Investment opportunities in 2022 have long been known. The “investment trend in the year of the tiger in 2022” specially planned by China Central Television finance and economics made a heavy debut!
has the boom peak passed? Lithium battery equipment plate is not fragrant? Analyst: in 2022, the global demand for lithium battery equipment will still maintain a high growth rate!
Chen Xianfan, chief analyst of the high-end manufacturing group of the research department, said in the program that from the industry logic of the whole lithium battery equipment sector, the development trend of electrification is irreversible. Some second and third tier enterprises and overseas enterprises will accelerate their production expansion in 2022. He judged that the global sales of electric vehicles would exceed 10 million in 2022, an increase of more than 30% over the original expected 8 million; The growth rate of lithium battery equipment is about 30% in 2022, which is somewhat downward compared with the growth rate of 80% in 2021. However, with the increase of sales of electric vehicles, it is expected that the global demand for lithium battery equipment will maintain an 80% growth in 2022.
supply constraints continue to break! Analysts are optimistic about the military industry sector: it will continue to grow at a high rate
On January 4, Li Liang, leader of the manufacturing group of Galaxy Securities Research Institute and chief analyst of the military industry, said in the program that the prosperity of the whole military industry sector continued to improve in 2022, and the demand of the industry was very strong. In addition, the constraints on the supply side continued to be broken, and the capacity expansion continued. He proposed that according to the project investment orientation of all listed companies from 2020 to now, the listed companies on the whole boom track are expanding production. According to the rhythm of capacity expansion, the production expansion should be basically completed in 2023. Considering the two-year capacity climbing period, he believes that the peak capacity may not be reached until 2027, and the peak capacity growth is in 2023, that is, the military industry sector can still maintain a relatively good growth rate before 2023.
the inflection point is this year! Analysts are optimistic about the Beidou three industry chain!
Li Liang, head of the manufacturing group of Galaxy Securities Research Institute and chief analyst of the military industry, proposed in the program that the industrial chain of Beidou III should be paid attention to this year. He believes that the networking of Beidou II will be completed in 2012 and the volume will start in October 2013. The Beidou III industrial chain may still follow this Law: the networking of Beidou III will be completed in June 2020. According to the forecast, the volume will start around 2022. In terms of the investment order of Beidou 3, he believes that priority should be given to the military field, and what is more valuable is the upstream of the industrial chain, that is, the field of Beidou chips and boards. Based on this, he believes that the core suppliers in the upstream of Beidou 3 have great initiative and growth space during the heavy volume period of Beidou 3. Beidou 3 industrial chain is an industrial chain that will usher in an inflection point this year.
(the above are the guest’s views. The stock market has risks, so investment should be cautious!)
(China Central Television Finance)
