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CITIC Securities Research Report said that the Politburo meeting released a more positive policy signal, and the improvement of the real economy is expected to boost the price of upstream resources and lead the sector to return to the uptrend. It is suggested to focus on three main lines: 1) improving the fundamentals of general steel, coking coal, copper-aluminum basic metals and chemicals with strong consumption attributes; 2) Bonus varieties such as crude oil and thermal coal under favorable market liquidity; 3) Growing varieties such as lithium and rare earth under the favorable market style.Record of resumption of trading on 12.11: The three major indexes were mixed and continued to fluctuate.ⅴ) Institutional viewpoint

..... Most of the industry sectors closed up, with commercial department stores, real estate development, jewelry, consumer electronics, automobile service, food and beverage, household light industry, tourist hotels, coal industry and brewing industry among the top gainers, while the insurance sector was among the top losers.Ⅲ) Individual stock analysis..... industry capital flow: 2.365 billion net inflow of communication equipment.

I) market reviewIn terms of industry funds, as of the close, the net inflow of communication equipment, optics, optoelectronics and consumer electronics ranked high, of which the net inflow of communication equipment was 2.365 billion.In terms of net outflow, the net outflow of software development, Internet services and special equipment ranked first, of which the net outflow of software development was 7.788 billion yuan.