受益政策持續加碼 特高壓、充電樁等“新基建”概念持續強勢
格隆匯3月5日丨受益政策持續加碼,以特高壓、充電樁、5G為主的“新基建”概念股強勢上漲,帶動A股三大指數明顯走高,滬指目前漲0.75%,深證成指漲0.74%,創業板指漲1%。中共中央政治局常務委員會3月4日召開會議強調,要選好投資項目,加強用地、用能、資金等政策配套,加快推進國家規劃已明確的重大工程和基礎設施建設。要加大公共衞生服務、應急物資保障領域投入,加快5G網絡、數據中心等新型基礎設施建設進度。南開大學基地研究員何自力指出,“新基建”總體上可以分為兩個大的方向:一是以5G為代表的,以科技創新、產業升級為核心領域的配套基礎設施建設,總體上涵蓋了5G基站建設、雲計算、工業互聯網、大數據、互聯網數據中心、物聯網等幾大門類。其中,5G毫無疑問成為“新基建”的抓手。未來7年間我國擬建設600萬個5G基站,在此基礎上加快5G商用步伐,特別是獨立組網建設步伐,推動5G+工業互聯網融合應用,深化5G與工業、醫療、教育、車聯網等垂直行業的融合發展。二是所謂的“補短板”領域,這包括傳統基建領域中的補短板領域或者新興子行業。比如,國家電網公司近日印發2020年重點工作任務,將智能電網建設作為重點工作內容,拉動投資規模不斷攀升。針對新冠肺炎疫情期間展現出的公共衞生短板,近期地方披露出來的投資項目明顯加大了對醫療衞生等領域的投資力度。
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