Real estate, benefiting from the advancement of the country's urbanization process and the influx of funds, gave birth to the real estate wave of the golden generation. At present, 80-10 billion people in China have flooded into cities, basically realizing the urbanization process, and the real estate has completed its historical mission and gradually declined.
At present, China has begun to pursue quality development, mainly focusing on two major directions: industrial upgrading and financial upgrading.
The biggest opportunity for industrial upgrading lies in energy upgrading. The source of industrial upgrading lies in the upgrading of manufacturing industry, and the key node of manufacturing industry lies in the demand for electricity. At present, 70% of our country's energy structure is coal. At present, the international trend is to promote "double carbon", and we are actively promoting "double carbon". The two are contradictory! But "double carbon" is necessary, and the reasonable solution is to vigorously develop new energy and promote industrial upgrading and industrial transformation.
Behind the rapid development of new energy is a strategic reason, not simply for environmental protection. The first is the automatic control of energy, and the second is the lane-changing overtaking of industrial upgrading.
Vigorously develop new energy sources and realize energy self-control. At present, the external dependence of China crude oil is as high as 73%. It is necessary to speed up structural optimization, realize clean energy as the leading factor, and build a diversified energy supply system with coal, oil, gas, photovoltaic, wind power, nuclear energy and renewable energy as the main body.
At the same time, through energy upgrading, promote industrial upgrading, and then achieve overtaking in industrial corners! At present, China has industrial advantages in developing double carbon, such as photovoltaic, wind power and new energy. It is necessary to make full use of strengths and avoid weaknesses to achieve overtaking in corners of core industries.
For example, the automobile industry, known as the crown of industrial manufacturing, is the most important indicator to measure whether a country's manufacturing industry is strong or not. However, China's automobile industry started late. In the field of traditional fuel vehicles, core technologies such as engines and gearboxes have not kept up with the international average, which is our "short board". Use the "long" of new energy to make up for the "short" of traditional energy, and then realize the cornering overtaking of "core industrial industry"!
Human development and social change are essentially the development and change of energy upgrading. In the era of coal and steam engine, Britain mastered the lifeblood and voice of the world economy. In the era of oil and internal combustion engine, the United States replaced Britain's right to speak. The current new energy and electricity, who can gain a foothold in the development tide, who can have the right to speak! This is the essence of the development of things. Understand the essential logic, you won't stick to the fluctuation of 5 cm and 8 cm! There will be faith!
Traditional energy is dominated by Europe and America, while new energy is dominated by China at present. At present, China is doing very well, with great leadership and industrial advantages. China has a vast territory and rich natural resources. At present, it is doing particularly well in smart grid and UHV, and there are abundant new energy resources such as photovoltaic and land-sea wind. In the later period, the traditional way of energy will be gradually replaced by new energy. The entire industrial chain, upstream and downstream, has a market of 300 trillion yuan, which will generate many opportunities. The market size space is large enough! If we can occupy the highest position of new energy in the future, we will certainly be able to overtake in corners.
In the future, we will produce enough electricity for the whole world. Economic development now depends on the face of oil, and then on the face of electricity and China. The development of the whole energy industry and the big upgrade of industrial industry are all in the next big game. Now I will tell you the essential logic and investment opportunities of new energy, which is equivalent to persuading you to buy a house 20 years ago, or even advising you to borrow money to buy a house. At this time, you will definitely say, "There is something wrong with you." So now you will also be entangled in the fluctuations of 8 cm and 5 cm of new energy stocks. If you don't have a global vision and don't understand the essential logic, then you will definitely see the leopard bravery and the blind touch the elephant!
With the financial upgrading, the Big A Club will fully implement the registration system in 2022. At present, "double innovation" has been piloted first. The opportunity of financial upgrading lies in the landing of comprehensive registration system.
At present, the main boards in Shanghai and Shenzhen are still under review, and the listing speed of enterprises is very slow. Many big companies and excellent companies can't get on, so they have to wait. If you can't go public, you won't be able to get more funds, you may not be able to keep your advantage in new technology, and you may be overtaken by others in the corner. Therefore, to solve this problem, we must implement a comprehensive registration system.
Small and poor companies in the future may face delisting, and it is a large number of delisting. The new company will come up, and the poor husband will quit. Therefore, in 2022, if such listed companies are rarely encountered, the risk of delisting will be very great. Accordingly, with the implementation of the comprehensive registration system in the future, it will greatly benefit those companies that specialize in novelty, high-end manufacturing and key support, and will generate corresponding investment opportunities.
To sum up, the energy upgrading direction of industrial upgrading and the comprehensive registration system of financial upgrading will have more advantages if they are superimposed.
Micro direction, what investment opportunities are there in 2022!
202 1, the main investment direction is new energy and science and technology track, and other sectors mainly rotate up and down.
In 2022, there will be greater opportunities in the direction of the three main lines. Low valuation, big finance, high prosperity, hard technology, consumer track!
Big finance with low valuation has considerable potential in 2022. First, because of the low valuation, 95% historical valuation is low. Second, it will usher in a large influx of funds. Capital comes out from Lao Wang and capital flows in, which helps to upgrade the energy industry. For example, the brokerage sector, as a water seller in the financial industry, will also benefit!
The booming hard technology has the disadvantage of high valuation, but it may usher in Davis' double click. Photovoltaic is more stable and has more potential than patch semiconductor. There is demand and market for chips, but the bottleneck is more serious. At present, the best is TSMC, which is currently capturing 2 nanometers from 3 nanometers.
As soon as the news that new energy vehicles are no longer subsidized comes out, many people are asking whether it is bad or not, and whether there is no chance! Everyone thinks it is negative, but I don't think so. Why? Stopping subsidies means that he has grown up! Taking government financial subsidies as the main incentive means may not have long-term vitality.
202 1, 1 1, the retail penetration rate of new energy vehicles reached 20.8%. This is a milestone data. This means that the whole industry is no longer driven by policies and no longer needs subsidies to promote development. But can rely on consumers' independent choice and scientific and technological progress to make rapid progress. You think this is a good thing! Is it because of the market fluctuation of new energy vehicles that they are not optimistic? This is not a substantive reason. How to get chips without falling? The penetration rate of new energy may double in the next three years! In the past, the new energy industry that relied on financial subsidies is declining rapidly, and its demand is expected to continue to rise due to the cost advantage formed by technological progress. Therefore, the growth attribute of the new energy industry has replaced the cyclical attribute and become the main attribute.
For another example, many people say that the installed photovoltaic capacity may not reach the previous expectations in the near future, but in fact, the demand has not disappeared, but it has been slightly delayed. From the perspective of medium and long-term investment, we don't need to pay too much attention to this short-term economic fluctuation. The stock market itself is in the process of continuous learning and evolution, and it is estimated that the fluctuation caused by this short-term boom change may also be reduced.
In the big consumption track, 202 1 showed a big decline. Many good consumption targets fall into a reasonable range, and many fund investments are also unfriendly to consumption. With the sharp decline in valuation and the cold market, there may be opportunities to sprout, rebound and repair, but it is unlikely to reverse. With the big A attribute, the flip may not be so fast. Pork, for example, has fallen sharply recently and may improve further in the middle of next year.