[Foods and fruits for laxative]_fresh fruit_how to eat

銆愭鼎鑲犻€氫究鐨勯鐗╁拰姘存灉銆慱椴滄灉_鎬庝箞鍚?
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[Baby Eating Eggs and Puddings]Daquan_How to do it

[Baby Eating Eggs and Puddings]Daquan_How to do it

For babies who have been four months old, they can gradually eat a little complementary food, which has a good promotion effect on the child’s stomach. At this time, the complementary food must be easily digested and easily absorbed by the child’s stomach.There are also many ingredients in it. The most common is egg custard. Our egg custard is very soft and tender, and it is very easy to be absorbed by the baby’s stomach. In addition, there are many methods of egg custard.

Babies eat eggs 羹 practice Daquan 1, shrimp and eggs 羹 boiled shrimp and cut into small pieces into a small bowl, beat an egg, add warm water, stir with a little salt and oil, put on the cage drawerYou can wait for the pan to come out with the rice; mothers can also make other egg custards such as sea rice vegetable egg custard, egg yellow custard, fresh milk egg custard and so on.

For baby eggs within 6 months, it is best not to add salt, add a few drops of oil or not.

2. Vegetables, eggs, and eggs contain a lot of protein. In the spring, you should appropriately add more protein to your baby to promote the growth and development of the baby. Spring is a season when children grow vigorously, and egg yolks are almost every baby’s favorite food.However, pure egg ravioli is relatively single in nutrition, so I plan to develop a vegetable egg ravioli, which is to mix some ingredients with eggs, put carrots, fungus, vegetables, shrimp, etc., and chop them into pieces.Mix with egg liquid and water and steam for 8 minutes.

3. Mushroom and egg scoops are prepared with shrimp, eggs, minced meat, chives, shiitake mushrooms or mushrooms.

Cut the shrimp and shiitake into small pieces, and break up the eggs for later use. Fry the minced meat, shrimp and shiitake mushrooms in the oil pan, stir the fried ingredients in the egg mixture, add the chives, warm the water, and steam the pan.10 minutes.

Be sure to keep it cool for the baby after it is out of the pan. Eggs will still be hot to the baby after the outside is cool, so safety is important.

4. The ingredients for multicolored eggs are tomato, carrot, fungus, chicken or fish, and eggs.

First steam the eggs according to the baby’s food, then chop tomatoes, carrots, cabbage, fungus, chicken, or fish, and add a small amount of boiled thick vegetable soup. It is best to pour the thick vegetable soup on the steamed egg.You can project colorful, nutritious, colorful eggs.

[Dragon fruit and what can not be eaten together]_Dragon fruit_Eating taboo_Cannot be eaten with what

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[How to adjust the filling of leek tofu stuffing]_How to adjust_How to make

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Zhonghuan (002129): A leading chip in the field of photovoltaic parity and semiconductor replacement in the morning

Zhonghuan (002129): A leading chip in the field of photovoltaic parity and semiconductor replacement in the morning

The investment highlights for the first time covered the Outperformer rating given by Zhonghuan Corporation (002129), with a target price of 12.

09 yuan, corresponding to 31st of 2019/20.

1/19.

6 times price-earnings ratio.

The reason is as follows: One of the double faucets of single crystal silicon wafers has high certainty of photovoltaic profit doubling.

At the end of 2018, the company accounted for 31% of the global monocrystalline silicon wafer market share, and was one of the double leaders tied with Longji shares.

Through smart manufacturing transformation, we expect the company’s silicon wafer non-silicon cost is expected to decrease by another 10% in 2019/20.

The photovoltaic materials business will benefit from the long-term growth of 4 points in internal gross profit margin recovery and demand of more than 50% in the second half of the year, combined with the low base of last year’s profit, and it is expected to achieve a profit growth of 132% in the sector in 19 years.

Silicon wafer transition is preferred, and innate advantages help to pass through alternating cycles of photovoltaic technology.

The development stage of the semiconductor industry is earlier than that of photovoltaics. Based on the semiconductor experience, Zhonghuan can optimize the main industry chain with the highest technical barriers and the best layout of the silicon wafers.

