Core view
Small and medium-sized growth differentiation market is expected to continue
1. Historical review: since the beginning of the year, the gem index has the best performance, followed by the small and medium-sized 500 index
2. The market of small and medium-sized enterprises is significantly differentiated
Core driving force of market value expansion: double carbon & dividend of high-tech entrepreneurs under independent control
1. Medium and long term deterministic opportunity 1: the “ecological” revolution under the dual carbon constraint
2. Medium and long term deterministic opportunity 2: Data Revolution & data asset operation
3. Medium and short term: the market may be characterized by local hot spots
4. Core logic of stock selection: double carbon & dividend of high-tech entrepreneurs under independent control
Beneficiary objects: Dareway Software Co.Ltd(688579) , Geovis Technology Co.Ltd(688568) , Traffic Control Technology Co.Ltd(688015) , Hcr Co.Ltd(688500) , Suntar Environmental Technology Co.Ltd(688101) , Ningbo Solartron Technology Co.Ltd(688299) , Qingcloud Technologies Corp(688316) , Shenzhen Tongyi Industry Co.Ltd(300538) .
Risk tip: China US trade friction intensifies, epidemic situation repeats, inflation exceeds expectations, etc.
