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2021-06-19
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Looking at making money opportunities in the second half of the year from brokerage reports
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22:16","market":"sh","language":"zh","title":"Looking at making money 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 an end, 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, etc., have recently released A-share strategy reports for the second half of 2021. As the economy continues to recover, what high-quality tracks are worth laying out in the second half of the year?</p><p>According to the statistics of A-share strategy reports in the second half of 2021 released by 26 securities firms, the Securities Daily reporter found that the growth varieties are generally favored by institutions, and the market style will return to growth in the second half of the year, and the market may pay more attention to the sustainability of corporate profitability.<b>Among them, four high-quality tracks including technology, consumption, new energy, and carbon neutrality are expected to become key areas for layout in the second half of this year.</b></p><p><b>First of all, consumer varieties.</b>Statistically, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">China Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about the investment opportunities of consumer products in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Securities believe</b>In the second half of 2021, there will be no systemic opportunities in the A-share market, the importance of track selection and expected return judgment will become increasingly prominent, and growth stocks will dominate. We believe that the pharmaceutical biology, new energy vehicles and new energy industries have room for long-term prosperity, and we are optimistic about the profit stability and long-term nature of the consumer industry.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>, A-share profits in the second half of the year are resilient but the structural differentiation is obvious, the cycle is weakened, and growth is dominant. In terms of allocation, it is recommended to downplay cyclical thinking and pay attention to valuation flexibility. In the third quarter, we can focus on high-growth varieties and increase the allocation of large consumer sectors in the fourth quarter.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then indicates</b>In the second half of this year, the overall view on the Chinese market is neutral and structurally optimistic. It is recommended to \"light index, heavy structure, and bias to growth\", and re-emphasize the general trend of \"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 Fund, told a reporter from Securities Daily</b>, biomedical superimposed elderly care, recent policies on medical insurance and medical reform have been frequent. With the acceleration of domestic aging, medical and medical consumption is just in demand, 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 lines of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, science and technology varieties.</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 of technology growth varieties in the second half of the year.</p><p><b>Industrial Securities' A-share strategy report for the second half of 2021 shows</b>, in the second half of the year, we are mainly optimistic about the large-scale catalyst of policy and performance<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>The growth direction mainly focuses on AIoT, medicine, new energy chain, high-end manufacturing equipment, etc. with the intelligent connection of all things. Specifically, let's look at the four major sub-chains: First, AIoT, the Internet of Everything, China's domestic operating system represented by Hongmeng and<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Terminal mobile phones, automobiles, etc. are linked to each other, and the opportunities for breeding deserve special attention, such as computers, communications, electronics, etc.; The second is medicine, which has both innovation, prosperity, technology and consumption attributes, focusing on medical devices, medical services and other directions; The third is the new energy chain and intelligent driving, which is 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 subdivisions; The fourth is high-end manufacturing equipment, which mainly focuses on Chinese manufacturing towards high-end and localization, conforming to industry needs and prosperous development, and can focus on semiconductor chains, military industry and other directions.</p><p><b><a href=\"https://laohu8.com/S/600109\">Sinolink Securities</a>The A-share market strategy report for the second half of 2021 shows</b>, pay equal attention to offense and defense, technology relay: core assets collapse-cycle fades-technology may relay, benefiting from the expansion of capital expenditure \"semiconductor equipment, lithium battery equipment, automation equipment\", etc., semiconductor and other technology sectors with increasingly obvious valuation and cost performance.</p><p>In addition to brokerage institutions that are 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 interviewed by a reporter from Securities Daily, said</b>For the second half of this year, comprehensive market opportunities are unlikely, and obvious structural opportunities still exist. Judging from the style of the market, the recent surge in volume on the Science and Technology Innovation Board may be a sign and worth noting. The fundamentals of science and technology innovation board and technology stocks, which have been adjusted for more than a year, have improved significantly, and the blessing of policies is a bright spot and deserves attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are in the interim report disclosure period. It is expected that industries and related companies with strong certainty of interim report performance and high growth rate will be more favored by funds in the short term. In the medium term, it will still closely follow the main line of growth catalyzed by policies and independent and controllable science and technology. In the second half of the year, around the context of economic structural adjustment and industrial upgrading, we will lay out high-growth advantages and technology sectors.