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2021-06-19
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Looking at profit-making opportunities in the second half of the year from brokerage reports
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22:16","market":"sh","language":"zh","title":"Looking at profit-making opportunities in the second half of the year from brokerage reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1170978194","media":"金融1号院","summary":"随着2021年上半年行情接近尾声，包括中金公司、中信证券、广发证券、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？\n《证","content":"<p>As the market in the first half of 2021 draws to a close, including<a href=\"https://laohu8.com/S/601995\">CICC</a>、<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Twenty-six securities firms, including Ping An Securities, have recently released their A-share strategy reports for the second half of 2021. With the economy continuing its recovery trend, what high-quality sectors are worth investing in in the second half of the year?</p><p>According to statistics compiled by the Securities Daily based on A-share strategy reports released by 26 securities firms for the second half of 2021, growth stocks are generally favored by institutions, and the market style will return to growth in the second half of the year, with the market likely paying more attention to the sustainability of corporate profitability.<b>Among them, four high-quality sectors—technology, consumption, new energy, and carbon neutrality—are expected to become key areas for investment in the second half of this year.</b></p><p><b>First, consumer products.</b>According to statistics, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about investment opportunities in consumer stocks in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>Securities believes</b>There are no systemic opportunities in the A-share market in the second half of 2021, and the importance of sector selection and expected return judgment is becoming increasingly prominent, with growth stocks expected to outperform. We believe that the pharmaceutical and biotechnology, new energy vehicle, and new energy industries have long-term upside potential, while we are optimistic about the profit stability and long-term prospects of the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>The A-share market showed resilience in earnings in the second half of the year, but its structure diverged significantly, the cycle weakened, and growth outperformed. In terms of allocation, it is recommended to downplay cyclical thinking and focus on valuation elasticity. In the third quarter, we can focus on high-growth stocks, and in the fourth quarter, we can increase our allocation to the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then it means</b>The outlook on the Chinese market for the second half of this year is generally neutral and structurally optimistic. It is recommended to \"light the index, focus on the structure, and focus on growth\" and to re-emphasize the major trends of the \"new economy\" such as industrial upgrading and consumption upgrading after the consolidation in the first half of the year.</p><p>At the same time, those who hold similar views<b>Ren Tao, a researcher at the investment research department of Guangdong-funded funds, told the Securities Daily reporter</b>With biomedicine combined with elderly care, policies regarding medical insurance and healthcare reform have been frequently introduced recently. With the accelerating aging of China's population, pharmaceutical and medical consumption is a necessity, and people's pursuit of high-quality medical resources continues to increase. In the second half of the year, we are optimistic about the two main themes of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, technology-related stocks.</b>Statistics show that, including Industrial Securities,<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>Thirteen securities firms, including others, are collectively optimistic about the allocation opportunities in technology growth stocks in the second half of the year.</p><p><b>Industrial Securities' 2021 Second Half-Year A-Share Strategy Report shows</b>We are mainly optimistic about the dual catalysts of policy and performance in the second half of the year.<a href=\"https://laohu8.com/S/C76.SI\">Innovative Technology</a>The growth direction mainly focuses on AIoT, pharmaceuticals, new energy chains, and high-end manufacturing equipment. Specifically, we can look at the four major sub-chains: First, AIoT, the Internet of Everything, and Chinese domestic operating systems represented by HarmonyOS.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The interconnectedness of mobile phones, automobiles, and other devices creates opportunities that deserve close attention, such as computers, communications, and electronics. The second is pharmaceuticals, which combine innovation, prosperity, technology and consumption attributes, with a focus on medical devices, medical services and other areas; Third, the new energy chain and intelligent driving are comparable to the 10-year golden growth cycle of consumer electronics. Under the background of \"carbon neutrality and carbon peaking\", the three-wheel drive of \"policy + demand + technological change\" focuses on: new energy materials, lithium battery equipment, automobiles, intelligent driving and other sub-sectors. Fourth, high-end manufacturing equipment, mainly focusing on the upgrading and localization of Chinese manufacturing, in line with industry needs and prosperous development, can focus on the semiconductor chain, military industry and other areas.