Abstract
\u3000\u30001. Infrastructure high dividend
Transportation infrastructure companies have strong and stable profitability, low valuation and high dividend yield, and their relative returns are obvious against the trend. Recommend Tangshan Port Group Co.Ltd(601000) , Xiamen C&D Inc(600153) , and pay attention to Guangdong Provincial Expressway Development Co.Ltd(000429) , Shandong Hi-Speed Company Limited(600350) , Daqin Railway Co.Ltd(601006) , Anhui Expressway Company Limited(600012) .
\u3000\u30002. Logistics growth star
In the field of logistics segmentation, tap new growth stars with high growth visibility, insufficient market expectations and low attention. Recommend coastal hazardous chemicals logistics company Nanjing Shenghang Shipping Co.Ltd(001205) , bulk supply chain company Zheshang Development Group Co.Ltd(000906) , and intelligent storage solution provider Bluesword Intelligent Technology Co.Ltd(688557) .
\u3000\u30003. China’s passenger transport recovery
With the launch of covid-19 new vaccines and specific drugs, China’s passenger transport is expected to recover. We are optimistic about companies with high potential demand growth, declining supply growth and large price elasticity. Recommend Air China Limited(601111) and pay attention to Shanghai International Airport Co.Ltd(600009) , Hainan Strait Shipping Co.Ltd(002320) , Beijing-Shanghai High Speed Railway Co.Ltd(601816) , Hubei Three Gorges Tourism Group Co.Ltd(002627) .
Risk tip: the global economic growth is declining, the global epidemic is repeated, and the development of covid-19 specific drugs is slower than expected
