“投资股票的本质是投资企业,好企业才是价值的源泉。”这是投资必须要把握好的主题。切记没有创新就没有发展,没有品质发展就不可持续。因此,拥有创新商业模式和具备优秀管理品质的持续成长型上市公司,才能在沉浮振荡的股市中走得更加长远。集中会导致垄断,分散则产生竞争;集中产生规模效益,分散则产生竞争效益,我们需要不断地从中做出艰难地选择,经济学称这种现象为“马歇尔两难”。而如今长沙的几家工程机械龙头企业能做到现在这种规模,应该说竞争的不利因素已经逐渐淡去。竞争对产业的推动作用愈加明显,而政策的鼓励以及企业自身所具备市场竞争力也促成了长沙工程机械急速发展…… “The essence of investing in stocks is to invest in enterprises, and good enterprises are the source of value.” This is the theme that investment must grasp. Remember that there is no development without innovation, unsustainable without quality development. Therefore, with the innovative business model and have a good management quality of the sustained growth of listed companies, in the volatile stock market to go more long-term. Concentration can lead to monopolies, fragmentation and competition. Concentrating on economies of scale and fragmentation can produce competitive benefits. We need to constantly make difficult choices from them. Economics calls this a “Marshall dilemma.” Today, several leading construction machinery enterprises in Changsha can do this scale now. It should be said that unfavorable factors of competition have faded away. The promotion effect of competition on the industry is more obvious, and the encouragement of the policy and the market competitiveness of the enterprise itself also contributed to the rapid development of Changsha construction machinery ......