconomic Recommendation Report #61-What has forged the resilience of China's real estate market?.pdf

338 Yuanchuan Technology Research Report Recommendation #3: Data is King in the New Era, Strategic Technology Rises.pdf

339 Yuanchuan Consumer Recommendation Report #28 Script Killing, Give You Another Life.pdf

340 Yuanchuan Technology Research Report Recommendation #4: VRAR trend has emerged and the singularity is coming.pdf

341 What do big guys buy#44 The transformation of the second-tier leader.pdf

342 [Yuanchuan Industry Map] Shared Power Bank Industry Chain Map.pdf

Free information

00 [Editorial] Beyond cognition: 500 secrets behind China's industry.mp4

01 【Medical Beauty Investment Guide】 01 Is medical beauty "medicine" or "beauty"?.mp4

02 [Medical Beauty Investment Guide] 02 Hyaluronic acid, the Moutai of women?.mp4

03 [Medical Beauty Investment Guide] 03 Botox, the fatal temptation.mp4

04 [Medical Beauty Investment Guide] 04 Is the business of selling beauty really beautiful?.mp4

05【Medical Beauty Investment Guide】05 Is Huadong Medical Beauty really feasible?.mp4

06 【Extra】 01 JD Logistics goes public, will the express delivery industry become more competitive?.mp4

07 【Express Delivery Investment Guide】01 What are the core factors driving the development of the express delivery industry?.mp4

08 [Express Delivery Investment Guide] 02 Why are low-end e-commerce parcels so cheap?.mp4

09【Express Delivery Investment Guide】03 SF Express & JD.com, the two giants of mid-to-high-end express delivery.mp4

10 [Express Investment Guide] 04 The Infinite Game of Three Barbarians.mp4

11 [Express Delivery Investment Guide] 05 SF Express’s bankruptcy and the end of express delivery.mp4

12【Photovoltaic Investment Guide】01 Introduction: High-end Manufacturing in the Chinese Model.mp4

13【Photovoltaic Investment Guide】02 Silicon material: The old dream of silicon being king.mp4

14【Photovoltaic Investment Guide】03 Silicon wafer: wolves fighting tigers.mp4

15【Photovoltaic Investment Guide】04 Solar Cells: Cost Reduction or Efficiency Improvement.mp4

16【Photovoltaic Investment Guide】05 Components: The trend of integration.mp4

17【Sugar Substitute Investment Guide】01 Is it a health partner or an IQ tax?..mp4

18【Sugar Substitute Investment Guide】02 2 Trends and 3 Dimensions of Sugar Substitute..mp4

19【Sugar Substitute Investment Guide】03 Who is the secretive and low-key double champion?..mp4

20【Sugar Substitute Investment Guide】04 2B or 2C, this is a question..mp4

21【Sugar Substitute Investment Guide】05 How to find investment opportunities in the sugar substitute industry?..mp4

22【Vaccine Investment Guide】01 How to get the COVID-19 vaccine?.mp4

23【Vaccine Investment Guide】02 This is a biology class.mp4

24【Vaccine Investment Guide】03 mRNA——Vaccine from the Future.mp4

25【Vaccine Investment Guide】04 Inactivated vaccines that I can use but you can't.mp4

26【Vaccine Investment Guide】05 Inhalable VS three injections, which one is the king of vaccines?.mp4

27【New Tea Drinks Guide】01 The Past and Present of the Milk Tea Industry.mp4

28【New Tea Drinks Guide】02 Why are Heytea and Nayuki worth so much money?.mp4

29【New Style Tea Drinks Guide】03 Why did Cha Yan Yue Se stick to Changsha?.mp4

30【New Style Tea Drinks Guide】04 Why is Mixue Ice City so cheap?.mp4

31【New Tea Drinks Guide】05 Will Starbucks appear in the future of tea drinks?.mp4

32【Autopilot Clearance Guide】01 General: Dare to Change the Sun and Moon.mp4

33【Autonomous Driving Guide】02 Complete Vehicle: Who is Apple and Who is Android?.mp4

34【Autonomous Driving Guide】03 Components: From Perception to Decision-making.mp4

35【Autonomous Driving Guide】04 Software: From Electric Cars to Smart Cars.mp4

36【Autonomous Driving Guide】05 Challenges and Opportunities: The Year of Breakthrough in the Industrial Chain.mp4

