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CNS：From a goods-oriented export country to a capital-related and technology-focused outbound investment country， China’s investment footprints will broadly reach out． Germany has been one of the most significant host countries for China’s money due to its manufacturing prowess and the complementarity between the two， how do you view the role of the Chinese investments in Germany， from the economic and ESG points of views？ With regards to the newly-enacted regulation， is there any tremendous impacts on the Sino-Germany co-operations？ And what might be the effects on Germany’s economy？
党中央、国务院对发展普惠金融高度重视，经过几年的努力，普惠金融发展已经取得了初步和阶段性的成效。相关数据显示，截至2018年一季度末，全国小微企业贷款余额已经达到31.76万亿元，今年一季度新增0.96万亿元，小微企业贷款户数达到1545万户，涉农贷款余额也接近32万亿元，比年初增长1.1万亿元。截至2017年末，农业保险参保农户的数量达到2.1亿户次，承保农作物21亿亩，玉米、水稻、小麦三大口粮作物承保覆盖率超过70%。小额人身保险覆盖31个省份的1.1亿人，大病保险已覆盖10.5亿人。
新京报记者 景啸尘责任编辑：余鹏飞车辆加水就能行驶？水氢燃料车遭质疑，庞青年回应不是瞎编的21世纪经济报道 21财经APP 左茂轩 北京报道青年汽车曾因新能源汽车“骗补”，遭有关部门处罚。5月23日，一则有关“水氢发动机河南南阳下线，车辆只需加水即可行驶”的新闻，引发热议。
核心观点最近有段时间，集中度高的行业出牛股是一时流行的热门话题，相关的文章广为流传，一些投资界前辈都是这个逻辑的拥趸，其逻辑大致是这样的：很多企业被淘汰，行业集中度高，留下的大企业市场份额上升，业绩上升，然后股价上升，实现了几倍到几十倍的上涨，其支持案例包括水泥业的海螺水泥，空调业的格力电器和美的集团等。那么，问题来了：集中度高的行业是诞生牛股的充分条件还是必要条件？
在板块配置方面，华泰证券策略分析师曾岩表示，应关注具备政策预期和逆周期景气板块。具备政策预期的板块有券商板块（受益于资本市场改革、直接融资提升）、建筑板块（受益于流动性边际宽松、发改委相关项目批复力度加大、信用传导加速落地）；逆周期景气板块有军工、通信（受益风险偏好提升和行业变革加速）。
Simon：I am optimistic for Germany． But we depend strongly on Europe， the US， and also on China． In this context the Sino-German relation is one of the least pressing problems． As I said in many of my talks， China and Germany fit very well together． We have an industrial spirit， people are working hard， even culturally there are no conflicts． Just as an example， there are about 300，000 Chinese living in Germany． They don’t cause any trouble， unlike some other minorities． I would like to see many more Chinese factories and companies in Germany． And I hope that the access to the Chinese market will become freer and freer for German and foreign companies． It will benefit all countries．
