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Personal re-offer is for reference only.CITIC Securities Research Report said that the Politburo meeting released a more positive policy signal, and the improvement of the real economy is expected to boost the price of upstream resources and lead the sector to return to the uptrend. It is suggested to focus on three main lines: 1) improving the fundamentals of general steel, coking coal, copper-aluminum basic metals and chemicals with strong consumption attributes; 2) Bonus varieties such as crude oil and thermal coal under favorable market liquidity; 3) Growing varieties such as lithium and rare earth under the favorable market style.Ⅲ) Individual stock analysis

ⅴ) Institutional viewpointAnalyze market hotspots, daily limit stocks, analyze northbound funds, industry funds and other content tips! Next, please look at the key points:I) market review

I) market reviewⅣ) Industrial capital flow..... industry capital flow: 2.365 billion net inflow of communication equipment.