The state-owned background keeps the company’s financing cost in the industry proportion level (historical average below 4%).

In addition, Zhonghuan is one of the few companies in 青岛夜网 the photovoltaic industry that started from semiconductors. Based on its mastery of semiconductor wafer production technology and team reserve, it is easy to use photovoltaic wafer production for research and development.

In the long term, the application of semiconductor technology in the field of photovoltaic sintered N-type single crystal silicon wafers, we believe that Central Ring is expected to maintain its lead after silicon wafer technology transformation, through the cycle, and become an evergreen tree in the industry.

The growth of semiconductor large silicon wafer rod support has widened the domestic replacement space.

Central 6-inch and below melt semiconductor wafers rank among the top three in global sales. Based on this experience, we have cut into the localization of large-sized straight-pull silicon wafers, 深圳SPA会所 ensuring that 8-inch mass production is the first in 4Q18, which is expected to bring semiconductor material revenue in 2019.Increase by 73%, and may become the second domestic manufacturer to implement 12-inch chip customer verification and introduction.

When the production capacity of Wuxi is gradually released in 2020, with the progress of the localization of semiconductor materials, the semiconductor wafer business is expected to take over photovoltaic wafers, supporting the company’s high performance growth.

What makes us different from the market?

The price trend of photovoltaic monocrystalline silicon wafers is more cautious than the market, and it is more optimistic about the guiding role of the company’s semiconductor genes in the photovoltaic business.

Potential catalyst: Wuxi base is put into production, and breakthroughs in large silicon wafer verification are achieved.

Earnings forecast and forecast We expect the company 19?
The 20-year EPS is 0.

39 yuan, 0.

62 yuan, 2018-2020, CAGR is 65%.

Segment aggregate valuation method based on 2020 profit levels.

Target price of 09 yuan, corresponding to 31.

1, 19.

6 times the 2019/20 price-earnings ratio, which has continued to rise by 22% over the recent past.

Currently leading trades at 25.

4, 16.

1x 2019/20 price-earnings ratio.

The price of monocrystalline silicon wafers fell more than expected; the progress of semiconductor large silicon wafer verification was less than expected.

Tianwei Food (603317): hot pot base + Sichuan cuisine seasoning launched two rounds to launch a new journey

Tianwei Food (603317): “hot pot base + Sichuan cuisine seasoning” launched two rounds to launch a new journey

The market for compound condiments is large and the growth rate is clear: According to Frost & Sullivan data, the compound growth rate of the compound seasoning market reached 16 in 2010-2015.

1%, the scale will reach 10.91 million yuan in 2018, and is expected to remain 14.
.

7% compound growth rate, the proportion of China’s total seasoning market rose to 22.

1%.

Among them, hot pot seasoning accounts for 20%.

69%, the proportion of Chinese-style compound condiments is 17%, and the compound growth rate is expected to be 15 in 2015-2020.

02%, 16.

85%.

At present, the main sales channels of hotpot bottoms are household consumption and catering consumption, accounting for 50% respectively.

1%, 46.

1%.

The category is rich, and the big single product strategy is further implemented. In terms of products, the company’s two major brands, “Dahongpao” and “Good People”, are mainly engaged in the production and sales of hot pot base and Sichuan cuisine ingredients.The company’s two major single product series have grown rapidly.

From the perspective of price bands, Tianwei’s product categories are rich, and the product structure is diverse. Mid-range, mid-to-high-end, and high-end products are fully covered, giving consumers more choice.

In addition, the company launches new products every year, continuously innovates, and improves product richness.

With the gradual strengthening of the Tianwei brand’s competitiveness, it is expected to further increase product penetration and repurchase rate through the large single product strategy in the future.

Distribution-oriented, custom-made meals have ample space: from the perspective of channels, the supermarkets and farmers’ markets are still the mainstream under the dealer model, and 2019H1 dealers will contribute 84.

15% of the income, continue to deepen the existing channels is still the company’s current priority work.

