new energy
New energy is the focus of the last round of bull market speculation, and the market is very familiar with this industry. Some time ago, the rising price of polysilicon once again brought investment opportunities to solar stocks. Recently, in the context of rising oil prices, natural gas stocks are also soaring. Judging from the hot spots of new energy vehicles, power batteries still have speculation prospects. Foshan lighting is the first choice for listed companies downstream of lithium; Wanxiang Qian Chao, which owns the powertrain assets of the whole industrial chain and is expected to inject, and Jianghuai Automobile, which will cooperate to expand the capacity of lithium batteries, are also worthy of attention.
● New energy vehicles
In order to reduce China's heavy dependence on oil and achieve the goal of energy saving and emission reduction, China will definitely take the development of new energy vehicles as the top priority. Judging from the hot spots of new energy vehicles, power batteries still have speculation prospects. Foshan lighting is the first choice for listed companies downstream of lithium; Wanxiang Qian Chao, which owns the powertrain assets of the whole industrial chain and is expected to inject, and Jianghuai Automobile, which will cooperate to expand the capacity of lithium batteries, are also worthy of attention.
● Energy conservation and environmental protection
Energy conservation and environmental protection of emerging industries can be divided into two main lines. The focus of "energy saving" will be smart grid, and the development of smart grid has been listed as an important content in the "Twelfth Five-Year Plan" of the energy industry currently being compiled. According to statistics, in the next 10 year, the total investment in smart grid construction in China will be close to 4 trillion. From the perspective of industry research, the construction of smart grid is mainly based on long-distance transmission and distribution network, focusing on equipment leader china xd, high-voltage frequency conversion industry leader Ji Cheng Electronics and Hekang Frequency Conversion.
● New generation information technology
The new generation of information technology includes remote sensing, Internet of Things, next generation Internet and new generation broadband mobile communication. Industry hotspots are presented in three aspects. First, the Internet of Things industrial chain that has received long-term attention, with stocks including New World, Wangyuangu and Tongfang; The second is the highly anticipated information technology revolution cloud computing in the next three years. Related stocks include Donghua Software, Huasheng Tiancheng and China Software. Third, the focus of information construction in the future-geographic information system industry, NavInfo, the largest electronic map provider in China, deserves attention.
● Biology
Emerging industries have expanded "biomedicine" into "biology". Bio-industry includes biomedicine, bio-agriculture, bio-energy, bio-manufacturing and bio-environmental protection. From the perspective of industry maturity, biomedicine is still the main hot spot. There are three main areas in the development of biomedicine. First, genetic engineering, such as Jinsai Pharmaceutical, a leading recombinant protein company, and Shuanglu Pharmaceutical, a leading domestic biopharmaceutical company; The second is monoclonal antibody drugs, such as Livzon Group and Healthy Yuan. The third is the vaccine industry, and related stocks include Tiantan Bio and Hualan Bio. "
● High-end equipment manufacturing
Previously, due to many problems in China's equipment manufacturing industry, the market did not pay attention to high-end equipment manufacturing. Nowadays, high-end equipment manufacturing is proposed by the government as an emerging industry, and it is expected that a number of dark horses will emerge in the future. From the perspective of industries, high-end equipment manufacturing mainly refers to high-level equipment industries such as aerospace, marine engineering, satellites, CNC machine tools and high-speed railways. Among them, the equipment manufacturing in the direction of high-speed rail and ocean engineering has attracted the most attention, and CNR and China South Locomotive have benefited the most.
● New materials
Because the research and scale of new materials are of great help to the country's military, industrial and environmental upgrading, major developed countries around the world have invested a lot of resources in the research of new materials. At present, the overall market self-sufficiency rate of new chemical materials in China is about 40%. At present, domestic low-end products are basically localized, but high-end products still rely on imports, and there is a broad space for future development. From the perspective of new material segmentation, companies in three fields deserve attention. First, listed companies with high technical barriers and broad downstream space. Such as engineering plastics industry leader Blonde Technology and Pulit; Yantai wanhua and Hongbaoli in polyurethane industry; Silicone leading Xin 'an shares and Hongda new materials; Yantai spandex, a leading enterprise in the field of high-performance fiber in China.