2022 The highlights of the service trade meeting showed new opportunities for investment in three major areas

The China International Services Trade Fair (hereinafter referred to as the "Service Trade Club") was held in Beijing from August 31st to September 5th. Co -sponsored by the People's Government.

The rich exhibition content, outstanding green theme, bright cutting -edge technical results ... This year's service trade will be described as highlights.

In this regard, analysts interviewed in the industry have stated that the highlights of the service trade conferences are frequent, and new opportunities for investment in three major areas such as cross -border e -commerce, energy conservation and environmental protection, and digital economy are worthy of close attention to investors.

Cross -border e -commerce development prospects are broad

On September 2nd, at the "Cross -border E -commerce Forum" of the Service Trade Association, Zhu Lian, a second -level inspector of the Ministry of Commerce and Information Technology of the Ministry of Commerce of China, pointed out that in 2021, my country's cross -border e -commerce import and export scale reached 1.98 trillion yuan , Year -on -year increased by 15%. The import and export of cross -border e -commerce has become an important starting point and important momentum for helping to stabilize the basic market of foreign trade, promote the transformation and upgrading of foreign trade, and high -quality development.

"In recent years, my country's service trade has maintained rapid growth, especially driven by e -commerce to the sea, the scale of cross -border e -commerce imports and exports has increased rapidly, driving the scale of my country's service trade to further speed up and expand. The continuous advancement of digital and intelligent transformation, the digital economy and green economy have become new kinetic energy for service trade development. Under the new format and new model, my country's service trade scale will remain rapidly. Impact, but the scale of cross -border e -commerce imports and exports still achieve steady growth, and the business layout of related enterprises has also remained rapidly expanding. It is expected that the growth of cross -border e -commerce companies in the future is better and the development space is large. "Accepting the Securities Daily Chen Li, chief economist of Chuancai Securities and Institute interviewed by the reporter, said.

Since July, as of the close of September 2, the cross -border e -commerce sector has performed steadily, and the cumulative increase of 0.30%during the period, far from the same period of the Shanghai Stock Exchange Index (a total of 6.24%during the period). In terms of performance, Tonghua Shun data shows that of the 97 listed companies in the cross -border e -commerce sector, 51 companies have achieved a year -on -year increase in net profit of their mother -in -law in the first half of this year, accounting for more than 50 %.

Regarding the investment opportunities of the cross -border e -commerce sector, Liu Youhua, deputy director of the Wealth Research Department of the Wheel Network, said in an interview with a reporter from the Securities Daily that at present, cross -border e -commerce is in a new development opportunity. With Internet technology and logistics, The development of industry development is increasing, and the scale of cross -border e -commerce transactions has continued to grow. With the widespread application of emerging digital technology in cross -border e -commerce, it will greatly improve the industry's operational efficiency in the future.

In the research report, China Merchants Securities pointed out that the cross -border e -commerce market has a broad prospect and the resonance of supply and demand has grown rapidly. As a manufacturing country, my country has a solid supply chain, and the improvement of cross -border infrastructure facilities. The recognition of its own brands overseas has been continuously strengthened. The momentum of exporting overseas has achieved. Do not change the long -term value of the industry.

Energy -saving and environmentally friendly industry benefits "double carbon"

At the 2022 service trade, "green" became a prominent highlight.

"The theme of this environmental service special exhibition is based on the theme of 'dual carbon empowerment · rejuvenation of innovation motivation', and will establish low -carbon energy, climate and carbon economy, carbon neutralization and green technology, creation 'dual carbon' demonstration city, environmental protection industry, etc. The five major areas. "Zhang Zhengyuan, deputy director of the Outside Division of the Beijing International Services Trade Center, said.

"In recent years, with the proposal of the" double carbon "goals, the global demand for energy -saving and environmental protection equipment has continued to grow, and enterprises on the energy conservation and environmental protection industry chain are expected to continue to benefit." Chen Li said.

The analysis of Soochow Securities believes that carbon neutral and the front -end, middle, and back -end construct an environmental protection industry investment framework. First, the front -end energy replacement will promote the adjustment of the energy structure and pay attention to the field of sanitation new energy equipment and renewable energy replacement fields. It is the recycling of recycled resources such as garbage classification and hazardous waste.

Driven by favorable policies, in the attention with all parties, since the second half of the year, as of the closing of September 2, the energy -saving and environmental protection sector performed well. Essence

The performance of related companies in the field of energy conservation and environmental protection has also maintained steadily. Data from Flush Shun shows that among the 235 listed companies in the sector, 101 companies have achieved a year -on -year increase in net profit of their mother -in -law in the first half of this year, accounting for more than 40 %.

