On the 7th, the market will enter the trading period of the year of the tiger. Looking forward to the post holiday market, which industries or sectors deserve attention? In terms of industry allocation, the industry suggests paying attention to two main lines focusing on stability, namely, stable growth and consumption; In addition, growth stocks such as digital economy and new energy also deserve attention.
In this regard, Huaxi Securities Co.Ltd(002926) chief strategic analyst Li Lifeng said, “If the A-share market stabilizes in the future, we should be optimistic about the following sectors: first, the real estate and upstream and downstream industrial chain. Compared with the previous overly strict real estate policy, the real estate policy is in the process of fine-tuning. Second, new energy and new energy vehicles. Under the background of ‘double carbon’, there is broad space for the development of new energy and new energy vehicles. Third, the digital economy. The local two sessions have intensively deployed the development of digital economy, which has been proposed by many provinces Specific development goals, the field of digital economy is expected to accelerate development. In addition, we are optimistic about the seed industry sector that benefits from policy intensive catalysis and the pig breeding sector that reverses the bottom of the pig cycle. “
China Industrial Securities Co.Ltd(601377) suggested by Zhang Qiyao, chief strategic analyst, “On the one hand, we should grasp the undervalued repair market of Finance and real estate, on the other hand, we should lay out ‘small high-tech’ with long-term competition and bargain hunting. We should focus on five major directions of scientific and technological innovation for a long time: first, new energy, including new energy vehicles, photovoltaic, wind power, UHV, etc.; second, a new generation of information and communication technology, including artificial intelligence, big data, cloud computing, 5g, etc.; third, high-end manufacturing, including Intelligent CNC machine tools, Siasun Robot&Automation Co.Ltd(300024) , advanced rail transit equipment, etc; Fourth, biomedicine, including innovative drugs, CXO, medical devices and diagnostic equipment; Fifth, military industry, including missile equipment, military electronic components, space stations, space shuttles, etc. “
According to Xun Yugen, chief strategist of Haitong Securities Company Limited(600837) , the spring market can be expected under the steady growth policy. On the whole, during the stable growth spring market, the value sector usually rises first in the early stage, and the growth sector will accelerate in the later stage, showing the characteristics of obvious value growth rotation. In the market decline stage since the beginning of the year, the value sector has had relative gains and can still be optimistic, and the later growth sector is expected to follow the rise. In terms of specific choices, we should balance the allocation of value and growth, and focus on large finance and hard technology (new infrastructure) benefiting from policies.
Zheshang Securities Co.Ltd(601878) believes that, on the one hand, the steady growth chain represented by real estate, construction and banks has low valuation, stock price and fund position, which benefits from the force of steady growth, and the fundamentals have marginal improvement, which has a comparative advantage; On the other hand, the travel chain represented by airports, airlines and hotels, as a typical “three low” sector, from the marginal change of fundamentals, under the background of industrial supply contraction, demand is expected to increase significantly after the end of the epidemic.
The Beijing Winter Olympics has been opened, and the Winter Olympics concept stocks have also attracted much market attention. The agency believes that with the official start of the Winter Olympic Games, the Winter Olympic concept stocks may still have investment opportunities.
Northeast Securities Co.Ltd(000686) said that major sports events have a short-term catalytic effect on the market of relevant concept stocks, and the most obvious one month before and after the event.
According to incomplete statistics, more than 50 A-share companies have participated in various support services for the Winter Olympics, mainly involving communication, digital payment, sponsorship and suppliers, ice and snow sports, technical support, venue construction and other chains, including Newland Digital Technology Co.Ltd(000997) , Wuhan Ddmc Culture & Sports Co.Ltd(600136) , China Sports Industry Group Co.Ltd(600158) , Toread Holdings Group Co.Ltd(300005) , Moon Environment Technology Co.Ltd(000811) .
