From the perspective of the disk, the "speculation map" market continues to rotate, and the Hainan plate remains strong. As of press time, Dadonghai A sealed the daily limit, followed by many stocks such as Hainan Ruize, Luo Niushan, HNA Innovation and Haiqi Group. In addition, the Tibet plate also performed well, and many stocks such as Haisike, Tibet Pharmaceutical and Huabao changed frequently.
In the news, a few days ago, Hainan released the development plan for clean energy vehicles (draft for comment). Since the release of the plan, new energy vehicles and official vehicles 100% have been added and replaced, and the overall clean energy ratio will be no less than 80% in 2020. Cruise taxis add and replace vehicles 100% use clean energy vehicles, and strive to achieve clean energy in 2020. Strive to significantly improve the degree of clean energy in the private car sector on the island in 2030.
In addition, according to Hainan Daily, a symposium on the signing of the second batch of cooperation projects between Hainan's 100-day investment promotion industry and information technology industry was held in Haikou, involving more than 30 enterprises and 28 projects. More than 30 enterprises involved include: China Gas Holding Co., Ltd., China Automotive Technology Research Center, Shuguang Cloud Computing Group Co., Ltd., Jade Education Technology, Easy Chip, Weilai Automobile, etc. These projects cover high-tech fields such as commercial rockets, satellite navigation, artificial intelligence, big data, new energy vehicles, "internet plus" and blockchain.
In addition, AVIC Securities pointed out that the Hainan provincial government recently formulated the "Three-year Action Plan for Improving the Internationalization Level of Hainan Tourism (20 18-2020)", aiming at attracting inbound tourists and enhancing the popularity of international tourist islands. In recent years, with the gradual upgrading of national consumption, the proportion of service trade is increasing, and education consumption, tourism consumption, medical consumption and cultural consumption have become hot spots, among which medical consumption has grown rapidly.
Wanhe Securities believes that the layout of digital Hainan focuses on three main lines, and the construction of communication infrastructure brings opportunities for optical cables, optical modules and upstream supply (Zhongji Xu Chuang, Hengtong Optoelectronics, Dongshan Precision); The increase in demand in government cloud is beneficial to enterprises with technology accumulation (Taiji shares); The smart travel industry cashes out in advance on the automobile side (Sheng Jun Electronics, Hongfa shares).
(The content of the article is for reference only. The stocks mentioned in this article do not constitute investment advice. Investors operate accordingly at their own risk. )