There are several rules regarding the entry of pension funds into the market

In the past two days, the market has not raised the issue of pension funds. The less news there is, the greater the news. In my opinion, the current market situation is preparing for the entry of pension funds into the market.

The entry of pension funds into the market is most likely in the second quarter. As I said before, there is no way for pension funds to "lift the sedan chair", so now it's time to smash a hole and clean it up. It's easy to get things done next.

The second quarter of previous years has been relatively conservative. This is partly because there is usually a wave of upward trend at the beginning of the year, and funds will definitely rest afterwards. On the other hand, there is uncertainty about performance, and there is no certainty of growth when starting work. This situation will continue until the end of June for improvement. But as long as it's smashing a hole, it's time to pick up a bargain.

There must be some mistakes when the hole was smashed. After removing the unstable performance, the rest is the stable performance. Then, relatively speaking, consumer stocks are the focus, and this is also in line with the idea of pension stock selection. For the idea of pension stock selection, see my previous official account tweets.

For example, in the cosmetics industry, it is quite sad that with the upgrading of consumption, most cosmetics prefer to buy foreign products. Therefore, it is difficult for you to find high growth in domestic cosmetics companies, but it is different for those who do cosmetics distribution.

Looking at some practices abroad, Est é e Lauder, as a traditional cosmetics research and development enterprise,Deeply cooperate with channel partners,To stabilize the company25%Global high-end cosmetics market share,The net profit margin has increased synchronously.

According to data from the yet to be launched Beauty Makeup, we specialize in the online channel segmentation of cosmetics,Successfully collaborated over60 Famous domestic and foreign brands,The revenue growth rate in the past three years has exceeded60%,2015Annual revenue reached12.2 One billion.
There are still some enterprises in China that are doing cosmetics channels. I sorted out the specific information and published it in my concept enthusiast's official account tweet. In the end, it's time to pick up the bargain. It's too late to miss this village!