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[Does the barley need to be fried?]_ How to fry_How to fry

銆愯枏绫抽渶瑕佺倰鍚椼€慱鎬庝箞鐐抇濡備綍鐐?
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[Did you learn the practice of Chongqing halogen recipe?】 _How to do_How to do

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[Food that nephritis can not eat]_Nephritis_Diet taboos_Diet taboos

[Food that nephritis can not eat]_Nephritis_Diet taboos_Diet taboos

As the saying goes, illness comes from the mouth.

Scientific and reasonable eating habits are the inherent and foundation of good health.

Especially for patients with nephritis, it is necessary to be aware of the dietary contraindications of the disease, otherwise it will be detrimental to the physical recovery.

So what is the food that nephritis can’t eat?

Let’s take a look at the details below.

1. High-salt diet Chronic nephritis has edema and blood volume, and the relationship between sodium and salt is very great. Therefore, it is necessary to limit salt and give low-salt diet.

The daily salt intake should be controlled below 2-4 grams to prevent the swelling and blood volume from increasing, and accidents occur.

2. Patients with high-fat food nephritis generally have symptoms of hypertension and anemia. If a large number of animals are slightly present, it will have a great negative effect on hypertension and anemia, mainly because animal aunts can aggravate arteriosclerosis andSuppresses hematopoietic function, so patients with nephritis must take it carefully.

However, if there is no stool in nephritis, the body will become weaker, so it can be replaced by vegetable oil in daily life, about 60 grams per day.

3. Foods high in purines and high in nitrogen should reduce the burden on the kidneys. Foods that stimulate kidney cells should be limited, such as spinach, celery, radishes, beans, soy products, sardines and chicken soup, fish soup, broth, etc.

Because those foods are high in purine and nitrogen, when kidney function is poor, their metabolites cannot be excreted in time, which has complications on renal function.

4. Strong seasonings Strong seasonings are not good for kidney function and should be avoided.

Because MSG will thirst after eating more, you should also use MSG less when limiting the amount of water you drink.

[Chicken gizzards and what dishes are delicious]_How to match_How to match

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[Do you eat fruit at night to lose weight?]_ Recommended diet

[Do you eat fruit at night to lose weight?]_ Recommended diet

The trace amount of fruit is relatively low, and it has a good effect on promoting digestion. Eating a small amount of fruit properly after dinner does have a certain weight loss effect, but it should also be noted that dinner is still eaten at night, not justEat fruit, let’s learn about this.

The nutritional value of fruit is very high. It not only supplements dietary fiber, but also contains fruit acid and a lot of vitamins and minerals. It is very effective in supplementing human nutrition, especially eating some fruits properly after dinner, which is helpful for food.Digestion can prevent trace deposits, so it has a certain weight loss effect.

However, you should also pay attention to eating dinner at night. You ca n’t just eat fruit, because if you only eat fruit, you will feel more and more, but it is not conducive to sleep. Eating a proper meal is more conducive to diet.Instead of helping metabolism, this can also get better results for weight loss.

It should also be noted that dinner should be eaten as early as possible. If dinner is eaten too late, it will cause the diet to accumulate in the stomach and stomach for too long, and the ability to digest and metabolize will be slow.This has the risk of causing obesity and is not conducive to weight loss.

In addition, eat some vegetarian food properly during dinner, especially should eat some small amounts of certain foods, so that you have a good feeling of fullness at the same time is not high, and then eat some fruits appropriately, so the effect of weight loss will beMost obvious.

In addition, be sure to chew slowly during dinner so that the brain’s reflex time can keep up and avoid overeating caused by gobbling, which is not only difficult to digest, but also not conducive to weight loss.

GEM (002340): Locking in the supply of cobalt raw materials to protect the battery materials business

GEM (002340): Locking in the supply of cobalt raw materials to protect the battery materials business

Investment Highlights Event: The company issued an announcement on October 8, 2019, stating that the company and its wholly-owned subsidiary Jingmen Greene and other subsidiaries and Glencore have used the strategic procurement agreement for crude cobalt hydroxide intermediates for battery raw materials.The strategic purchase amount of resources is the next five years (2020-2024). Glencore will supply more than 61200 tons of cobalt metal (crude cobalt hydroxide raw materials) to the company, of which 13,200 metal tons in 2020, the remaining fourEach year is 12,000 metal tons. At the same time, Glencore promises to give priority to the company’s needs for supplementary cobalt raw materials in addition to the above basic needs.

