Current investment tips:
Why should we systematically study the 14th five year plan of the industry
The 14th five year plan of the industry is professional and forward-looking, which is a rare medium and long-term industry pattern outlook report for investors. Based on the judgment of various industries and regions, national ministries and local governments have formed the 14th five year plan documents in the field of fine molecules. For example, for the transportation industry alone, we have collected and sorted out 16 national plans and nearly 100 local plans.
Although people’s cognition is limited, the industry experts involved in the preparation of the 14th five year plan still have a deeper and professional understanding of industry and industry development than most investors. The 14th five year plan is a valuable research report in our investment research process. As a member of the market, we should attach great importance to the development direction of the industry mentioned in the plan.
Industries are interrelated, and the study of the 14th five year plan report of one industry also has guiding significance for other industries. The upstream and downstream of the industrial chain are mutually linked, and any single industry in the real world is “difficult to support”. For example, in the 14th five year plan of the transportation industry, we have also seen many other industries. For example, green transportation mentioned the requirements for reducing carbon emissions of operating vehicles (5% lower than that in 2020), and also mentioned the requirements for the proportion of new energy for taxis by 2025 (35%), which helps us calculate the market space of new energy vehicles. For another example, the coverage rate of fast charging stations in expressway service areas in national ecological civilization test area and key areas of air pollution prevention and control is no less than 80% and no less than 60% in other areas, which also guides the potential supply of charging piles. Therefore, reading the 14th five year plan report of an industry can also guide the investment of other industries to a great extent. An industry forms a radiation network, 30 industries confirm each other, and the three-dimensional industrial chain picture will also be presented to us.
Shenwan Hongyuan Group Co.Ltd(000166) strategy will continuously launch a series of reports on the 14th five year plan, inviting investors to share a feast. We will strive to turn complexity into simplicity, and present a picture of China’s multi industry to investors in intuitive and concise language by linking the sub industries within Shenwan’s 30 primary industries and the interrelationships between Shenwan’s 30 primary industries. When the series of reports on our strategy + Industry joint interpretation of the 14th five year plan are completed, our long-term prospects for almost all industries in China will become clearer.
Of course, there is no end to learning. For the exploration of medium and long-term development of the industry, Shenwan Hongyuan Group Co.Ltd(000166) strategy has always been on the way
When we studied more than 100 national + local transportation industry 14th five year plan reports, what did we find
I. key words: reclassification of the 14th five year plan of transportation series – Comprehensive Transportation Service + Green + Digital + standardization + rule of law + internationalization
II. Radiation map: which industries are mentioned in the 14th five year plan of transportation series
\u3000\u30001. Internal transportation: 1) cross border logistics system: enhance the international voice; 2) Iron water intermodal transport: sub field with an average annual growth rate of 15%; 3) Civil aviation: 20212022 is the recovery period and savings period, and 20232025 is the growth period and release period; 4) Green + digital scene landing: cost reduction and efficiency enhancement, enabling industries.
\u3000\u30002. Integration of transportation and other industries: 1) new energy: Construction of charging and replacement Network + increase in the proportion of new energy transportation equipment; 2) Oil and gas pipeline network construction: safety theme, connection with power plant and large-scale refining; 3) Commerce and Trade: integrated logistics services
III. at the end of the report, we also summarize the specific quantitative objectives to be achieved in the 14th five year plan of the transportation industry.