</p><p><b><a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>The A-share market strategy report for the second half of 2021 shows</b>With a balance of offense and defense, technology is taking over: core assets are collapsing, cycles are fading, and technology may take over. Semiconductor and other technology sectors are benefiting from the expansion of capital expenditures, such as \"semiconductor equipment, lithium battery equipment, and automation equipment,\" and their valuation value is becoming increasingly apparent.</p><p>Besides securities firms being optimistic about technology stocks, private equity funds are also optimistic about investment opportunities in the technology sector.<b>Among them, Liu Youhua, research director of Private Equity Ranking Network, who was interviewed by the Securities Daily, said</b>The possibility of comprehensive market opportunities in the second half of this year is unlikely, and obvious structural opportunities still exist. From a market style perspective, the recent surge in trading volume on the Science and Technology Innovation Board may be a sign that deserves attention. The Science and Technology Innovation Board (STAR Market) and technology stocks, which have been adjusting for more than a year, have seen significant improvements in their fundamentals, with policy support being a highlight and worthy of attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are the interim report disclosure periods, and industries and related companies with strong interim report performance certainty and high growth rates are expected to be more favored by funds in the short term. In the medium term, we will continue to closely follow the growth theme of policy-driven and technologically independent and controllable development. In the second half of the year, we will focus on the theme of economic restructuring and industrial upgrading, and develop high-growth advantages and technology sectors.</p><p><b>Thirdly, new energy products.</b>Statistics show that eight securities firms, including Northeast Securities and Sichuan Securities, are generally optimistic about investment opportunities in new energy stocks in the second half of the year.</p><p><b>Sichuan Securities will experience more frequent sector rotation in the second half of the year, and structural differentiation will continue.</b>。 Against the backdrop of \"carbon neutrality,\" the new energy industry is expected to differentiate, with a greater focus on technological pathways and cost advantages. The national carbon emissions trading market will be launched at the end of June, promoting the low-carbon transformation of enterprises' energy, which will benefit the new energy industry. Regarding photovoltaics, we believe that policy support, the prominence of the economic viability of new energy sources, and the demand for stable power supply will drive a significant increase in photovoltaic installed capacity demand in 2021.</p><p><b>Northeast Securities believes the main market theme for the second half of the year is..</b>Currently, we are in a period of peaking profitability, and the overall market valuation is difficult to improve. Undervalued and high-growth industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework is worth paying attention to.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about investment opportunities in \"carbon neutral\" stocks in the second half of the year.</p><p><b>Cinda Securities stated in its 2021 interim strategy report that</b>We are focusing on \"carbon neutrality\" and moving towards intelligentization. Regarding the viewpoint of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality has a significant boosting effect on sectors such as photovoltaics, lithium batteries, hydrogen energy, and nuclear power, which all belong to some sub-sectors of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>In the second half of the year, we recommend focusing on investment opportunities themed around \"carbon</b>1. Leading enterprises in high-carbon emission industries enhance their competitive advantage during the process of capacity reduction; 2. Clean energy presents opportunities across the entire industry chain for traditional energy substitution processes; 3. The demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields arising from energy conservation, material conservation and consumption reduction; 3. Carbon rights appreciation of environmentally advantageous enterprises.</p>","source":"lsy1580453774300","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Looking at profit-making opportunities in the second half of the year from brokerage reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLooking at profit-making opportunities in the second half of the year from brokerage reports\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金融1号院</strong><span class=\"h-time small\">2021-06-18 22:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the market in the first half of 2021 draws to a close, including<a href=\"https://laohu8.com/S/601995\">CICC</a>、<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Twenty-six securities firms, including Ping An Securities, have recently released their A-share strategy reports for the second half of 2021. With the economy continuing its recovery trend, what high-quality sectors are worth investing in in the second half of the year?</p><p>According to statistics compiled by the Securities Daily based on A-share strategy reports released by 26 securities firms for the second half of 2021, growth stocks are generally favored by institutions, and the market style will return to growth in the second half of the year, with the market likely paying more attention to the sustainability of corporate profitability.