After December, the market has been in a low-level fluctuation stage, with the Shanghai Composite Index trading at 1,100 points, and the trading volume has been hovering around 10 billion.

Su Yue has three funds for investment in the stock market.

One is a closed fund account for a long-term investment, the other is a "Bentayga No. 1" fund in the medium-term investment direction, and the other is his own investment funds.

The investment periods of these three funds are different, and the profit requirements and risk control are also different.

The focus of natural stock selection will also have essential differences.

For household closed-end financial fund accounts, Su Yue’s requirement is to be stable and profitable in the long term, so the stock selection requirement should focus on medium and large listed companies.

Of course, choosing medium and large listed companies is the preliminary screening criteria.

Next, a specific analysis should be made on the equity background, business composition, industry status, and future development expectations of the selected listed company.

For household closed-end financial fund accounts, the general investment period is five years, ten years, or even more than ten years.

This requires that the selected company has stable business and has basically entered a mature stage, with a high moat, or the products developed by the company are very competitive in the market, and are irreplaceable in five or even ten years.

Long-term investment emphasizes stability and gradually becoming rich.

Stability requires the company's business to be stable and profitable; slowly becoming rich requires the company to have continuous dividend ability.

There are not many stocks that meet these two points in the domestic stock market.

According to the rules he set, Su Yue screened them step by step, and finally selected seven stocks including Qianzhou Moutai, Liuliangye, Shejiang Electric Power, Minshang Bank, Shanghai Automobile Group, Kewan Real Estate, and Grey Electric.

Qianzhou Moutai and Liuliangye are leading enterprises in the liquor industry.

China has always had a long-standing wine culture, which has lasted forever in any era. Both companies have a long history and their brand effect has been deeply rooted in the hearts of the people. Coupled with its unique brewing technology and cellaring, it has formed a very high moat, with profitability and stability, which are well guaranteed.

And for ten or twenty years, as long as the wine culture in China is still there, the liquor industry still exists.

Then, these two companies will still live well and live a very comfortable life.

In the domestic stock market, leading companies in the liquor industry have always been sought after by capital because of their simple, unique business model, stable and continuous profitability, ultra-high net profit margin, and no risk of inventory backlog. They are the best targets for long-term investment and time-traveling bull and bear markets.

However, the premise of all this also depends on the valuation and market water level.

No matter how good the stock is, buying at the peak of a bull market and when the bubble is high is also a wrong choice.

Su Yue was very grateful for the cold stock market and the disheartened emotions of investors at this moment, because these two things gave him a very good buying opportunity. In the era before his rebirth, he was also jealous of the investment of leading liquor companies, but he really couldn't take action in the face of the high valuation.

Now, the share price of Qianzhou Moutai is only 46.3 yuan, and the share price of Liuliangye is only 6.6 yuan.

Sixteen years later, even if the right is ex-rights, the share price of Qianzhou Moutai has reached more than 1,400 yuan, and Liuliangye is also at a price of more than 160 yuan. If you include dividends, bonus shares, and re-rights, you may be a few thousand yuan for Qianzhou Moutai and Liuliangye are also a few hundred yuan per share.

Sichuan Electric Power, Minshang Bank and Shanghai Automobile Group are both state-owned enterprises and are relatively monopoly.

In this era, electricity is the source of all production.

The Three Gorges Power Station, which has been invested by the state in a state, has been built after ten years of cutting off the river flow. It is a company that makes money while lying down and does not worry about profits or crises at all. It is just more stable and lacks growth. It is not favored by medium and short-term funds that are determined to pursue profits. However, it is indeed an excellent long-term investment target.

As one of the best commercial banks in China, Minshang Bank has no need to say its stability. More importantly, its enterprising and customer-centric business thinking has become a clear stream among major commercial banks, creating its identity as a "growth stock in the bank" and is why Su Yue chose it.

In fact, Su Yue originally wanted to choose the more stable Huashang Bank, but unfortunately Huashang Bank was not listed in the mainland at this time.

I can only settle for the second best.

As the largest automobile manufacturer in China, Shanghai Automobile Group is also a pioneer and leader in the domestic automobile industry. After China's comprehensive national strength gradually increased and the automobile industry became more and more popular, the industry has no better than the stability and profitability.

As for Kewan Real Estate and Gerry Electric.

A real estate leader and a white goods rookie have excellent and outstanding genes.

Of course, this is his future vision. Although Kewan Real Estate had already emerged and had an industry status, Grey Electrical Appliances was still in the process of breaking through. The so-called corporate philosophy of "mastering core technologies and having core competitiveness" was not deeply rooted in the hearts of the people at this time.

Seven excellent companies and seven excellent stocks.

Su Yue used a balanced buying model and used his family investment account to buy 3 million yuan of funds. In the end, the remaining 9 million yuan of funds, Su Yue thought for a while in his mind, and then distributed it to three stocks, Huaxin Securities, Hengrui Medicine, and Changfeng High-tech. This was exactly ten stocks, each holding 3 million yuan of funds.

Hengrui Pharmaceuticals and Changfeng Hi-Tech both belong to the pharmaceutical industry.

Medicine is a long track. With the improvement of the national economy, people pay more and more attention to health, as well as the aging situation in the future... The pharmaceutical industry will be paid more and more attention to it and will attract more and more capital attention.

As a pioneer in the research and development of new drugs in China, Hengrui Pharmaceutical will be sought after by capital for many years to come.

As a vaccine research and development and production enterprise, Changfeng Hi-Tech's stability and ability to continue to grow have amazed Su Yue in the years that followed.

These ten stocks are the ten most worth long-term investments in the A-share market. Of course... In addition, there are also very excellent companies worth investing in.

Unfortunately, they were not listed in the mainland in 2005.

After solving the problem of investing in household closed-end fund accounts, Su Yue began to screen the "Benyue No. 1" fund, a medium-term investment target.

Compared with long-term investment, medium-term investment targets focus more on growth.

Especially for companies that benefit from the recovery of the industry and have explosive performance growth, this kind of stock is the most explosive and mostly appears in cyclical industries.

Cycles are something that people love and hate.
Chapter completed!