Strengthening infrastructure is good, infrastructure engineering, and then transportation. The new infrastructure sector, in addition to many sub-sectors. Let us analyze one by one.

First of all, infrastructure engineering. The so-called infrastructure projects, including highways, railroads, water conservancy projects this piece. Some people will mistakenly think that infrastructure is belonging to real estate. Theoretically speaking, infrastructure and real estate. All attributed to fixed asset investment, they are independent of the three blocks, but the industry chain will be different. New infrastructure it's upstream, including cement machinery and equipment and other infrastructure leaders, no matter what you build, the first to benefit is them, take cement, because the industry concentration is rising, so their performance is quite good, elastic. The midstream of the infrastructure is based on the central enterprises of the construction companies. That is, the construction brigade in the word head plate large profits it is also relatively thin. In addition, the downstream of the new infrastructure is a variety of investment projects. For example, local governments relatively like real estate, rail transportation, toll roads, these can bring consumption investment.

Secondly, it is favorable to the core competitiveness of engineering equipment companies, with large-scale data processing capabilities or project solutions for IT companies. The concept of the new infrastructure, including the construction of 5g base stations, ultra-high voltage and new energy charging piles, cloud computing facilities, etc., this piece of science and technology is related.

The other is the people's urgent need of livelihood infrastructure. For example, environmental protection facilities, public **** health, education and pensions are basically considered this piece. The "new" infrastructure, will drive the development of various industries in the country, because all industries are closely related to drive the economic development of the entire country. This time the new more focused on the new have more scientific and technological connotations, both in line with the needs of industrial upgrading, but also conducive to the further upgrading of the original advantages.

Summarizing the above industries, I think the most favorable stimulus is related to the collection, establishment, sharing and exchange of big data. We are ushering in an era of big data, and industries that can access or utilize such data are good.