</p><p><b>Third, new energy varieties.</b>Statistics show that eight securities firms, including Northeast Securities and Chuancai Securities, are generally optimistic about the investment opportunities of new energy products in the second half of the year.</p><p><b>Sichuan Finance Securities' sector rotation will be more frequent in the second half of the year, and structural differentiation will continue</b>。 In the context of \"carbon neutrality\", the new energy industry is expected to differentiate, and the focus will be more on both ends of technology paths and cost advantages. The national carbon emissions trading market will be launched online at the end of June, promoting the low-carbon energy transformation of enterprises, and the new energy industry will benefit by then. In terms of photovoltaics, we believe that policy support, the prominence of new energy economics, and the demand for stable power supply will drive a substantial increase in demand for photovoltaic installed capacity in 2021.</p><p><b>Northeast Securities believes that the main line of the market in the second half of the year</b>: At present, it is in the peak period of profit, and the overall valuation of the market is difficult to improve. Low valuation and high prosperity industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework Energy is worthy of attention.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about the investment opportunities of \"carbon neutral\" products in the second half of the year.</p><p><b>Cinda Securities pointed out in its 2021 interim strategy report</b>, strive for \"carbon neutrality\" and run towards intelligence. From the perspective of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality will significantly boost photovoltaics, lithium batteries, hydrogen energy, nuclear power and other sectors, all of which belong to some subdivisions of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>It is recommended to focus on investment opportunities with the theme of \"carbon neutrality\" in the second half of the year</b>: 1. Leading enterprises enhance their competitive advantages in the process of de-capacity in high-carbon emission industries; 2. Clean energy opportunities for the entire industry chain of traditional energy substitution process; 3. Demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields derived from energy conservation and material consumption reduction; 3. Value-added carbon rights of enterprises with environmental protection advantages.</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 making money 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 making money 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 an end, 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, etc., have recently released A-share strategy reports for the second half of 2021. As the economy continues to recover, what high-quality tracks are worth laying out in the second half of the year?</p><p>According to the statistics of A-share strategy reports in the second half of 2021 released by 26 securities firms, the Securities Daily reporter found that the growth varieties are generally favored by institutions, and the market style will return to growth in the second half of the year, and the market may pay more attention to the sustainability of corporate profitability.<b>Among them, four high-quality tracks including technology, consumption, new energy, and carbon neutrality are expected to become key areas for layout in the second half of this year.</b></p><p><b>First of all, consumer varieties.</b>Statistically, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">China Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about the investment opportunities of consumer products in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Securities believe</b>In the second half of 2021, there will be no systemic opportunities in the A-share market, the importance of track selection and expected return judgment will become increasingly prominent, and growth stocks will dominate. We believe that the pharmaceutical biology, new energy vehicles and new energy industries have room for long-term prosperity, and we are optimistic about the profit stability and long-term nature of the consumer industry.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>, A-share profits in the second half of the year are resilient but the structural differentiation is obvious, the cycle is weakened, and growth is dominant. In terms of allocation, it is recommended to downplay cyclical thinking and pay attention to valuation flexibility. In the third quarter, we can focus on high-growth varieties and increase the allocation of large consumer sectors in the fourth quarter.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then indicates</b>In the second half of this year, the overall view on the Chinese market is neutral and structurally optimistic. It is recommended to \"light index, heavy structure, and bias to growth\", and re-emphasize the general trend of \"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 Fund, told a reporter from Securities Daily</b>, biomedical superimposed elderly care, recent policies on medical insurance and medical reform have been frequent. With the acceleration of domestic aging, medical and medical consumption is just in demand, 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 lines of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, science and technology varieties.