In 2021, the new energy vehicle sector became a beautiful scenic spot for a shares. The index rose nearly 200% throughout the year, individual stocks rose generally, and some stocks such as Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) soared. What are the investment opportunities for new energy vehicles in 2022?
Recently, in an interview with the securities times · e company, Jiang Guoyun, chairman of times bole, said that it is an unswerving goal to achieve carbon peak and carbon neutralization, but it is impossible to accomplish its work in one battle. Therefore, in 2022, the fields of new energy vehicles and Cecep Solar Energy Co.Ltd(000591) will probably not make rapid progress as in 2021, but there will be differentiation and obvious structural characteristics.
Jiang Guoyun believes that China's stock market will not rise sharply in 2022. Even from the perspective of growth stock index, there is a possibility of decline, but it is still full of structural opportunities. The investment philosophy of trying to make money by relying on growth or value style is estimated to be difficult to obtain excess returns. On the whole, stock assets are still the most cost-effective category of assets in all asset allocation.
Jiang Guoyun said that the reason for making the above judgment is that it is difficult to improve the valuation of traditional blue chip steel, petrochemical and banks, which represent the index, and can not tell a new growth story. However, in his opinion, there is a probability that the Shanghai stock index will recover, but it is unrealistic to rise sharply. However, on the premise of maintaining stability in 2022 (stabilizing economic growth), the currency is relatively loose, the performance of the stock market will not be too poor, and the systemic risk of the stock market is small.
So what are the structural opportunities in 2022? Jiang Guoyun said that he is optimistic about the make-up economy, benchmarking economy, medium and long-term trends and investment opportunities in the future economy.
Among them, make-up economy refers to the economy that makes up for problems that have not been recognized in the past, such as lithography industry chain and semiconductor industry chain. Jiang Guoyun believes that from this perspective, it is inevitable for China to develop "specialized and special new" enterprises, and the specialized and special new economy will be the growth highlight in 2022.
Benchmarking economy refers to the potential and space economy of China's industries, such as medical equipment, pets and medical beauty, according to the standards of the existing economic structure of the United States, Japan and Europe.
Future economy refers to the economy that, as a global power, a big country and an advanced country in technological innovation, China must lead the development direction of human future economy and science and technology, including new energy vehicles related to carbon neutralization and carbon peak, Cecep Solar Energy Co.Ltd(000591) , metauniverse, intelligent manufacturing, automation + digital transformation, precision medicine, etc.
With regard to the exchange rate trend, Jiang Guoyun believes that with the gradual recovery of the global industrial chain in 2022, the production capacity of other countries will be gradually released, and the pressure of RMB appreciation will be greatly relieved, even periodic devaluation. Of course, today, when China maintains a trade surplus with developed countries, RMB appreciation is a long-term trend. In his opinion, in 2022, if it is difficult to curb US inflation, then the US dollar interest rate increase is a high probability event, which is also conducive to the appreciation of the US dollar and the depreciation of the RMB.
