2021 is a year of extreme differentiation in the A-share market. On the one hand, new energy continued to be the main string law, and the “ningwang” with a market value of more than trillion increased by more than 67%; Tianqi Lithium Corporation(002466) , Ja Solar Technology Co.Ltd(002459) and so on have more than doubled, and the market value has reached 100 billion; The semiconductor industry experienced a “lack of core” and product prices soared, creating a number of individual stocks whose share prices doubled. On the other hand, there are not a few stocks of “one place chicken feather”, and the myth of cro valuation is broken; The stock price of pharmaceutical dabaima led by Jiangsu Hengrui Medicine Co.Ltd(600276) experienced an epic decline; There are also many star stocks in the insurance and consumer sectors, whose share prices have been cut down directly. In addition, in terms of new concepts, the meta universe was born, and giants followed up one after another; Specialized special new, salt lake lithium extraction and other sectors have also been sought after by funds with the introduction of policies.
Looking forward to 2022, which sectors have investment opportunities? Which plates will shine? The interface news research department will analyze multiple industries in sections to clear the fog for investors.
what else can new energy buy after power cells and photovoltaic| A share 2022 investment strategy
The energy storage market has huge space. In 2020, the cumulative power generation of wind power and photovoltaic in China will increase by 15.1% year-on-year, reaching 727 billion kwh, accounting for about 10% of the total power generation. In 2025, this data is expected to reach 20%. At present, the important factor restricting the development of wind power and photovoltaic power generation is the wind rejection and light rejection rate, of which the wind rejection rate is 3.5% and the light rejection rate is 2%. The development of energy storage can effectively solve the problem of wind and light rejection, and improve the sales of wind power and photovoltaic power generation. In addition, communication base stations and data centers also have a large demand for energy storage.
Which chip companies can really grow after the price increase dividend subsides| A share 2022 investment strategy
“Core shortage” and “price rise” run through the electronic industry in 2021. Some of them even increased by more than 300 times. In the capital market, the dividends brought by the rising price tide have already been realized. It is generally expected that the shortage will not be alleviated until the second half of 2022, when the chip price may decline. 2022 may be a watershed for the semiconductor industry. Some companies previously subject to production capacity, when the “seal” of production capacity is lifted, they get more quality real growth through the increase of chip sales. The other part of semiconductor companies that rise solely by rising prices will probably return to the origin of stock prices.
Who is the king of the layout surgery Siasun Robot&Automation Co.Ltd(300024) track| A share 2022 investment strategy
The development of surgical Siasun Robot&Automation Co.Ltd(300024) market needs multi-directional policy support such as review and approval mechanism, hospital procurement and medical insurance reimbursement. Most of the recent policies are to encourage the development of the industry. Review and approval is an important link for medical devices to obtain certification and listing. The effective operation of this mechanism can accelerate the pace of relevant products to the market and benefit the development enterprises. The 14th five year plan for national economic and social development of the people’s Republic of China and the long-term objectives for 2035 have just proposed to develop high-end medical equipment and improve the rapid review and approval mechanism for innovative drugs, vaccines and medical devices.
which targets have the greatest potential for the vaccine industry| A share 2022 investment strategy
In addition to covid-19 vaccine, the annual shipments of HPV, pcv13 (13 valent pneumococcal polysaccharide conjugate vaccine) and tetravalent influenza vaccine also deserve attention. According to the statistics of Sinolink Securities Co.Ltd(600109) , except for covid-19 vaccine, 5144 batches of vaccine were issued from January to November this year, an increase of 11.4% over the same period last year. Among them, HPV vaccine and tetravalent influenza vaccine showed outstanding performance, and the related varieties of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) (603392. Sh), Chongqing Zhifei Biological Products Co.Ltd(300122) (300122. SZ), Jiangsu Gdk Biological Technology Co.Ltd(688670) (688670. SH) were significantly in large quantities.
the express industry will meet the turning point of investment. These two companies deserve attention | A-share 2022 investment strategy
Since September 2020, the express index has entered a downward cycle until the third quarter of this year. From the perspective of PE / Pb bands in the express industry, the current industry valuation has reached the low level during the epidemic period in 2020. As companies in the industry gradually realize profits and end vicious competition, the configuration value is gradually reflected. This year Yto Express Group Co.Ltd(600233) , Yunda Holding Co.Ltd(002120) which took the lead in getting out of the decline and achieving two-way positive growth in revenue and share may continue to consolidate its existing advantages next year.
can the rise in product prices of 10 companies drive the rise of the food sector to “become positive”| A share 2022 investment strategy
At present, 10 listed food companies have issued price increases, ranging from 2% to 20%. In addition to these companies with clear price increases, many enterprises adopt disguised price increases such as reducing product packaging to pass on the pressure of rising costs. It is expected that from next year, the price increase effect will gradually be reflected in the performance of listed companies. This will be one of the highlights of individual food stocks. In addition, there has been a significant correction in the overall valuation of the industry, especially the valuation of individual stocks of quick-frozen food has basically returned to a historical low, just waiting for the demand to pick up.
