4. Home appliances: Midea Group, Gree Electric, Haier Zhijia, Supor.8. Chips: SMIC, China Resources Micro, Cambrian, North Huachuang.
A-share core quality assets:8. Chips: SMIC, China Resources Micro, Cambrian, North Huachuang.A-share core quality assets:
11. Mobile communication: China Mobile, China Telecom and China Unicom.1. Consumer stocks: Yili, Haitian Weiye, Chenguang and Dongpeng Beverage.7. Electricity: Changjiang Power, Huaneng Hydropower, China Nuclear Power, China Guangdong Nuclear Power and Guodian Power.
Strategy guide 12-14
Strategy guide