Each brand 100 index rose nearly 3%against the trend last week!The platform's economy sector is dazzling, and the opportunity to welcomes the new development in the future

Last week, the market shock was organized, and the three major stock indexes closed down the entire line. Each brand 100 index also relies on this "Dongfeng", and the index has achieved rising against the trend. The weekly increase reached 2.79%, and the stock indexes were closed at 926.69 points, and their performance was outstanding.

Some market participants pointed out that the goal of steady growth this year has never changed, and the platform economy, which is most linked to the most consumer, has been repeatedly taken care of since the second quarter of this year. Especially the "traffic light" supervision has shifted and emphasized "green light" investment guidance, so stimulation is stimulated What are the performances of the platform economy, and you can pay more attention in the next few months.

Yang Jing drawing

Each brand 100 index rises

The three major A -share stock indexes fell last week. Each brand 100 index rose 2.79%against the trend, and its performance was outstanding.

Specifically, due to the recent domestic scattered epidemic situation, the major A -share stock indexes have maintained a weak shock repair. However, the Shanghai Index fell below the half -year line in the middle of the week. After the bottom of 3200 points on Thursday, it quickly picked up and adhered to 3200 points. Last Friday, the three major indexes shocked again, and the K -lines closed down in the end of the three major indexes. In this context, each brand index is closed at 926.69 points, and the weekly K -line closed up 2.79%.

From the perspective of component stocks, 7 stocks including Pinduoduo, Great Wall Motor, JD Group, and Baidu Group have risen by more than 10%. Among them, Pinduoduo increased by 25.81%in a single week, leading the index. In addition, the large financial and real estate sectors continue to maintain strong, both China Life and China have risen more than 5%, and real estate leaders such as Longhu Group and China Resources Land have also maintained an upward trend.

From the perspective of valuation, although each of the 100 indexes of the brand rose 2.79%last week, the overall price -earnings ratio of the index was still only 9.9 times, which was significantly lower than the SSE and deep motherboards and GEM of the A -share market. The value was underestimated.

Some market participants have pointed out that the semi -annual report will be disclosed this week. In the current context, the policy will continue to increase and actively land, and the market will still maintain structural markets. Recently, the funds switching is obvious, especially the recent hot platform economy, its policies are becoming positive, and the development of the platform economy is facing new opportunities. The investment value derived from this can pay more attention.

The platform economy "spring breeze is coming"

Indeed, the reporter of "Daily Economic News" noticed that since 2022, platform economic policies have become positive, and supporting content has gradually increased. On July 28, the high -level meeting proposed "normalized supervision of the platform economy, and centralized launch of a batch of 'green light' investment cases". positive effects.

Last week, the central bank held a symposium on the monetary credit situation of some financial institutions, requiring large state -owned banks to strengthen macro -thinking, and proposed to increase financial support for key areas of the platform in accordance with laws and regulations.

Wang Peng, a researcher at the Intelligent Social Governance Research Center of Beijing Social Sciences and Renmin University of China, pointed out that as an innovative enterprise, platform companies also have financial needs in financing. Increase financial support in key areas of platform economy can better ensure the smooth operation of enterprises. As an important part of the fusion of the digital economy and the real economy, the platform economy can help traditional enterprises reduce costs and increase efficiency on the one hand, and on the other hand, it can provide more employment opportunities.

Huaxi Securities also stated that the current national conference has settled the healthy development of the platform economy. From the perspective of results, the anti -monopoly rectification work is basically completed, the "big data killing" and "two choices" have been effectively curbed, and supervision has gradually entered the normal stage. Therefore, the stage of the key rectification of the platform has gradually ended, and the platform economy's policy attitude has been "strengthening supervision" to "support development", and the development of the platform economy has entered a virtuous circle.

China -Thailand Securities analyzed that from the perspective of policy setting, the support for the development of the platform's economic norms is more vivid. A number of "green light" investment cases launched in the future can play a guiding role in the industry, and then boost market expectations. Platform economy. The development is facing new opportunities.

The platform economy sector performed brightly

From the perspective of the market performance last week, the most eye -catching section of each brand 100 index stocks is the platform economy, and Pinduoduo increases by 25.81%; JD.com, Baidu and Tencent Music have also increased by more than 10%; Meituan, Ali, Ali, Ali It also appeared at the top of the gain list.

According to the analysis of the characteristics of ingredients, the user consumption habits constructed by the life service platform represented by Meituan have irreversible characteristics. The "little brother economy" has become an important factor in maintaining daily life.

As of December 2021, 52.7%of netizens are online takeaway users, and takeaway has increasingly penetrated into the lives of residents. In the perspective of cities, the residents of first -tier cities have a fast pace of work, high online lifestyle dependence, and user consumption habits have been developed. A variety of models of "takeaway+community group purchase+fresh home" meet different needs of users; this consumption habits are It has gradually extended from the front line to the sinking market. It is expected that more service needs and employment will be generated after the epidemic; during the epidemic, services such as takeaway and other services will be plagued by residents' lives and small and medium -sized merchants. The "instant retail" business has developed rapidly, helping the people's livelihood economy under the epidemic, and Meituan also helps different subjects through measures such as unmanned distribution and small and medium -sized merchants bailout policies to highlight social value.

The main driving force of Pinduoduo's future growth will be releasing user value and increasing user consumption. However, this move involves the construction of the platform's user consumption behavior and consumption confidence, which will be a longer -term growth process. The company chose agricultural digitalization into the company's main growth track. China's agricultural digitalization is in its infancy, with low bases and strong rigid demand. It is expected that agricultural online retail will maintain the growth rate of higher online retail. In order to accelerate agriculture into the digital economy, the company maintains zero commission policies. It also continues to conduct research and competitions on agricultural science and technology. Through research and competition, we seek some high potential investment directions and projects. I believe that in the future, it will continue to increase investment in agricultural capacity and agricultural technology, strengthen the competitive advantage of digital agricultural digitalization and Industry status. The International Department of Guotai Junan believes that Pinduoduo is currently undergoing a transition period, and growth will become stable, but when the transformation is completed, the company will seek a second growth with its competitive advantage.

The well -known Baidu search area share of 90.9%. With the accumulation of search advantage and data, Baidu Heavy R & D investment focuses on "AI+Cloud+Smart Driving". In the future, the macroeconomic recovery, the growth rate of advertising business is expected to return to positive, and intelligent clouds use the growth rate of differentiated advantages or continue to be higher than the industry.

Daily Economic News

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