In The Harsh Winter, Some People Are Happy And Worried.
We believe that many of the root causes of the industry now come from macroeconomic changes.
For the operation of a single enterprise, our basic view is that demand is not the main problem, orders are still very full; cost, cost and capital pressure are the core difficulties; policy instability and macroeconomic uncertainty are bigger bottlenecks for export enterprises; slowing down investment and expansion speed is the choice of most enterprises.
According to the survey, we list five important aspects of enterprise management under the current macro background: downstream consumption demand, cost pressure, cash flow adequacy, product bargaining power and sub industry boom.
According to these five standards, the 5 listed companies were graded according to the survey. The investment opportunities ranged from big to small in order: seven wolves, Zhonghe shares, xunxing shares, Phoenix Bamboo textile and plum blossom umbrellas.
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