CATL(300750) 每经网·2024-04-01 03:06Core Viewpoint - The article highlights a positive trend in the manufacturing sector, indicated by an increase in the PMI, and suggests that the market is focusing on high-certainty investment opportunities during the earnings season [1] Group 1: Market Performance - The ChiNext 50 ETF (159783) experienced a rise of over 2% in early trading on April 1, 2024, with all constituent stocks showing gains [1] - Leading stocks such as CATL and Sungrow surged nearly 5%, while Haiguang Information, Zhongji Xuchuang, and Zhifei Biological also rose by over 2% [1] Group 2: Economic Indicators - The manufacturing PMI for March was reported at 50.8%, an increase of 1.7 percentage points from the previous month, indicating a recovery in manufacturing sentiment [1] - The market is expected to shift towards large-cap stocks as the economic outlook improves, drawing parallels to trends observed in 2016 [1] Group 3: Investment Focus - Two high-certainty investment directions are highlighted: 1. Assets with broad dividend potential that may serve as a long-term investment theme 2. Growth policies benefiting manufacturing and overseas expansion, alongside high earnings growth, warrant attention [1] Group 4: ETF Composition - The ChiNext 50 ETF tracks the CSI ChiNext 50 Index, which has a high concentration of individual stocks, with CATL accounting for approximately 10.48% of the index [1] - The top three sectors—electronics, power equipment, and pharmaceuticals—comprise over 76% of the index, indicating significant risk exposure in terms of individual stocks, sectors, and investment styles [1]