Emerging industries are still mainstream opportunities in the market

In September, the Shanghai and Shenzhen stock markets fluctuated sharply. After the SME board index hit a new high, the market risk aversion has increased, and emotional trading is obvious. On Wednesday, indicators such as banks and steel rose, while the two cities fluctuated downward. The Shanghai Composite Index fell 15.91 points, and the two cities traded 280 billion yuan, the largest volume since 231.9.74. On Thursday, stimulated by the news of car sales growth, the auto sector ranked first in the increase, the Shanghai Composite Index rose 32.89 points, and the daily limit reached 46. On Friday, satellite navigation was included in the emerging industry, and Big Dipper opened its daily limit. The lithium battery sector led by Tianqi Lithium Industry once again went up, and banks and steel fell. On the same day, the small and medium-sized stocks fluctuated and the amplitude of Yanqiao Miao Industry reached 18.18%. The Shanghai Composite Index finally closed at 2655.39 points, up 44.65 points.

From the market point of view, the financing and securities lending sector has a two-way trading function, which can better reflect the market value orientation of the full circulation era. The current market value of the sector reached 13.14 trillion yuan, accounting for 58% of the total market value of the Shanghai and Shenzhen stock markets of 22.58 trillion, the weighted average earnings per share of the 2010 mid-year report was 0.315 yuan, and the weighted average price-earnings ratio was 13.4 times. The average price-earnings ratio of the four major state-owned banks is about 8 times, which is at the lowest level in history. Considering that the Chinese economy is achieving a stable landing, there is no risk of a double dip. Therefore, the current valuation of the blue chip sector does not support the continued decline of the stock market.

Small and medium-sized board and GEM are the cradle of emerging industries, and the valuation level has remained high. We believe that the high valuation of emerging industries and the low valuation of traditional industries will remain unbalanced for a long time. This structural problem is more likely to cause market turmoil. However, even if the market fluctuates sharply, it is difficult for market hotspots to switch from emerging industries to traditional industries. That is to say, the traditional industries set up, and the pattern of singing in emerging industries will not change much. In terms of specific investment, we need to find companies with improved fundamentals, especially those that involve emerging industries, in order to obtain excess profits.

The urban lighting project is inseparable from energy saving and emission reduction. The energy saving rate of LED semiconductor lighting exceeds 50%, and the comprehensive promotion and use is an inevitable trend. According to a report released by the Jiangxi Bureau of Statistics on August 30, Jiangxi Province is accelerating the development of a low-carbon economy. At present, Nanchang is making efforts to build three industries with over 100 billion yuan of photovoltaics and LEDs, and developing four electronic information and other ultra-billion yuan. industry. In the next five years, the province plans to initially build a national advanced manufacturing base, photovoltaic industry base, LED industrial base, large aircraft industrial base, service outsourcing industrial base and high-quality agricultural production and processing base. Among them, Nanchang City will pay close attention to the construction of three “demonstration cities”, and its “Ten Cities and Ten Thousand” semiconductor lighting demonstration application projects have achieved remarkable results.

It is worth mentioning that Lianchuang Optoelectronics has formed a relatively complete industrial chain and large-scale production capacity of LED epitaxy, chips, devices, backlights and semiconductor lighting sources. Its wholly-owned subsidiary Xinlei Optoelectronics has 90-100 per year. The production capacity of 100 million chips is currently the largest LED red and yellow green chip manufacturer in China. Jiangxi Yichun is rich in lithium resources and is known as the “Lithium Capital”. With the listing of Haofeng Lithium Industry, Jiangte Electric has made progress to the upstream and downstream of lithium battery, and the development of lithium battery in Jiangxi has gradually accelerated. It can be said that listed companies in Jiangxi still have more dark horses in emerging industries, and investors can focus on them.

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