On April 10, the CPC Central Committee and the State Council issued the opinions on accelerating the construction of a national unified market, comprehensively promoting the transformation of China’s market from large to strong, and providing strong support for the construction of a high-standard market system and a high-level socialist market economic system. The communication related policies in the opinions can be divided into digital infrastructure and digital market standards and identification. The construction of digital infrastructure first benefits the eastern digital and Western computing sector, the development of circulation network helps the development of intelligent logistics industry, and digital market recognition accelerates the development of electronic license sector and other markets.
This week’s view:
Theme: on April 10, the CPC Central Committee and the State Council issued the “opinions on accelerating the construction of a unified national market”. Two types of “market systems” are the premise, two types of “market forms” are the main body, antitrust is the guarantee, and high-standard connectivity of market facilities is the foundation, comprehensively promoting the transformation of China’s market from large to strong, so as to provide strong support for the construction of a high-standard market system and a high-level socialist market economic system, It has important support for the development of China’s new development pattern. The communication related policies in the opinions can be divided into digital infrastructure and digital market standards and identification. The construction of digital infrastructure first benefits the eastern digital and Western computing sector, the development of circulation network helps the development of intelligent logistics industry, and digital market recognition accelerates the development of electronic license sector and other markets.
A combination of “attention” or a combination of “attention” a combination of “attention” a combination of attention: a combination of attention: a combination of attention: a combination of attention: a combination of attention: a combination of attention: a combination of attention: operators (China Mobile, ‘ Eoptolink Technology Inc.Ltd(300502) of the 35 ( Suzhou Recodeal Interconnect System Co.Ltd(688800) ).
Market review:
Last week (4.11-4.15), except for the rise of 0.43% in military communications, other sub boards were slightly corrected due to the impact of the market. At present, the investment style is still defensive. It is recommended to recommend high dividend yield and high-value stocks. It is recommended to continue to pay attention to the disclosure of the company’s annual report and the first quarterly report. Among them, the communication sector dominated by operators is highly defensive, so it is recommended to continue to pay attention. From the perspective of the whole week (04110415), the weekly income of the “focus” portfolio has increased. Calculated according to the weighted average of the total market value, the weekly rise and fall of the portfolio is – 0.43%, outperforming the communication sector (- 5.31%), the gem index (- 3.07%), the Shanghai Composite Index (- 0.94%) and the Shanghai and Shenzhen 300 (- 0.47%).
Risk tips:
Due to the uncertain factors caused by the Sino US trade friction, the construction speed of 5g did not meet expectations, and the epidemic repeatedly led to the pressure on China’s economy. The progress of the “counting East and counting West” project was affected by the epidemic, and the implementation of policies was less than expected.
