On January 5, Hang Seng Qianhai Fund pointed out that there was a major adjustment in the market on January 5, and TMT, power equipment, new energy, consumption, automobile, medicine and other sectors fluctuated sharply, but the sectors represented by "steady growth", including banks, household appliances and real estate, were relatively resistant to decline. Looking forward to the future, we are optimistic about the investment opportunities of "specialized and special new" companies and subdivided leading companies in industries with continuous upward prosperity.
Hang Seng Qianhai Fund said that the market style will change after the beginning of the year 2022, and there will be a significant correction in sectors such as new energy with strong performance in 2021. The main concern of the market is the recent decline in subsidies for new energy vehicles. The market is worried about the decline in demand caused by the decline in subsidies. Under the background that the growth rate and penetration rate of new energy vehicles in 2021 are much higher than expected, the market has different views on whether to maintain high growth in 2022.
Looking forward to the future, Hang Seng Qianhai fund expressed that it is optimistic about investment opportunities in two aspects: first, small and beautiful companies that meet the characteristics of "specialization and innovation". These companies represent technological innovation and lead industry change. They are currently supported by policies. It is suggested to select the targets that meet the characteristics of "specialization and innovation" for layout. Second, the boom continues to rise, and the performance and share price of subdivided leading stocks in industries such as new energy vehicles and photovoltaic are expected to continue to be supported by the rising boom of the industry. In addition, it is also suggested to pay attention to the Internet, medicine and other industries. The negative risks of these industries have been gradually released. It is suggested to select the wrongly killed stocks in these industries for layout.
(China Securities Journal · China Securities Network)