<b>Among them, four high-quality sectors—technology, consumption, new energy, and carbon neutrality—are expected to become key areas for investment in the second half of this year.</b></p><p><b>First, consumer products.</b>According to statistics, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about investment opportunities in consumer stocks in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>Securities believes</b>There are no systemic opportunities in the A-share market in the second half of 2021, and the importance of sector selection and expected return judgment is becoming increasingly prominent, with growth stocks expected to outperform. We believe that the pharmaceutical and biotechnology, new energy vehicle, and new energy industries have long-term upside potential, while we are optimistic about the profit stability and long-term prospects of the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>The A-share market showed resilience in earnings in the second half of the year, but its structure diverged significantly, the cycle weakened, and growth outperformed. In terms of allocation, it is recommended to downplay cyclical thinking and focus on valuation elasticity. In the third quarter, we can focus on high-growth stocks, and in the fourth quarter, we can increase our allocation to the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then it means</b>The outlook on the Chinese market for the second half of this year is generally neutral and structurally optimistic. It is recommended to \"light the index, focus on the structure, and focus on growth\" and to re-emphasize the major trends of the \"new economy\" such as industrial upgrading and consumption upgrading after the consolidation in the first half of the year.</p><p>At the same time, those who hold similar views<b>Ren Tao, a researcher at the investment research department of Guangdong-funded funds, told the Securities Daily reporter</b>With biomedicine combined with elderly care, policies regarding medical insurance and healthcare reform have been frequently introduced recently. With the accelerating aging of China's population, pharmaceutical and medical consumption is a necessity, and people's pursuit of high-quality medical resources continues to increase. In the second half of the year, we are optimistic about the two main themes of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, technology-related stocks.</b>Statistics show that, including Industrial Securities,<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>Thirteen securities firms, including others, are collectively optimistic about the allocation opportunities in technology growth stocks in the second half of the year.</p><p><b>Industrial Securities' 2021 Second Half-Year A-Share Strategy Report shows</b>We are mainly optimistic about the dual catalysts of policy and performance in the second half of the year.<a href=\"https://laohu8.com/S/C76.SI\">Innovative Technology</a>The growth direction mainly focuses on AIoT, pharmaceuticals, new energy chains, and high-end manufacturing equipment. Specifically, we can look at the four major sub-chains: First, AIoT, the Internet of Everything, and Chinese domestic operating systems represented by HarmonyOS.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The interconnectedness of mobile phones, automobiles, and other devices creates opportunities that deserve close attention, such as computers, communications, and electronics. The second is pharmaceuticals, which combine innovation, prosperity, technology and consumption attributes, with a focus on medical devices, medical services and other areas; Third, the new energy chain and intelligent driving are comparable to the 10-year golden growth cycle of consumer electronics. Under the background of \"carbon neutrality and carbon peaking\", the three-wheel drive of \"policy + demand + technological change\" focuses on: new energy materials, lithium battery equipment, automobiles, intelligent driving and other sub-sectors. Fourth, high-end manufacturing equipment, mainly focusing on the upgrading and localization of Chinese manufacturing, in line with industry needs and prosperous development, can focus on the semiconductor chain, military industry and other areas.</p><p><b><a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>The A-share market strategy report for the second half of 2021 shows</b>With a balance of offense and defense, technology is taking over: core assets are collapsing, cycles are fading, and technology may take over. Semiconductor and other technology sectors are benefiting from the expansion of capital expenditures, such as \"semiconductor equipment, lithium battery equipment, and automation equipment,\" and their valuation value is becoming increasingly apparent.</p><p>Besides securities firms being optimistic about technology stocks, private equity funds are also optimistic about investment opportunities in the technology sector.<b>Among them, Liu Youhua, research director of Private Equity Ranking Network, who was interviewed by the Securities Daily, said</b>The possibility of comprehensive market opportunities in the second half of this year is unlikely, and obvious structural opportunities still exist. From a market style perspective, the recent surge in trading volume on the Science and Technology Innovation Board may be a sign that deserves attention. The Science and Technology Innovation Board (STAR Market) and technology stocks, which have been adjusting for more than a year, have seen significant improvements in their fundamentals, with policy support being a highlight and worthy of attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are the interim report disclosure periods, and industries and related companies with strong interim report performance certainty and high growth rates are expected to be more favored by funds in the short term. In the medium term, we will continue to closely follow the growth theme of policy-driven and technologically independent and controllable development. In the second half of the year, we will focus on the theme of economic restructuring and industrial upgrading, and develop high-growth advantages and technology sectors.