In terms of allocation of Chinese stocks, it is suggested to focus on three main lines:

First, under the optimization of epidemic prevention, the repair market of damaged plates in the early stage, such as biomedical, aviation, wine travel and other plates;

Second, under the demand of stable growth, the industry policy margin is loose, such as the real estate industry chain and the Internet and other industries;

Third, under the theme of security for a long time, energy security, self control, information innovation, traditional Chinese medicine and other sectors.