海通策略：行业层面继续看好高景气成长，如新能源、数字经济

贵州黔南州发生客车侧翻事故，已致27人遇难20人受伤。（澎湃）","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/418/w516h702/20220918/d1a5-bf7e6c2a6e75da1a9fdda75dd1586ac9.jpg"]},"commentid":"live:finance-152-2805283:0","compere_id":0,"creator":"xuanyi3@staff.sina.com.cn","mender":"xuanyi3@staff.sina.com.cn","create_time":"2022-09-18 13:05:48","update_time":"2022-09-18 13:05:56","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"u8d35u5dde","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-09-18\/doc-imqmmtha7775877.shtml","docid":"mqmmtha7775877"}","old_live_cid":"0","tab":"","tag":[{"id":"8","name":"其他"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-09-18/detail-imqmmtha7775877.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2805282,"zhibo_id":152,"type":0,"rich_text":"【海通策略：行业层面继续看好高景气成长，如新能源、数字经济】海通策略研报认为，行业层面，继续看好高景气成长，如新能源、数字经济。近期成长板块因海外政策变动而下跌较多，其实从行业基本面角度看，新能源、数字经济这些成长性行业的高景气仍在。数字经济相关领域的政策支持力度也在不断加大。而从自主可控的角度看，新能源和数字经济依旧值得关注。我们分析过，俄乌冲突、欧洲能源危机加深了我国对于油气对外依存度高的担忧，加快新能源的发展和应用，是实现能源自主可控的重点。当前国内新能源产业已具备优势，国内外光伏风电装机放量将推动国内企业全球市占率提升。我国实现半导体核心环节的自主可控已迫在眉睫，需求+政策驱动下半导体设备（中国大陆企业全球市场份额2%）、材料（13%）国产替代将提速。