For the real economy, under the background that the prevalence of COVID-19 leads to operational difficulties, the reduction of capital cost is obviously helpful to reproduction and tide over the difficulties. From the historical experience, after the central bank cut interest rates, the big financial, infrastructure, non-ferrous metals and other sectors have greater flexibility. On February 17, GEM led the market under the negative refinancing, but cyclical stocks still have a chance to perform in the future market.
Non-ferrous metal plate co., ltd: Tin Industry (000960), Stone New Materials (300428), Jiaozuo Wanfang (0006 12), Shares (002824), Western Resources (600 139), Xingye Mining (000426). Zhu Ye Group (60096 1), Dongfang Zirconium Industry (002 167), Tibet Everest (600338), Yunnan Industry (002428), etc.
Non-ferrous metal plate: Kai Power Generation (300407), Tian Hui New Materials (30004 1), Dinghan Technology (3000 1 1), China Railway (600528), Times New Materials (600458), Longxi Co., Ltd.