Ten leading stocks of large infrastructure stocks

China Nuclear Construction (601611), Shandong Road and Bridge (000498), Hongrun Construction (002062), Longjian shares (600853), Tengda Construction (600512), Guangdong Hydropower (002060), Huajian Group (600629), Ningbo Construction (601789), Gan Consulting (000779), Anhui Construction (600502) .

Great infrastructure means: construction and other works of new construction, alteration, expansion, restoration projects, such as highways, railroads, bridges and various types of industrial and civil buildings and other projects, as well as machinery and equipment, vehicles and ships purchase and installation and related work, can be referred to as infrastructure, infrastructure stocks are listed companies that have these as their main business.

Infrastructure is divided into new infrastructure and old infrastructure, old infrastructure, including traditional building materials, construction, real estate. The new infrastructure is broader, mainly including 5G base station construction, ultra-high voltage, intercity high-speed rail and urban rail transit, electric vehicle charging piles, big data centers, artificial intelligence, cloud computing, Internet of Things.

Because of the epidemic, the policy will need to focus on economic repair, infrastructure will become an effective means of supporting the economy. Infrastructure plate ushered in a short-term layout opportunities.

Today's A shares ushered in the adjustment, the Shanghai index fell 0.83%, the GEM index slumped 4.66%, while the infrastructure stocks today collective outbreak. The big infrastructure plate rose strongly today, Xinjiang Jiajian, Hongrun construction, Tengda construction, Jiajian shares, Shandong Road and Bridge, Zhonggong International and other collective stop, China Metallurgical, China Construction, China Electricity Construction, China Setting Group, etc. is also eye-catching performance.

The reason for this, because of the epidemic, the policy will need to focus on economic repair, "wide fiscal, monetary, loose real estate, on the infrastructure", will become an effective means of bottoming out the economy. And because the epidemic is slowly being alleviated, all over the lifting of the first level of response, the economic center of gravity to return to work and production.

So, reflected in the stock market, infrastructure stocks ushered in short-term layout opportunities. Of course, only short-term opportunities, long-term opportunities are not optimistic, long-term more optimistic to 5G, Internet of Things, charging piles, etc. as the representative of the "new infrastructure" concept.