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Xingshi Investment Jiang Hui: Industrial upgrade is clearly accelerating optimistic about investment opportunities in 5G and other fields

来源: 新华网 2019-12-23 15: 59: 14Source: Xinhuanet

Towards the end of the year, many private equity companies have made new prospects for 2020. At the annual strategy conference of Xingshi Investment held recently, Jiang Hui, chairman of Xingshi Investment, said that thanks to the huge domestic demand market, engineer bonuses, and comprehensive policy support, China's industrial upgrading is significantly accelerating. Future investment opportunities will come from industries such as technology, consumption and cycles.

"On the one hand, R & D investment continues to increase rapidly, and China continues to move up in the global value chain. On the other hand, technology continues to break through and emerging industries have global competitiveness. China has already been in the fields of communications, electronics, computers, new energy vehicles, A number of world-leading companies have been born in high-end manufacturing and other fields. At the same time, the consumer industry's market share has continued to concentrate, and leading companies have been gaining market share by upgrading products, improving services, and optimizing cost control. "Jiang Hui believes .

From a long-term perspective, under the general trend of "no housing and speculation" and the decline of broad-spectrum interest rates, equity assets are the long-term choice of funds for all parties. A large amount of precipitation funds will be released from the real estate concentration, and the "asset shortage" where the broad-spectrum interest rate remains low will bring about adjustments in asset allocation.

In addition, he also said: "From the perspective of financial institutions, if there is a loose interest rate situation, the pressure on the allocation of liabilities will increase, and financial institutions will have the incentive to allocate equity assets. From the perspective of residents, more than 70% of domestic residents' wealth is currently concentrated In real estate, the allocation of assets other than real estate and deposits is less than 15%. With the change of relative income, its asset allocation will change from real estate to financial assets in the future. "

In Jiang Hui's view, growth stocks in 2020 will continue to be the highlight of the market, 5G applications and related hardware will benefit, new energy automobile industry chain, innovative drugs, high-end generic drugs and medical services, etc., or opportunities. (Yang Xiaobo)

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