  Lock the cobalt giant and rebuild the stability guarantee system for battery materials.

For example, according to the company’s drive-up volume of 10 seconds before 2020, plus the company’s cobalt trioxide business, the company’s battery materials business will require more than 2 tons of metal.

The latest 2019 semi-annual report shows that the company’s battery materials business has accounted for 67% of the company’s total revenue, and its gross profit 武汉夜生活网 accounted for as high as 79%. The battery materials business, as the company’s core business in the future, is also profitable, and the supply of raw materialsStability is of paramount importance.

Glencore’s cobalt metal output will reach 4 in 2019.

3 Initially, it accounted for more than 30% of the total global output. As a leader in the transfer of precursors, the company locked in the supply of cobalt raw materials in order to escort the stable development of battery materials business.

  The ternary precursor business is advancing rapidly, supplying the world’s top five power battery supply chains.

The company’s ternary precursors mainly supply five major power battery industry chain companies: CATL, BYD, Panasonic, LG and Samsung. The supply companies include global well-known companies such as Samsung SDI, ECOPRO, Ningbo 杭州桑拿 Rongbai, Xiamen Tungsten.

In the first half of 2019, the company’s ternary precursor content was 3.

3 Initially, the supply to the world’s top five power battery supply chains was 2.

56 cobalt, accounting for up to 77%.

At the same time, there are too many orders in hand. The number of existing orders including CATL, Samsung SDI, ECOPRO, Xiamen Tungsten, etc. has exceeded 3 indicators. The replacement volume may exceed 7 indicators in 2019, and it is expected to reach 10 indicators in 2020.

  Earnings forecasts and investment advice.

Benefiting from the rapid growth of the battery materials business, we expect the company’s EPS to be 0 in 2019-2021.

25, 0.

30 yuan and 0.

35 yuan, corresponding to 18 times, 15 times and 13 times the corresponding PE, maintaining the “buy” level.

  Risk reminder: the release of production capacity may be less than expected risk, the sales of new energy vehicles may be less than expected risk, and the company’s downstream order contract or purchase agreement cannot bear the risk

Seagull Living (002084): The front runner in the air conditioning of the sanitary industry

Seagull Living (002084): The front runner in the air conditioning of the sanitary industry

Invest in a logic-listed company that integrates large-scale 上海夜网论坛 production of complete bathrooms.

The company is one of the largest domestic high-end faucet and sanitary hardware product manufacturing service providers. Since 2015, the company has laid out complete sanitary wares, and has three major production bases in Suzhou, Qingdao and Zhuhai.

With the promotion of policies, the whole bathroom industry has started an explosive development period.

1) In February this year, the Ministry of Housing and Construction announced the “Specifications for Residential Projects (Draft for Solicitation of Comments)”, which requires that new residential houses in cities and towns should be fully furnished and delivered, and “waterproofing of bathrooms should be no less than 20 years”.

In addition, the “Technical Standards for the Application of Prefabricated Integrated Bathrooms” has been officially implemented on May 1 this year.

We estimate that the new policy will quickly generate a billion-dollar residential commercial housing complete bathroom market.

2) Relevant policies such as long-term rental apartments and talent programs have been gradually implemented since 2015, which have also indirectly promoted the selection of cost-effective packaged sanitary products for apartment projects.

Unique tools to solve the pain points of the whole bathroom, high-end, low-end products “matched.”

The company acquired Suzhou Youchao, which has rich experience in the production of packaged sanitary wares, and reached technical agreements with Panasonic and Siemens successively. With the company’s absolute strength in the sanitary hardware industry for many years, it has reached world-class production technology.

The surface mount technology and flexible mold technology developed by the company ensure the production capacity of customized products for different needs.

There are two-wheel drive of Chaos and Furunda, which realize the full category coverage of short-term talent apartments, convenient hotel projects, mid-to-long-term refined decoration commercial housing, and luxury residential projects.

Sufficient orders and the gradual release of capacity have entered the harvest period.

The company has successfully entered the integrated sanitary ware collection system of developers such as Vanke and Longhu, and is the only supplier that has obtained both Vanke SMC and color steel plate integrated sanitary ware collection qualifications.

In the fourth quarter of 2018, there were two self-made sanitary ware business segments, Chaos and Furunda, which achieved profit for the first time. In 2018, the operating income reached 68 million yuan, accounting for 3% of the company’s operating income.

