Jan 30, 2021 10:33 PM (GMT+8) · EqualOcean
According to the investment strategy research report, at present, nearly 60% of the listed companies have disclosed the performance forecast / Express / report of the 2020 annual report, with a good performance rate of about 57%, and A-share profits continue to improve. The segmentation areas with improved performance and upward prosperity focus on: (1) new energy related: power supply equipment (wind power, solar energy), electrical equipment (power transmission and transformation equipment, power electronics and Automation), new energy power system, new energy automobile industry chain (lithium chemicals, auto parts) (2) TMT: semiconductor (integrated circuit, semiconductor equipment, semiconductor materials) Consumer electronics, optical and photoelectric (panel, display zero group, security), communication equipment manufacturing, computer software, culture and entertainment (games) (3) post cycle consumption of real estate: decorative materials (consumer building materials), home furnishings, furniture. (4) Upstream resource products: general steel, industrial metals, rare metals, coal, chemical fiber, agricultural chemicals, lithium chemicals, electronic chemicals, polyurethane, etc. In addition to the above sub sectors, the profit and prosperity of paper, banking, securities, health care (CRO, vaccine, epidemic prevention supplies), small household appliances, animal vaccine and veterinary drugs, construction machinery and other sectors were good. At the same time, we can focus on the industries with high valuation cost performance (PEG less than 1).

This text is a result of machine translation.