37【Lithium Battery Material Clearance Guide】01 General: The Golden Decade of Lithium Battery.mp4

38 [Lithium Battery Material Clearance Guide] 02 Positive Electrode: Private Enterprise or State-owned Enterprise.mp4

40【Lithium Battery Material Clearance Guide】04 Electrolyte: Cycle King.mp4

41【Lithium Battery Materials Guide】05 Diaphragm: The Strongest Track in the Midstream.mp4

42【Guide to Baijiu】01 Baijiu, a magical section with Chinese characteristics.mp4

43【Guide to Clearing the Liquor Market】02 High-end liquor, the cycle that cannot be escaped.mp4

44【Guide to Clearing Liquor】03 Why is Moutai different?.mp4

45【Guide to Clearing Liquor】04 Bottled Liquor, Barefoot People Are Not Afraid of Those Wearing Shoes.mp4

46【Guide to Baijiu】05 Bullwhip Effect and Ghost Stories.mp4

47【Guide to the customs clearance of snack foods】01 Staple food substitutes in the context of consumption upgrade.mp4

48 [Guide to leisure food customs clearance] 02 Spicy marinated products.mp4

49【Guide to Snack Food】03 Who is the King of Braised Food?

50【Snack Food Guide】04 The Secret of Roasted Nuts.mp4

51【Snack Food Guide】05 The Knowledge of Bread.mp4

52【Guide to Pig Farming】01 Is Pig Farming a Good Business?

53【Guide to customs clearance of pig farming】02 Industry concentration increased.mp4

54【Pig Farming Guide】03 Pig Cycle under the Spider Web Model.mp4

55【Guide to pig farming】04 How to find the turning point of the pig cycle.mp4

56【Pig Farming Guide】05 How did the second brother become the eldest brother.mp4

57 [Semiconductor-Manufacturing Guide] 01 General Introduction: The World Built by Data.mp4

58 [Semiconductor-Manufacturing Guide] 02 Design: Downstream determines everything.mp4

59【Semiconductor-Manufacturing Guide】03 Foundry: A Game for the Minority.mp4

60【Semiconductor-Manufacturing Guide】04 Packaging and Testing: Cycle Reversal or Rebound (.mp4

61【Semiconductor-Manufacturing Guide】05 Power Semiconductors: The Reason Behind the Chip Shortage.mp4

62【Lithium Mine Clearance Guide】01 Price increase due to supply and demand mismatch.mp4

63【Lithium Mine Guide】02 The Leader in the Mine.mp4

64【Lithium Mine Customs Clearance Guide】03 Domestic Spodumene Mine and Lepidolite.mp4

65【Lithium Mine Clearance Guide】04 South American Salt Lake.mp4

66 [Lithium Mine Customs Clearance Guide] 05 Qinghai-Tibet Salt Lake and Lithium Extraction Technology.mp4

67【CRO Clearance Guide】01 The Shovel Seller.mp4

68【CRO Clearance Guide】02 The Rise of China's CRO.mp4

69【CRO Clearance Guide】03 Drug Discovery——The Dragon’s Rise.mp4

70【CRO Clearance Guide】04 Preclinical Research: The History of Monkey Breeding in China.mp4

71【CRO Clearance Guide】05 Clinical Research: Let's Fight the Tiger Together.mp4

72【Camera Guide】01 Investment logic of consumer electronics.mp4

73【Camera Guide】02 The growth of cameras with smartphones.mp4

74【Camera clearance guide】03 Camera sales explode with smart cars and VR-AR.mp4

75【Camera Clearance Guide】04 CIS relying on innovation to raise prices.mp4

76【Camera Guide】05 The increasingly clear optical lens.mp4

77【Guide to the Grand Refining】01 General: The Dragon Gives Birth to Nine Sons.mp4

78【Guide to Clearing the Large Refining and Chemical Industry】02 Olefins: The Mother of Chemical Industry.mp4

79【Guide to Clearing Large Refining and Chemical Industry】03 Aromatics: Innovating.mp4

80【Guide to Clearing the Great Refining】04 Polyester: The Land of Dragon Rising.mp4

81【Guide to Clearing the Grand Refining】05 Integration: Alliances.mp4