With the continued advancement of fund-raising projects, it is expected that the company’s capacity increase will be further released quickly.

At present, the company’s major customers have sufficient orders. The three major production bases are almost full. The production capacity is about 4,500 units / month. If the new plant is completed and put into production, it is expected to reach 9,000 units / month by the end of this year and 18,000 units / month by the end of next year.

Estimates and investment recommendations The complete bathroom industry is about to usher in explosive growth, and the company has the largest complete layout in terms of technology, channels and customers.

We predict that the company’s EPS will be zero after 2019-2021.

24/0.

29/0.

35 yuan (three-year CAGR is 62.

2%), giving the company 5 in the next 6-12 months.

The target price of 94 yuan, equivalent to 25 times PE in 2019, is given a “Buy” rating for the first time.

Risks The implementation of the new policy did not meet the expected risks, risks in the real estate industry, risks in the smooth progress of the fundraising project, risks in the price of raw materials, exchange rate risks, risks in the development of new businesses not meeting expectations, and macroeconomic value risks.

Depth-Company-Hualan Biological (002007): Flu vaccine maintains rapid growth, blood products business stabilizes and rebounds

Deepin * Company * Hualan Biological (002007): Flu vaccine maintains rapid growth in blood products business stabilizes and rebounds

The main points of the official rating are quarterly. In 2018, the company’s revenue and net profit growth resumed growth quarter by quarter and accelerated from the second half of the year.

Starting from Q2, the company’s annual revenue and net profit growth reached 34.

63% and 39.

41%, through the Q4 influenza vaccine sales into the peak season, the company’s revenue and net profit growth rate reached 68 per year.

24% and 129.

88%, that is, the albumin channel destocking has been basically completed from Q3. Since Q4, albumin manufacturers’ inventory has started to be tight. Albumin has entered a tight supply and demand situation. In 2018, the blood product inventory decreased by 25.

75%.

By product line, a total of 852 influenza vaccines were issued in 2018.

260,0四川耍耍网00, accounting for 52 of the total number of influenza vaccines issued in the country.

85% of the vaccine business is expected to achieve revenue7.

9.8 billion, net profit 2.

0.3 billion (attributable to mother), net interest rate is 33.

83%. Due to the listing of high-margin quadruple influenza vaccine and scale effect, the gross profit margin of the vaccine business reached 83.

66%.

The total revenue of the blood products business was 24.

0.8 billion, net profit 8.

00 billion, net interest rate 33.

22%. Due to the backlog of inventory caused by the two-vote system, the ex-factory price of destocked blood products fell slightly, and the overall gross margin was 58.

84%.

Of which albumin income was 10.

25 billion, a year-on-year increase of +11.

45%, accounting for 42% of the income of blood products.

58%; Jing Cing income 6.

4.0 billion, a year-on-year increase of 10.

77%, accounting for 25% of income from blood products.

09%; Expected exemption, total exemption and exemption 4.

600 million, a year-on-year increase of + 100%, accounting for 19% of the income of blood products; it is expected that the income of factor VIII and prothrombin complex will total 3.

200 million, + 29% year-on-year, accounting for 13% of blood product revenue.

In terms of expenses, it is estimated that the sales cost of vaccine business3.

2.7 billion, with a sales expense ratio of 40.

98%, blood product sales expenses2.

1.1 billion, sales expense ratio 8.

76%.

It is expected that the sales expense ratios of vaccines and blood products will remain at 41% and 8 in 2019, respectively.

5%.

In terms of management costs, it has increased by 13 per year.

89%. It is estimated that the total annual growth rate of R & D investment and other management expenses in 2019 will be 14.

33%, basically the same as the increase in 2018.In January 2019, the company awarded stock incentives to 111 employees at a price of 19.

68. Based on the 2017 net profit, the growth rate of net profit in 19 and 20 years should not be less than 16.

7% and 14.

3%.

In terms of new products, the AC meningopolysaccharide vaccine has been approved for sale in 2018, and the EV71 hand-foot-mouth virus inactivated vaccine has obtained clinical approval. It is expected that the diabetic vaccine will be approved for marketing by the end of 2019.

In addition, the company’s adalimumab, trastuzumab, rituximab, and bevacizumab are in phase III clinical trials. Denitumumab, panitumumab, and ipilimumab have obtained clinical approval.