In addition, the chain trend of the catering industry has driven the demand for customization in the condiment industry. Tianwei Foods has entered the field of custom meals from 15 years. The custom meals business has grown rapidly in 17, 18 years, and the proportion of custom meals in H1 2019 is 9.

72% is one of the company’s future strategic priorities.

Analysis of fundraising projects: The number of shares of Tianwei Food’s latest public offering is 41.32 million shares, accounting for no less than 10% of the total share capital after issuance. The funds raised are planned to be invested in the following projects in order: 1) the expansion and expansion of the home production baseConstruction projects, 2) Shuangliu production base reconstruction and expansion construction project, 3) marketing service system and informatization comprehensive supporting construction 杭州桑拿 project.

Through the implementation of fund-raising projects, the company will: 1) supplement production capacity 3.
.

8 average, accounting for 42 of the company’s total production capacity in 2018.

22%, of which the main new capacity is 1.

2 Initial customized meal production capacity and 0.

8-cation full-type (manual) hot pot base material capacity.

Profit forecast: The company’s product structure will become more diversified, channels will be further cultivated and new development will be stable, the company’s brand awareness and management efficiency will be improved, and its short-term cumulative production capacity is expected to return 3 to its parent company’s net profit in 2019-2021.

6 billion, 4.

5.1 billion, 5.

54 ppm, the corresponding diluted EPS is 0.

87, 1.

09, 1.

34.

Risks indicate food safety risks; subsea fishery expansion is less than expected; the risk of catering industry growth crisis; channel sinking and new products fail to meet expectations.

Ping An of China (601318) In-Depth Report: Dreaming as a Horse and Shao Shaohua

Ping An of China (601318) In-Depth Report: Dreaming as a Horse and Shao Shaohua

With a good track + good leaders + good strategy, Ping An of China will achieve great development.

From insurance to comprehensive finance to the construction of the ecosystem, Ping An has always led innovation with innovation: life insurance business structure, leading in the value rate industry; property insurance sharing has been steadily improved, and over-underwriting profit margins have been achieved in the long term; banking, securities, trust and other asset management businessesProactive transformation and continuous growth, and efficient coordination of core financial services.

At the same time, the five major ecological circles have been actively deployed in an effort to achieve “technology empowerment and ecological empowerment”, bringing incremental increase to traditional financial services.

Good leader: The company has no actual controller, and the merger is stable and forward-looking.

Equity incentives make employees and the company a community of interests and continue to create value for shareholders.

Good track + good strategy: Life insurance is still in the development stage and market space is transmitted; 深圳桑拿网 other financial businesses interact with each other with significant synergy; the landing of the ecosystem will enable financial empowerment in the future.

1) Demographics, medical expenditures, and pension needs will help the domestic life insurance industry continue to develop.

Ping An Life Insurance adheres to a diversified and balanced development strategy. The quality of its agents is higher than that of its peers. It will achieve an average level of development in the long run.

For benchmark AIA, Ping An Life Insurance NBVM is not inferior, and its actuarial assumptions are prudent, its EV credibility is high, and VIF is discounted.

With the consolidation of advantages (continuing the sales of long-term protection products) and the completion of short-terms (development of long-term protection products), Ping An Life’s business structure will be further optimized to achieve NBVM enhancement, NBV and EV long-term, stable growth, and reductionInvestment sensitivity.

Current market value (1.

6 trillion), Ping An Life’s new business multiple is only 5 times, much lower than AIA (17 times).

It is prudent to assume that Ping An’s new business multiple is 6, which corresponds to a life insurance market value of 1.

05 trillion, the group’s market value is 1.

75 trillion, which has a 10% growth space compared to the previous market value.

2) Property insurance, banking, securities, trust and other businesses are linked under strict risk control, and synergies bring customer migration, promote high income growth, and improve asset allocation efficiency.

3) Considering that the long-term interest rate may fluctuate downward (or less than 3%), the equity market will remain volatile under increasing external uncertainties. We assume that listed insurance companies have 20% of non-standard assets and bonds due in 2018.At the same time, assuming a new bond yield of 2.