</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 of technology growth varieties in the second half of the year.</p><p><b>Industrial Securities' A-share strategy report for the second half of 2021 shows</b>, in the second half of the year, we are mainly optimistic about the large-scale catalyst of policy and performance<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>The growth direction mainly focuses on AIoT, medicine, new energy chain, high-end manufacturing equipment, etc. with the intelligent connection of all things. Specifically, let's look at the four major sub-chains: First, AIoT, the Internet of Everything, China's domestic operating system represented by Hongmeng and<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Terminal mobile phones, automobiles, etc. are linked to each other, and the opportunities for breeding deserve special attention, such as computers, communications, electronics, etc.; The second is medicine, which has both innovation, prosperity, technology and consumption attributes, focusing on medical devices, medical services and other directions; The third is the new energy chain and intelligent driving, which is 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 subdivisions; The fourth is high-end manufacturing equipment, which mainly focuses on Chinese manufacturing towards high-end and localization, conforming to industry needs and prosperous development, and can focus on semiconductor chains, military industry and other directions.</p><p><b><a href=\"https://laohu8.com/S/600109\">Sinolink Securities</a>The A-share market strategy report for the second half of 2021 shows</b>, pay equal attention to offense and defense, technology relay: core assets collapse-cycle fades-technology may relay, benefiting from the expansion of capital expenditure \"semiconductor equipment, lithium battery equipment, automation equipment\", etc., semiconductor and other technology sectors with increasingly obvious valuation and cost performance.</p><p>In addition to brokerage institutions that are 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 interviewed by a reporter from Securities Daily, said</b>For the second half of this year, comprehensive market opportunities are unlikely, and obvious structural opportunities still exist. Judging from the style of the market, the recent surge in volume on the Science and Technology Innovation Board may be a sign and worth noting. The fundamentals of science and technology innovation board and technology stocks, which have been adjusted for more than a year, have improved significantly, and the blessing of policies is a bright spot and deserves attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are in the interim report disclosure period. It is expected that industries and related companies with strong certainty of interim report performance and high growth rate will be more favored by funds in the short term. In the medium term, it will still closely follow the main line of growth catalyzed by policies and independent and controllable science and technology. In the second half of the year, around the context of economic structural adjustment and industrial upgrading, we will lay out high-growth advantages and technology sectors.</p><p><b>Third, new energy varieties.</b>Statistics show that eight securities firms, including Northeast Securities and Chuancai Securities, are generally optimistic about the investment opportunities of new energy products in the second half of the year.</p><p><b>Sichuan Finance Securities' sector rotation will be more frequent in the second half of the year, and structural differentiation will continue</b>。 In the context of \"carbon neutrality\", the new energy industry is expected to differentiate, and the focus will be more on both ends of technology paths and cost advantages. The national carbon emissions trading market will be launched online at the end of June, promoting the low-carbon energy transformation of enterprises, and the new energy industry will benefit by then. In terms of photovoltaics, we believe that policy support, the prominence of new energy economics, and the demand for stable power supply will drive a substantial increase in demand for photovoltaic installed capacity in 2021.</p><p><b>Northeast Securities believes that the main line of the market in the second half of the year</b>: At present, it is in the peak period of profit, and the overall valuation of the market is difficult to improve. Low valuation and high prosperity industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework Energy is worthy of attention.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about the investment opportunities of \"carbon neutral\" products in the second half of the year.</p><p><b>Cinda Securities pointed out in its 2021 interim strategy report</b>, strive for \"carbon neutrality\" and run towards intelligence. From the perspective of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality will significantly boost photovoltaics, lithium batteries, hydrogen energy, nuclear power and other sectors, all of which belong to some subdivisions of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>It is recommended to focus on investment opportunities with the theme of \"carbon neutrality\" in the second half of the year</b>: 1. Leading enterprises enhance their competitive advantages in the process of de-capacity in high-carbon emission industries; 2. Clean energy opportunities for the entire industry chain of traditional energy substitution process; 3. Demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields derived from energy conservation and material consumption reduction; 3. Value-added carbon rights of enterprises with environmental protection advantages.