The restructuring and integration of the steel field will be promoted, and the production and sales of new energy vehicles will hit a record high丨 Tomorrow's theme prospects

(1) The SaOUSAC said that by promoting the restructuring and integration of the steel field, the demand for steel for infrastructure construction will pick up significantly

At the press conference on the economic operation of central enterprises in 2021 held on the 19th, the State-owned Assets Supervision and Administration Commission of the State Council said that this year will solidly promote the restructuring and professional integration of central enterprises. Focus on the implementation of national strategies such as supply-side structural reform, innovation-driven development, and construction of a manufacturing power, in accordance with the principle of "mature one household, promote one household", steadily promote the restructuring and integration of steel and other fields, and study and establish new central enterprise groups in related fields in a timely manner.

Guotai Junan pointed out that with the accelerated issuance of special bonds and local bonds, major infrastructure projects across the country have started intensively, and it is expected that the demand for infrastructure steel will pick up significantly. In 2022, steel demand is more resilient, the sector is expected to meet the repair market, low valuation superimposed on high dividends, and the industry competition pattern will continue to be optimized. Recommend Baosteel shares, Valin Steel, Shougang shares, etc.

(2) The domestic large aircraft C919 is expected to be delivered this year, focusing on the direction of large aircraft in the aviation sector

Wu Yongliang, deputy general manager and chief accountant of Commercial Aircraft Corporation of China, said that the domestic C919 project is still in the stage of airworthiness certification and is expected to be delivered in 2022.

Caixin Securities pointed out that aviation equipment is the focus of the national defense and military industry sector, and the third quarterly report shows that the revenue of aviation equipment accounts for 46.84% of the overall revenue of the national defense and military industry, and the net profit attributable to the mother accounts for 54.43%, and its revenue growth rate ranks first among the four major subdivisions year-on-year. The direction of large aircraft and helicopters is the top priority. Recommend AVIC Xifei, Zhongzhi shares, etc.

(3) In December last year, the production and sales of new energy vehicles hit a record high, seizing the opportunity of the correction of the automobile sector

According to the statistical analysis of the China Association of Automobile Manufacturers, new energy vehicles will become the biggest highlight of the automotive industry in 2021, and the sales volume will be the first in the world for 7 consecutive years. The market penetration rate of new energy vehicles reached 19.1% in December 2021, which continued to be higher than that of the previous month, of which the market penetration rate of new energy passenger vehicles reached 20.6%. In December 2021, production and sales of new energy vehicles reached 518,000 units and 531,000 units, respectively, a record high, up 1.2 times and 1.1 times year-on-year, respectively.

Caixin Securities said that there was a large correction in the auto sector this month, but from a fundamental point of view, driven by the high prosperity of new energy vehicles, the auto sector has good performance support, and each plate downgrade is an opportunity, so it is worth configuring. Recommend BYD, Great Wall Motors, Bethel, etc.

(4) Microsoft spent a huge amount of money to acquire the world's leading game, and the future of the industry is worth looking forward to

Microsoft announced jan. 18 that it plans to acquire game development and interactive entertainment content publisher Activision Blizzard for $95 per share for a total deal of about $68.7 billion.

Guohai Securities believes that looking forward to 2022, industry supervision will gradually land, and the game industry is expected to add new profit growth points under the stimulation of benign development and superposition of meta-universe, and the future of the industry is worth looking forward to. Recommend Perfect World, Baotong Technology, AndyReam Network.