</p><p><b>Thirdly, new energy products.</b>Statistics show that eight securities firms, including Northeast Securities and Sichuan Securities, are generally optimistic about investment opportunities in new energy stocks in the second half of the year.</p><p><b>Sichuan Securities will experience more frequent sector rotation in the second half of the year, and structural differentiation will continue.</b>。 Against the backdrop of \"carbon neutrality,\" the new energy industry is expected to differentiate, with a greater focus on technological pathways and cost advantages. The national carbon emissions trading market will be launched at the end of June, promoting the low-carbon transformation of enterprises' energy, which will benefit the new energy industry. Regarding photovoltaics, we believe that policy support, the prominence of the economic viability of new energy sources, and the demand for stable power supply will drive a significant increase in photovoltaic installed capacity demand in 2021.</p><p><b>Northeast Securities believes the main market theme for the second half of the year is..</b>Currently, we are in a period of peaking profitability, and the overall market valuation is difficult to improve. Undervalued and high-growth industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework is worth paying attention to.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about investment opportunities in \"carbon neutral\" stocks in the second half of the year.</p><p><b>Cinda Securities stated in its 2021 interim strategy report that</b>We are focusing on \"carbon neutrality\" and moving towards intelligentization. Regarding the viewpoint of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality has a significant boosting effect on sectors such as photovoltaics, lithium batteries, hydrogen energy, and nuclear power, which all belong to some sub-sectors of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>In the second half of the year, we recommend focusing on investment opportunities themed around \"carbon</b>1. Leading enterprises in high-carbon emission industries enhance their competitive advantage during the process of capacity reduction; 2. Clean energy presents opportunities across the entire industry chain for traditional energy substitution processes; 3. The demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields arising from energy conservation, material conservation and consumption reduction; 3. Carbon rights appreciation of environmentally advantageous enterprises.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/cBc1pMAAx-_R9aC3-3awdg\">金融1号院</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/cBc1pMAAx-_R9aC3-3awdg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170978194","content_text":"随着2021年上半年行情接近尾声，包括中金公司、中信证券、广发证券、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？\n《证券日报》记者根据26家券商发布的2021年下半年A股策略报告统计发现，成长品种被机构普遍看好，下半年市场风格将重回成长，市场可能会更加关注企业盈利能力的持续性。其中，科技、消费、新能源、碳中和等四大优质赛道有望成为今年下半年布局重点领域。\n首先，消费类品种。据统计，包括兴业证券、中信建投证券、东方证券等在内的16家券商纷纷看好消费类品种的下半年投资机会。\n中信建投证券认为，2021年下半年A股市场不存在系统性机会，赛道选择和预期收益判断的重要性愈发凸显，成长股将表现占优。我们认为医药生物、新能源汽车和新能源行业具备长期景气度上行空间，同时看好消费行业的盈利稳定性和长期性。\n中信证券认为，A股下半年盈利有韧性但结构分化明显，周期弱化，成长占优。配置方面，建议淡化周期思维，重视估值弹性，三季度可以聚焦高成长品种，四季度增配大消费板块。\n中金公司则表示，今年下半年对中国市场观点整体中性、结构乐观，建议“轻指数、重结构、偏成长”，在上半年的盘整后重新重视产业升级与消费升级等“新经济”大趋势。\n同时，持有类似观点的粤资基金投研部研究员任涛对《证券日报》记者表示，生物医疗叠加养老，近期关于医保、医疗改革的政策频出。随着国内老龄化加速，医药医疗消费具有刚需性质，人们对优质医疗资源的追求持续增加，下半年看好“创新”和“消费升级”两条主线。\n其次，科技类品种。统计显示，包括兴业证券、东北证券等在内的13家券商集体看好科技类成长品种的下半年配置机会。\n兴业证券2021年下半年A股策略报告显示，下半年我们主要看好政策与业绩双催化的大创新科技成长方向，主要聚焦在以万物智联的AIoT、医药、新能源链条、高端制造设备等。具体来看四大细分链条：一是AIoT，万物互联，以鸿蒙为代表的中国国产操作系统与智能终端手机、汽车等相互链接，孕育的机会值得重点关注，如：计算机、通信、电子等；二是医药，创新、景气、科技与消费属性兼具，重点关注医疗器械、医疗服务等方向；三是新能源链条与智能驾驶，媲美消费电子10年黄金成长周期，在“碳中和、碳达峰”背景下，“政策+需求+技术变革”三轮驱动，重点关注：新能源材料、锂电设备、汽车、智能驾驶等细分领域；四是高端制造设备，主要围绕中国制造走向高端化、国产化，顺应行业需求和景气发展，可重点关注半导体链条、军工等方向。\n国金证券2021年下半年A股市场策略报告显示，攻守并重，科技接力：核心资产瓦解—周期淡去—科技或将接力，受益于资本开支扩张的“半导体设备、锂电设备、自动化设备”等，估值性价比日益显现的半导体等科技板块。\n除券商机构看好科技股之外，私募基金也看好科技板块的投资机会。其中，接受《证券日报》记者采访的私募排排网研究主管刘有华表示，对于今年下半年，市场全面性的机会可能性不大，明显的结构性机会依然存在。从市场的风格来看，近期科创板放量大涨，可能是一种迹象，值得注意。已经调整一年多的科创板以及科技股，基本面改善明显，政策面的加持是亮点，值得重视。\n任涛进一步表示，目前6月份、7月份处于中报披露期间，预计中报业绩确定性强、增速较高的行业和相关公司短期更受资金青睐。中期来看，依然紧贴有政策催化，科技自主可控的成长主线，下半年围绕经济结构调整、产业升级的脉络，布局高成长性的优势和科技板块。\n其三，新能源类品种。统计显示，包括东北证券、川财证券等在内的8家券商普遍看好新能源类品种的下半年投资机会。\n川财证券下半年板块轮动将更加频繁，结构性分化延续。在“碳中和”背景下，新能源行业预计出现分化，重点会更加关注技术路径和成本优势两端。6月底全国碳排放权交易市场即将上线交易，推动企业能源低碳转型，届时新能源行业将受益。光伏方面，我们认为，政策支持、新能源经济性的凸显以及对稳定电力供应的需求将推动2021年光伏装机需求大幅增长。\n东北证券认为下半年市场主线：当前处于盈利筑顶期，市场整体估值难提升，低估值和高景气行业占优，科技制造中的新能源估值较低且景气度较高，“碳中和”框架下的新能源值得关注。\n最后，“碳中和”类品种。统计显示，包括兴业证券、信达证券等在内的8家券商也纷纷看好“碳中和”类品种的下半年投资机会。\n信达证券在2021年中期策略报告指出，发力“碳中和”，奔向智能化。在“碳中和”的观点上，信达证券认为，碳中和发展对于光伏、锂电、氢能源、核电等板块有明显提振作用，这些都属于“碳中和”的一些细分领域。\n中银证券下半年建议重点关注“碳中和”主题投资机会：1.高碳排行业去产能过程中龙头企业提升竞争优势；2.清洁能源对于传统能源替代过程的全产业链机会；3.节能节材降耗所衍生的对循环经济、固废处理、新材料、碳捕捉、碳回收等领域的需求；3.环保优势企业的碳权增值。