8%, non-standard rate of return 7.

1%, stock + equity-based yield of 5%, then Ping An’s total investment yield in 2019 is more than 5%, which is higher than the cost of existing debt funds and can still make a difference.

4) Five major ecological circles have been initially established. From the perspective of profit contribution, Lujin Institute and Auto House have achieved profitability, and Ping An Good Doctor has basically broken even.

From the perspective of mutual empowerment, currently it is still in the stage of financial drainage into the ecosystem, but technology-enabled finance has been implemented. In the future, the conversion of users in the ecosystem will become the main source of traditional financial incremental customers, and ecological empowerment finance can be expected.

Investment suggestion: PEVs for 2019-2021 are currently sustainable1.

4, 1.

2, 1.

0 times.

Ping An Life Insurance accounts for 60% of operating profit +, and the market still estimates based on the EV estimation system.

Therefore, property insurance, banking, securities, trusts, fintech and many other businesses only give a valuation of 1 PB.

With reference to the average level of industry estimates, segment estimates for Ping An: The company’s total market value in 2019 is expected to be approximately 1.

78-2.

06 trillion, the company’s current market value1.

6 trillion, still underestimated, maintaining a highly recommended level.

Risk reminders: Long-term interest rate growth is declining, and the stock market continues to decline; new life insurance orders are growing less than expected; commercial vehicle fare improvement is accelerating; fintech business is progressing slowly.

Wingtech (600745): sailing set sail

Wingtech (600745): sailing set sail
Investment Highlights Event: On June 25, Wingtech received a formal approval from the Securities and Futures Commission on the acquisition of Ace Semiconductor.  M & A officially passed the meeting, actively dating strategic shareholders.The Securities Regulatory Commission approved the issuance of Wing Tai to Wuxi Guolian IC1.2.1 billion shares, Zhuhai Ronglin issued 0.9.2 billion shares, Zhuhai Gree issued 0.3.5 billion shares, Yunnan City voted 0.4.1 billion shares were issued by Shanghai Pengxin.2.5 billion shares, Tibet style investment issued 0.2.8 billion shares were issued by Tibet Fuheng Investment.2.8 billion shares were issued by DXN Shenghong.1.6 billion shares were issued by Shanghai Silicon.1 billion shares and Shenzhen Zhize Zhaowei issued 0.3.0 billion shares, a total of 4.03 billion shares.At the same time, the amount of funds raised from matching funds was approved to not exceed 7 billion yuan.  Owned a world-class power semiconductor company for the first time.In 2018, Ace Semiconductor’s market share was 14%, the world’s diodes ranked first, logic devices ranked second globally, automotive MOS tubes ranked second, and small-signal MOS tubes ranked third worldwide.  We expect that in the next 2-3 years, all products of the company will become the world’s first, and the company’s various departments will be second in the next 5 years.25 times -1.5 times to maintain a very safe competitive advantage distance.  AXA Semiconductor products have a strong moat.Power devices are a must-have consumer product. Power devices are needed wherever power conversion is involved.The company sells 100 billion products annually, which translates to 1.50,000 products, 700-800 new types are added each year, an increase of 2.More than 50,000 customers.German wafer fabs have a 100-year history, and 90% of the products on the production line meet the requirements of automotive regulations.With its own dedicated IC equipment department, ITEC, while meeting the needs of customization, the defective rate of the product is controlled at 1 billion.  The financing channels were unblocked and the capital surplus was abundant.The total M & A debt was 107.920,000 yuan, including 51 in the territory.600 million yuan, overseas 56.3.2 billion.The total principal and interest of domestic loans may be May 2019.380,000 yuan, 8 in 2020.US $ 8.1 billion, the principal and interest of overseas loans totaled 0 in 2019.630,000 yuan, 8 in 2020.1.1 billion.The total financial surplus of Wingtech and Anshi Group is expected in 2019.650,000 yuan, 70 is expected in 2020.84 million, fully capable of covering the principal and index of M & A loans.  Profit forecast and rating.As the balance sheet has not been consolidated yet, without considering the acquisition, we expect the company’s EPS to be 1 in 2019-2021.05, 1.34, 1.84 yuan.Considering that after the company’s acquisition of Anshi Semiconductor, Wingtech and Anshi Semiconductor have a high degree of customer relevance in 5G communications, 南京夜生活网 consumer electronics, and automotive semiconductors, with significant synergies. Maintain a “Buy” rating.  Risk warning: 5G mobile terminal product development is not as expected risk; acquisition progress is not as expected risk.

