CSC: worry free risk disturbance and focus on the main line of the cycle
CSC Securities Research Report believes that the contradiction between supply and demand is the core main line leading the market. Although the current market is facing disturbances such as credit risk in the real estate industry, it does not change the operation direction. The over allocation of periodic plates such as coal, chemical industry, cement and steel in the September strategy remains unchanged. Continue to observe the matching between the valuation and profit of the growing industry, and allocate again after the profit and valuation are digested.
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