In the first quarter of this year, the A-share market first fell and then rebounded, showing a range of fluctuations. The market structure was clearly differentiated. The low-valued, cyclical, and large-valued stocks performed better, while the high-value

Sina Finance News, April 26, according to Hong Kong media reports, the 'Twelfth Five-Year Plan' announced by the mainland last month mentioned that accelerating urbanization is the general direction for the next five years. Many brokerages have therefore promoted Hong Kong stocks that benefit from urbanization. . According to a report from Hong Kong’s Ming Pao, the “Twelfth Five-Year Plan” announced by the Mainland last month mentioned that accelerating urbanization is the general direction for the next five years. Many brokerages have therefore promoted Hong Kong stocks that benefit from urbanization. Taking the report issued by JPMorgan Chase at the end of March as an example, the bank said that cement stocks can directly benefit from urbanization. In addition, China Construction (7.7,0.00,0.00%, real-time market) (3311) can also benefit from the construction of affordable housing. Motong index resource stocks can generally benefit from the development of urbanization, especially cement stocks, because the price of cement is completely dominated by mainland demand and will not be affected by external prices. Among cement stocks, the bank preferred China National Building Materials (31.1,0.10,0.32%, real-time market data) (3323) at the time because of its relatively attractive valuation. Optimistic about CNBM Lonking In addition, Motong is also optimistic about Lonking (3339), saying that it will benefit from the construction equipment needed to build affordable housing in China. In addition to Lonking, it is also optimistic about Zoomlion (1157). Shanghai Industrial (0363) is an undervalued comprehensive enterprise, especially the company's Shanghai highway, water supply and real estate, which can benefit from the development of urbanization. Motong pointed out that by the middle of this year, after SIIC implements the acquisition of water projects, the stock price will be revalued.