In 2013, under the optimistic expectation, emerging industries set off one wave after another market wave, casting the GEM repeatedly hit new highs and a number of star stocks. In 2014, the key words of China's economy are "steady growth, structural adjustment, transformation of mode" and "comprehensively deepening reform", and it is emerging industries that run through each link. With the development of reform, the promotion of policies and the progress of technology, what will drive the stock market up will not only be the expectation of emerging industries, but also the practical progress and application of these emerging technologies. In this regard, analysts believe that emerging industries are still the most likely to become 2014 structural opportunities in the tide, information consumption related sector opportunities are still rich, reform policies and emerging industries collision will also inspire a bright thematic investment opportunities.

Policy support and further increase

Changes in resource endowment and reality, when making the traditional model gradually come to an end, it is also pregnant with new trends. These emerging trends point to the direction of future development, which will be the areas with the most room for growth in the entire economic and social structure, and will also be the areas with the most investment opportunities in the future. At present, it is urgent to change the mode of economic development and adjust the industrial structure, and the policy support for emerging industries is also increasing.

Recently, the Central Economic Work Conference proposed six main tasks for next year's economic work, of which article 2 clearly points out that we should adjust the industrial structure, vigorously develop strategic emerging industries, and accelerate the optimization and upgrading of traditional industries. A meeting of the Political Bureau of the Communist Party of China Central Committee vowed to accelerate the implementation of the innovation-driven strategy, promote new progress in the development of strategic emerging industries, promote the transformation and upgrading of traditional industries, promote the integrated development of the service and manufacturing industries, and make great efforts to promote industrial transformation and upgrading.

Local governments have also recently introduced relevant policies to promote the development of strategic emerging industries. For example, Shanghai has recently introduced 20 articles on the reform of state-owned assets and state-owned enterprises, which emphasize the importance of developing strategic emerging industries with certain foundation and comparative advantages, such as new energy vehicles, high-end equipment, new generation information technology and new energy.

2014 is a key year for the development of emerging industries. Since China proposed seven strategic emerging industries in 2010, seven fields, namely energy conservation and environmental protection, new generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles, have attracted much attention from the capital market. Since then, the development of strategic emerging industries has been repeatedly mentioned in important documents such as the "12th Five-Year Plan" and the report of the 18th National Congress. According to the overall goal set by The State Council, the added value of China's strategic emerging industries will account for 8 percent and 15 percent of China's GDP by 2015 and 2020, respectively.

In 2013, emerging industries set off waves of innovation in the market. Concepts such as information consumption, Internet finance, network security, smart home appliances, mobile Internet, triple play integration, cloud computing, LNG, big data, intelligent transportation, energy saving and environmental protection, IPV6, 4G and Apple all saw an increase of more than 55 percent in 2013. The new energy vehicle industry chain, boosted by Tesla's sales performance, also set off a frenzy during the year. These concept stocks, small and medium-sized companies occupy the majority, GEM and small and medium-sized board is also considered to be able to represent the future economic and social trends of the main plate, thus in 2013 the growth of GEM index more than 80%, small and medium-sized board index rose more than 16%, while the Shanghai Composite index and Shenzhen Composite index fell by more than 7% and 11% respectively.

Plastic Industry Video