with the wind of “hydrogen”, which hydrogen energy companies will take the lead in cashing in their performance| A share 2022 investment strategy
According to the white paper on China’s hydrogen energy and fuel cell industry, the proportion of green hydrogen will increase from 3% to 15% from 2020 to 2030; In 2025, the output value of China’s hydrogen energy industry will reach 1 trillion yuan, and the demand for hydrogen will be close to 60 million tons, accounting for 10% of the terminal energy system, of which the proportion of green hydrogen will further increase to 70%, and about 700 million tons of carbon dioxide will be reduced. Facing the trillion market, the relevant industrial chains bred around hydrogen energy will benefit. Favorable policies superimpose the long-term development potential of the industry. At present, the upstream hydrogen production and supply, the midstream fuel cells and core components will take the lead in benefiting, and the downstream fuel cell application end may take time to conduct.
the inflection point of pig price will appear. When can these four head pig enterprises copy the bottom| A share 2022 investment strategy
From the history of pig price, the bottom of pig price will not be achieved overnight. Although the current price is in the bottom range, there is still not enough time to “grind the bottom”. Generally speaking, it takes one to two years for the pig price to be in the bottom range. Now it only runs for half a year, and the time is “not enough”. Therefore, the interface News Research Department expects that the pig price will face the test again in the middle of next year. Considering the large fluctuation range and rapid fluctuation rate of the current round of prices, combined with the turning point of breeding sows and the loss time of large pig enterprises, we expect the pork price to bottom twice in the middle of next year, the price will be higher than the previous low, and the whole industry will usher in a good opportunity to buy.
the performance is good, and the home furnishing sector is expected to hit the bottom and rebound | A-share 2022 investment strategy
Among all 53 A-share listed companies, 44 achieved an increase in operating revenue in the first three quarters of this year compared with the same period in 2019, accounting for more than 80%. Even a number of companies have strong revenue growth, with 29 operating revenue growing by more than 30% in the past two years. Behind the strong growth of operating revenue is the recovery of real estate completion data. In the first 10 months of this year, the completed area of real estate totaled 573 million square meters, an increase of 16.3% year-on-year and 5.7% compared with the same period in 2019. The real estate completion data began to decline year-on-year as early as November 2017, and the trend was not reversed until the end of 2020. Even compared with the data of the same period in 2019, the data of completed area this year shows an accelerating trend month by month. This is related to the tightening of real estate financing policies and the accelerated completion progress of real estate enterprises.
will neutralizing antibodies become the main line of new investment| A share 2022 investment strategy
On December 8, the State Food and Drug Administration approved the first joint program of covid-19 neutralizing antibody. Ambacizumab / romistumab combination therapy developed by tengshengbo medicine (02137. HK) is approved for the treatment of mild and common adult and adolescent covid-19 patients with risk of progression. In June this year, tengshengbo launched phase 2 Research on neutralizing antibody therapy in China. More relevant studies of local pharmaceutical companies are also being carried out, such as etsvizumab in Shanghai Junshi Biosciences Co.Ltd(688180) (688180. SH); Baiji Shenzhou (688235. SH) introduced two neutralizing antibodies of danxu biology dxp-593 and dxp-604 through the authorization agreement.
the photovoltaic industry after the blind buying period needs to face these obstacles | A-share 2022 investment strategy
The supply of silicon material has increased, and the price drop is a foregone conclusion. 19 months have passed since the low price of silicon materials in this round, and the new energy capacity in the industrial chain has begun to be released gradually. The capacity of Tongwei Co.Ltd(600438) Leshan phase II (50000 tons) and Xinjiang Daqo New Energy Co.Ltd(688303) (688303. SH) phase III (35000 tons) has been put into operation at the end of the year, and the capacity of other silicon head enterprises will be released in succession. According to incomplete statistics, the global new capacity is expected to reach 550000 tons by the end of 2022, close to 80% of the current 700000 tons capacity of the industry. The landing time of relevant capacity is mainly in the second half of 2022. Affected by this, the inflection point of silicon material price will appear next year. The industry price peak may appear in the first half of 2022, and the price decline in the second half of 2022 is inevitable.
The two subdivisions of yuan universe deserve special attention | A-share 2022 investment strategy
Why is the meta universe not just a concept? 2021 is the first year of the meta universe. In April, the game company Epic Games announced that it had raised $1 billion to invest in the meta universe plan; In May, Microsoft announced that it was trying to build an “enterprise meta universe”; In August, byte beat spent 9 billion yuan to acquire Pico (Bird look), a Chinese VR hardware startup, to layout yuanuniverse; In October, Facebook changed its name to meta, announced the comprehensive transformation of meta universe within five years, and invested US $10 billion in the application development of meta universe services this year; In November, NVIDIA said that the computer graphics and simulation collaboration platform Omniverse has been applied in many fields. Tencent was the first company to set up meta universe in China. It not only held a large number of shares in Epic Games, but also invested US $150 million in roblox and won the product issuance right of roblox in China.
(interface News)
