1. People's livelihood problem still being the focus of NPC and CPPCC. A series of policies including consumption update, indemnificatory housing building will be mentioned in the conferences, which involve big consumption industries of building materials, agriculture, home appliances, automobiles and medicine, etc.
2. Seven strategically emerging industries emphasized in the 12th five-year plan: energy saving and environment protection, new energy, new materials, high-end equipment manufacturing;
3. Transformation & upgrade, merge & reconstruction and regional planning of traditional industries based on economic structure adjustment. Investors are advised to pay attention to related investment opportunities.
Investment strategy of March mainly centers on NPC and CPPCC. Investors may keep an eye on the following investment opportunities: 1) energy saving & emission reduction, merge & acquisition of traditional industries, which include building materials, iron and steel, nonferrous metal and paper packaging, etc; 2) development plan of emerging industries, energy saving & environment protection, high-end equipment manufacturing and new materials; 3) sectors which benefit from modern agriculture and grain price rise, water-saving irrigation, construction, building materials and chemical fertilizer, etc; 4) industries which benefit from tax reduction and income distribution adjustment, food & drink, home appliance, automobile & accessories, commerce, media, hotel & tourism, etc; 5) industries which benefit from medical system reformation, biomedicine, medical instruments; 6) industries benefited from indemnificatory housing building, building materials, construction, home appliances and machinery; 7) sectors benefited from system reformation of capital market, securities, park land development and venture capital.