The most disappointing thing about this round of value cycle stock market is the sea [dog head]. Just like the atmosphere of thousands of stocks driven by the era of consumer Mao Guizhou Moutai and growth stocks new energy Mao Ningde, the core of value stocks and cyclical stocks, I originally thought was $COSCO Fur Seal (SH601919)$. It does have the potential of more than 500 billion market value and some hard logic, I hope with great expectation that it has a status comparable to the Guizhou Moutai and Ningde era, and has continued to become the third largest heavy stock, and the result is that it is not powerful. As the provincial teacher said yesterday, it has not disputed to give up this position to $China Petroleum (SH601857)$ and $China Shenhua (SH601088)$ Energy Twins. So China's oil is the king of the cycle, and the sea Dog is not. I am still optimistic about its value, but I am not optimistic about its status, even China Shenhua and Wanhua Chemical are not as good