It is estimated that as the cost of selling blood products is slightly higher than last year’s forecast, there will still be pressure for destocking in 2019, and the sales expense rate is still high. Therefore, the profit forecast for 19 and 20 is slightly adjusted down.Net profit was 13.

92, 17.

08, 20.

3.8 billion, corresponding to an EPS of 1.

49, 1.

83, 2.

18 yuan, corresponding to PE is 30, 24, 20 times, maintaining the buying level.

The main risks facing rating competition for intensified influenza vaccines, the progress of new product launches gradually surpassing expectations, and the destocking of static propanes gradually surpassing expectations.

Sany Heavy Industry (600031) Annual Report Commentary Report: Operating Cash Flow Continues to Improve and Promotes Accelerated Import Substitution

Sany Heavy Industry (600031) Annual Report Commentary Report: Operating Cash Flow Continues to Improve and Promotes Accelerated Import Substitution

Event: The company released the 2018 annual report on the evening of March 31.

At the core of the report, the company achieved operating income of 558.

2.2 billion, an annual increase of 45.

61%; realized net profit attributable to shareholders of listed companies 61.

1.6 billion, an annual increase of 192.

33%; Realize basic profit income of 0.

79 yuan, an annual increase of 189.

32%.

Investment points: The expense ratio increased during the period, and operating cash flow reached a 佛山桑拿网 record high. In 2018, the company achieved a gross sales margin of 30.

62%, increasing by 0 every year.

55 digits, a decrease of 0 from the previous quarter.

54 single, profitability rose steadily in the first half of the year; the expense ratio during the period was 15.

02%, a significant decline of 5 per year.

There are 03 single items, among which, the sales and financial expense ratios have dropped significantly; the net profit margin of sales was 11.

29%, an increase of 5 per year.

For 48 samples, the growth rate of net profit is much higher than that of income.

In terms of asset quality, the number of days of accounts receivable reported by major companies decreased to 126 days (174 days in 2017); the inventory turnover rate increased to 4.

03 times (2017 March.

87 times).

In terms of cash flow, the company gradually realized a net cash flow from operating activities of a record high of 105.

2.7 billion, an annual increase of 22.

91%.

All product lines have achieved high growth, and large-digging products are expected to accelerate the progress of the import substitution report. The company’s excavation machinery, concrete machinery and crane machinery have achieved operating income of 192 respectively.

4.7 billion yuan, 169.

6.4 billion, 93.

47 trillion, an annual growth of 40.

80%, 34.

64%, 78.

26%; gross profit margins are 38.

66%, 25.

24%, 24.

85%, which is -1 higher than the same period last year.

96, 1.

02, 1.

86-digit increase in excavator gross margin is expected to be due to small changes in product sales structure.

In 2018, the company achieved sales of excavators4.

690,000 units, an increase of 50 in ten years.

32%, market share is 23.07%, an increase of 0 from the previous year.

86 averages.

Among them, the growth rate of large, medium and small digging sales was 86.

32%, 49.

74%, 44.

At 07%, compared to Caterpillar, Komatsu’s competitive products are competitive, and the import substitution of high-end products is irreversible.

At the core of the report, the company’s overseas market realized operating income of 136.

2.7 billion, an annual increase of 17.

29%, of which, the growth rate reached 29 in the second half of the year.

49%.

The industry maintains a better business climate, the strongest Hengqiang keeps the lead. In this round of engineering machinery recycling cycle, the company is committed to an excellent supply chain system, higher product technical barriers and perfect after-sales service to further open up the lead with its peers.Advantage.
At the same time, the replacement cycle of the replacement stocks of the upgrade of emission standards is conducive to providing the industry with a sustained and steady demand for purchases. After the last round of USD 400 billion stimulus, the risk of cliff-type sales has been greatly reduced.

Maintain “Recommended” rating for the company in 2019?
The EPS in 2021 will be 1.

08 yuan, 1.

29 yuan, 1.

45 yuan, corresponding to the current expected price-earnings ratio of 11.

79 times, 9.

89 times, 8.

84 times, maintaining the “recommended” level.

Risks indicate rapid growth of raw materials; demand for construction machinery exceeds expectations; and development of overseas markets falls short of expectations.

