With the new year and a new beginning, investment must start again. Let’s first take a look at the investment views of major brokers in 2022, which can be used as a medium- and long-term layout. All the following opinions are personal opinions only and do not constitute specific investment advice.
CITIC Securities
Favored Industries: Consumption, Technology, Manufacturing
Huatai Securities
Favored Industries: New Energy , chips, new infrastructure
CITIC Construction Investment
Promising industries: photovoltaics, carbon neutrality, energy storage, Internet of Things, cloud computing
Huaan Securities< /p>
Promising industries: photovoltaic, wind power, low carbon, semiconductor, military industry, pig cycle, CXO, VR
Industrial Securities
Promising industries: photovoltaic, wind power , new energy vehicles, wind power, 5G, XCO, innovative drugs
Everbright Securities
Promising industries: liquor, medicine, aviation, new energy vehicles, photovoltaics, wind power, infrastructure, Special equipment
China Merchants Securities
Promising industries: new energy, Yuanverse, VR, smart driving, Internet of Things
Founder Securities
Promising industries: photovoltaics, wind power, new energy vehicles, semiconductors, military industry, new infrastructure, confidence technology
Photovoltaic industry
At present, the photovoltaic sector continues the correction trend, creating room for subsequent growth. The recent sector fluctuations are mainly due to the uncertainty of installed capacity in December and the market's doubts about the support of new energy policies. We believe that the "double carbon" goal is unswerving, especially in the era of parity, when photovoltaic demand comes more from market-oriented behavior, and the direction of policy support remains unchanged. National policies support rural distributed installations, which will help counties and towns accelerate the deployment of household distributed photovoltaics, and will also benefit distributed energy storage installations. Since 2021, domestic distributed installed capacity has maintained rapid growth, with the current distributed installed capacity accounting for 11.46%. It is expected that 2022 will be a big year for distributed installations.
Wind power industry
Under the dual-carbon background, the wind power industry is ushering in long-term growth: as the whole society’s understanding of clean energy deepens, the policy issues and technologies faced by wind power development in China Economic issues such as land and other resource issues will be gradually solved; similar to the development of photovoltaics, under the constraints of grid consumption and natural resources, wind power, as a new energy source that has achieved parity, will be considered in terms of demand and economics in the 14th The fifth period will usher in long-term growth. The competitiveness of the wind power industry is improving rapidly: Stimulated by policies and price parity, on the one hand, the price of wind turbines has dropped significantly, and on the other hand, new technologies such as large-scale wind turbines have been rapidly upgraded. In the short term, the rate of return of domestic wind power projects is guaranteed, and industry demand is recovering rapidly; in the long term, this will also lead to an improvement in the global competitiveness of the entire wind power industry chain. China's wind turbine manufacturing industry will become the same as photovoltaics in the future. dominant force in global markets.
Energy Storage Industry
In the context of "Double Carbon", new energy sources such as photovoltaic and wind power are developing rapidly. In the future, under the new power system dominated by new energy, the demand for energy storage will be huge. The energy storage industry is a trillion-level market and is expected to experience high growth in the future. The growth of the energy storage industry has already begun. We estimate that the compound growth rate of the energy storage industry from 2021 to 2025 will exceed 50%. The energy storage market has just begun to emerge. , as the cost of lithium batteries decreases and the proportion of wind and solar power generation increases, energy storage is expected to see faster growth. We believe that the lithium battery and inverter sectors will benefit the most.
New. Energy Vehicles
New energy vehicles are currently in a period of rapid development, and the industry’s growth space is fully open.
According to estimates, from 2020 to 2030, the compound annual growth rate of new energy vehicles in the three major markets of China, the United States and Europe will reach 22.5%/36.7/19.7% respectively. The market has entered the product era, characterized by the fact that product is king. The rapid development of the industry comes from the supply-driven development with technology research and development as the core and the demand-driven development with user experience as the core. In the field of new energy vehicles, we can refer to the car companies with new forces in car manufacturing.
Military industry
The national defense and military industry sector has experienced a major correction in the beginning of the year, and short-term fluctuations do not change the long-term logic of the industry; the sector currently has a good safety margin. In the long term, geopolitical events are becoming increasingly complex, and global military exercises are becoming more frequent. Only by improving one's own military strength can we better cope with increasingly complex world changes; new mutant viruses have brought about increased global uncertainties, and the military industry sector has become a countercyclical industry. Key sectors are less affected by global economic events, and there is a high degree of certainty that the industry as a whole will improve. We are optimistic about the high prosperity of the industry due to the demand for equipment upgrading during the "14th Five-Year Plan"; from the perspective of usage, the increase in the number of actual combat training training aircraft losses and missile restocking, we are optimistic about the aviation industry chain and the high-consumable missile industry chain.
Metaverse
AI, interactive immersion technology, and blockchain are the three core technologies that build the Metaverse. Internet companies represented by Tencent, NetEase, and Baidu have extremely strong Technical foundation and comprehensive layout of the metaverse world. Tencent is developing metaverse games, virtual concerts, digital twins and other fields. NetEase has invested in a number of VR technology companies and launched the immersive virtual conference system "Yaotai" in December 21. Baidu leads in AI strength and launched the digital human platform "Xiling" and the metaverse product "Xirang" in December 21.
New infrastructure industry
Carbon neutral industry
The National Development and Reform Commission will put carbon peak and carbon neutrality in a prominent position in environmental protection work in 2022, meeting It is required that in 2022, carbon peak and carbon neutrality should be placed in a prominent position in environmental protection work, and the focus should be on the following aspects: First, accelerate the improvement of the "1+N" policy system for carbon peak and carbon neutrality. The second is to review the implementation plans to connect the carbon peaks in various regions. The third is to promote breakthroughs in key tasks. The fourth is to promote energy conservation and carbon reduction at a high level. The fifth is to lay a solid foundation for carbon peak and carbon neutrality. Sixth, coordinate international cooperation to address climate change.
The above content is for reference only and does not serve as a basis for buying or selling; the stock market is risky, so investment needs to be cautious.