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":162545628,"gmtCreate":1624069412264,"gmtModify":1703828115367,"author":{"id":"3568684870720011","authorId":"3568684870720011","name":"Kimochi","avatar":"https://static.tigerbbs.com/ee52bed928dc9c43ff511a912437ae87","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568684870720011","idStr":"3568684870720011"},"themes":[],"title":"","htmlText":"comment","listText":"comment","text":"comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162545628","repostId":"1170978194","repostType":4,"repost":{"id":"1170978194","kind":"news","pubTimestamp":1624025766,"share":"https://ttm.financial/m/news/1170978194?lang=en_US&edition=fundamental","pubTime":"2021-06-18 22:16","market":"sh","language":"zh","title":"Looking at profit-making opportunities in the second half of the year from brokerage reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1170978194","media":"金融1号院","summary":"随着2021年上半年行情接近尾声，包括中金公司、中信证券、广发证券、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？\n《证","content":"<p>As the market in the first half of 2021 draws to a close, including<a href=\"https://laohu8.com/S/601995\">CICC</a>、<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Twenty-six securities firms, including Ping An Securities, have recently released their A-share strategy reports for the second half of 2021. With the economy continuing its recovery trend, what high-quality sectors are worth investing in in the second half of the year?</p><p>According to statistics compiled by the Securities Daily based on A-share strategy reports released by 26 securities firms for the second half of 2021, growth stocks are generally favored by institutions, and the market style will return to growth in the second half of the year, with the market likely paying more attention to the sustainability of corporate profitability.<b>Among them, four high-quality sectors—technology, consumption, new energy, and carbon neutrality—are expected to become key areas for investment in the second half of this year.</b></p><p><b>First, consumer products.</b>According to statistics, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about investment opportunities in consumer stocks in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>Securities believes</b>There are no systemic opportunities in the A-share market in the second half of 2021, and the importance of sector selection and expected return judgment is becoming increasingly prominent, with growth stocks expected to outperform. We believe that the pharmaceutical and biotechnology, new energy vehicle, and new energy industries have long-term upside potential, while we are optimistic about the profit stability and long-term prospects of the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>The A-share market showed resilience in earnings in the second half of the year, but its structure diverged significantly, the cycle weakened, and growth outperformed. In terms of allocation, it is recommended to downplay cyclical thinking and focus on valuation elasticity. In the third quarter, we can focus on high-growth stocks, and in the fourth quarter, we can increase our allocation to the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then it means</b>The outlook on the Chinese market for the second half of this year is generally neutral and structurally optimistic. It is recommended to \"light the index, focus on the structure, and focus on growth\" and to re-emphasize the major trends of the \"new economy\" such as industrial upgrading and consumption upgrading after the consolidation in the first half of the year.</p><p>At the same time, those who hold similar views<b>Ren Tao, a researcher at the investment research department of Guangdong-funded funds, told the Securities Daily reporter</b>With biomedicine combined with elderly care, policies regarding medical insurance and healthcare reform have been frequently introduced recently. With the accelerating aging of China's population, pharmaceutical and medical consumption is a necessity, and people's pursuit of high-quality medical resources continues to increase. In the second half of the year, we are optimistic about the two main themes of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, technology-related stocks.</b>Statistics show that, including Industrial Securities,<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>Thirteen securities firms, including others, are collectively optimistic about the allocation opportunities in technology growth stocks in the second half of the year.</p><p><b>Industrial Securities' 2021 Second Half-Year A-Share Strategy Report shows</b>We are mainly optimistic about the dual catalysts of policy and performance in the second half of the year.<a href=\"https://laohu8.com/S/C76.SI\">Innovative Technology</a>The growth direction mainly focuses on AIoT, pharmaceuticals, new energy chains, and high-end manufacturing equipment. Specifically, we can look at the four major sub-chains: First, AIoT, the Internet of Everything, and Chinese domestic operating systems represented by HarmonyOS.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The interconnectedness of mobile phones, automobiles, and other devices creates opportunities that deserve close attention, such as computers, communications, and electronics. The second is pharmaceuticals, which combine innovation, prosperity, technology and consumption attributes, with a focus on medical devices, medical services and other areas; Third, the new energy chain and intelligent driving are comparable to the 10-year golden growth cycle of consumer electronics. Under the background of \"carbon neutrality and carbon peaking\", the three-wheel drive of \"policy + demand + technological change\" focuses on: new energy materials, lithium battery equipment, automobiles, intelligent driving and other sub-sectors. Fourth, high-end manufacturing equipment, mainly focusing on the upgrading and localization of Chinese manufacturing, in line with industry needs and prosperous development, can focus on the semiconductor chain, military industry and other areas.