What you said is reasonable. In my opinion, light industrial products such as canvas may rise gradually. Judging from the current situation, the steel market demand has entered a stable cycle, the market capacity and demand forecast are relatively stable, while the domestic demand for steel has weakened, which proves that the domestic steel market will be more affected by external factors. Although there is a great demand for steel in the international market, the restrictions on China's steel exports will have some impact. At present, the domestic steel price rises again because of the problem of raw materials, which may be caused by short-term stimulus and related to the capacity of raw materials. However, with the further adjustment of the market and the influence of policies, the demand of downstream industries may shrink. In addition, higher steel prices do more harm than good to exports, which can be proved by referring to the trend of RMB. Now the bears are very powerful. Moreover, people in the industry say that steel will have an inflection point at any time, and it is not a good choice to enter this market, let alone a novice who has never entered the market. Please note that a certain stage in the future may be short-term, but it is only a short-term performance, and it is also caused by the strong stimulation of some factors. My view on the long-term market is still relatively pessimistic. In the downstream of steel in the future, the demand for civil steel products may increase, but this force is offset by the decrease in demand of some large manufacturing industries, and the decrease in demand may be much more than the increase.

The fluctuation of gold will not be great, and the demand for investment will not be great if you don't go abroad. This piece of funds needs to occupy a little more than the income. At present, coal is at a high level, which is greatly disturbed by policy factors. Some big speculators have more resources in their hands, and the uncontrollable factors in the market are too strong, which poses greater risks to small speculators.

I am optimistic about these products of light industrial products because some light industrial products and agricultural products are very close in the industrial chain. Affected by agricultural products, agricultural products will continue to develop. On the one hand, the market demand is expanding, on the other hand, the price of raw materials is rising. Last year's snowstorm will also release some production capacity, and there may be more changes in the second half of the year. In addition, the function of agricultural products is being developed, and the function of transforming industrial products is also being gradually developed. The lack of original industrial raw materials has led to a gradual increase in this part of demand, but the production capacity of agriculture itself is very limited, which is affected by population demand, temporary contraction of production capacity, processing demand and other aspects, so the relationship between supply and demand will not change for the time being, and market fluctuations will continue. Light industrial products are chosen because they are close to agricultural products, but they will not be greatly affected by market fluctuations of agricultural products, and the risk is low.

Once the Iran issue is not properly solved, the oil issue will affect many industries. These forces are difficult to hedge and offset in the macro environment, but the affected industries will promote the development of other industries. For example, the shortage of oil causes the plastic industry to be weak, and the price of industrial plastics rises, which is offset in the production of industrial products and may also have a hedging effect with other raw materials. This is because some industrial chains are long and the industrial demand factors are complex, so the buffering effect is very good. However, it will be difficult for the civil plastics industry to produce such offset, and the industrial chain is single, coupled with market sensitivity. Therefore, substitutes may be popular, so ceramic products, cotton products, civil steel products and so on will have new opportunities. Considering the particularity of raw materials for ceramic products and the fact that several demand forces in the steel market may offset each other, the cotton industry may be a relatively stable industry. In addition, influenced by agriculture, it is very likely that there will be an upward trend. There are also some downstream needs that may arise, so it is not convenient to say it now, and it is hard to say.

In terms of hoarding conditions, light industrial products such as cotton cloth are also very favorable. The increase of fertilizer and price will lead to the increase of agricultural products. Once the price of cotton fluctuates, cotton cloth and canvas will fluctuate greatly. This part of the industrial chain is short, and the main influencing factors are relatively favorable at present, and the impact will be greater. If you consider hoarding, consider being closer to the upstream, and cotton is also a good choice. It's not just hoarding. Futures and options can be considered if they are familiar.

It can be held for a long time if it is recommended to invest. When holding, choose a time period in advance and set a trading time period yourself. See the price at the time of the period. If it meets your expected goal, sell it. If not, choose to keep it or cut it according to market conditions and financial pressure. At the same time, some key macro factors should be selected as the basis for analysis and reference, such as current affairs, macro market, overseas market and domestic demand.

The above remarks are all from the same family, welcome to discuss. Regarding the above contents, it does not involve specific data, does not consider policy change factors, and does not serve as an investment basis.