Goodbye, 2021, Hello, 2022
New year, new beginning
2022 Happy New Year! The brand new year 2022 is coming to us.
I wish you peace, prosperity and happiness in the new year
A shares These ten popular sectors
Investment is the redistribution of wealth. Changchun High-tech has witnessed the transformation of 50,000 into 5 million. Auntie. I also witnessed a middle-aged uncle who lost 500,000 to 130,000.
If you step on the right track, you can reach the peak of your life this year. If you step on the wrong track, you can also deeply feel the beating of A-shares.
Looking back on 2021, there have been many hot words in A-shares, and many opportunities have also appeared for ? Have you seized all these opportunities? How should we seize the next opportunity?
①YYDS liquor
html After Moutai broke through the 2,000 yuan mark in March, it cheated all the way, and the price directly hit the 2,600 mark.
The sharp rise in Moutai's trillions exceeded many people's expectations and also aroused the excitement of institutions. The leading brokerage companies directly shouted Moutai 3,000 points.
Liquor’s sharp rise is more of a benefit to Christians. Many Christians are also jumping into the market, but most investors are beyond their reach.
The market wrote a limerick for this purpose:
Young people did not know the fragrance of liquor, so they mistakenly filled up their positions with technology.
When I was young, I didn’t know how good liquor was, and mistook medicine for a treasure.
When I was young, I was drunk on alcohol and mistook securities for comfort.
html When I was three years old, I didn’t know the value of wine, so I burst into tears.
What I never expected was that when I mustered up the courage to enter the market, it would be the highest point of the year.
② good looks and economical medical beauty
During the epidemic, drinking and taking medicine are indispensable. But the epidemic has not changed everyone’s pursuit of beauty.
live streaming has stimulated the appearance economy.
During the May Day holiday, many medical aesthetics hospitals said they were full of customers, and many people had to wait a month to participate in projects. In the second quarter, the performance of medical aesthetics companies increased significantly.
Due to frequent chaos in the medical beauty industry, there are many consumer complaints, and the country has strengthened supervision and rectification of the medical beauty industry.
Coupled with the social anxiety caused by medical aesthetics, the tide has receded after a wave of severe crackdowns.
③ carbon neutral
" carbon neutral " is undoubtedly the biggest investment theme in A-shares in 2021. During the National Two Sessions, " carbon peaked " and "carbon neutrality" attracted much attention.
In response to climate change, our country has put forward solemn goal commitments such as " carbon dioxide emissions will strive to peak before 2030 and strive to achieve carbon neutrality before 2060" .
In this year's government work report, "doing a good job in carbon peaking and carbon neutrality" was listed as one of the key tasks in 2021;
The "14th Five-Year Plan" will also include accelerating the promotion of green and low-carbon development.
The big wave of market caused by carbon neutrality is, on the one hand, the clean rectification of the traditional energy industry chain, and on the other hand, the development of new energy.
This goal is a long-term goal, and the market is also a long-term market, but this year's increase is still a bit too fast and too strong. After the
callback, there is a new opportunity to get on the bus.
④ Coal is flying
Coal will not rise for three years, but will suffer for three years if it rises. Coal, non-ferrous metals, steel, etc. are subject to cyclical surges, mainly due to the restriction of production capacity under the dual-carbon background.
At the same time, due to the impact of the overseas epidemic, mining volume has also been affected. Coupled with the unusually cold weather this year, the demand for energy has increased.
Thermal coal futures have even gone beyond the short-term daily daily limit. After continued pressure from managers and the fact that carbon neutrality was not mentioned in international conferences for the time being, the brakes are finally on the brakes.
⑤ New energy
New energy is also the most hyped theme this year and has lasted the longest.
Many stocks and stocks have doubled several times. Even the demon stock that has doubled 10 times has emerged.
There were many buzzwords in the market at that time: Uncle Lithium, Grandma Cobalt. Travel all over the world with lithium, and have a safe journey without lithium.
The new energy hype has also moved from lithium, cobalt, etc. to periodic elements, which has driven the strength of the entire chemical sector.
