天风MorningCall·0718 | 策略-“市场化反内卷”/固收-地方债专题/华谊集团/招商港口/中国黄金国际

天风研究
18 Jul

策略|如何定位“市场化反内卷”?固收|地方债专题化工|华谊集团(600623)首次覆盖:上海国资化工平台,收购三爱富股权扩大版图交运|招商港口(001872)首次覆盖:布局新兴市场,量价有望上行金属材料|中国黄金国际(02099)首次覆盖:金铜双擎,涅槃重生策略|如何定位“市场化反内卷”?1、我们认为,本轮反内卷逻辑和供给侧改革有所不同,本轮反内卷更侧重于成本调查和价格监测,治理企业低价无序竞争。...

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