</p><p><b><a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>The A-share market strategy report for the second half of 2021 shows</b>With a balance of offense and defense, technology is taking over: core assets are collapsing, cycles are fading, and technology may take over. Semiconductor and other technology sectors are benefiting from the expansion of capital expenditures, such as \"semiconductor equipment, lithium battery equipment, and automation equipment,\" and their valuation value is becoming increasingly apparent.</p><p>Besides securities firms being optimistic about technology stocks, private equity funds are also optimistic about investment opportunities in the technology sector.<b>Among them, Liu Youhua, research director of Private Equity Ranking Network, who was interviewed by the Securities Daily, said</b>The possibility of comprehensive market opportunities in the second half of this year is unlikely, and obvious structural opportunities still exist. From a market style perspective, the recent surge in trading volume on the Science and Technology Innovation Board may be a sign that deserves attention. The Science and Technology Innovation Board (STAR Market) and technology stocks, which have been adjusting for more than a year, have seen significant improvements in their fundamentals, with policy support being a highlight and worthy of attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are the interim report disclosure periods, and industries and related companies with strong interim report performance certainty and high growth rates are expected to be more favored by funds in the short term. In the medium term, we will continue to closely follow the growth theme of policy-driven and technologically independent and controllable development. In the second half of the year, we will focus on the theme of economic restructuring and industrial upgrading, and develop high-growth advantages and technology sectors.</p><p><b>Thirdly, new energy products.</b>Statistics show that eight securities firms, including Northeast Securities and Sichuan Securities, are generally optimistic about investment opportunities in new energy stocks in the second half of the year.</p><p><b>Sichuan Securities will experience more frequent sector rotation in the second half of the year, and structural differentiation will continue.</b>。 Against the backdrop of \"carbon neutrality,\" the new energy industry is expected to differentiate, with a greater focus on technological pathways and cost advantages. The national carbon emissions trading market will be launched at the end of June, promoting the low-carbon transformation of enterprises' energy, which will benefit the new energy industry. Regarding photovoltaics, we believe that policy support, the prominence of the economic viability of new energy sources, and the demand for stable power supply will drive a significant increase in photovoltaic installed capacity demand in 2021.</p><p><b>Northeast Securities believes the main market theme for the second half of the year is..</b>Currently, we are in a period of peaking profitability, and the overall market valuation is difficult to improve. Undervalued and high-growth industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework is worth paying attention to.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about investment opportunities in \"carbon neutral\" stocks in the second half of the year.</p><p><b>Cinda Securities stated in its 2021 interim strategy report that</b>We are focusing on \"carbon neutrality\" and moving towards intelligentization. Regarding the viewpoint of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality has a significant boosting effect on sectors such as photovoltaics, lithium batteries, hydrogen energy, and nuclear power, which all belong to some sub-sectors of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>In the second half of the year, we recommend focusing on investment opportunities themed around \"carbon</b>1. Leading enterprises in high-carbon emission industries enhance their competitive advantage during the process of capacity reduction; 2. Clean energy presents opportunities across the entire industry chain for traditional energy substitution processes; 3. The demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields arising from energy conservation, material conservation and consumption reduction; 3. Carbon rights appreciation of environmentally advantageous enterprises.</p>","source":"lsy1580453774300","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Looking at profit-making opportunities in the second half of the year from brokerage reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLooking at profit-making opportunities in the second half of the year from brokerage reports\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金融1号院</strong><span class=\"h-time small\">2021-06-18 22:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the market in the first half of 2021 draws to a close, including<a href=\"https://laohu8.com/S/601995\">CICC</a>、<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Twenty-six securities firms, including Ping An Securities, have recently released their A-share strategy reports for the second half of 2021. With the economy continuing its recovery trend, what high-quality sectors are worth investing in in the second half of the year?