What industry is good for recovery in 2022 3 articles
Shares are a component of the capital of the joint-stock company, can be transferred, bought and sold, is the main long-term credit instrument of the capital market, but can not require the company to return its capital contribution. Here by the editor to share with you 2022 recovery favorable what industry, convenient for everyone to learn.
What industry is good for recovery in 2022
A summary of the contents of the recent brokerage research report is as follows:
1) Seasonings and food processing
Since the end of 2021, as part of the seasonings began to raise prices, the scissors difference between the PPI and the CPI narrowed, the food processing performance growth rate narrowed from-30% to -13% in Q1, and flavored fermented products rebounded from -3.7% to 12.7% in q1. But in the case of the outbreak of the epidemic, the demand side was hit by a large impact, resulting in price increases in the conduction gradually weak (especially the toB side was affected by a large impact, catering in the seasoning inside the proportion may reach about 5 percent). And with the epidemic impact marginal weakening, toB end demand is repaired, the plight of the reversal logic is expected to continue.
2) tourism hotel, catering
These two years because of the impact of the epidemic, residents travel and regular offline consumption scenes are subject to greater restrictions, 20 years to bring the low-base effect in the 21st year after the recession, 22Q1 performance growth rate fell sharply again. As the impact of the epidemic in Shanghai and Beijing gradually subsides, the offline scene of residents is expected to recover (at least in stages). From the 22 annual Wanderer consensus expectations, the current tourism and attractions is expected to grow at 116%, hotels and restaurants is expected to grow at 237%; but it is estimated that in the context of the normalization of the epidemic prevention and control, the recovery of the boom will be repeated, so the current view is more in favor of trading opportunities.
3) pharmacy
plate 22 years performance is expected to usher in the restoration of growth. 21 years of slowing performance growth is mainly affected by the recurrence of epidemics, high base, changes in rental accounting standards and other drag; short-term view, the impact of the epidemic gradually slowed down, the pharmacy same-store sales to the good; medium-term view, the head of the pharmacy store expansion steadily promote the market share is expected to further enhance.
4)Cintron
2020-2021 Cintron pilot has achieved positive results. 2019 began Cintron completed the provincial and municipal level e-portfolios system replacement, finance, operators, etc. also opened the pilot in the industry, although the landing process experienced increased competition in the landing procurement price lower than expected, but in the process, we see the Cintron homegrown ecosystem initially molding In the process, we have seen the initial molding of CCTV's domestic ecosystem, the industry's competitive pattern gradually becoming clear, and the progress of key product iterations is obvious. Epidemic on the short-term demand and delivery of the impact of the marginal weakening, can be used as a predicament reversal layout direction.
What are the stocks benefiting from the recovery in 2022
Duty free: Hainan passenger traffic in March fell sharply year-on-year, and is expected to CDFG Q1 net profit fell slightly year-on-year
CDFG 2022 in January-February the company realized operating income of about 13.1 billion yuan, an increase of about 20% year-on-year; to achieve the mother of about 2.4 billion yuan of net profit, an increase of about 20% year-on-year. Growth of about 20%; net attributable interest rate of about 18.3%, an increase of 2.6 pct, excluding income tax concessions interference with the year-on-year increase of about 0.8 pct, the bank believes that the main reason for the 1-2 months of Hainan tourism peak season under the relatively high proportion of casual visitors, CDFH Hainan universal discounts recovered to 85% off, and the company this year began to management to benefit from the focus on assessing the profitability of the index.
Hotel: Spring Festival is the traditional off-season, March by the epidemic impact, 22Q1 performance under pressure
According to STR data, 2022 January-February China's hotel Occ43.4%, +3.6pct; ADR415.8 yuan, +7.8%; RevPAR180.6 yuan / night, +17.6%. March the country many The bank expects hotel Occ to fall significantly year-on-year in March.
Airline: oil prices higher, demand hit by the epidemic, 22Q1 loss is expected to expand year-on-year
Chunyun performance is better than the previous year, demand in March by the local epidemic impact is greater, the oil prices higher, the 22Q1 airline performance is expected to be under pressure, loss year-on-year or expand.
The company's average daily flights of about 186 flights, 22Q1 average daily flights of about 160 flights, the bank estimates that the company's 22Q1 net attributable profit of about -200 million yuan.
Airports: 22Q1 loss year-on-year or expand due to local epidemics in Shanghai and Shenzhen
Spring Festival civil aviation passenger traffic +13% year-on-year in 21 years, and travel demand was disrupted by local epidemics in many places in March. The Civil Aviation Administration released data showing that China's airport enterprises lost 5.2 billion yuan in Jan-Feb 22, and the bank expects 22Q1 listed airport losses to expand year-on-year.