CNPC Engineering (600339): Gross profit margin recovers as scheduled; focus on cost control and optimization

CNPC Engineering (600339): Gross profit margin recovers as scheduled; focus on cost control and optimization

FY18 results were slightly better than expected. FY19 results were in line with expectations. FY18 and FY19 results announced by CNPC Engineering: FY18 operating income of 58.6 billion, an increase of 6%; net profit attributable to mothers9.

55 ppm, a 43% increase over ten years, slightly more than us8.

The forecast of US $ 8.9 billion was mainly due to the company’s net foreign exchange assets realized by 2H18 exceeding expectations.

In the first quarter of 19, operating income was US $ 9.3 billion, a year-on-year increase of 13%; net profit attributable to mothers decreased by 26.97 million yuan from the same period last year and turned a profit of 65.35 million yuan, in line with our expectations.

In FY18, the company’s newly signed contracts reached 93.5 billion U.S. dollars, which basically reached the target of 95.7 billion U.S. dollars designated by the company at the beginning of last year. Among them, the proportion of newly signed domestic contracts increased by 23 percentage points to 73%.

FY18’s gross profit margin is 7.

5%, down by 1 every year.

4 units.

The FY18 company recommends a dividend of 0.

052 yuan / share, dividend payout injection of 30%, basically flat every year.

Gross profit margin for the first quarter of 19 was 9.

7%, although it has fallen by 3.

0 averages, but has 武汉夜生活网 achieved continuous improvement for 4 consecutive quarters since bottoming out in 2Q18.

Development trend The recovery of gross profit margin is expected.

We maintain that bottoming out and recovering gross profit margin are the main reasons for the company’s performance improvement in 2019. The reasons include: 1) The company has ample contract reserves, and the replacement of order acquisition and execution has improved.

Since 2016, the company’s balance of contract value (new contract value for the current year-current year’s operating income) has accumulated more than 110 billion yuan.

Considering that the company’s guidance for FY19 increased by US $ 97.7 billion in the new year, we expect that by the end of this year, the company’s contract reserve is expected to exceed 140 billion; 2) gradually affected by the 杭州夜生活网 historical low gross profit margin contracts;Conducive to the recovery of the overall gross profit margin.

FY19 revenue guidance is slightly conservative.

The company guided FY19 operating revenue of $ 60.9 billion, an annual growth of approximately 4%, which was lower than our 13% forecast.

We think this may be the result of the company’s preliminary calculation of strategically optimizing contract execution and strategic allocation of resources, but the final revenue may exceed expectations.

Focus on cost control and interest rate optimization.

Looking back, we recommend investors to pay attention to the company’s expenses, especially the trend of labor cost, technology, and consulting business service expense control trends; meanwhile, pay attention to the company’s tax structure optimization to reduce the benefits of reducing revenue.

Earnings forecast remains unchanged for 2019/20.

Estimates and recommendations remain recommended with 6.

3 yuan target price, corresponding to 1.

4x FY19 P / B ratio and 29% upside.

Currently leading trades at 1.

1x 2019 P / B ratio.

The newly increased unit amount was less than expected, and the gross margin improvement of new orders further increased.

[What are the benefits of eating oligopeptides]_Effect_Effect

[What are the benefits of eating oligopeptides]_Effect_Effect

Oligopeptide belongs to a small molecule protein, it has a good maintenance effect on the body. It is a nutrient made using biotechnology. It is particularly easy to be absorbed by the body, especially suitable for some bad stomachPeople who do not easily absorb protein.

