Which stocks should the six sectors pay attention to when the regional economy is good?

Recently, the government has successively issued a number of regional economic revitalization plans, and regional economic concepts such as Hainan, Xinjiang, Tibet and Anhui have been heated up, and regional economic benefits have been wave after wave, and there is no stopping momentum. The author thinks that there may be some investment opportunities in the future, such as Anhui plate, Binhai New Area and Hainan Freedom Island. Investors can pay attention to beneficiary stocks according to relevant regional plans. Hainan plate: focus on tourism and real estate stocks. According to the news, the General Office of the State Council recently issued "Several Opinions of the State Council on Promoting the Construction and Development of Hainan International Tourism Island", which put forward six strategic orientations for the construction and development of Hainan International Tourism Island. On the whole, tourism, real estate and transportation have become the sectors that benefit the most. Investors can focus on Luodun Development (600209) and ST Donghai A(0006 13), Hainan Expressway (000886), BTG (600258) which owns Sanya Nanshan Scenic Area, and China International Travel Service (60 1888) which operates duty-free shops in Hainan. Anhui plate: Paying attention to the changes in Anhui plate of transportation and real estate stocks is related to the rumor that the planning of Wanjiang City Belt to undertake industrial transfer demonstration zone will be approved in the near future, which involves eight major industries-equipment manufacturing, automobiles, household appliances, high technology, metallurgy, building materials, chemicals and machinery. At the same time, with the advancement of industrialization and urbanization in Anhui, it will eventually attract more migrants and generate a large number of housing needs, and real estate enterprises will be indirect beneficiaries. Moreover, Anhui's real estate market has a smaller bubble and greater development potential. In addition, the prosperity of regional trade logistics will promote the growth of regional logistics volume; On the other hand, leading enterprises in regional transportation logistics will take the lead in regional transportation planning and construction, and become an important platform for investment and resource integration. Investors can focus on Wuhu Port (600575), Wantong Expressway (6000 12), Hefei Urban Construction (002208) and other stocks. Shanghai local stocks: focus on Expo beneficiary stocks. First of all, the Shanghai World Expo will bring a large passenger flow and turnover rate to Shanghai, which will undoubtedly bring new attraction and development opportunities to related transportation companies, such as Shanghai Airport (600009). Secondly, the hotel catering unit will also benefit from this. Investors can pay attention to related companies with excellent service and market share, such as Jinjiang (600754), Shanghai Jiubai (600838), New World (600628) and An Baili (60063 1). Finally, department store consumption, food and beverage consumption, alcohol consumption and other stocks are also worthy of attention, especially those whose main business has Shanghai characteristics, such as Jinfeng Wine Industry (6006 16), a representative of fashionable yellow rice wine and a sponsor of the World Expo. Haixi concept: paying attention to traffic plate. Although the "Haixi concept stocks" have not been amazing recently, the author believes that the "West Coast Economic Zone" will bring rapid development opportunities to related listed companies in Fujian Province. First of all, it will directly promote the rapid growth of listed companies in Fujian transportation industry. Investors can pay attention to related listed companies engaged in infrastructure, such as Fujian Expressway (600033) and Zhangzhou Development (000753). Secondly, the investment boom brought by infrastructure will inevitably lead to the performance growth of listed companies in infrastructure and building materials industries, such as Fujian Cement (600802) and Jianfa Co., Ltd. (600153); At the same time, it will also stimulate the real estate industry in Fujian, such as Sanmu Group (000632). Finally, it extends to the needs of the consumer service industry. Investors can focus on Yongan Forestry (Quote Bar) [9.622.45%](000663), Pien Tze Huang (600436) and Industrial Bank (Quote Bar) (601kloc-0/66) in natural resources and traditional advantageous industries. Xinjiang plate: paying attention to the market of resources and agricultural stocks, the expectation of large-scale support plan in Xinjiang is getting stronger and stronger. At present, resource stocks and agricultural stocks should be the most beneficial in Xinjiang plate, which investors can pay attention to; In addition, leading stocks in infrastructure, energy and agriculture can also be deeply explored, such as Goldwind Technology (002202), TBEA (600089), Xinjiang Zhonghe (600888), TBEA (600089) and Tianfu Thermal Power (600509). Tibet plate: Pay attention to various signs of the stock market. After Hainan plate and Xinjiang plate, regional theme speculation is expected to start in Tibet plate.