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Insurance, four-quarter research, persistent, adhere to new energy attention, consumer stock targeting North Exchange

  In the fourth quarter, the investigations of listed companies have not stopped. WIND data shows that in October this year, 107 insurance companies and insurance groups participated in the survey have reached 1087, and 366 A-share listed companies have been investigated, and each indicators have increased from the same period last year.

  China Securities News reported that in contrast, the recent investigation trajectory, the investment of major consumer segments is warmed, and the listed company of the North 上海技师会所 Exchange has also favored.

According to industry, the next market will still be mainly based on structural opportunities. It is recommended that the long-term adherence-to-new energy and other high-spirited industries will be worthy of attention. The consumer stocks are concerned that the insurance companies and insurance distributors have actively participated in the investigation of A-share listed companies. WIND data shows that during this period, the total number of insurance companies and insurance groups has reached 1087, which increased by 663 year-on-year compared with the same period last year; investigation involving 366 A-share listed companies, while only 223 in the same period last year. A total of 107 insurance companies and insurance groups participated in the survey have been involved (88 in the same period last year), which can be described as "full spectrum", cover large insurance companies, small and medium-sized insurance companies, and foreign capital and joint ventures. From the perspective of stocks, Huichuan Technology, Zhongke Chuangda, Yongmai Technology, Tianqi Lithium, Fuling Melody, Metri Medical, Haikang Wei, Ningbo Bank, Zhaoyi Innovation Become a listed company with the most infernal enterprise.

  From the sector, industries such as industrial machinery, electrical components and equipment, electronic equipment and instruments are still secured, and if they are combed in the field of subdivision, the survey is covered by lithium-electric concept sectors, semiconductors and consumer electronics industry chains. At the same time, the payment of the payment of the large consumer sector. China Securities News reporter observed that in the listed company of the defending enterprises (more than 10 investigations), there have been the figure of Fuling mustard, Wenshi shares and other consumption stocks. Layout North Exchange Company November 15th, Beijing Stock Exchange opened the market transaction. China Securities News reporters noted that recent insurance is also actively exploring the investment opportunities of the Beijiao.

  Beijiao Listed Company Jing Sai Technology, the same institution’s research list disclosed on November 17, in addition to public funds, brokerage, including Yangtze River, Chinese people’s pension insurance, Shanghai Life Insurance, etc. .

In addition, the Beijiao Institute is officially opened, and many selected layers (now listed companies for the North Exchange) have also been favored by insurance. On the "2021 Global Wealth Management Forum" held on October 23, Li Yongchun, deputy general manager of the North Exchange, will guide all kinds of funds, insurance companies, bank financial management and other institutional investors to actively participate, build long-term investment, rational investment Investment culture and market atmosphere, activate and drive social capital to cultivate new energy. "The establishment of the North Exchange is helpful to solving the problem of equity investment liquidity and the income of the income, can involve some high-quality growth companies in the new direction. SMD expects to participate indirectly through relevant public fund funds.

"The relevant person in charge added. The new energy industry is continuously optimistic about the next equity market, Taikang assets believes that overall, stock assets still have a relative cost-effective advantage in large-class asset configuration, it is recommended to focus on medium-term layout, active Defense, grasp the structural opportunity. In the direction of the industry, a large-scale insurance-related personnel believe that behind the four-quarter valuation switching market should be based on the pricing of the life of the industry next year, the overall idea should be in the middle and lower reaches The field strengthens the shares layout.

First, next year can continue the direction of high viewing gas. At present, it is expected to focus on new energy industrial chain and military. The second is the direction in which the probability of difficult reversal is high, such as the "short-core" mitigation after the car zero Components, price increases, food, etc., "pig period", etc. China Securities News reporter learned that the new energy industry is generally optimistic. Ping An Directory report pointed out that the development of the new energy industry is an important strategic direction of my country. It is expected that future policies will continue to strengthen, and the industry’s good harmony will continue. "In the past two years, new energy vehicles will maintain high views, and the photovoltaic industry is facing some pressure in the fourth quarter of this year, but the growth is high next year.

These two sectors are the direction in which we are relatively optimistic, and the wind power plate has a high expected poor, which may become a black horse next year. From longer-term dimensions, the energy storage industry will occupy an increasingly important position, we will wait and see the opportunities contained in it. "We highly attach great importance to investment opportunities emerged in the" Double Carbon "goal. The ‘Double Carbon’ target has had an important impact on the development pattern of domestic industry in the past year, and the new energy car is one of the most interesting industries. . The relevant industrial development plan has been clear. By 2025, new energy vehicles should strive to reach 20%, and my country’s new energy vehicle penetration rate is about 10%. This shows that the development of new energy vehicles is not only 上海后花园交友论坛 policy-driven, but also market drivers, and its future continued growth has high certainty, and the development space is very worth looking forward to.

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