Hengyang Xindu International Shopping Center Is Expected To Be Completed By The End Of 2014.

A number of key urban infrastructure projects such as Lake Hu Park, Chuanshan East Road and Binjiang New District, which have attracted much public attention, are speeding up the construction of P.

This is my February 19th in Zhu Hui District key infrastructure construction project scheduling meeting was informed.

The relevant person in charge of the area said that at present, the infrastructure construction in the whole area has been advancing rapidly, and the construction has been greatly accelerated.

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< p > I learned from the interview that the planned Lake Park project with a total investment of 2 billion yuan has been advancing smoothly. As of January 12th, the lake park project has completed an investment of 195 million yuan, signed 516 demolition agreements, and demolished 266 houses.

The head of the command post said that the lake park will be built into a large comprehensive park with food, shelter, tourism, shopping and entertainment as well as a scenic resort with integrated service functions.

Located on the opposite side of HengYang Railway Station square, the construction site of Xindu international city project is also busy.

Xindu international is expected to be completed by the end of 2014. It plans to open formally in May 2015. It is located in a large commercial complex with large shopping malls, office buildings, high-end apartments and hotels. The main shopping mall is a target= "_blank" href= "http://www.91se91.com/" > clothing < /a > batch. It will take the Korean direct supply source, Guangzhou merchants business and Hengyang synchronous direct operation mode.

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< p > it is learnt that in 2014, the Pearl River Hui District planned to implement 34 key infrastructure projects, with a total investment of 30 billion 190 million yuan, accounting for 56% of the total investment of key projects in the region. The total investment of individual projects reached 880 million yuan, and the annual planned investment was 4 billion 920 million yuan, and 16 projects were planned for completion during the year.

Among them, 9 key projects were included in the provincial key examination, accounting for 36% of the total number of key infrastructure projects, and 16 key projects included in the city, accounting for 47%. < /p > of key infrastructure projects.

< p > < strong > related news: attention to the theme of the two sessions, the future investment recommendation retail trade, < /strong > a target= "_blank" href= "http://www.91se91.com/" > strong > textile > /strong > < /a >.

< p > at present, the A share market has a relatively high position in terms of paction structure and hype theme. In the future, when the fundamentals and liquidity are facing greater uncertainty, investors are advised to turn to prudence and pay more attention to the support of stock prices.

From a fundamental point of view, the HSBC PMI preview value continued to decline in February, and the probability of "steady growth" policy before the two sessions was less likely.

In March, macro data and financial data of listed companies were gradually disclosed. The market may adjust the optimistic expectations in the early stage, which will form a certain pressure on stock prices.

In terms of macro liquidity, the central bank [micro-blog] conducts asymmetric operations in the open market and foreign exchange market, which is intended to carry out the idea of maintaining tight balance, but the liquidity of the capital market in the future is expected or marginal tightening.

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In terms of style, we have maintained the previous judgement that the conditions for the conversion of the large and small panel styles are not mature in the short term, and the probability that the big stocks are significantly better than the small stocks is relatively small in terms of style, comprehensive economic fluctuation, interest rate level, term structure and risk premium. P

Industry allocation: economic leading indicators show that the downward trend of the economy has accelerated, cyclical industry downturn.

In February, HSBC PMI preview value was 48.3, the lowest in history, which is only higher than that of 45.1. in the same period of 09 years. From the average daily coal consumption of high-frequency power generation group, the average daily consumption of coal in February for February and 14 days is only 547 thousand tons, which is significantly lower than that of January 690 thousand tons.

The price of steel in the middle reaches continued to decline, and inventories rose sharply, indicating that the pressure on future inventory would be greater.

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< p > after the holiday, the capital market continues to improve, which is conducive to capital interest rate sensitive financial and real estate.

This week, the repo rate continued downward. Overnight and seven day repo rates fell sharply by 144, 99 BP to 1.7% and 3.36% respectively, indicating that the inter bank assets face continued improvement.

Looking forward to the future, the financial and real estate which are substantially adjusted by financial constraints will be relatively profitable.

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< p > judging from the downward trend of the comprehensive fundamentals economy and the judgement of the short term rebound of the market, we believe that the main line of investment in the future is still daily consumption, and recommend catering tourism, retail trade, textile and clothing, and in addition, the financial and real estate benefits from the downside of the capital interest rate are worth paying attention to.

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< p > > a href= "http://www.91se91.com/news/index_cj.asp" > investment < /a >: in the long run, we will stick to the recommendation line of science and technology + policy.

The main line of technology includes new product launch (anticipation) and technology and Internet pformation of old business models; the main line of policy focuses on Yu Changyuan's initiatives to improve company performance, such as finance and taxation support and allowing enterprises to adopt more flexible governance mechanisms to stimulate performance improvement.

For purely event driven and unproductive theme investment opportunities, we put it in the secondary position of recommendation.

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< p > combined with long-term mainline and event catalysis, we believe that there are opportunities in the following World Communications Conference: smart wear, new energy vehicles (including Tesla [micro-blog] industrial chain, lithium battery, charging pile), energy saving and environmental protection industry chain, sapphire industry chain, super capacitor industry chain, environmental protection plate, military industry, and internet education, O2O, intelligent medical treatment, LBS and so on.

Environmental protection, military industry, new energy vehicles (including Tesla industrial chain, lithium battery, charging pile), smart wear most directly benefit from the two sessions +MWC, is the top priority.

In addition, with the advent of the two sessions, there is also a theme investment opportunity in the reform of state-owned enterprises.

The reform of state-owned enterprises is the key direction in our early stage. After the first shot of state-owned enterprise reform in Zhuhai, the local reform rules headed by Guangzhou are expected to be introduced before and after the two sessions.

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