</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":1356,"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":[],"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 making money 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 an end, 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, etc., have recently released A-share strategy reports for the second half of 2021. As the economy continues to recover, what high-quality tracks are worth laying out in the second half of the year?</p><p>According to the statistics of A-share strategy reports in the second half of 2021 released by 26 securities firms, the Securities Daily reporter found that the growth varieties are generally favored by institutions, and the market style will return to growth in the second half of the year, and the market may pay more attention to the sustainability of corporate profitability.<b>Among them, four high-quality tracks including technology, consumption, new energy, and carbon neutrality are expected to become key areas for layout in the second half of this year.</b></p><p><b>First of all, consumer varieties.</b>Statistically, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">China Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about the investment opportunities of consumer products in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Securities believe</b>In the second half of 2021, there will be no systemic opportunities in the A-share market, the importance of track selection and expected return judgment will become increasingly prominent, and growth stocks will dominate. We believe that the pharmaceutical biology, new energy vehicles and new energy industries have room for long-term prosperity, and we are optimistic about the profit stability and long-term nature of the consumer industry.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>, A-share profits in the second half of the year are resilient but the structural differentiation is obvious, the cycle is weakened, and growth is dominant. In terms of allocation, it is recommended to downplay cyclical thinking and pay attention to valuation flexibility. In the third quarter, we can focus on high-growth varieties and increase the allocation of large consumer sectors in the fourth quarter.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then indicates</b>In the second half of this year, the overall view on the Chinese market is neutral and structurally optimistic. It is recommended to \"light index, heavy structure, and bias to growth\", and re-emphasize the general trend of \"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 Fund, told a reporter from Securities Daily</b>, biomedical superimposed elderly care, recent policies on medical insurance and medical reform have been frequent. With the acceleration of domestic aging, medical and medical consumption is just in demand, 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 lines of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, science and technology varieties.</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 of technology growth varieties in the second half of the year.</p><p><b>Industrial Securities' A-share strategy report for the second half of 2021 shows</b>, in the second half of the year, we are mainly optimistic about the large-scale catalyst of policy and performance<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>The growth direction mainly focuses on AIoT, medicine, new energy chain, high-end manufacturing equipment, etc. with the intelligent connection of all things. Specifically, let's look at the four major sub-chains: First, AIoT, the Internet of Everything, China's domestic operating system represented by Hongmeng and<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Terminal mobile phones, automobiles, etc. are linked to each other, and the opportunities for breeding deserve special attention, such as computers, communications, electronics, etc.; The second is medicine, which has both innovation, prosperity, technology and consumption attributes, focusing on medical devices, medical services and other directions; The third is the new energy chain and intelligent driving, which is 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 subdivisions; The fourth is high-end manufacturing equipment, which mainly focuses on Chinese manufacturing towards high-end and localization, conforming to industry needs and prosperous development, and can focus on semiconductor chains, military industry and other directions.</p><p><b><a href=\"https://laohu8.com/S/600109\">Sinolink Securities</a>The A-share market strategy report for the second half of 2021 shows</b>, pay equal attention to offense and defense, technology relay: core assets collapse-cycle fades-technology may relay, benefiting from the expansion of capital expenditure \"semiconductor equipment, lithium battery equipment, automation equipment\", etc., semiconductor and other technology sectors with increasingly obvious valuation and cost performance.</p><p>In addition to brokerage institutions that are 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 interviewed by a reporter from Securities Daily, said</b>For the second half of this year, comprehensive market opportunities are unlikely, and obvious structural opportunities still exist. Judging from the style of the market, the recent surge in volume on the Science and Technology Innovation Board may be a sign and worth noting. The fundamentals of science and technology innovation board and technology stocks, which have been adjusted for more than a year, have improved significantly, and the blessing of policies is a bright spot and deserves attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are in the interim report disclosure period. It is expected that industries and related companies with strong certainty of interim report performance and high growth rate will be more favored by funds in the short term. In the medium term, it will still closely follow the main line of growth catalyzed by policies and independent and controllable science and technology. In the second half of the year, around the context of economic structural adjustment and industrial upgrading, we will lay out high-growth advantages and technology sectors.