Currently, the market for new energy vehicles is hot, and so is the concept of carbon neutrality, such as wind power.
Besides that, most people in the market seem to be losing money. That's because it's these concepts, as well as the meta-universe that just came out this year, that are propping up the market at the moment.
But the market new energy has been fired from last year to this year, lasted about 1.5 years, BYD has also risen from 50 yuan to the peak of 300 yuan, it seems that there is no stopping. If at this point, to follow the new energy vehicles, basically to step on the flying knife.
So what is safer in the current industry?
1 Inverse investment
Civil aviation and road transportation, in the epidemic, both industries are damaged, but can not deny that the prospects of both industries are quite certain, Chinese people are flying more and more, more and more cars, and after the epidemic, these industries just happen to be at the bottom of the valuation, with considerable economy.
But in civil aviation, there is a distinction between domestic and foreign, the domestic industry has recovered, but the international routes are still losing money, the civil aviation giants are now losing tens of billions of dollars a year, and if it lasts too long, it could be damaging to the airlines, so what is recommended is to go with the low-cost airlines.
2 Military
Currently the global economy into recession, all walks of life are inevitably affected, especially consumption in the process of economic downturn, especially affected, we can see that liquor as the main representative of the consumption has been hit hard, and will continue for some time. The military industry is a counter-cyclical link, the requirements of the international environment, as well as the military industry special cycle, realized **** vibration. Therefore, in the coming period of time, the military industry is quite certainty and boom industry.
Previously, my point of view is that the military industry is also a part of the new infrastructure, because the defense construction is also the country's infrastructure, and new equipment, new tactics is also a form of application of new technologies, even if the economy is down, the military industry should be up.
3 Automotive
Previously said in the article, China's auto industry is facing a big change, on the one hand, the expansion of domestic market share, on the one hand, the expansion of foreign markets. In the past, it was a shift from being able to build to building a good car, and now it's a change from a good car to a brand. This will be interspersed with new energy vehicles, the relevant core Chinese auto parts dealers may benefit greatly as a result.
What needs to be said here is that while new energy vehicles are a key part of China's automotive transformation, there's little to question that the current market for the new energy vehicle segment is already overheated. Has been a monk head of lice, obvious things, so, automobile-related industries, new energy, although very promising, but the future also need performance verification, is not safe.
4 Necessities
When the economy is down, there will be some opportunities in the necessities, because the shrinking of optional consumption will allow the expansion of the mandatory part of consumption. Let's say you used to go to restaurants to eat, but now you have to buy food to go back and make it yourself. In this process, not all necessities will benefit, but those sectors that benefit from the downturn.
Currently the most important thing to avoid is related to raw materials, because this type of cyclical business and raw material prices have a strong correlation, and from the historical point of view, the volatility of its stock price is very high, the current commodity prices have been downward trend, do not expect a rebound, it is best to be fast and furious.