According to statistics from Cailianshe reporters, insurance companies and insurance asset management companies have surveyed a total of 231 stock , of which Hengdian Dongci has become the most popular stock. Consumer electronics , electronic equipment and instruments, electrical components and equipment industries returned to the attention of insurance funds and received key research in November. Industry insiders said that from the sector perspective, it continues the characteristics of Xunmi New Technology and New Consumption . Overall, insurance funds have a balance of demand between value and growth.
Regional banks have also attracted attention, and 8 bank stocks have been surveyed. Benefiting from the relaxation of real estate financing policies, the improvement of bank valuations has been catalyzed, and the bank stocks surveyed rose by and in November, both of which were above 5%. , an analyst in the industry, said that banks’ stocks recommend grasping two main lines, Jiangsu and Zhejiang high-quality urban commercial banks, with high performance certainty; and high-quality joint-stock banks’ real estate companies’ financing accounts for a high proportion, which can benefit from the relaxation of financing policies.
Hengdian Dongci attracted the most attention in November. Looking for new technology and new consumption
Data shows that since November, insurance companies and insurance asset management companies have surveyed a total of 231 stocks. Among them, the top ten most popular stocks are Hengdian Dongma, Yiheda , Jiuqi Software , Huacan Optoelectronics , Weixing Co., Ltd. , Putailai , Jiber, BOE A, Oujing Technology, Puni Test , involving electronic components and equipment, semiconductor products, clothing, metal non-metals, Western medicine, electronic components and other industries.
Jufeng Investment Consulting Senior investment consultant Ding Zhenyu told Cailianshe reporter that the companies surveyed by insurance funds in November have valuation advantages and their growth potential is also relatively outstanding. From the sector, electronics, , pharmaceuticals, biological, , computers, machinery and equipment are favored by insurance companies, continuing the characteristics of finding new technologies and new consumption targets.
Ding Zhenyu also said that from the research situation, for example, BOE A and Hengdian Dongci's current price-to-earnings ratio of is less than 20 times. Shangsheng Electronics and Lianchuang Electronics are mainly in the direction of automotive electronics, and the prosperity is still high. Overall, insurance funds seek a balance between value and growth.
It is worth noting that the consumer electronics industry, which was previously in recession, has returned to the attention of insurance funds. The electronic equipment and instruments, electronic components, and consumer electronic products industries have become the most concerned areas for insurance funds in November. 21 listed companies have been surveyed, including Yiheda, BOE A, Xingyun Co., Ltd. , Qingniao Firefighting, Shangsheng Electronics, Dingtong Technology, etc.
Jufeng Investment Consulting Senior Investment Advisor Li Mingjin told Cailianshe reporters that insurance investment in must meet the three principles of term matching, income coverage, and stability and security. Stock and fund investment is an important means for insurance investment to increase the interest rate spread of and , and is one of the important asset allocation tools for insurance funds. Affected by the epidemic and other macroeconomic factors, the sluggish demand for consumer electronics in recent years, and the appearance of few phenomenal products is also an important reason for the industry's sluggishness.
But Li Mingjin pointed out that consumer electronics are often the cutting-edge application zone of technological innovation. On the one hand, with the continuous innovation and progress of technologies such as optics, acoustics, and communication technology, new demands will continue to emerge. On the other hand, with the end of the epidemic and the recovery of the economy, end users' demand for innovative functions, technology and appearance of electronic products can still be expected, making insurance funds and other investment institutions full of confidence in the future of consumer electronics.
8 regional banks were surveyed
According to statistics, since November, insurance companies and insurance asset management companies have surveyed 8 regional banks, namely Changshu Bank, Zhangjiagang Bank, Suzhou Bank , Jiangyin Bank, Wuxi Bank, Sunong Bank, Hangzhou Bank , and Guiyang Bank ; their ranges are 8.6%, 6.52%, 12.52%, 9.14%, 8.9%, 7.61%, 9.17%, and 8.83%, respectively.
In November, real estate financing policies were introduced one after another, and the banking sector performed well. The stock price of 8 regional banks surveyed by insurance funds in November all rose by more than 5%.
China Merchants Securities Liao Zhiming's team said that the frequent emergence of real estate policies recently, especially the 16 real estate finance articles, and large banks' increased credit to some real estate companies, have significantly alleviated the concerns related to real estate.Relevant policies can significantly alleviate the short-term liquidity pressure of real estate companies and reduce the risk of financing default for real estate companies. However, in the end, it depends on real estate sales to improve. As real estate policies are further relaxed, real estate sales may improve, catalyzing a moderate recovery in the valuation of the banking sector. As December begins, the valuation switching market at the end of the year is also worth looking forward to.
Liao Zhiming's team also stated that the current valuation of the bank sector and the proportion of institutional holdings of are both at historical lows, with a high dividend yield and a high cost-effectiveness. It is recommended that individual stocks actively grasp the two main lines. First, the main line of high-quality urban commercial banks in Jiangsu and Zhejiang is high in performance, and the key to the performance of banks' short-term stock prices is performance; second, the main line of real estate improvement, the proportion of financing for high-quality joint-stock banks and real estate companies is relatively high, which can significantly benefit from the relaxation of real estate policies.
This article is from Cailianshe