</p><p><b>Third, new energy varieties.</b>Statistics show that eight securities firms, including Northeast Securities and Chuancai Securities, are generally optimistic about the investment opportunities of new energy products in the second half of the year.</p><p><b>Sichuan Finance Securities' sector rotation will be more frequent in the second half of the year, and structural differentiation will continue</b>。 In the context of \"carbon neutrality\", the new energy industry is expected to differentiate, and the focus will be more on both ends of technology paths and cost advantages. The national carbon emissions trading market will be launched online at the end of June, promoting the low-carbon energy transformation of enterprises, and the new energy industry will benefit by then. In terms of photovoltaics, we believe that policy support, the prominence of new energy economics, and the demand for stable power supply will drive a substantial increase in demand for photovoltaic installed capacity in 2021.</p><p><b>Northeast Securities believes that the main line of the market in the second half of the year</b>: At present, it is in the peak period of profit, and the overall valuation of the market is difficult to improve. Low valuation and high prosperity industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework Energy is worthy of attention.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about the investment opportunities of \"carbon neutral\" products in the second half of the year.</p><p><b>Cinda Securities pointed out in its 2021 interim strategy report</b>, strive for \"carbon neutrality\" and run towards intelligence. From the perspective of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality will significantly boost photovoltaics, lithium batteries, hydrogen energy, nuclear power and other sectors, all of which belong to some subdivisions of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>It is recommended to focus on investment opportunities with the theme of \"carbon neutrality\" in the second half of the year</b>: 1. Leading enterprises enhance their competitive advantages in the process of de-capacity in high-carbon emission industries; 2. Clean energy opportunities for the entire industry chain of traditional energy substitution process; 3. Demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields derived from energy conservation and material consumption reduction; 3. Value-added carbon rights of enterprises with environmental protection advantages.</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 making money 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 making money 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 an end, 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, etc., have recently released A-share strategy reports for the second half of 2021. As the economy continues to recover, what high-quality tracks are worth laying out in the second half of the year?</p><p>According to the statistics of A-share strategy reports in the second half of 2021 released by 26 securities firms, the Securities Daily reporter found that the growth varieties are generally favored by institutions, and the market style will return to growth in the second half of the year, and the market may pay more attention to the sustainability of corporate profitability.<b>Among them, four high-quality tracks including technology, consumption, new energy, and carbon neutrality are expected to become key areas for layout in the second half of this year.</b></p><p><b>First of all, consumer varieties.</b>Statistically, including<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/06066\">China Securities</a>、<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Sixteen securities firms, including others, are optimistic about the investment opportunities of consumer products in the second half of the year.</p><p><b><a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Securities believe</b>In the second half of 2021, there will be no systemic opportunities in the A-share market, the importance of track selection and expected return judgment will become increasingly prominent, and growth stocks will dominate. We believe that the pharmaceutical biology, new energy vehicles and new energy industries have room for long-term prosperity, and we are optimistic about the profit stability and long-term nature of the consumer industry.</p><p><b><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>think</b>, A-share profits in the second half of the year are resilient but the structural differentiation is obvious, the cycle is weakened, and growth is dominant. In terms of allocation, it is recommended to downplay cyclical thinking and pay attention to valuation flexibility. In the third quarter, we can focus on high-growth varieties and increase the allocation of large consumer sectors in the fourth quarter.</p><p><b><a href=\"https://laohu8.com/S/03908\">CICC</a>Then indicates</b>In the second half of this year, the overall view on the Chinese market is neutral and structurally optimistic. It is recommended to \"light index, heavy structure, and bias to growth\", and re-emphasize the general trend of \"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 Fund, told a reporter from Securities Daily</b>, biomedical superimposed elderly care, recent policies on medical insurance and medical reform have been frequent. With the acceleration of domestic aging, medical and medical consumption is just in demand, 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 lines of \"innovation\" and \"consumption upgrading\".</p><p><b>Secondly, science and technology varieties.</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 of technology growth varieties in the second half of the year.