Currently, the market for new energy vehicles is booming, as are carbon-neutral concepts such as wind power.
On top of that, most market participants appear to be losing money. Because what is currently supporting the market are these concepts, as well as the metaverse that just came out this year.
However, the new energy market has been booming since last year until this year, for about a year and a half, it also rose from 50 yuan to a high of 300 yuan . hasn't stopped yet. If you follow new energy vehicles at this time, you will basically step on a flying knife.
In today's industry, which ones are the safest?
1 Reverse investment
Civil aviation and road transportation, both sectors have been damaged during the epidemic, but it cannot be denied that the prospects of these two sectors are quite certainYes, Chinese people are flying more and more and driving more and more cars. Moreover, after the epidemic, these industries are at the bottom of the valuation and are quite economical.
However, in civil aviation there is a distinction between domestic and foreign. At present, the domestic industry has recovered, but international routes are still suffering serious losses. If it lasts too long, it may cause damage to airlines, so it is recommended to use low-cost airlines.
2 Military industry
The current global economy has entered a recession, and all walks of life are inevitably affected. In particular, consumption is particularly affected during the economic downturn. that consumption, mainly represented by alcohol, has been hit hard and will continue for some time. The military industry is a countercyclical linke. The demands of the international environment and the particular cycle of the military industry have resonated. Therefore, in the future, the military industry will be an industry with great certainty and prosperity.
Previously, my view was that the military industry is also part of the new infrastructure, because the construction of national defense is also the national infrastructure, and new equipment and new tactics are also a form of application of new technologies. Even as the economy slows, the military industry is also expected to be on the rise.
3 Automobiles
As mentioned in previous articles, China's automobile industry is facing a major change, on the one hand, the expansion of domestic market share, and on the other hand, the expansion of foreign markets. In the past, this was a transformation of the ability to build a bonne car to building a good car. Today, it's a transformation of a good car into a brand. This will be combined with new energy vehicles, and China's major auto parts manufacturers could benefit greatly.
What needs to be explained here is that although new energy vehicles are a key part of China's automobile revolution, the current new energy vehicle market has become overheated. There is no doubt about it. It is obvious that there are lice on the monk's head. Therefore, in automobile-related industries, although new energy has great prospects, it still requires verification of its performance in the future and is not safe.
4 Necessities
When the economy slows down, there will be opportunities in necessities, because the shrinkage of optional consumption will allow the expansion of consumptionnecessary. For example, I was going to eat out, but now I have to buy food and cook it myself. hereIn this process, not all essential sectors will benefit, but the sectors which benefit from the economic slowdown.
The biggest thing to avoid right now is commodities, as these cyclical companies have a high correlation to commodity prices and, historically, their stock price volatility is very high. showed a downward trend. Don't expect a rebound. It is best to cut the knot quickly.