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Ding Feng's viewpoint

Important Notice

Investor protection

Statement on vigilance against wrongdoers Carrying out illegal Securities Activities under false names

Recently, we found a number of criminals posing as Ding Feng Assets or Ding Feng Assets employees to carry out illegal stock recommendation, illegal fund-raising fraud and other illegal criminal activities on Internet platforms, including wechat platforms. Criminals through the establishment of wechat groups, fictitious Dingfeng issued products, deceived investors to "pay membership fees can obtain income", defrauding investors of money. We have used legal means to report to regulatory authorities, Internet platforms and other multiple ways to protect rights and crack down on illegal activities. At the same time to remind the majority of investors to protect their legitimate rights and interests, Ding Feng assets solemnly declare and prompt as follows:

New Year Special Issue 2022 Outlook: Big consumption

In December, the market was mainly shaken, and the consumer plate basically continued the trend of differentiation in November. High-end consumer goods generally rebounded in December under the background of short-term high certainty of fundamentals; Mass consumer goods are affected by the poor transmission of price increases, short-term surges and falls. In the short term, the domestic macro economy has entered a period of recession, but we should believe in the reverse thrust of policy. In the context of stable growth in 2022, the consumer industry is currently in the darkest moment, and the marginal probability of improvement is still large next year.

Ding Feng January 2022 market review

In the first month of 2022, the index has undergone a relatively large adjustment, mainly for several reasons: First, the economy continues to decline, entering A state of recession, and market confidence is insufficient, second, the strong new energy, national defense and military industry, medical and biological sectors, and the metauniverse have a large adjustment, driving the adjustment of the index, and third, overseas U.S. stocks have a large adjustment, and there are signs of peaking, causing overseas north funds to reduce their A-shares.

New Year Special Issue 2022 Outlook: military industry, offshore wind power, power grid transformation, new materials, automobile intelligence

At the time of ending the old year and welcoming the New Year, we share with you the views of several major industries that Dingfeng fund managers are optimistic about at the moment, which will be presented in a serialized special issue. I wish you all a happy and healthy New Year!

New Year Special Issue 2022 Outlook: Medicine

At the time of ending the old year and welcoming the New Year, we share with you the views of several major industries that Dingfeng fund managers are optimistic about at the moment, which will be presented in a serialized special issue. I wish you all a happy and healthy New Year!

Ding Feng Tian Chao: Some recent thoughts

Recently, I have been thinking that the style of A-shares is often greatly affected by the top-level design and policy orientation, which basically reflects the main contradiction facing China every five years. China's various industries are not fully market-oriented, and are greatly affected by the invisible hand of policies. It is basically divided into two categories, one is industrial trend opportunities, such as tws headphones in 2019, consumer electronics and smart phones starting in 2011, and mobile Internet starting in 2013, and the other is policy-oriented, such as real estate deregulation in 2016, the monetization of the housing reform, and the supply side reform in 2017 brought about by coal, steel, and steel. Opportunities in the nonferrous industry. If it is the case of industrial and policy resonance, it is the perfect opportunity, such as new energy vehicles and affordable photovoltaic power generation that have brought about changes in demand since 2019.