Recently, Wang Hanfeng, managing director and chief strategist of CICC, said in an interview with a reporter from China News Agency that major structural trends such as China's industrial upgrading in 2021 are still relatively positive.
Wang Hanfeng pointed out that China’s manufacturing industry has shown resilience and competitiveness amidst the Sino-US trade frictions and the impact of the epidemic. From a medium to long-term perspective, it is possible to continue to show competitiveness globally. The manufacturing industry will expand its market share and take the import substitution route , Still represents a better investment opportunity.
In addition, in 2021, the technology sector and green development sector related to digital transformation are still structural trends that continue to be worthy of attention.
In a nutshell, 2021 should be a year in which there is not much expectation at the index level, but structural opportunities are still worth looking forward to.
(Xia Bin Yang Hongwei)
Editor in charge: [Tian Boqun]