Looking At Investment Opportunities, 2440 Bull Market And The Opening Of A New Era From 25 Listed Companies Of Science And Innovation Board

In July 22, 2019, the first batch of 25 listed companies of the Kexiang board will be officially unveiled at the Shanghai Stock Exchange. They are Huaxing yuan Chuang, Ruixin technology, Rong Bai new energy, hang Kee technology, Guangfeng technology, LAN Qi technology, China Tonghao, Fuguang share, Xinguang optoelectronics, micro semiconductor, control technology, Xin Mai medical treatment, Xin Xin information, Anji microelectronics, Fang Bang electronics, Hanchuan intelligent, Wald diamond, South micro technology, Tianyi well, aerospace grand plan, Hong soft technology, Western superconductivity, platinum force special addition technology, Jiayuan technology, most of which have done some analysis before.

For investors, we are concerned about the issue price and the corresponding P / E ratio, the industry themes and the future space of the first 25 companies.

Among the above 25 companies, the highest price issue is LOXin information from Shanghai. The lowest price issue is the Chinese serial number from Beijing. The highest price earnings ratio is the medium and micro semiconductors from Shanghai. The lowest price earnings ratio is the Chinese general symbol of Beijing, followed by Wald diamond tools from Beijing.

According to the industry themes, there are 7 categories: electronic components, military products, lithium batteries, semiconductors, transportation and logistics, medical devices and materials. The corresponding enterprises are 5, 6, 3, 4, 3, 2 and 2 respectively. Most of them, Rui chuangnanna is the largest military enterprise with the highest price earnings ratio, followed by the electronic components enterprises. These enterprises are basically related to the mobile phone industry. In addition to the laser projection technology of Guangfeng and the Han Kawa Chino, who makes automobile equipment, the overall price earnings ratio of the company is lower than that of the military industry. As an intelligent visual data algorithm company in the strict sense, it can be understood by 74.41 times the number of semiconductor companies. The importance of this industry is that investors should have consciousness after experiencing the "Zhongxing HUAWEI" incident, which makes it possible for us to understand why the company with the highest price earnings ratio appears in the semiconductor industry. Enterprises from the military industry are

The top ranked industries are lithium batteries, transportation logistics, medical devices and materials. In fact, the 2 enterprises of the above materials: Fang Bang electronics and Ward diamond tools, from the industrial chain, they should also be divided into electronic components, because the main application of electromagnetic shielding membrane is FPC, while FPC is mainly used in smart phones and tablet computers, and Ward's super hard cutting tools are mainly applied to the cutting of mobile phone screens and TV tablet computer screens.

On the whole, the above industries are strategic emerging industries, but from the comparison with their respective industries, some industries have begun to weaken from maturity, while some industries have just begun to develop.

For investors, the most important thing is the understanding of prices and emotions. I think in the recent article "Pak Chu Electronics Limited industry space, market factors determine the performance of stock prices in the next 1 years", we mentioned that Weihong shares can serve as a very good indication of this problem.

In the value return of Weihong shares, there is, of course, the existence of emotional bubbles and the cognitive bubble in this industry. The bubble of emotions is reflected in IPO. Soon after, the market sentiment has a very bright trend. The cognitive bubble is not aware of the narrow and slow growth rate of the industry space. It is only a high net interest rate to judge the scientific and technological attributes of a company, so it is a long and difficult value return journey in the stock price.

Therefore, the matching of emotion and price is always an important factor for investors to consider. Not because the technology gene of the company does not consider the industry's space, growth speed and the final landing profit transformation.

We are all aware of the development of an era, and the achievements of individuals, in addition to their efforts, and the thrust given by the trend of the times, it is not appropriate for us to analyze the company's creative boards and the enterprises of Chuang Chuang board in the context of the whole environment. In the financial strategy of 2019, "A shares Outlook: low volatility, elasticity is king", we think that the 2440 place in the market reversal is 1849, 998, 512 of the important position. Based on this analysis, we can understand that there will be a lot of companies that will come out with the bull market in the listed companies of the science and technology innovation board.

Conversely, we look at the development of the US market. Since the 80s of last century, the capital market of the United States has entered an unprecedented bull market. It has the most active bull market in the world and has the most adventurous venture capitalists. In turn, it has created the leading position of the United States in the field of science and technology. Apple, Microsoft, Google, Amazon, Facebook, these enterprises and their products are familiar to us. What about China?

In the past 40 years of reform and opening up, we have produced almost all the daily necessities in the world. From the middle end of Haier, GREE, and the United States to high-end manufacturing such as HUAWEI, Dajiang and Zhongke Shuguang, China must compete with the United States in the field of innovation and launch a competition with the United States in the field of innovation. The source of competition is the capital market that is inferior to the fittest and who is strong.

Obviously, 2440 of this bull market is closely related to the development of the science and technology board. We need fresh blood to inject new vitality into the further development of our country, and not only stay in the healthy life of warm wine entertainment, but also the struggle of individual and enterprise and the wheel of fortune.

Strategically, we take into consideration the background of the 25 first listed companies. We can not lose the triangle judgment of price, value and emotion because of the vigorous blood. Strategic optimism and tactical caution are my judgments and choices for the company. Let's wait and see. This new era has begun to play.