The 2024 version of the "National Nine Articles" has attracted much attention, and the Xinhua News Agency comment area shouted that the big bull market is coming, and the comprehensive bull market is uncertain, but the structural bull market is worth looking forward to. The A-share market has always had a bad habit of speculating on small-cap stocks with poor performance, and this time it will crack down on the behavior of "bad money driving good money" from the source, promote the high-quality development of the economy and capital market, and the new quality productivity may fully benefit.
In the 2024 edition of the "National Nine Articles", the industries supported by the capital market in the future are pointed out, which mentions "further deepening reform and opening up in an all-round way, better serving high-quality development, and promoting the development of new quality productivity". Enterprises with new quality productivity attributes are expected to obtain financial support more conveniently, similar to the Internet + in 2014 "supporting qualified Internet enterprises to participate in the capital market and promoting the healthy development of Internet finance", Oriental Fortune Network rose as much as 12.3 times in 8 months. In 2024, new quality productivity will become a new investment theme. Recently, flying cars and solid-state batteries are all in the category of new quality productivity. What are the new quality productivity?
The new quality productivity is the productivity with new technology, new economy and new business forms as the main connotation, and there are several major directions:
1. Emerging industries: new energy vehicles, hydrogen energy, new materials, biomanufacturing, commercial aerospace, low-altitude economy, Beidou industry, biomanufacturing.
2. The traditional industries are high-end, intelligent and green, mainly including CNC machine tools, industrial robots, green ships, etc.
3. The breakthrough direction of "stuck neck" technology is more prominent in key equipment such as lithography machines in the chip manufacturing industry chain, high-end industrial software in the industrial field, and still needs to rely on imported high-end materials and core components.
4. Digital industry: The mainland has comprehensively transformed and upgraded from a "brick economy" to a digital economy, and the construction of digital infrastructure includes AI chips, optical communications, servers, etc. in the computing power industry chain, as well as data supply/circulation/application/security in data elements.