How to choose the industry to invest in stocks

I. Beneficiary industries of RMB appreciation, suitable for long-term investment. Accelerated appreciation of industrial profits will be affected to a certain extent, but more critical is the banks, real estate, services, basic materials (cement, paper) will still promote the stock market quickly upward. Second, from the perspective of gross margin changes, the greater the potential for value-added is more worthy of attention. Coal in the resource goods, non-ferrous; consumer goods in the beverage, pharmaceuticals, agricultural and sideline products processing; investment goods in the professional equipment, electronics; raw materials in the cement, paper; on the contrary, the petrochemical industry declined sharply, the chemical industry, iron and steel are likely to see a high level of decline. Third, the upgrading of consumer structure to enhance the Spring Festival benefit concept stocks, focusing on two major industries. High-end liquor industry into the price cycle, the Spring Festival is the peak consumption of liquor, Luzhou Laojiao (love shares, quotes, information), Guizhou Maotai (love shares, quotes, information) is worth focusing on; the automotive industry at the end of the year is the traditional peak season for sales, car sales are expected to come out of a wave of end of the year tailing market. Fourth, according to the personal life environment and personal experience, around us all the commodities, their related industries can become the investment objectives at this stage, it is recommended that the recent over allocation of banks, real estate, steel, petrochemicals, pharmaceuticals, paper six industries, especially banks, pharmaceuticals and papermaking. Banking industry: (1) bank stock market value of a sole; (2) accelerated appreciation of the RMB, domestic demand continues to expand; (3) management capacity to improve the quality of assets to improve; (4) the stock market boom, wealth management products, funds on behalf of the sale of funds and Hong Kong stocks through train for the bank to create lucrative returns; (5) Favorable tax reforms and tax concessions; (6) rapid development of the bank card business makes the fee income growth accelerated. Pharmaceutical industry: (1) high performance growth far exceeded expectations; (2) health care reform, policy care; (3) equity incentives, ready to go; (4) domestic demand continues to expand, the industry's strong growth; (5) three quarters weaker than the broader market, is not "keeping pace with the times," the cheap stocks, make up for the desire to go up strongly. Finally, as the weighted stocks continue to rise, the market's center of gravity is also moving up, the bubble component is also expanding. Well, in this case, investors had better wait until the market has fully adjusted and then intervene will be a good strategy, after all, the pressure of the current market adjustment is not small. On the other hand, the stock market is the barometer of the economy, the market has the opportunity to choose the most important. (CITIC Bank financial planner Zhu Shaohua)