Wei Wei of Ping An Securities believes that on the whole, it is expected that the overall fluctuation of A-Shares will be upward in 2022, and the plate rotation will be more frequent with the industrial boom and valuation changes. In 2022, we will focus on three main lines of industrial transformation. One is the innovation driven main line. High end manufacturing includes chips, innovative drugs, medical devices, new materials, national defense and military industry, etc. digital economy includes 5g and the construction of data center, cloud computing / artificial intelligence / Internet of things and other digital technologies; Second, the main line of carbon neutralization, the diffusion of investment opportunities in upstream and downstream links of the industrial chain such as new energy vehicles, new energy, energy storage, energy conservation and environmental protection, and pay attention to preventing the risk of periodic overvaluation; Third, the improvement of consumption margin is the main line. The overestimation of food, beverage and beauty care sector is expected to ease, and the profit expectation of outdoor activities is expected to turn positive. However, the scope and pace of consumption improvement may be subject to twists and turns affected by the epidemic.
(Financial Associated Press)