From new energy upstream materials, operation to complete automobiles, hype to auto parts, etc.
Currently, the valuations of many individual stocks are not low, but in the long run, there is a high probability that it is still not over.
⑥New Energy Infrastructure
New Energy Infrastructure: Infrastructure in the era of clean energy.
1) photovoltaic : "Carbon peaks" and the "14th Five-Year Plan" guideline, the affordable market is rapidly opening.
2) BIPV: The in-depth combination of "construction + photovoltaics" helps distributed development, and the business model is excellent.
3) Wind power: Domestic wind power subsidies are gradually declining, rush for installation and price parity are advancing simultaneously, and offshore and high-power wind turbines are developing rapidly.
4) UHV: is an important national development strategy, and a new round of investment is expected to accelerate.
5) Charging piles: new energy vehicles are rapidly increasing in volume, and investment in charging piles is imperative.
6) Pumped hydro storage: A new round of planning for has been released to safeguard the development of new energy.
If there is another one, it is hydrogen energy . Several sectors are being speculated in turn. As long as you can't think of it, there is no way it won't rise.
⑦ Industrial base machine
The warm air from the industrial base machine blows in mid to late August.
Public information shows that on August 19, the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council held an enlarged meeting, emphasizing that scientific and technological innovation should be placed in a more prominent position and promote central enterprises to actively integrate into the national basic research and applied basic research innovation system.
strengthens key core technology research on industrial motherboards, high-end chips, new materials, new energy vehicles , etc., and strives to create a "source" of original technologies.
shoulders the responsibility of the "chain owner" of the industrial chain, carries out special actions to replenish and strengthen the chain, strengthen the coordination of upstream and downstream industries, and actively promote the development of small, medium and micro enterprises.
Industrial motherboards are also associated with the word "Jingzhuitexin". Tianfeng Securities said that in the State-owned Assets Supervision and Administration Commission meeting, industrial motherboards were placed first, ranked before high-end chips, new materials, and new energy vehicles , which reflects its important position.
Many of the industrial base machines overlap with the concept of industrial manufacturing 2025. This theme is also a big concept that has not been completed.
And it will further ferment in the future as policies are introduced, and industrial robots will start to be mentioned again at the end of the year.
⑧ The new crown
has a greater impact on two aspects related to the new crown. One is the detection direction.
Many stocks have seen their mid-term results increase 10 times. For example, the mid-term report of Hot View increased by 700 times year-on-year.
Another one is the increase in shipping prices caused by the epidemic. When it comes to COSCO Shipping Holdings , which has soared, many investors have called it COSCO pirates.
The net profit in the 2021 interim report was 37 billion, a year-on-year increase of 31 times.
⑨ Metaverse
Metaverse (Metaverse) is a new type of Internet application and social form that integrates virtual and real technologies and is produced by integrating a variety of new technologies.
The popularity of the Metaverse concept is based on the soaring market value of the game platform Roblox after its listing, allowing the capital market to see the business opportunities under the Metaverse concept stock .
What I never expected was that someone spent tens of millions to buy a virtual house in the Yuanverse. It can only be said that rich people really know how to play.
Of course, what surprises investors even more is that they originally thought it was a purely conceptual hype, but the official media is getting more and more excited every day, saying it is good at one moment and suppressing it at the next.
Capital bosses have joined in. This subject is no longer a pure concept. Maybe one day it may actually subvert our lives.
⑩ Demon stocks
2020 is the world of white horses, 2021 is the world of development, and demon stocks have finally appeared in 2021.
The speculation of demon stocks in December is also very distinctive. It is both a place name and an animal.
such as Sanyangma, Zhenyang, Hunan Tianyan , Jingcheng, Shaanxi Jinye , Longzhou , etc.
At present, the demon stocks have stalled at the end of the year, but the current valuation of White Horse is not low, and new energy is also on the high side. So will the world of demon stocks be dominated by demon stocks in 2022?
If the demon stocks break out again next year, have you guys mastered the skills to catch the demon?
If you are not ready yet, take advantage of the holidays to recharge your batteries!
