Automotive, Consumer Staples Nov 29, 2021 07:39 PM (GMT+8) · EqualOcean
Cailian news agency, November 29 - at Guotai Junan's 2022 capital market cloud annual meeting, Chen Xianshun, chief analyst of Guotai Junan Securities strategy, suggested paying attention to financial, consumption and scientific and technological growth. In finance, it is recommended to recommend securities companies / banks with high valuation profit and cost performance and repair real estate problems; In terms of consumption, we recommend the pig / Baijiu / food / Automobile / Catering tour to improve competition pattern. In the science and technology growth sector, recommend new energy subdivision track intelligent driving with high prosperity and VR / AR equipment companies with upward prosperity reversal; With the decline of PPI trend in 2022 for high-end manufacturing, after the upstream cost pressure is relieved, the midstream equipment manufacturing end welcomes profit repair, and computer optoelectronics / military equipment / mechanical equipment are recommended.