What sector is good for steady growth in 2022?

Steady growth in 2022 will benefit infrastructure investment.

Looking back over the past ten years, the market has experienced five stable growth cycles: 2009, 20 12-20 13 years, 20 15-20 16 years, 20 19 years and 2020. The stable growth period since 20 1 1 has a certain * * nature-wide currency and wide credit to achieve stable growth.

Previously, the central bank has continuously released the wide monetary signal of RRR interest rate cuts and RRR cuts, and then the market will expect to see more measures conducive to the landing of wide credit. From the past experience, infrastructure investment and real estate investment are the two major graspers of wide credit.

Therefore, since the beginning of 2022, under the background that the growth stocks are constantly falling, the top gainers in the stock market are mostly industries related to the steady growth policy, including banks, building materials, real estate and other sectors.

2022 plate analysis

The banking industry is a good focus to maintain the overall stability of the A-share market and achieve the general tone of "stability". Compared with many other industries, the current banking sector has the characteristics of large total market value, low valuation, stable fundamentals and small fluctuation, and can play the role of "ballast stone" in the market.

Therefore, in the case of violent shocks and frustrated market confidence, the banking sector is more in line with investors' psychology of avoiding risks and seeking stability, so it is favored by the market. The development of infrastructure will play a steady role. On the one hand, there is still a lot of room for optimization and upgrading in the field of traditional infrastructure.

For example, the renovation of old residential areas and the construction of urban infrastructure such as surrounding culture and sports. On the other hand, infrastructure can also be combined with green development, giving birth to more investment opportunities, such as green production and ecological transformation of traditional public infrastructure such as energy, transportation, water conservancy and construction.