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! experts point out that there are three major tracks in 2022: infrastructure, real estate and manufacturing
Everbright Securities Company Limited(601788) Gao Ruidong, chief macroeconomist and deputy director of the Research Institute, said in the program that from the perspective of investment, whether it is infrastructure investment, continued support for real estate investment under the background of stable house price and stable land price expectations, or manufacturing investment in green transformation in line with the 14th five year plan, it is a track with very marginal increment.
analyst: there will be great opportunities for the API industry in 2022, three ideas to grasp stock selection
Zhu Guoguang, CO director of Soochow Securities Co.Ltd(601555) Research Institute and chief analyst of pharmaceutical industry, said in the program that API should be a big year in 2022 and advocated three stock selection ideas: first, enterprises with expanded price difference, that is, enterprises with upward gross profit margin; Second, the industrial chain of API companies can expand downstream; Third, it can expand horizontally and develop new business.
analyst: health insurance reform has entered the deep water,
there are many opportunities in the pharmaceutical industry
Zhu Guoguang, CO director of Soochow Securities Co.Ltd(601555) Research Institute and chief analyst of the pharmaceutical industry, said in the program that the reform of medical insurance mode has now entered the deep water area. The cost of drugs and devices, especially generic drugs, is minimized, and the clinical value of innovative products must be maximized, which are two important principles in the future of medical reform. In this case, the pharmaceutical industry can brew a considerable number of industrial opportunities.
(source: China Central Television finance and Economics)
