Since this year, "new infrastructure" has been a hot word in the market. Recently, the country has clarified the scope of "new infrastructure" for the first time.

At present, the new infrastructure mainly includes three aspects: information infrastructure, fusion infrastructure, and innovation infrastructure. According to relevant estimates, this year's new infrastructure investment may be around 1 trillion yuan. Faced with such a clear investment opportunity, how will you seize it?

According to data, there are 72 new infrastructure listed companies in the A-share market, and 40 of them have published their 2019 annual reports, accounting for more than 55%. If we examine the year-on-year growth of the three indicators of net profit, operating income and operating profit, 30 of the 40 companies have positive net profit performance, and 22 of them have a year-on-year increase of more than 20% in net profit, accounting for 73.3%. There are 6 companies whose net profit doubled year-on-year.

The performance is outstanding and has recently released a first-quarter performance forecast. The company expects that the net profit attributable to shareholders of listed companies from January to March 2020 will be 24.1709 million yuan to 29.7488 million yuan, a year-on-year change of 30.00% to 60.00%.

The forecast stated that during the reporting period, the company's epidemic prevention and control and production and operation were both correct. In the case that production was stagnant in February due to the impact of the epidemic, it worked overtime to restore production capacity in March, and sales in March hit a record high in a single month. The market demand for the company's products is strong, especially for wind power products. There are many new orders. As of the end of the reporting period, the company's various industrial brake products have reached 362 million yuan in unshipped orders, and the abundant orders have opened the door for the realization of the annual task target. good situation.

The performance growth currently ranks second and also released the first quarter performance forecast. It is expected that the net profit attributable to shareholders of listed companies from January to March 2020 will be 20 million to 28 million, a year-on-year change of 456.45% to 679.03%. The average net profit of the electrical equipment industry has increased. The rate is 24.37%