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我国正处在过剩的时代;60%的行业生产能力过剩40%,80%的行业生产能力过剩30%;我国同时也处在短缺的时代:铜在短缺,锌在短缺,糖在短缺——由于投资过度,我国大部分的工业品都在闹过剩;而终端产品过剩的同时又造成了上游资源的短缺。在过剩与短缺的两头夹击中,投资者如何把握投资?本专题介绍战胜过剩时代的两大法宝:一是不“剩”而胜,在过剩时代里寻找依然存在短缺的行业和公司,通过“短缺投资”谋求超额收益;二是“剩”者不败,通过在看似过剩的行业寻找周期见底的龙头企业,同时把握好“自主定价权”这个杀手锏,实现“笑傲过剩时代”的目的。
China is in an era of surplus; 60% of the industry has an overcapacity of 40% and an excess of 30% of the industry has an overcapacity of 30%; our country is also in a shortage era: shortage of copper, shortage of zinc, shortage of sugar - Due to overinvestment, most industrial products in our country are making trouble; while the surplus of end products has caused the shortage of upstream resources at the same time. How can investors hold the investment? In this special presentation, the two magic weapons to defeat the surplus era are as follows: First, they do not win the “surplus”; they look for industries and companies that still have shortages in the surplus era. Through “ Short investment ”to seek excess returns; second is the“ left ”undefeated, looking for the cycle bottomed out in the seemingly surplus industries, at the same time grasp the“ independent pricing power ”killer, to achieve the“ ridiculous excess era ” purpose.