Financial Associated Press (Beijing, reporter Wang Hong) news, October insurance investment research enthusiasm has declined compared with the previous two months, so far a total of 42 listed companies have been surveyed, the number is much smaller than August and September. From the perspective of survey stocks, Zhongke Chuangda, Mindray Medical and Hikvision ranked among the top three in the october insurance capital survey list.
Insurance asset managers in the industry said that at present, the opportunity is mainly rotated to the consumer sector, and the opportunities for medicine, food and beverage, agriculture, and home appliances are larger. In the medium term, the main line of science and technology growth and high-end manufacturing will continue, continue to pay attention to the main line of investment derived from the carbon neutrality background, and the impact of the dual control policy of energy consumption on the economy and some industries, while the consumption growth track, which is expected to be more pessimistic and has fallen sharply in the early stage, may gradually enter the end of adjustment in the near future.
Zhongke Chuangda, Mindray Medical, hikvision ranked in the top three
Wind data statistics, as of now, in October, insurance companies surveyed a total of 42 listed companies, the number is much less than the previous two months. In August and September, insurance companies and insurance asset management companies surveyed 353 and 187 listed companies respectively.
According to the data of Xingkuang, Zhongke Chuangda accepted a survey of 19 insurance companies and insurance asset management companies, including Peking University Founder, Dada Assets, Soochow Life, etc., on October 19, and received the most attention. Zhongke Chuangda is an intelligent platform technology provider, and has cooperative relations with chips, components, terminals, software and Internet manufacturers and operators in the intelligent terminal industry chain. In the survey, the main concerns of the institution include: the future mainstream trend of automatic driving, the cooperation and future trend of domestic chips such as Qualcomm and Horizon, the common platform made by the company on the automatic driving platform, and the layout progress of system software.
On October 22, Mindray Medical received a survey of 18 insurance companies and insurance asset management companies, including Ping An Pension Insurance, Ping An Asset Management, qianhai Life, etc. Mindray Medical said that the domestic medical new infrastructure market space has exceeded 15 billion, based on the goal of common prosperity, the future of the state will give more economic support to the central and western regions, the company will continue to pay attention to and is committed to improving national medical conditions, reduce medical costs.
Hikvision received a survey of 18 insurance companies and insurance asset management companies, including Everyone Asset Management and China Life Pension, on October 23. The research focused on issues such as the extent to which the company's business is affected by the macro-economy such as real estate investment, the impact of the lack of energy in the Yangtze River Delta on the company's operations, and the performance outlook for the fourth quarter and beyond.
From the perspective of different industries, the related stocks of the medical industry, including Mindray Medical, Aimeike, Puluo Pharmaceutical, and Kaili Medical, have attracted attention; related stocks such as electronic components and semiconductor products such as Shunluo Electronics, Jiejie Microelectronics, Core Energy Technology, and Jolywood Have attracted attention.
Picking up opportunities in the consumer track Technological growth and high-end manufacturing are still the main lines of attention
An insurance asset manager told the Financial Associated Press reporter that looking forward to the future market, China's coal power "supply and supply" measures will significantly alleviate the upstream price pressure facing China, and the main contradictions in the follow-up market will change. However, in the current context, the improvement of market risk appetite may take time, the recent need to pay close attention to policy and reform trends, economic data signals are increasing the urgency of policy support, and recent policies have gradually shown the tendency of "ensuring people's livelihood and stabilizing growth".
Two aspects of uncertainty is expected to still inhibit the upward space in the market: first, the third quarter of October will most likely reflect the slowdown in performance under the downward pressure of the economy, corporate earnings performance may be lower than expected, the market's downward adjustment of profit growth in the second half of the year is not enough to digest, more importantly, there is still relatively large uncertainty about the center of economic and profit growth next year; second, the general direction of the policy is stable growth, but the market's expectations for the force and strength of counter-cyclical policies are still not very clear. In particular, monetary policy is not strongly targeted at the economic downturn and high inflation caused by supply factors.
The above-mentioned insurance asset managers also said that structurally, the upstream price increase pressure brought about by the mismatch between supply and demand this year has eroded the profits of the middle and lower reaches, and there will be a redistribution of profits in the process of reversing the inflation pattern next year. Judging from the market performance after the historical cyclical stock market, the opportunity is mainly rotated to the consumer sector, and the winning rate of medicine, food and beverage, agriculture, and home appliances is higher. In the medium term, the style of partial growth may still be an important direction in the medium term, the main line of scientific and technological growth and high-end manufacturing will continue, continue to pay attention to the main line of investment derived from the carbon neutral background, and the impact of the dual control policy on the economy and some industries, while the consumption growth track that is more pessimistic and has fallen sharply in the early stage may gradually enter the end of adjustment.
Xu Tianshu, chief investment officer of Xinmei Mutual Life, told the Financial Associated Press that the previous correction in the consumer sector was mainly due to the unexpected sharp decline in domestic consumption data, and there should be follow-up opportunities after the adjustment is in place. It also said that the subsequent index will not have a large increase, but there are structural opportunities. However, it pointed out that the current position of equity assets has declined compared with last year, mainly because the expected return is not high.