Foreword
Covid-19 epidemic broke out in the world in 2020 and continues to this day. It has not only changed the way of human life and work to a great extent, but also had a different impact and impact on various industries, and gradually shaped a new social pattern. The pandemic is far from over, but the replacement of old and new industries has begun. How to invest in the post epidemic era has become a topic that we have to think deeply. In this series of studies, we focus on the future epidemic era, conduct in-depth analysis of various industries, and look forward to the corresponding investment opportunities and risks.
Global changes and responses in the post epidemic Era
Looking back on the Spanish flu in 1918, the Spanish flu is a human disaster, but it is also accompanied by the emergence of new things. We are now experiencing a “great change that has not been seen in a century”, and the epidemic has accelerated the profound evolution of the great change. The virus continues to converge in the new era of familiarity and variation, but it is still moving in the new direction of human life. In the short term, the world is mainly facing many problems: high inflation, the rise of long-term interest rates in the United States, the conflict between Russia and Ukraine and climate change. While dealing with short-term difficulties, China is still actively promoting various long-term policies: epidemic prevention and control, overall development and security, common prosperity, strengthening capital supervision and anti-corruption, strategic guarantee, preventing and resolving major risks, and grasping carbon peak and carbon neutrality.
Thoughts on the investment trend of various industries in the post epidemic Era
The epidemic era has a far-reaching impact on all walks of life, and will eventually profoundly change the world outlook of a generation. The road ahead is still unknown, but the post epidemic era will eventually come. We have 23 industries, including united social service, textile service, medicine, real estate, computer, electronics, communications, machinery, media, agriculture, chemical industry, new electricity, light industry, Baijiu, transportation, automobile, building materials, military industry, nonferrous metals, banking, insurance, securities and fixed income, With the theme of the future epidemic era, focus on in-depth analysis of various industries, and look forward to the industrial trends and investment opportunities of various industries.
Risk tips
National policy changes
Based on the currently issued national policies, a series of analysis and deduction are made on the development trend of the industry. If there are directional changes in relevant national policies, there will be large deviations.
The development trend of the industry is less than expected
Based on the current understanding of the epidemic situation, all industries analyze the current situation of the industry and subjectively predict the possible development direction in the future. The speed and results of the development trend may be inconsistent with the prediction of the research team, resulting in the situation that the development progress and direction are not as expected.
