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《纲要》确定了11个国民经济和社会发展的重点领域,并从中选择68 项优先主题进行重点安排。为证券市场提供了丰富多彩的主题投资,我们认为装备制造业、能源与环境、“小康生活”将成为比较有持续性的主题投资。就此我们分别对《纲要》中涉及的医药、农业、食品业、计算机、电力设备、煤炭、有色金属、通信、交通运输、化工、制造业、汽车业等十二个行业的相关内容及重点上市公司,进行逐一评述。
The Outline identified 11 priority areas for national economic and social development and selected 68 priority themes for priority arrangements. We have provided a rich and colorful thematic investment for the stock market. We think that equipment manufacturing, energy and the environment, and “well-off life” will become more sustainable theme investments. In this regard, we separately reviewed the relevant contents and key issues of the 12 industries including medicine, agriculture, food industry, computer, electric equipment, coal, non-ferrous metals, communications, transportation, chemical industry, manufacturing industry and automobile industry Company, one by one comment.