Yesterday, the three major A -share indexes ushered in collective income, and emerging industries became the main force of the rise.Among them, the semiconductor sector has set off a daily limit, and the battery sector continues to rise in the market, electronic chemicals, photovoltaic equipment, and Internet services.
At present, whether it is the urgency of "expanding domestic demand" under the influence of peripherals, or the trend of my countrys economic transformation, < Strong> Emerging industries are a clearer layout direction .Judging from the current valuation and future growth space, I think the battery sector may be worthy of attention.
Specifically, the latest price -earnings ratio TTM of the CS battery index is only 29.49 times, which is at a percentage level of 23.41%in history.The sector has gone through the adjustment of nearly three years. Now it is ready to go, and the news of the final track breakthrough of solid -state batteries recently has been repeatedly came, and the growth space has been opened .The layout now means that everyone can now get high returns at a lower cost.
From the data released by the China Automotive Power Battery Industry Innovation Alliance yesterday, my countrys power battery installed capacity remains a high growth rate. The demand for the sector continues to be strong (October, my countrys power battery vehicle volume is 59.2GWh, an increase of 8.6%month -on -month and a year -on -year increase of 51%. To.Or it will further promote the bottom of the battery plate.
In addition, after the battery sector has experienced the peak period of 2020-2021 expansion, the production capacity of the leading battery plant is currently 100%, and domestic lithium battery production is expected to enter the inflection point.From the perspective of the equipment replacement cycle from 4-5 years, the equipment is expected to enter the update replacement period. The industry may be in a new round of upward cycle, which is worthy of a key layout.
Friends who are optimistic about the battery sector can pay attention to Battery ETF (561910) .The bottom trend is very elastic.This ETF has received more than 70 million yuan in net capital since November, which is favored by investors.
And it is worth mentioning that the "solid battery" concept stock in the CS battery index tracked by the battery ETF accounts for nearly 40 % of the concept stocks!It covers a leading company in this field.When the solid -state battery is fully erupted in the future, the CS battery index is expected to obtain higher excess returns. It is currently a good time.Outside investors can also intervene by connecting funds (Class A: 016019; Class C: 016020).
Publishing: Shan Yu Qiu
This article originated from: the financial industryAuthor: E broadcast
