According to statistics, in February this year, insurance companies and insurance asset management companies investigated 150 shares, including Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Luxshare Precision Industry Co.Ltd(002475) , Guangdong Kinlong Hardware Products Co.Ltd(002791) , Ganyuan Foods Co.Ltd(002991) , Shenzhen Inovance Technology Co.Ltd(300124) and Wens Foodstuff Group Co.Ltd(300498) , etc.stocks received the highest attention.
Industry insiders said that with the basic completion of the national local two sessions, the demand for steady growth is strong, and the new and old infrastructure has become the focus of attention. It also pays attention to investment opportunities in new energy, new energy vehicles, 5g chips (especially 5g applications) and new materials. In addition, the short-term risk of the market is small, and we pay attention to the direction of reasonable valuation and good growth.
2 month hot stocks of insurance capital concern released
According to statistics, insurance companies and insurance asset management companies surveyed 150 stocks in February. Among them, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Luxshare Precision Industry Co.Ltd(002475) , Guangdong Kinlong Hardware Products Co.Ltd(002791) , Ganyuan Foods Co.Ltd(002991) , Shenzhen Inovance Technology Co.Ltd(300124) , Wens Foodstuff Group Co.Ltd(300498) , China National Gold Group Gold Jewellery Co.Ltd(600916) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Guangdong Chj Industry Co.Ltd(002345) and so on are the main research stocks.
From the perspective of industry, the stocks with high attention are concentrated in the industries such as medical care, electronic components, semiconductor equipment, food processing and meat, clothing and luxury goods.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) in February, the survey was conducted by 26 insurance companies and insurance asset management companies. Puyin international pointed out that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) share price has fallen by 36% since its peak in 2021. At present, the valuation of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) has been attractive. The pessimistic interpretation of the market and the expected difference between the steady growth of the company's performance will gradually appear, and better layout opportunities have emerged.
In addition, some cyclical stocks also received insurance capital research. \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\yes. Among them, the first three stocks rose by 25.43%, 25.25% and 10.81% respectively.
The person in charge of stock investment of an insurance company told the financial associated press that the short-term risk of the market is small, but a clear direction needs to wait for the disclosure of the two sessions and the first quarterly report to give guidance. Relatively speaking, it is more optimistic about the photovoltaic sector with reasonable valuation and high growth rate. If there is a clear investment plan for the power grid investment sector, it may have a better income. The sales data of new energy vehicles are key to the trend of the electric vehicle sector in the next stage. Relatively speaking, the valuation of the parts sector is lower, and some companies are more optimistic.
infrastructure construction has become the focus of attention in the next stage
In March, what sectors are insurance funds optimistic about? What are the opportunities? The financial Associated Press learned from the interview that people in the industry are generally optimistic about investment opportunities in large infrastructure and new energy.
Among them, the person in charge of asset management of an insurance company told the associated press that the secondary market is optimistic about investment opportunities in large infrastructure (especially new infrastructure), new energy, new energy vehicles, 5g chips (especially 5g applications) and new materials.
The Guoshou security fund under Guoshou asset management also said that in late February, China's local two sessions were basically completed, and the demand for steady growth was strong. Many governments have raised the target growth rate of fixed asset investment in 2022. The old infrastructure represented by high-speed railway, expressway, airport, water conservancy and port has once again become the main driving force of investment. Looking back, under the recovery of infrastructure and real estate, the slope of wide credit will further determine the space and time of market recovery.
Chen Li, chief economist of Chuancai securities and director of the Research Institute, told the associated press that he was concerned about the direction of reasonable valuation and good growth. First, the nonferrous metals industry with high anticipation rate disclosed in the annual report has a high commodity price, which makes the overall profit situation of the industry good. Second, high-end manufacturing, especially in the direction of chips. At the profit level, the pre disclosure of the annual report shows that the industry has a high pre hi rate; In terms of policy, domestic substitution and independent and controllable industrial chain are the key directions of policy force; At the demand side, new energy vehicles, UHV construction, 5g communication equipment and industrial Internet construction will be its increment; The third is the direction of Rural Revitalization. Document No. 1 firmly adheres to the two bottom lines of ensuring national food security and preventing large-scale return to poverty. Rural Revitalization is expected to be one of the main keynote of this year's policy, focusing on seed industry, rural infrastructure, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) and other directions.
