[daily market conditions]
Today, the Shanghai stock index rose 2.49% to close at 295828 points; The Shenzhen Component Index closed at 1065290 points, up 4.37%; The gem index closed at 226917 points, up 5.52%. In terms of sectors, energy metals, photovoltaic equipment and non-metallic materials led the rise, while textile and clothing, commercial department stores and real estate services led the decline. In terms of capital flow, photovoltaic equipment, batteries, energy metals and other industries were the main net inflow. The total turnover of the two cities today was 917.9 billion yuan.
[investment suggestions]
In terms of configuration, it is recommended to focus on the relevant targets of pipeline, cable, communication and other industries.
Recently, Xi Jinping presided over the 11th meeting of the central financial and Economic Commission, which pointed out that we should strengthen the construction of network infrastructure such as transportation, energy and water conservancy, take networking, network supplement and strong chain as the focus of construction, and strive to improve network efficiency. We will accelerate the construction of the main framework of the national comprehensive three-dimensional transportation network, strengthen the planning and construction of coastal and inland ports and waterways, and optimize and upgrade the national water transport facility network. We will develop distributed smart grids, build a number of new green and low-carbon energy bases, and accelerate the improvement of oil and gas pipeline networks. We will accelerate the construction of the main framework and arteries of the national water network, and promote the construction and modernization of key water sources, irrigation areas and flood storage and detention areas. We should strengthen the infrastructure construction of information, science and technology, logistics and other industrial upgrading, layout and build a new generation of supercomputing, cloud computing, artificial intelligence platform, broadband infrastructure and other facilities, promote the layout and construction of major science and technology infrastructure, strengthen the construction of comprehensive transportation hubs and collection and distribution systems, and lay out and build a number of regional airports, general airports and freight airports.
From the perspective of a series of recent economic policies, the country will vigorously improve infrastructure such as transportation, energy and water conservancy in the future. In this construction process, the demand for products and equipment such as pipelines, cables and communications is expected to increase significantly. It is suggested to pay attention to relevant targets of corresponding industries.
