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What are the new infrastructure stocks
The economic conference at the end of 2018 has elaborated on the economic downward pressure faced in 2019, the same for the 2019 economic goal is to stabilize growth. 2018 GDP 900309 billion yuan, GDP growth rate of 6.6%, how to face the economic downward pressure in the middle of the growth can be stabilized? The obvious thing is to strengthen infrastructure, infrastructure is a major factor in the support of a country's economy, and traditional infrastructure includes real estate, including steel, cement and so on. But 2018 also said, curbing the rise in housing prices, then it is not the traditional infrastructure-based, traditional infrastructure can only temporarily not fall back significantly, and the new economy to power.
The economic conference has emphasized the need to promote the high-quality development of the manufacturing industry, in the past month, the equipment manufacturing sector to the machinery industry, mainly continuous rise, a lot of related machinery industry continues to rise. The meeting for in the context of the fiscal policy to enhance efficiency, in addition to the traditional positive financial background of the traditional infrastructure (such as railroads, highways, etc.) bottom, clearly emphasized the "accelerate the pace of 5G commercial, strengthen the artificial intelligence, industrial Internet, Internet of Things and other new infrastructure construction". That is, this month's rise in the new infrastructure, the so-called new infrastructure includes these new infrastructure construction, and the previous 5G, special high voltage continued to rise for a long time.
Each plate of the relevant stocks or the leader is a change, not the previous leader is now the leader, mainly to see the funds speculation which direction is the main
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