2022 bullish on what industries and individual stocks
1, medical insurance collection shortfall after the performance of the industry reversal
Said the pharmaceutical medical industry. This year, the pharmaceutical and medical industry has experienced two rounds of ups and downs, and is now at the bottom of the second round of downs. The second half of the pharmaceutical and medical industry experienced two rounds of pharmaceutical collection, coupled with the poor market, industry capital rotation and other factors, the industry is currently from the beginning of the high point fell more than 30%, many individual stock prices cut.
But in fact a lot of high-performance pharmaceutical and medical stocks by the collection of the impact is not very large, with the gradual landing of the health insurance collection, the pharmaceutical and medical industry will use the performance to prove that it is still the most worthy of investment in the A shares of one of the long bull industry.
Related stocks: Hengrui Medicine, Myriad Medical, East China Pharmaceutical, Gan Li Pharmaceutical, Hualan Bio, Lepu Medical, and so on.
2, after the epidemic period of socio-economic order recovery favorable industry
Post-epidemic period, does not mean that the epidemic is coming to an end, but the domestic vaccination rate has been as high as a certain degree of anti-epidemic policy changes, so that the socio-economic order to accelerate the recovery.
There are many of these industries, such as tourism, hotels, movies, entertainment, etc., but these industries I am not optimistic about, mainly because these industries do not have long-term bull leading stocks, the difficulty of selecting stocks is too high.
But there is an industry certainty is the strongest: airport stocks. On behalf of the stocks: Shanghai Airport, Baiyun Airport
3, carbon neutral and policy favorable industry
The next one or two years, carbon neutral and almost every important meeting must speak of an important topic. The country has developed a decades-long "carbon peak" and "carbon neutral" long-term planning goals, in the national policy support, carbon neutral and related industries still have great prospects for development.
Representative industries: new energy vehicles (lithium-ion), photovoltaic, wind power.
Related stocks:
Ningde Times, BYD, Enjie shares, Ganfeng lithium, lithium-ion lithium, pilot intelligence
Longi shares, sunlight power supply, Tongwei shares, the Central Stocks
Goldwind Science and Technology, Ming Yang Intelligence, Tianshun wind power
4, PPI to CPI transmission of the consumer recovery industry
This year Raw material prices soared, resulting in PPI and CPI scissors have hit record highs, the high cost of the business end has become a major pressure on the growth of corporate profits, the fourth quarter, including food, home appliances and other industries set off a wave of price increases, the price of a business to the consumer side of the conduction is the trend of 2022, there is a pricing advantage of the enterprise will usher in the performance of the recovery.
Representative industries: food and beverages, home appliances, chemical raw materials
Related stocks: Haitian Taste, Fuling Squeeze, Torch High, Midea Group, Wuliangye, Luzhou Laojiao, Yanghe shares
5, anti-monopoly policy suffered the largest pullback in history of the Internet industry
This year, in the Internet anti-monopoly, **** the same affluence, and other policy impact. Internet giants suffered the largest retraction in history. But these Internet giants have hundreds of millions, billions of users, and the services they provide each have irreplaceable in the short term, so the impact of the policy did not hurt their core value, the shortcomings out, the return of value is worth looking forward to.
Representative industry: the Internet
Related stocks: Tencent Holdings, Alibaba, the United States
6, high-quality development of high-tech industries
High-quality development in recent years is also the theme of the country's important meetings frequently referred to the core of high-quality development of science and technology and the development of innovation. Therefore, high-tech industries and individual stocks will continue to benefit.
Representative industries: chips, semiconductors, artificial intelligence, servers, etc.
Related stocks: Weir shares, Ziiguang State Micro, Zhaoyi innovation, Wintech, Hikvision, visual source shares, UFIDA network
7, the investment market is becoming more and more prosperous in the context of the securities industry
Securities industry performance and the degree of prosperity of the securities market is closely related to the two years, the number of A-share investors increased dramatically. The number of A-share investors increased dramatically, the daily turnover compared to the previous two years soared nearly 80%, the securities industry results also frequently reported good news, but the stock price has never fully released the performance of the benefits of the big increase. But as long as the A shares continue to maintain high turnover, the securities industry will always have to cash in on the good times.
Related stocks: CITIC Securities, Oriental Fortune, CITIC Capital
8, "stable economy" under the premise of underestimated building materials stocks
The end of the year, the Central Economic Conference mentioned that the economic work in 2022, "the word steady at the head! ", stable investment, expand the use of special bonds, stable and loose monetary policy, timely reduction of interest rates to stimulate the economy, a series of policy support, will effectively stimulate the infrastructure industry.
The infrastructure industry itself is at too low a level of valuation, the next national policy began to blow a warm wind, the infrastructure industry is expected to usher in a recovery, which is representative of building materials stocks are worth paying attention to.
Related stocks: Conch Cement, Sany Heavy Industry, Dongfang Rainbow