Xiang Piaopiao (603711) 2019 First Quarterly Report Review: Revenue and Profit Double Harvest Company Can Expect Growth

Xiang Piaopiao (603711) 2019 First Quarterly Report Review: Revenue and Profit Double Harvest Company Can Expect Growth
I. Overview of the event Xiang Piaopiao announced the first quarter report of 2019, which stated that the company realized operating income8.370,000 yuan, +28 a year.26%, realized net profit attributable to shareholders of listed companies of 51.96 million yuan, +83 per year.61%, realized non-net profit deduction of 49.66 million yuan attributable to shareholders of listed companies, 195 thereafter.84%, basic profit income is 0.12 yuan / share. Second, analyze and judge the double harvest of revenue and profits, and continue to be optimistic about the rapid volume of fruit tea. Overall, the company achieved double revenue in the first quarter. The significant increase in revenue and profit was mainly due to the rapid volume of Meco fruit and tea products.Since its listing last year, it has achieved sales of more than 5 million cases in less than 6 months and achieved a revenue of 200 billion yuan. In the first quarter of this year, fruit juice tea achieved another record and achieved revenue1.710,000 yuan, contributed 20.43% of revenue (Excluding juice and tea, the company’s 19Q1 revenue was 6.6.6 billion, up from +2 previously.08%). The relatively high temperatures of the 2nd and 3rd quarters are the peak sales season for juice tea, so the weather gradually warms up gradually. 青岛夜网 We continue to be optimistic about the rapid volume of juice tea and thus drive the company’s revenue and double growth. It is expected that the company’s completed revenue in 19 will exceed + 20%The assessment target of the highest net profit + 10% is not a big problem. The price increase complements the high gross profit and good material series, which leads to a significant increase in gross profit margin, and the two-factor resonance increases the net profit margin: benefited from the direct price increase of the company’s hedge brewing series in June 18 and the high gross profit matcha tea launched by the company in October 18Green beans and cheese Q wheat good material series heavy volume, 19Q1 company gross margin reached 39.16%, an increase of 3 in the earlier 18Q1.The 62th quantile, while gradually reducing the scale of juice tea, the scale effect will reduce the average amortization of manufacturing costs and labor costs, so the company’s gross profit margin has increased space; net profit rate: thanks to the dualImproved two-factor resonance (cost reorganization during 19Q1 30.59%, a decrease of 1 from the previous quarter.27 single ones, in which the sales / management (plus R & D expenses) / financial expense ratios are changed by -2.26 / + 0.67 / + 0.32 units), the proportion of non-operating income revenue decreased by 2.Under 31 single backgrounds, the company’s 19Q1 net margin reached 6.21%, up from 1.18Q1.87 units. On October 18, 2018, Nikko Piaopiao launched the 2018 stock option incentive plan, released a wide range of equity incentive plans (company directors, senior managers), core management personnel, core technical (business) personnel (69 people), assessment standardsHigh-level (According to the distribution incentive plan, to achieve 100% lifting of sales restrictions, based on the company’s revenue and net profit in 2017, the company’s 2018?2021 revenue growth rate is not less than 20%, 50%, 80% and 115%; net profit growth rate is not less than 10%, 35%, 75% and 115%), showing the company’s confidence in medium and long-term performanceThe company has realized the deep binding of the interests of the company and the core leaders, thereby fully mobilizing the enthusiasm of the core leaders, and the endogenous growth momentum promoted the release.At the same time, on April 19, 2019, the company issued an announcement on the public discovery of the convertible bond plan.2 The initial aseptic filling liquid milk tea project provided excess capacity support for the volume of liquid milk tea.Equity incentives have been issued, and convertible bonds have been issued to expand the production capacity of liquid milk tea. The company’s growth is expected. Third, the investment proposal estimates that the company’s operating income in 19-21 will be 39.61 ppm / 47.6 billion / 56.78 ppm, +21 a year.8% / 20.2% / 19.3%; net profit attributable to listed companies is 3.62 ‰ / 4.7.5 billion / 5.76 trillion, ten years +14.9% / 31.3% / 21.3%, equivalent to 0 EPS.86 yuan / 1.13 yuan / 1.37 yuan, corresponding to PE is 35X / 26X / 22X.Considering that the landing of equity incentives is expected to release endogenous growth momentum, and the company’s issuance of convertible bonds to expand liquid milk tea production capacity has provided excessive capacity support for the volume of liquid milk tea. It is expected that the company’s performance growth will be faster than the industry average.In summary, maintain the “recommended” level. 4. Risk warning: product risk, new product promotion is less than expected, food safety risk, etc.