On January 9, Qianhai United Fund pointed out that the market adjusted at the beginning of the year in 2022, the trend of the sector was significantly differentiated, the power equipment, national defense and military industry, public utilities, beauty care and non-ferrous metals were significantly adjusted, and the performance of real estate, home appliances, construction and banks was strong. Looking forward to the future, the high growth and high prosperity track is expected to bring better participation opportunities after adjustment, and the high growth main line of the new energy industry chain is expected to continue and further spread to computers, semiconductors and military industry.
Qianhai United Fund said that in general, China’s liquidity is still relatively loose, and the valuation repair market of undervalued real estate, construction, media and banks was relatively strong at the beginning of the year. However, the high growth and high prosperity track is expected to bring better participation opportunities after adjustment, and the high growth main line of the new energy industry chain is expected to continue and further spread to computers, semiconductors and military industry.
Qianhai Joint Fund pointed out that in the medium term, with the improvement of profits of industrial enterprises and the promotion of intelligent manufacturing strategy, the investment in scientific and technological R & D and innovation is expected to continue to increase, and the sectors of high-end manufacturing, information technology and 5g applications such as Internet of vehicles and artificial intelligence are expected to further open up upward space. In terms of consumption, the follow-up investment is mainly focused on Alfa, and it takes time to change space, and the best companies can cross the economic fluctuation at reasonable price. Among them, the quality of beauty beauty, Baijiu and home appliances can be better.
(source: China Securities Journal · China Securities Network)
