1. The situation between Russia and Ukraine has escalated, and the global geopolitical situation has become increasingly complex. Steady growth in military spending may become the norm, and NATO member states may implement a 2% military spending ratio.
Good for the military industry sector: The missile-borne solid-state transmitter produced by Tianjian Technology (002977) is the core component of the active radar seeker for missile precision guidance, and has long been supporting the radar-guided missiles of the Chinese military. Precision Information (300099) The military industry business mainly includes missile guidance systems and precision optical systems included in military serial products. Missile guidance systems include handheld missile guidance systems and mobile missile guidance systems.
2. The National Health Commission and 15 departments including the Ministry of Finance jointly issued the "14th Five-Year Plan for Healthy Aging". The "Plan" points out that the supply of integrated medical and nursing care services will be increased. Demand-oriented, rational planning, construction and reconstruction of integrated medical and nursing care institutions. The concept of retirement care may be an unavoidable topic during the two sessions, so everyone can lurk in retirement care concept stocks.
Favorable pension concepts: such as Beichen Industrial (601588); Hengfeng Information (300605)
3. The total number of confirmed cases of COVID-19 in the world is 440 million. The COVID-19 epidemic is still getting worse. In a short period of time, It cannot be ended, so the COVID-19 treatment and COVID-19 testing sectors will continue to be active again and again.
It is good for the COVID-19 testing sector and the COVID-19 treatment sector. Such as Shutaishen (300204); Yiling Pharmaceutical (002603)
4. Digital economy, the 14th Five-Year Plan focuses on it, and various localities have successively introduced relevant policies to support the development of the digital economy. The digital economy It has even become a point that the whole world must fight for and cannot be underestimated. Its coverage is also relatively wide, such as cloud computing, big data, mobile payment, artificial intelligence, especially the Eastern and Western computing sectors. The digital economy will be the main line of investment in at least the first half of 2022, so be sure to grasp it at all times. There are many individual stocks, such as Lingdian Youshu, Zhengtong Electronics, Hengbao Shares, Cuiwei Shares, Sifang Jingchuang, Capital Online, Yimikang, etc. Everyone please pay attention.
6. The concept of three children and assisted reproduction. This sector is also a commonplace. Last year, our country’s birth rate fell to an extremely low level, and our country’s population is increasingly aging. The demographic dividend of a country with a large population is gradually showing. Therefore, representatives of this two sessions will definitely mention it, and the country will further introduce corresponding measures. , local governments will also successively introduce many related policies to promote population fertility, so these two sectors must be paid attention to. When looking for individual stocks, it is best to have both concepts of these two sectors.
7. We should also pay attention to the real estate sector. Although the general logic is that housing is for living and not for speculation, after several years of suppression, real estate companies are facing a lot of pressure and difficulties to survive. The country has noticed this problem last year , so we are currently working hard to solve many problems that have arisen in real estate companies, and have also introduced a series of favorable policies, including local governments. This is the case in Zhengzhou City recently. You can check the relevant news. The reason why the state does this is to promote the reasonable and healthy development of real estate companies. After all, real estate involves a very wide industrial chain and has a great impact on society and people's livelihood. Therefore, there is a high probability that during the two sessions, corresponding policies will be mentioned and introduced to resolve the problems of real estate companies. The crises faced by real estate enterprises promote the reasonable and healthy development of real estate enterprises.