Four major investment themes for 2015

China's 2015 government work report will create ample investment opportunities, with four major themes expected to prevail.

Premier Li Keqiang urged governments at all levels to achieve major work targets and deepen reforms at an executive meeting of the State Council on Wednesday.

A detailed list of major infrastructure projects in railways, roads, energy, information technology and industrial parks will be released together with an implementation plan for the Belt and Road initiatives at the 2015 Boao Forum for Asia later this month.

Analysts say market sentiment will be boosted by investment opportunities in new free trade zones (FTZs), development of the Beijing-Tianjin-Hebei region, state-owned enterprise reform, and Internet-driven industries.

FTZS TO BOOST PORTS AND LOGISTICS

Newly approved FTZs in south China's Guangdong Province, eastern Fujian Province and the coastal municipality of Tianjin are likely to go public after the annual parliamentary session.

Analysts say the listings will propel the port and logistics industries in the capital market. On the first trading day after the two sessions, shares related to the two sectors in the FTZs saw large gains across the board.

Northeast Securities analyst Du Changchun recommended more focus on shares related to trade, logistics and industrial park development in the three regions.

BEIJING-TIANJIN-HEBEI DEVELOPMENT

Detailed guidelines and an agenda for the coordinated development of the Beijing-Tianjin-Hebei region will be unveiled after the two sessions, said Zong Guoying, secretary of Tianjin's Binhai New District, during the meetings.

The guidelines cover the integration of transportation, industry and environmental protection in the region. The agenda will clarify completion targets for each year to ensure coordinated development is basically achieved by 2020.

Analysts say stocks related to infrastructure projects will benefit the most since transportation integration will take the lead, with railroads, highways, aviation and port projects under construction.

Investment opportunities are expected for local industries. Stocks related to steel, power equipment, real estate, transportation and automobiles are benefiting from industrial transfer and upgrades, infrastructure links across the region, and construction.