It has a good effect in relieving fatigue and preventing the three highs. In addition, it also has an antioxidant effect.

It also plays a role in preventing cancer.

What are the benefits of eating oligopeptides as small-molecule proteins, which are easily absorbed by the body, suitable for people with poor protein digestion and absorption, such as middle-aged and elderly patients, post-operative recovery patients, tumor and chemoradiotherapy patients, poor survival functionAre waiting.

In addition, small-molecule oligopeptides also have the effects of improving immunity, enhancing physical strength, alleviating fatigue, and lowering three highs.

First, the molecular weight of easy-to-absorb soybean oligopeptides is on average 1,000 and below the shield. The small molecular weight is small, and can be directly absorbed into the small intestine without digestion and digestion.20 times the protein and 3 times the amino acid.

Suitable for people with poor protein digestion and absorption, such as: middle-aged and elderly, patients recovering from surgery, patients with tumors and radiochemotherapy, and patients with poor hospital function.

Second, anti-oxidation through soybean oligopeptides can increase the activity of superoxide dismutase, glutathione peroxidase, inhibit oxidative peroxidation, scavenge hydroxyl free radicals, help reduce tissue oxidation and protect the body.

Three: Anti-fatigue soybean oligopeptides can repair skeletal muscle cells damaged during exercise in a timely manner, and maintain the replacement of skeletal muscle cell structure and function.

At the same time, it can increase the secretion of ketone acetate, promote protein synthesis, and reduce the PRE level of middle and long distance runners after exercise, which can help reduce fatigue after exercise.

Fourth, lower three high blood lipids-because the body digests and absorbs diabetes, bile acids secreted by the gallbladder are needed to help, and soy peptides stimulate duodenum secretion during absorption, cause strong contraction of the gallbladder, and promote bile acidification.Destruction of cholesterol absorption, intravenous infusion of bile is continuously discharged to the intestinal cavity, and brought into the large intestine, which reduces the absorption and utilization of plasma by the small and large intestines to achieve the purpose of reducing cholesterol.

Antihypertensive-Soy peptides can inhibit the activity of angiotensin converting enzyme (ACE).

Because ACE in blood vessels can convert angiotensin x to y, in addition, it can shrink peripheral blood vessels and increase blood pressure.

Soy fluoride can inhibit the activity of ACE, which can prevent the shrinkage of blood vessel terminals and achieve hypotensive effect.

Soy peptide has no antihypertensive effect on normal blood pressure, so it has a significant effect on patients with heart disease and cardiovascular disease. It is harmless to the normal human body, and it is safe and reliable. Hypoglycemic-soy peptide has a-glucosidase activity.Slow inhibition.

a-glucosidase is distributed on the intestinal microvilli, and its role is to quickly break down sugars into the body’s glucose. Therefore, when soy peptides are mixed with other glucose, sugars, etc., they cannot repeat the effects of secretion and can inhibit blood sugar.Good effect of rising.

Fifth, improve gastrointestinal soy oligopeptides by reducing mucosa repair, improving gastrointestinal probiotic survival environment, preventing virus invasion, increasing small intestinal mucosal villi height, increasing intestinal mucosal absorption area and increasing aminopeptidase activity to regulate the internal environment and promote microorganismGrowth reproduction and metabolism.

Sixth, the soy oligopeptide fragment of the nourishing liver and protecting the liver maintains the exponential balance of enzymes such as serum aminotransferase and serum aminotransferase.

So as to achieve a role in nourishing the liver.

Seven, improve immunity Soy oligopeptides can improve immunity, enhance the immune function of macrophages in immune cells, promote the proliferation of T lymphocytes, enhance the function of macrophages, enhance the activity of NKC cells, and attack viruses that invade the body at the same time.
8. Promote slight metabolism Soy oligopeptides can increase the activity of mitochondria inside the brownish brown, promote slight metabolism, increase the conversion rate of norepinephrine, and reduce the inhibition of mild enzymes, thereby promoting adult metabolism and effectively reducing the excessive body of the human bodyFat, while maintaining skeletal muscle weight, to achieve a healthy way to lose weight.