</p><p>According to statistics compiled by the Securities Daily based on A-share strategy reports released by 26 securities firms for the second half of 2021, growth stocks are generally favored by institutions, and the market style will return to growth in the second half of the year, with the market likely paying more attention to the sustainability of corporate profitability.<b>Among them, four high-quality sectors—technology, consumption, new energy, and carbon neutrality—are expected to become key areas for investment in the second half of this year.</b></p><p><b>First, consumer products.</b>According to statistics, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about investment opportunities in consumer stocks in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>Securities believes</b>There are no systemic opportunities in the A-share market in the second half of 2021, and the importance of sector selection and expected return judgment is becoming increasingly prominent, with growth stocks expected to outperform. We believe that the pharmaceutical and biotechnology, new energy vehicle, and new energy industries have long-term upside potential, while we are optimistic about the profit stability and long-term prospects of the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>The A-share market showed resilience in earnings in the second half of the year, but its structure diverged significantly, the cycle weakened, and growth outperformed. In terms of allocation, it is recommended to downplay cyclical thinking and focus on valuation elasticity. In the third quarter, we can focus on high-growth stocks, and in the fourth quarter, we can increase our allocation to the consumer sector.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then it means</b>The outlook on the Chinese market for the second half of this year is generally neutral and structurally optimistic. It is recommended to \"light the index, focus on the structure, and focus on growth\" and to re-emphasize the major trends of the \"new economy\" such as industrial upgrading and consumption upgrading after the consolidation in the first half of the year.</p><p>At the same time, those who hold similar views<b>Ren Tao, a researcher at the investment research department of Guangdong-funded funds, told the Securities Daily reporter</b>With biomedicine combined with elderly care, policies regarding medical insurance and healthcare reform have been frequently introduced recently. With the accelerating aging of China's population, pharmaceutical and medical consumption is a necessity, and people's pursuit of high-quality medical resources continues to increase. In the second half of the year, we are optimistic about the two main themes of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, technology-related stocks.</b>Statistics show that, including Industrial Securities,<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>Thirteen securities firms, including others, are collectively optimistic about the allocation opportunities in technology growth stocks in the second half of the year.</p><p><b>Industrial Securities' 2021 Second Half-Year A-Share Strategy Report shows</b>We are mainly optimistic about the dual catalysts of policy and performance in the second half of the year.<a href=\"https://laohu8.com/S/C76.SI\">Innovative Technology</a>The growth direction mainly focuses on AIoT, pharmaceuticals, new energy chains, and high-end manufacturing equipment. Specifically, we can look at the four major sub-chains: First, AIoT, the Internet of Everything, and Chinese domestic operating systems represented by HarmonyOS.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The interconnectedness of mobile phones, automobiles, and other devices creates opportunities that deserve close attention, such as computers, communications, and electronics. The second is pharmaceuticals, which combine innovation, prosperity, technology and consumption attributes, with a focus on medical devices, medical services and other areas; Third, the new energy chain and intelligent driving are comparable to the 10-year golden growth cycle of consumer electronics. Under the background of \"carbon neutrality and carbon peaking\", the three-wheel drive of \"policy + demand + technological change\" focuses on: new energy materials, lithium battery equipment, automobiles, intelligent driving and other sub-sectors. Fourth, high-end manufacturing equipment, mainly focusing on the upgrading and localization of Chinese manufacturing, in line with industry needs and prosperous development, can focus on the semiconductor chain, military industry and other areas.</p><p><b><a href=\"https://laohu8.com/S/600109\">Guojin Securities</a>The A-share market strategy report for the second half of 2021 shows</b>With a balance of offense and defense, technology is taking over: core assets are collapsing, cycles are fading, and technology may take over. Semiconductor and other technology sectors are benefiting from the expansion of capital expenditures, such as \"semiconductor equipment, lithium battery equipment, and automation equipment,\" and their valuation value is becoming increasingly apparent.</p><p>Besides securities firms being optimistic about technology stocks, private equity funds are also optimistic about investment opportunities in the technology sector.