The CSI fell 11.99% this week (20242024), and the CSI fell 11.99%.
Zhou viewpoint: focus on several directions of infrastructure it
(1) the national development and Reform Commission proposed to expand effective investment in infrastructure
On the morning of April 15, the national development and Reform Commission held a press conference to introduce the positive expansion of effective investment and other relevant information. The national development and Reform Commission said it should focus on key areas: first, infrastructure construction. In accordance with the requirements of moderately advanced infrastructure investment, we will promote the construction of infrastructure such as water conservancy, transportation and energy, accelerate the aging renovation of urban gas pipelines and the construction of drainage and waterlogging prevention facilities, and strengthen the construction of new infrastructure. Second, manufacturing and high-tech industries. Enhance the core competitiveness of the manufacturing industry and promote the tackling of key core technologies. We will implement the transformation of energy conservation and carbon reduction in coal and electricity, promote the transformation of energy conservation and carbon reduction in petrochemical, steel and other industries, and drive investment in equipment manufacturing and other industries. The third is to make up for weaknesses in the field of social and people’s livelihood.
(2) strengthen the guarantee of capital elements and stimulate the vitality of social investment
The scale of special bonds in 2022 was 3.65 trillion yuan. At present, all localities are accelerating the issuance and use. In addition to the special bonds issued in the fourth quarter of 2021, the scale of special bond funds available in 2022 is large. The national development and Reform Commission will guide and urge local governments to speed up the construction progress of special bond projects and form physical workload as soon as possible. At the same time, we will coordinate and increase financing support for key projects and promote the rapid growth of medium and long-term loans in the manufacturing industry.
(3) pay attention to several directions of infrastructure it: construction informatization and urban infrastructure informatization
At present, infrastructure construction has become an important direction of investment. At the same time, the state focuses on strengthening the guarantee of capital elements. However, the informatization level of infrastructure construction such as water conservancy, transportation and energy is still low, and the investment in infrastructure construction is large, which is expected to drive the investment in overall informatization. Key recommendations for building informatization: Glodon Company Limited(002410) , Beijing Yjk Building Software Co.Ltd(300935) , Hangzhou Pinming Software Co.Ltd(688109) ; Beijing Global Safety Technology Co.Ltd(300523) , Beijing Egova Co.Ltd(300075) , China Transinfo Technology Co.Ltd(002373) , Runa Smart Equipment Co.Ltd(301129) , etc. are recommended for urban infrastructure informatization, and the beneficiaries include Zhejiang Heda Technology Co.Ltd(688296) .
Investment suggestions:
(1) an industry driven by an industry letter: an industry driven by a creative industry: an industry of industry ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ”industry’ ” ” ” ” ” ” ”industry’ ” ” ” ”s faith: a recommendation to recommend ‘ Dawning Information Industry Co.Ltd(603019) 019′ ” ”’s recommendation for a recommendation for a ‘ Dawning Information Industry Co.Ltd(603019) 0199 \ etc.
(2) financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) , etc.
(3) industrial Internet: the Internet of the industry: the Internet of the industry: the Internet of the industry: the Internet of the industry: the recommendation: the recommendation: the recommendation of the ‘ Beijing United Information Technology Co.Ltd(603613) , Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc.
(4) intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) , and the beneficiaries include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) , etc.
(5) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) , etc.
(6) military metauniverse: recommended Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Tricolor Technology Co.Ltd(603516) , Beijing Supermap Software Co.Ltd(300036) .
Risk warning: policy promotion is not as expected; It investment is less than expected; Industry competition intensifies.