</p><p><b>Industrial Securities' A-share strategy report for the second half of 2021 shows</b>, in the second half of the year, we are mainly optimistic about the large-scale catalyst of policy and performance<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>The growth direction mainly focuses on AIoT, medicine, new energy chain, high-end manufacturing equipment, etc. with the intelligent connection of all things. Specifically, let's look at the four major sub-chains: First, AIoT, the Internet of Everything, China's domestic operating system represented by Hongmeng and<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Terminal mobile phones, automobiles, etc. are linked to each other, and the opportunities for breeding deserve special attention, such as computers, communications, electronics, etc.; The second is medicine, which has both innovation, prosperity, technology and consumption attributes, focusing on medical devices, medical services and other directions; The third is the new energy chain and intelligent driving, which is 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 subdivisions; The fourth is high-end manufacturing equipment, which mainly focuses on Chinese manufacturing towards high-end and localization, conforming to industry needs and prosperous development, and can focus on semiconductor chains, military industry and other directions.</p><p><b><a href=\"https://laohu8.com/S/600109\">Sinolink Securities</a>The A-share market strategy report for the second half of 2021 shows</b>, pay equal attention to offense and defense, technology relay: core assets collapse-cycle fades-technology may relay, benefiting from the expansion of capital expenditure \"semiconductor equipment, lithium battery equipment, automation equipment\", etc., semiconductor and other technology sectors with increasingly obvious valuation and cost performance.</p><p>In addition to brokerage institutions that are 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 interviewed by a reporter from Securities Daily, said</b>For the second half of this year, comprehensive market opportunities are unlikely, and obvious structural opportunities still exist. Judging from the style of the market, the recent surge in volume on the Science and Technology Innovation Board may be a sign and worth noting. The fundamentals of science and technology innovation board and technology stocks, which have been adjusted for more than a year, have improved significantly, and the blessing of policies is a bright spot and deserves attention.</p><p><b>Ren Tao further stated</b>Currently, June and July are in the interim report disclosure period. It is expected that industries and related companies with strong certainty of interim report performance and high growth rate will be more favored by funds in the short term. In the medium term, it will still closely follow the main line of growth catalyzed by policies and independent and controllable science and technology. In the second half of the year, around the context of economic structural adjustment and industrial upgrading, we will lay out high-growth advantages and technology sectors.</p><p><b>Third, new energy varieties.</b>Statistics show that eight securities firms, including Northeast Securities and Chuancai Securities, are generally optimistic about the investment opportunities of new energy products in the second half of the year.</p><p><b>Sichuan Finance Securities' sector rotation will be more frequent in the second half of the year, and structural differentiation will continue</b>。 In the context of \"carbon neutrality\", the new energy industry is expected to differentiate, and the focus will be more on both ends of technology paths and cost advantages. The national carbon emissions trading market will be launched online at the end of June, promoting the low-carbon energy transformation of enterprises, and the new energy industry will benefit by then. In terms of photovoltaics, we believe that policy support, the prominence of new energy economics, and the demand for stable power supply will drive a substantial increase in demand for photovoltaic installed capacity in 2021.</p><p><b>Northeast Securities believes that the main line of the market in the second half of the year</b>: At present, it is in the peak period of profit, and the overall valuation of the market is difficult to improve. Low valuation and high prosperity industries are dominant. New energy in technology manufacturing has low valuations and high prosperity. New energy under the \"carbon neutrality\" framework Energy is worthy of attention.</p><p><b>Finally, \"carbon neutral\" varieties.</b>Statistics show that eight securities firms, including Industrial Securities and Cinda Securities, are also optimistic about the investment opportunities of \"carbon neutral\" products in the second half of the year.</p><p><b>Cinda Securities pointed out in its 2021 interim strategy report</b>, strive for \"carbon neutrality\" and run towards intelligence. From the perspective of \"carbon neutrality\", Cinda Securities believes that the development of carbon neutrality will significantly boost photovoltaics, lithium batteries, hydrogen energy, nuclear power and other sectors, all of which belong to some subdivisions of \"carbon neutrality\".</p><p><b><a href=\"https://laohu8.com/S/601696\">BOC Securities</a>It is recommended to focus on investment opportunities with the theme of \"carbon neutrality\" in the second half of the year</b>: 1. Leading enterprises enhance their competitive advantages in the process of de-capacity in high-carbon emission industries; 2. Clean energy opportunities for the entire industry chain of traditional energy substitution process; 3. Demand for circular economy, solid waste treatment, new materials, carbon capture, carbon recovery and other fields derived from energy conservation and material consumption reduction; 3. Value-added carbon rights of enterprises with environmental protection advantages.</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":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
