Two aspects of the new infrastructure opportunities:
First, the new medical construction. This year arranged a special national debt of 1 trillion dollars to fight the epidemic. Recently, the Development and Reform Commission released the "public **** health prevention, control and treatment capacity building program", the construction direction includes the modernization of the disease prevention and control system, comprehensively improve the treatment capacity of county hospitals, improve and perfect the urban infectious disease treatment network, transformation and upgrading of the major epidemic treatment base, corresponding to the four aspects of the disease control, county, municipal and provincial level, and enhance the configuration of relevant medical equipment;
Second, the digital economy New infrastructure. The government's work report mentioned the development of a new generation of information networks, expanding the application of 5G, the development of the industrial Internet, promote intelligent manufacturing, and create a new advantage of the digital economy.
According to the National Development and Reform Commission's clear statement in April this year, the new infrastructure mainly consists of three aspects:
One is information infrastructure, which mainly refers to the infrastructure generated based on the evolution of new-generation information technology;
The second is convergence infrastructure, which mainly refers to the in-depth application of the Internet, big data, artificial intelligence and other technologies, to support the transformation and upgrading of the traditional infrastructure, which will lead to the formation of convergence infrastructure;
The second is the convergence infrastructure.
The third is the innovation infrastructure, which mainly refers to the infrastructure with public welfare attributes supporting scientific research, technology development and product development. Therefore, the two new infrastructure index in the distribution of industries are also "new" based, information technology is the highest proportion of the industry.
5g new infrastructure fund means that the fund mainly invests in 5g new infrastructure related stocks, or 5g new infrastructure related indexes. Such funds are as follows:
1. Huaxia CSI 5g communication theme etf (515050), which has assets of 7.677 billion yuan, and its assets are mainly allocated to ZTE and Lixin Precision.
2. Huaxia CSI 5g communication theme etf linkage a (008086), the issue size of 2.717 billion yuan, buy-in fee according to the amount of money to buy different standards, more than 5 million yuan, 1,000 yuan a. Sell fee according to the number of days to hold the charge, greater than 30 days, no charge. Huaxia CSI 5g communication theme etf linkage C (008087), its issue size of 167 million yuan, free of buying fees, selling fees in accordance with the number of days of holding, holding days greater than 30 days, free of charge.
3. Bosera 5g50etf (159811), which is currently in the fund-raising phase, the fund-raising period is from March 13 to March 20, and the size of the offering is not less than 200 million.