The stocks of NPC and CPPCC and the stock market will benefit.

Layout of the two sessions, aiming at five major sectors.

The National People's Congress and the National People's Congress will be held in March. Therefore, it is time to do enough articles around the two sessions.

1, the regional economic concept of Xinjiang and Tibet plates. The development plans for Xinjiang and Tibet are very likely to be issued and need to attract investors' attention. Friendship Group (600778), Xinjiang Tianye (600075), Xinsai (600540), Guannong (60025 1), Xinjiang Zhonghe (600888), International Industry (000 159) and Jin Feng Science and Technology are mainly recommended. Tibet mining (000762), Tibet Tianlu (600326), Tibet development (000752) and Tibet tourism (600749) in the Tibet plate. This plate was driven by Hainan plate in the early stage, but there is still a chance in the later stage.

2. agriculture. Rural issues will occupy a large space in the government work report, and the government will continue to increase subsidies for agriculture, guide the transfer of resources to rural areas, and increase government support for agriculture-related enterprises. Therefore, the agricultural sector should also attract investors' attention during this period. During the two sessions every year, the agricultural sector will perform. Longping Hi-Tech (000998), Xinsai shares (600540), agricultural products (00006 1), Shengnong Development (002299), Denghai Seed Industry (00204 1) and Fengle Seed Industry (00071) in the agricultural sector are mainly recommended.

3. Military industry. The military sector is expected to strengthen during the two sessions. China Satellite (600 1 18), Northern Venture (600967), Guihang (600523), Aerospace Information (60027 1), Hafei and AVIC Seiki (002065438+) are recommended.

4. Commercial department stores. Commercial department stores are the main beneficial link for the country to promote consumption and expand domestic demand. They are also the sectors with the least uncertainty, and they are varieties that can be attacked and retreated. New World (600628), Yimin Commercial (600824), Yuyuan Shopping Mall (600655), Zhongxing Commercial (0007 15), Hefei Department Store (0004 17) and Insurance Urban and Rural (60086 1) are recommended.

5. Building materials. The policy of "building to the countryside" has stimulated trading opportunities, and at the same time, we are optimistic about building materials manufacturers with advantages in the field of energy conservation. Taihao Technology (600590), Beixin Building Materials (000786), Nanfang Building Materials (000906) and Conch Profile (0006 19) are mainly recommended.