At present, the timing of Taiwan stocks has entered the second quarter, which is difficult to operate. Not only is it the off-season for electronics, but inventory adjustment is still in progress. In addition, trade exports have also dropped sharply due to the decline in foreign demand, and the profits of domestic companies have continued to be revised down. The impact of the decline in foreign exports makes the fundamentals of Taiwan stocks worrying. Fortunately, after a whole year of interest rate hikes in 2022, many industries have fallen to a relatively low level, and many industry leaders believe that the second half of the year can As the inventory correction ends and demand picks up, the economy gradually recovers.
And what the market likes this year is the theme of the ups and downs of the bottom of the economy. You can see the panel, bulk, and memory groups. As long as the company law tells the market that the worst is like this, it will only get better in the future, and the stock prices of the entire group will start. Upside, so it can be seen that this year’s operating style is more inclined to industries that are ready to turn up after the bottom. Hongguang Investment Consulting analyst Xu Shaoxuan pointed out that the speculative atmosphere in the market in the second quarter will turn cautious and conservative. Reversing the trend of front-end stocks will be more volatile, but with the recovery of market demand in the second half of the year and the blessing of corporate profits, it will be a good time to enter the market when the stock market retreats and corrects, and it is recommended to choose industries that remain unchanged in the long-term trend make investments.
As far as individual industries are concerned, analyst Xu Shaoxuan of Hongguang Investment Consulting continues to be optimistic about the two major industries of electric vehicles-charging piles and green energy storage. The charging pile industry is dominated by the policies of various countries and the manufacturing cost of electric vehicles is gradually reduced. The penetration rate of electric vehicles will increase rapidly. ~The compound annual growth rate in 2030 will grow at 31.5%, and the fastest growing period of these beneficiary supply chains will fall in the “first three years”, that is, when the number of competitors is the least, the first to get a good position, In order to get a large section of the most complete profit! For example, Largan (3008-TW) After the rise of smartphones in 2012, it took three years for the stock price to soar from 400 yuan to 3,700 yuan. When the electric car leader Tesla (Tsla-US) became popular in 2019, it took only three years During the period, the stock price soared from 300 yuan to more than 2,000 yuan.And now the global charging pile is ready to entergoldThe growth cycle, so miss the shipping in 2020, the ABF carrier board in 2021, and the Dongge Yachting in 2022. Don’t miss the charging pile business opportunity this time!
Next, the green energy storage industry is also one of the representatives of the general trend under the bonus that the policy of reducing carbon emissions in various countries will be launched in 2030. According to the Goldman Sachs research report, the total capital expenditure of Chinese enterprises related to green energy is in the After a substantial increase in 2021, it will remain at the level of a high-end area for the next few years, so follow-up development can still be kept in mind. Finally, the secret to surpassing other investors in terms of performance this year lies in “do you dare to enter the market when the stock market corrects in the second quarter”, and enter these major trend industries with clear future development. After you have these concepts, the next The direction of investment in 2~3 years will be very clear.
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