Order volume explosion! This industry revenue inflection point has emerged! What is the future? Expert analysis →

The investment opportunities in 2022 have long been known, and CCTV Finance has specially planned the 2022 "Investment Trend in the Year of the Tiger" to make a heavy appearance!

Fund Manager Jiang Xuan: This year's most optimistic about the new energy vehicle track

Jiang Xuan, fund manager of Huaan Fund, said that new energy vehicles are one of the most optimistic tracks this year. The stock price of new energy vehicles in the whole sector has risen a lot in the past two years, and the new energy vehicle industry itself has made a very important leap last year, with a penetration rate from about 5% at the beginning of the year to about 20% at the end of the year. Last year's rise in new energy vehicles was more profit-driven, corresponding to the valuation of the entire industry, and the current valuation is down compared with the valuation at the beginning of last year. From the perspective of industry growth, the industry may grow sixty or seventy times this year. After a considerable correction at the beginning of this year, the leading enterprises of the main materials of new energy vehicles, their valuation for this year's hub is between 30 times and 40 times, corresponding to the entire industry is sixty or seventy times the growth, such a valuation center has entered a more reasonable range.

Fund manager Jiang Xuan: In the next two to three years, lithium battery equipment companies will enter a boom cycle

Huaan Fund Fund Manager Jiang Xuan said that the subdivision of electricity, the next two to three years for lithium battery equipment companies is a boom cycle of volume price improvement, lithium battery equipment industry last year order volume appeared a very obvious outbreak, many leading companies are 150% -200% growth, the inflection point of income is likely to be around the third quarter of 2021, the entire revenue inflection point has come out. The so-called price inflection point refers to the inflection point of profit margins, lithium battery equipment company profit margin inflection point has a very long scale benefit, after the order volume comes up, the gross profit margin naturally goes up. In addition, for the steel field, this year is expected to have a smaller PPI pressure, and it is expected that after the upstream material pressure becomes smaller, the profit margin of lithium battery equipment companies will be gradually upward in the next two years.

Fund Manager Jiang Xuan: The military industry has the highest certainty in the growth industry in 2022! Two core financial indicators are trackable

Huaan Fund Manager Jiang Xuan said that the military industry in 2022 is the most certain of all growth industries, and it is an endogenous demand. In the past, the stock price of the military industry fluctuated greatly, financial data, order data could not be grasped, and now at this stage there is no need to communicate with listed companies, and now there are very objective indicators to track. There are two core financial indicators to track, one is contract liabilities, which are essentially advance receipts. At the end of last year, the contract liabilities of the industrial chain of military engines and the main engine factories in the aircraft industry chain increased by seven or eight times, and the growth of contract liabilities was the guarantee of the order income in the entire industrial chain. The second is to track the subjects of the construction project from the perspective of the supply side. The military industry is still a manufacturing industry, the manufacturing industry will not grow for no reason, it will have profit margin growth, but more from the volume of growth. Investors can track the situation of the project under construction, the growth rate of the project under construction, the growth rate of the fixed increase in production of the project under construction, and can be screened and selected according to its subdivision track.

(The above is the guest's opinion.) The stock market is risky, and you need to be cautious when investing! ）

Source: CCTV Trading Hours

Producer: Ke Chengyun

This article is edited by Peng Lin