Core keywords of A-Shares in 2022: carbon neutralization, manufacturing, small and medium-sized stocks
Background of the current era: population change, energy transformation and manufacturing upgrading
Core keywords of A-Shares in 2022: carbon neutralization, manufacturing, small and medium-sized stocks.
Ning portfolio expansion and deepening: energy storage and power grid, military industry, consumer electronics, etc.
Mao index is better than 2021, but its performance is expected to be in line.
The downward cycle of A-share earnings gives priority to the high boom, followed by the high roe. Focus on “continuous expansion of high boom track”, “dilemma reversal” and “emerging track of industrial iteration”.
Industry focus: smart car industry chain, new energy, consumer electronics, military industry, food and beverage, agriculture, forestry, animal husbandry and fishery, etc.
Risk tip: the economy is less than expected and the epidemic situation is more than expected