<b>Among them, Liu Youhua, research director of Private Equity Ranking Network, who was interviewed by the Securities Daily, said</b>The possibility of comprehensive market opportunities in the second half of this year is unlikely, and obvious structural opportunities still exist. From a market style perspective, the recent surge in trading volume on the Science and Technology Innovation Board may be a sign that deserves attention. The Science and Technology Innovation Board (STAR Market) and technology stocks, which have been adjusting for more than a year, have seen significant improvements in their fundamentals, with policy support being a highlight and worthy of attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are the interim report disclosure periods, and industries and related companies with strong interim report performance certainty and high growth rates are expected to be more favored by funds in the short term. In the medium term, we will continue to closely follow the growth theme of policy-driven and technologically independent and controllable development. In the second half of the year, we will focus on the theme of economic restructuring and industrial upgrading, and develop high-growth advantages and technology sectors.</p><p><b>Thirdly, new energy products.</b>Statistics show that eight securities firms, including Northeast Securities and Sichuan Securities, are generally optimistic about investment opportunities in new energy stocks in the second half of the year.</p><p><b>Sichuan Securities will experience more frequent sector rotation in the second half of the year, and structural differentiation will continue.</b>。 Against the backdrop of \"carbon neutrality,\" the new energy industry is expected to differentiate, with a greater focus on technological pathways and cost advantages. The national carbon emissions trading market will be launched at the end of June, promoting the low-carbon transformation of enterprises' energy, which will benefit the new energy industry. Regarding photovoltaics, we believe that policy support, the prominence of the economic viability of new energy sources, and the demand for stable power supply will drive a significant increase in photovoltaic installed capacity demand in 2021.</p><p><b>Northeast Securities believes the main market theme for the second half of the year is..</b>Currently, we are in a period of peaking profitability, and the overall market valuation is difficult to improve. Undervalued and high-growth industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework is worth paying attention to.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about investment opportunities in \"carbon neutral\" stocks in the second half of the year.</p><p><b>Cinda Securities stated in its 2021 interim strategy report that</b>We are focusing on \"carbon neutrality\" and moving towards intelligentization. Regarding the viewpoint of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality has a significant boosting effect on sectors such as photovoltaics, lithium batteries, hydrogen energy, and nuclear power, which all belong to some sub-sectors of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>In the second half of the year, we recommend focusing on investment opportunities themed around \"carbon</b>1. Leading enterprises in high-carbon emission industries enhance their competitive advantage during the process of capacity reduction; 2. Clean energy presents opportunities across the entire industry chain for traditional energy substitution processes; 3. The demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields arising from energy conservation, material conservation and consumption reduction; 3. Carbon rights appreciation of environmentally advantageous enterprises.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/cBc1pMAAx-_R9aC3-3awdg\">金融1号院</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/cBc1pMAAx-_R9aC3-3awdg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170978194","content_text":"随着2021年上半年行情接近尾声，包括中金公司、中信证券、广发证券、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？\n《证券日报》记者根据26家券商发布的2021年下半年A股策略报告统计发现，成长品种被机构普遍看好，下半年市场风格将重回成长，市场可能会更加关注企业盈利能力的持续性。其中，科技、消费、新能源、碳中和等四大优质赛道有望成为今年下半年布局重点领域。\n首先，消费类品种。据统计，包括兴业证券、中信建投证券、东方证券等在内的16家券商纷纷看好消费类品种的下半年投资机会。\n中信建投证券认为，2021年下半年A股市场不存在系统性机会，赛道选择和预期收益判断的重要性愈发凸显，成长股将表现占优。我们认为医药生物、新能源汽车和新能源行业具备长期景气度上行空间，同时看好消费行业的盈利稳定性和长期性。\n中信证券认为，A股下半年盈利有韧性但结构分化明显，周期弱化，成长占优。配置方面，建议淡化周期思维，重视估值弹性，三季度可以聚焦高成长品种，四季度增配大消费板块。\n中金公司则表示，今年下半年对中国市场观点整体中性、结构乐观，建议“轻指数、重结构、偏成长”，在上半年的盘整后重新重视产业升级与消费升级等“新经济”大趋势。\n同时，持有类似观点的粤资基金投研部研究员任涛对《证券日报》记者表示，生物医疗叠加养老，近期关于医保、医疗改革的政策频出。随着国内老龄化加速，医药医疗消费具有刚需性质，人们对优质医疗资源的追求持续增加，下半年看好“创新”和“消费升级”两条主线。\n其次，科技类品种。统计显示，包括兴业证券、东北证券等在内的13家券商集体看好科技类成长品种的下半年配置机会。\n兴业证券2021年下半年A股策略报告显示，下半年我们主要看好政策与业绩双催化的大创新科技成长方向，主要聚焦在以万物智联的AIoT、医药、新能源链条、高端制造设备等。具体来看四大细分链条：一是AIoT，万物互联，以鸿蒙为代表的中国国产操作系统与智能终端手机、汽车等相互链接，孕育的机会值得重点关注，如：计算机、通信、电子等；二是医药，创新、景气、科技与消费属性兼具，重点关注医疗器械、医疗服务等方向；三是新能源链条与智能驾驶，媲美消费电子10年黄金成长周期，在“碳中和、碳达峰”背景下，“政策+需求+技术变革”三轮驱动，重点关注：新能源材料、锂电设备、汽车、智能驾驶等细分领域；四是高端制造设备，主要围绕中国制造走向高端化、国产化，顺应行业需求和景气发展，可重点关注半导体链条、军工等方向。\n国金证券2021年下半年A股市场策略报告显示，攻守并重，科技接力：核心资产瓦解—周期淡去—科技或将接力，受益于资本开支扩张的“半导体设备、锂电设备、自动化设备”等，估值性价比日益显现的半导体等科技板块。\n除券商机构看好科技股之外，私募基金也看好科技板块的投资机会。其中，接受《证券日报》记者采访的私募排排网研究主管刘有华表示，对于今年下半年，市场全面性的机会可能性不大，明显的结构性机会依然存在。从市场的风格来看，近期科创板放量大涨，可能是一种迹象，值得注意。已经调整一年多的科创板以及科技股，基本面改善明显，政策面的加持是亮点，值得重视。\n任涛进一步表示，目前6月份、7月份处于中报披露期间，预计中报业绩确定性强、增速较高的行业和相关公司短期更受资金青睐。中期来看，依然紧贴有政策催化，科技自主可控的成长主线，下半年围绕经济结构调整、产业升级的脉络，布局高成长性的优势和科技板块。\n其三，新能源类品种。统计显示，包括东北证券、川财证券等在内的8家券商普遍看好新能源类品种的下半年投资机会。\n川财证券下半年板块轮动将更加频繁，结构性分化延续。在“碳中和”背景下，新能源行业预计出现分化，重点会更加关注技术路径和成本优势两端。6月底全国碳排放权交易市场即将上线交易，推动企业能源低碳转型，届时新能源行业将受益。光伏方面，我们认为，政策支持、新能源经济性的凸显以及对稳定电力供应的需求将推动2021年光伏装机需求大幅增长。\n东北证券认为下半年市场主线：当前处于盈利筑顶期，市场整体估值难提升，低估值和高景气行业占优，科技制造中的新能源估值较低且景气度较高，“碳中和”框架下的新能源值得关注。\n最后，“碳中和”类品种。统计显示，包括兴业证券、信达证券等在内的8家券商也纷纷看好“碳中和”类品种的下半年投资机会。\n信达证券在2021年中期策略报告指出，发力“碳中和”，奔向智能化。在“碳中和”的观点上，信达证券认为，碳中和发展对于光伏、锂电、氢能源、核电等板块有明显提振作用，这些都属于“碳中和”的一些细分领域。\n中银证券下半年建议重点关注“碳中和”主题投资机会：1.高碳排行业去产能过程中龙头企业提升竞争优势；2.清洁能源对于传统能源替代过程的全产业链机会；3.节能节材降耗所衍生的对循环经济、固废处理、新材料、碳捕捉、碳回收等领域的需求；3.环保优势企业的碳权增值。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
