"2022 is a year in which new technologies in the field of new energy vehicles are concentrated." In Li Rui's view, the direction and changes of new technologies will become the main development variables in 2022. High-end manufacturing industry in China, represented by electrification, intelligence and photovoltaic of automobiles. It is presenting a strong industrial trend opportunity represented by the transformation and upgrading of manufacturing industry.
Li Rui said that structural opportunities are still the main opportunities that A shares need to grasp. The new infrastructure and some high-end manufacturing fields brought by the energy revolution may be the most important structural opportunities, and some consumer industries may also usher in repair. In terms of industry, Li Rui is optimistic about the booming sub-sectors, including: automobile electrification and intelligence, power grid informationization, energy storage, emerging consumption, dairy products and travel sectors. In addition, the valuation of the technology manufacturing sector is generally high, but from the perspective of business cycle and industry growth, many segments still have high cost performance. Mainly optimistic about the four main investment lines of automobile electrification intelligence, meta-universe, new energy and military industry.
Li Rui also suggested that after a long period of valuation adjustment in the consumer sector, the current investment cost performance gradually emerged. With the frequent support of economic policies and medical measures to improve the global epidemic, it is expected that the consumption field will gradually come out of the haze in 2022. "Looking forward to 2022, we are mainly optimistic about the emerging consumer sectors, travel sectors and leading companies whose valuation and cost performance are gradually emerging under the logic of PPI transmission to CPI." In addition, Li Rui also stressed that with the deepening of "double carbon" in all aspects of the national economy, there are structural opportunities in some areas of traditional cycle industries.
New energy field in 2022. Li Rui pointed out that after the adjustment at the end of 20021,the valuation of new energy vehicles has been at a low level in the high boom cycle. "Different from 202 1, the shortage of supply and demand in most links will gradually ease, and only some links with long production expansion cycle and limited equipment are still tense."
In addition, Li Rui also pointed out that 2022 is a year of concentrated explosion of new technologies in the field of new energy vehicles, and the direction and changes of new technologies will also become the main development variables in 2022, "such as 4680, high-voltage platform, silicon-carbon anode, lithium manganese phosphate, LiFSI, PET copper foil, etc. The direction and changes of new technologies will also become the main development variables in 2022. It is necessary to track the changing trends of industries such as structure, supply and demand, and new technologies, focusing on tracking the pattern and profitability, and the growth rate should exceed that of stocks with good profits in industries or units. "
It is worth mentioning that the Oriental Automobile Industry Trend Hybrid Securities Investment Fund managed by Li Rui was officially launched in June 65438+1October 65438+April 2022. It mainly invests in the automobile track and the transformation opportunities of the Nuggets industry, and the planned stock assets account for 60%-95% of the fund assets.
Combining his own views on the new energy track, Li Rui predicted that smart cars would usher in golden decade in the future, and now they are at the starting point of golden decade. Smart cars are expected to bring huge incremental market, and also help to bring huge technological changes, industrial ecological changes and the reconstruction and revaluation of industrial chain value. At present, it is an important opportunity period for smart car layout.