In 2022, how to choose stocks? Is there still a chance for new energy vehicles? Suggestions from star fund managers →

The investment opportunities in 2022 have long been heard, and CCTV Finance specially planned the "Investment Trend in the Year of the Tiger in 2022" to make a heavy debut! 65438+ 10 On June 3rd, Golden Eagle Fund Manager Han Guangzhe made a guest show. He is a semi-Cheng Guanjun of 202 1 Public Offering of Fund, and ranked in the top ten in 20021annual performance.

Han Guangzhe said in the program that there have been many capital market reforms in recent years, and the reform of science and technology innovation board and growth enterprise market is developing into a multi-level and diversified capital market system. When picking stocks, you can start with what you are familiar with and willing to believe. For example, food, clothing, housing and transportation, the consumer side of electronic products. Everyone's industry, education and professional background are different. From a professional point of view, they naturally have advantages and have a better understanding of the industry and information processing.

Han Guangzhe said that new energy vehicles are somewhat different from last year. Last year, power battery terminals faced problems such as rising prices of upstream resources and price transmission of materials in the middle reaches. The processing cost doubled, and some materials were in short supply in stages, which was transmitted to power battery and vehicle enterprises. These two links are very stressful.

He pointed out that from some information fed back by industry research, the sales of new energy vehicles will not be ruled out this year, and the price of power batteries may also rise or be transmitted to the stage of car enterprises. Because in the past, when the car sales were relatively small, the ability to digest the rising cost was limited, but the scale of car sales1-300,000 increased the scale benefit, and the cost reduction link effect was obvious. From this point of view, compared with 202 1, the profitability of vehicle companies and battery companies has improved marginally.

Han Guangzhe said that the stability and demand of mass consumer goods are ok, and investment opportunities may be found in these consumer goods. In addition, he believes that the industries that may usher in a new cycle in 2022 are all related to agriculture: the first is seeds; Second, when the new pig cycle comes, some funds will be laid out in advance, which is also a direction worthy of attention.

(All the above are the views of the guests. The stock market is risky, so you need to be cautious in investing! )

Investment opportunities in 2022 have long been known.

CCTV Finance specially planned the "Year of the Tiger Trend" to make a heavy appearance.

Moderator Zhang Lin, Yao Zhenshan

Take you one step ahead and grasp the future investment direction and trend.

65438+ From10.3 for 4 weeks.

Every Monday to Friday

Every night from 8: 00 to 9: 00, 1 hour

Top ten domestic brokerage analysts

Top Ten Star Fund Managers

Top Ten Senior Investors Guest CCTV Financial Media

Explain to you the investment strategy and new investment direction in 2022.