What stock sectors are favored by the policy signals released during the stock market meeting on April 28?

1. Artificial Intelligence and Smart Economy Industry Chain (Core Mainline) Keywords: "Implementing the 'Artificial Intelligence+' Action," "Developing New Forms of Smart Economy," "Improving Artificial Intelligence Governance" Favorable directions: AI chips / semiconductors: Computing power infrastructure is the prerequisite for AI implementation. Leading stocks: SMIC (688981), North Huachuang (002371), Cambrian, Haiguang Information Optical Modules / CPO: High-speed connectivity supports large model training and inference. Leading stocks: Zhongji Xu Chuang, Yisheng Guangxun Technology AI applications and large models: Government affairs, finance, healthcare, education, and other scenarios. Targets: iFlytek, Tuorisi, CloudWalk Technology, KaiPu Cloud (688228) Computing power infrastructure: Data centers, servers, liquid cooling, etc. Targets: Inspur Information, Sugon, Yingweike.

2. Advanced Manufacturing and High-end Equipment Keywords: "Accelerate the construction of a modern industrial system," "Maintain a reasonable proportion of manufacturing," "New quality of productivity" Favorable directions: Industrial mother machines, robots, aerospace, rail transit equipment, intelligent manufacturing system integrators. Leading stocks: Inovance Technology, Estun (robots), AVIC Shenyang Aircraft, China Satellite (aerospace), Kode CNC.

3. National Market and Anti-Inflation Policies Intent: Break local protection, encourage high-quality enterprises to succeed, benefiting industry leaders and companies with nationwide layouts.
Beneficiary sectors: Logistics and supply chain: SF Holding, JD Logistics (Hong Kong stocks), China Storage.
Consumer leaders: Companies with brand power, channel strength, and pricing power (such as in liquor, home appliances, dairy products): Kweichou Moutai, Midea Group, Yili.
B2B industrial product platforms: Guolian Shares.

4. State-owned Assets and SOE Reform Deepening Keywords: "Further deepen SOE reform"
Key directions:
- Central enterprise professional integration (e.g., energy, communications, military industry, resources)
- Strengthen market value management assessment > high dividends, low valuation revaluation of central enterprises
Targets to watch: China National Petroleum, China Mobile, China Shenhua, AVIC Optoelectronics, "Central enterprise technology-based SOEs" such as China Software, E科 Digital, Guorui Technology.

5. Energy Resources Security Keywords: "Improve energy and resource security levels"
Sub-sectors:
- New power systems: UHV, smart grids, energy storage. TBEA, State Grid NARI, XJ Electric, Sungrow, CATL.
- Key minerals and resource independence: Rare earths, lithium, copper, uranium. Northern Rare Earth, Ganfeng Lithium, Zijin Mining.
- Nuclear power and hydrogen energy: China Nuclear Power, E-Hua Tong, Weichai Power.

6. Major Infrastructure Projects ("Six Networks" Construction) Explicitly Mentioned: Water network, new power grid, computing power network, new generation communication network, urban underground pipe network, logistics network.
Direct beneficiaries:
- Computing power network / communication network: The three major operators (China Mobile, etc.), optical fiber cables (Hengtong Optoelectronics).
- Underground pipe network / urban renewal: Qinglong Pipe Industry, Xinxing Castings, Tunnel Shares.
- Water conservancy infrastructure: China Power Construction, Anhui Construction Engineering.

Summary: Key allocation directions (ranked by priority)
Priority Sector Logic Intensity Policy Catalysis
AI chips / optical modules / computing power Extremely strong Immediate implementation
Advanced manufacturing / aerospace Strong "14th Five-Year" mainline
SOE reform + high dividends Medium-strong Market value management drives energy security (power grid, energy storage, resources) Strong Geopolitical risks + dual carbon.