Regarding future investment opportunities, Debon Securities stated in its latest research report that at present, the high -quality development of the energy conservation and environmental protection industry has continued to promote the transformation of energy to green low -carbon. During the "14th Five -Year Plan" period, the state put forward more requirements for environmental quality and industrial green and low -carbon development. Energy -saving and environmental protection and resource circulation are expected to maintain high prosperity. They can actively grasp the investment opportunities. , High -energy environment, Weiming Environmental Protection, Wangneng Environment, China Tianyi, Hanwei Technology. In the "Fourteenth Five -Year Plan", the transformation of low -carbonization of energy structure will continue to advance, wind power and photovoltaic installed capacity will continue to grow rapidly, the hydropower and nuclear power are promoted in an orderly manner, and energy storage, hydrogen energy, and pumping storage will also enter the rapid development stage. It is recommended to pay attention to China Nuclear Power, Three Gorges Energy, Longyuan Power, Linyang Energy, Huaneng International, and Shanghai Electric Power.

In addition, Zhao Yuanyuan, the investment director of Jianhong Times, believes that at present, due to the shortage of energy in Europe, the manufacturing industry, especially the energy consumption manufacturing industry, has partially discontinued production, which brings opportunities to export energy, energy, and energy -consuming products in my country. In the case of long -term existence of energy gaps, energy -saving and environmentally friendly concept stocks involving the flexibility of thermal power, energy -saving motor, and residual heat recovery are expected to benefit in the future. Digital economy development momentum is strong

At this service trade meeting, not only the green low -carbon became the highlights, but also the leading technology applications such as the Yuan universe and digital RMB also appeared.

Big data, cloud computing, artificial intelligence, blockchain, AR/VR and other cutting -edge technologies such as cutting -edge technologies such as the rapid iteration upgrade, extensively penetrated into all aspects of production, circulation, and consumption, greatly improving the trade availability of services, so that the digital solutions of service trade can be used to get the way Vividly presented. New elements of digital technology have become another highlight of this year's service trade association.

According to the latest statistics of the National Bureau of Statistics, in the first seven months of this year, my country's production index of information transmission, software and information technology service industry increased by 12.1%year -on -year, and online retail sales of physical goods increased by 5.7%year -on -year.

Analysts said that my country is the second largest digital economy in the world, with a strong development momentum of digital economy and is in the best period of industrial transformation to digital transformation. Accelerating the development of the digital economy and empowering high -quality development, the forces from policies and capital are constantly converging and are forming a joint force.

"The digital economy is the economic expression of the fourth -generation industrial revolution. It is divided into four parts: digital industrialization, industrial digitalization, digital governance, and data value. As the digital industry continues to mature, new formats and production models gradually form. Traditional tradition Industry also benefits from the results of the digital industry. It has begun to upgrade the industry and enters the stage of industrial integration and industrial integration. In the end, digital industrialization and industrial digital reintermination of productivity. At the same time, digital governance leads to profound changes in production relations, data value and reconstruction production. The element system and the digital economy ecology. "The latest research report of China Merchants Securities showed.

From the perspective of market performance, since the second half of the year, as of the closing of September 2, the digital economy sector has performed smoothly. In terms of performance, Tonghua Shun data shows that of the 73 listed companies in the digital economy sector, 34 companies have achieved a year -on -year increase in net profit of their mother -in -law in the first half of this year, accounting for nearly 50 %.

Regarding the investment opportunities of the digital economy sector, Liu Youhua, deputy director of the Wealth Research Department of the Wheel Network, said in an interview with a reporter from the Securities Daily that on the one hand, it is the active guidance and support of the policy, and the other side is the continuous evolution of digital technology, which has ushered in the digital economy ushered in ushering in ushering in us. A good time for booming. With the continuous growth of digitalization in various fields, the development space of the digital economy sector is huge.

Chen Li believes that during the "Fourteenth Five -Year Plan" period, digitalization has become an important development direction of my country's tertiary industry transformation and upgrading. Through digital empowerment of traditional industries, new formats and new models will be continuously expanded. The sector is expected to usher in valuation repair.

Zhao Yuanyuan said that digital infrastructure is the second largest new infrastructure starting point after energy infrastructure. Once the stimulus policy is tilted to digital infrastructure, the digital economy sector will have an overall performance opportunity.

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