The law is gradually rejuvenated, and the new yuan is enlightened. On the first trading day of the Year of the Dragon in 2024, the three major A-share indices collectively closed higherWelcomeCome onIt's off to a good start。As of **, the Shanghai Composite Index rose 156%, the Shenzhen Component Index rose 093%, the GEM index rose 113%, STAR 50 Index**157%, the Beijing Stock Exchange 50 Index rose 322%。
The Spring Festival of the Year of the Dragon has just passedCentral banks are starting to exceed expectationsCut interest ratesPromote investment, consumption and the development of the real economy. State-owned Assets Supervision and Administration CommissionConvene a meeting,Accelerate the development of artificial intelligence。A number of data and development trends show that China's economic recovery is strengthening, and the amount of capital flowing into the market is gradually increasingEquity investmentThe industry ushered in broad development opportunities.
At present, in the context of global economic recovery and scientific and technological progress, China's equity market has shown a steady development trend, the market rhythm has gradually stabilized, and the scale of investment has remained relatively stable. At the same time,Every roundCycle adjustmentsMediumThere are often more opportunitiesThe equity market is in cyclesAdjustmentsNew opportunities are born in China.
After the Spring Festival, the capital market accelerated its development, boosting investor sentimentScience and technology topicsReceivedCatalysisEquitymarketExpeditedPick-upInvestment in artificial intelligence, algorithm computing power, advanced manufacturing and other fields is booming。According to statistics, the increase in the scale of social financing in January was 65 trillion yuan, is the highest level in the same period in history, the national consumer consumption index CPI month-on-month, China's economic fundamentals are continuing to improve. Professional institutions in the industry said that as the liquidity shock gradually dissipated,Investor sentiment is gradually stabilizing, and the equity market is promisingAccelerate the recovery(Data**: Central Bank Release, National Bureau of Statistics, Economic Observer).
Senior investment research companies believe thatInvestor confidence has recovered before the holiday, boosted by expectations such as capital market reforms. Combined with the performance of the A** market and better holiday travel and consumption data, investor sentiment is expected to continue to improve. Configuration-wise,Breakthrough performance of artificial intelligence applications in the field of **Plain as day. A well-known ** researcher said,At present, the market has a relatively strong allocation demand for weak cyclical industries, among which companies in the mature stage have low absolute valuations and high dividend ratesPerformanceConsiderable. Looking ahead to the next three years, a relatively attractive return on capital is expected.
With a new wave of science and technology is coming,Equity investmentIt has played an important role in promoting the formation of innovative capital, increasing the proportion of direct financing, and supporting scientific and technological innovation. The influence of China's equity market is increasing day by day, and it is gradually accelerating from "quantitative growth" to "qualitative development".
At the end of 2023, the ** Economic Work Conference proposed for the first time to "encourage the development of venture capital and equity investment", and regarded it as an important capital force to "lead the construction of a modern industrial system with scientific and technological innovation". annual equity investment marketYesDeeply tied to the technology industryHow to grasp the scarce opportunities in policy encouragement and industry trends to promote the development of artificial intelligence, information technology, intelligent manufacturing and other science and technology industries is worthy of in-depth consideration.
On February 19, 2024, the State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on "AI Empowerment and Industrial Renewal" for enterprises. The meeting was of the view thatIt is an inevitable requirement to accelerate the development of artificial intelligence, seize strategic opportunities, cultivate new quality productivity, and promote high-quality development。It is believed that in 2024, China's scientific and technological innovation will continue to lead the modern industrial system to achieve rapid development. The pace of high-quality development of the manufacturing industry has been significantly accelerated, the level of high-end, green and digital has been continuously improved, and the digital economy, strategic emerging industries and future industries have continued to grow.
With the continuous attention of the country and the continuous advancement of the goal of financial powerMedium and long-term capital has accelerated its entry into the market。On February 20, 2024, the People's **09 edition published an article pointing out that it is acceleratedBuild a financial powerhouseIt is a major goal and task for the development of financial undertakings in the new era and new journey. The construction of a financial power is inseparable from the construction of a modern socialist power, and is subordinate to and serves the Chinese modernization. A modern power is inevitably a financial powerBuilding a modern socialist country in an all-round way is inseparable from the key support of a strong financial system, and the construction of a financial power can only be promotedChinese-style modernizationThe great process can be realized.
Building a financial power is a complex system project, and it is necessary to maintain strategic focus and historical patience, continue to advance in accordance with the phased goals, and work steadily and steadily for a long time. Anchor the construction of a financial power and promote high-quality financial development. Based on the goal of developing a financial power, the stability of the capital market is particularly important, and various market management and supervision departments are also releasing positive signals one after another. In January 2024, the ** executive meeting pointed outIt is necessary to take more effective measures to stabilize the market and confidence, and promote the steady and healthy development of the capital market.
After the start of construction in February 2024, the CSRC will hold a series of symposiums. Delegates at the meeting were of the view thatAdhere to the investor-oriented concept, standardize all kinds of trading behaviors, and improve the fairness of the system. Develop and expand professional investment forces to promote more medium and long-term funds into the market. Adhere to the direction of marketization and rule of law, unswervingly deepen the reform of the capital market, expand institutional opening-up, and consolidate the institutional foundation for the high-quality development of the capital market. (*CSRC**).
Equity investment is:building a financial powerhouseAn important driving forceIt has played a key role in serving the real economy, supporting the development of the scientific and technological innovation industry, and promoting high-level scientific and technological self-reliance and self-reliance. We need to cultivate and introduce more patient capital and long-term capital to introduce more "living water" to the equity investment industry.
Equity investment is conducive to promoting the formation of innovative capital, increasing the proportion of direct financing, and supporting small and medium-sized emerging technology-based enterprises in the seed, start-up and growth stages, which are naturally adapted to the needs of scientific and technological innovation and the development of emerging industries. In the new round of scientific and technological revolution and industrial transformation,National policies have been increasing their support for science and technology innovation industries, providing more opportunities for equity investment.
As a professional investment service company, Baoli Investment closely follows the national development strategy and focuses on medium and long-term investment services and value investment servicesContinue to empower the development of science and technology enterprises. It focuses on investment services in key areas such as integrated circuits, artificial intelligence, electronic information, new energy and new materials, biomedicine, high-end equipment, Internet of Things, big data, and intelligent manufacturing. It has served enterprises all over China's strategic emerging industries and high-tech pillar industries.