Investment opportunities in 2022 have long been known, and the special financial planning of China Central Television “investment trend in the year of the tiger in 2022” made a heavy debut!
chief analyst: focus on the new energy industry the most global competitive advantage in 2022
On January 3, Changjiang Securities Company Limited(000783) Ma Jun, CO chief analyst of power equipment and new energy, said in the program that no matter how much the new energy industry has increased in the past two years, the penetration rate is still in a very low position, and the development of the whole industry is still in its infancy. For the time being, there is no need to worry too much about the development speed of the whole industry. In this round of global competition, Chinese enterprises actually have very strong competitiveness. There is basically no new energy industry chain in Europe and America. In Japan and South Korea, due to the problems of production expansion speed and technology iteration, the advantages will be weakened compared with Chinese enterprises in the future. Therefore, focusing on Chinese enterprises is basically focusing on the enterprises with the most competitive advantage in the world.
in 2022, the chief analyst is optimistic about these competitions Dao
In the program, Zhang Yidong China Industrial Securities Co.Ltd(601377) global chief analyst said that in 2022, he is most optimistic about the five major tracks of science and innovation. Low carbon technology includes wind power, photovoltaic, nuclear power and clean energy, including new power systems represented by power grids and power equipment, as well as new energy vehicles and low-carbon technology. Generally speaking, low-carbon technology is still the main track. Although 2021 and 2022 have risen very well, he believes that these tracks will still be the main theme in 2022, just focusing on cost performance and operators.
analyst: in 2022, such assets in China will be the favorite of the world ↓
Zhang Yidong China Industrial Securities Co.Ltd(601377) global chief analyst said in the program that the surprise in 2022 may be on the science and innovation board, the gem, or the Beijing stock exchange. These are the main tracks of science and innovation in the future, in which more competitive small giants in subdivided fields and more growth and high growth “expertise and innovation” will continue to emerge, We still need to look at growth from a big strategic perspective. In the era of low growth in the world, China’s assets with growth momentum will be the darling of the world.
(the above are the guest’s views. The stock market has risks, so investment should be cautious!)
(China Central Television Finance)
