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A股市场的资本逐步向消费和高科技创新领域倾斜(市值维度)
A股市场的资本逐步向消费和高科技创新领域倾斜(市值维度)
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图15:工业制造、高科技和汽车行业是物理人工智能在机器人系统中最快的 adopters(采用者)
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2026-04-20
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低端占据主要市场份额;中高端增速最快,受益于消费升级;高端产品主要为限量版玩具&高科技玩具。
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2026-03-03
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图表18:2017-2023年乌兹别克斯坦高科技出口商品情况
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行业数据
2025-12-04
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2025年1-8月外国投资承诺集中在AI相关高科技领域
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行业数据
2025-11-04
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中国高科技工业增加值同比增速或大多高于整体制造业
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行业数据
2025-08-11
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中国高科技制造业固定资产投资增速大多高于整体制造业
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行业数据
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2022年中国高科技制造业增加值占制造业增加值比重
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行业数据
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行业数据
2025-06-09
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2024年我国空运出口品类结构中机器设备组件及高科技产品占比高
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行业数据
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行业数据
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3.3.1、行业:资本逐步向消费和高科技创新领域倾斜 消费和科技类企业市值和估值优势显著。近三十多年以来,随着我国经济发展的重心逐渐由房地产业向消费和科技产业转变,资本市场也发生了相应变化——从市值占比来看,资本市场已由此前房地产、银行、电子、综合四分天下,转变为银行、医药、电力设备、电子和食品饮料领先,众多行业百花齐放的局面。从估值的角度出发,分行业对标美股市场,不难发现 A 股在消费、公用和信息领域的 PE(TTM)估值优势更为显著,而偏向于基础行业的通信、金融、能源等行业估值相对落后。
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银行业:什么是中国特色估值体系?-230223(31页).pdf
ESG理念高度契合我国的国家发展战略
推动中央企业“链长”建设提质深化
产业链现代化早已被列入国家战略
政策持续发力,推动国企打造原创技术策源地
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