2月22日，中共中央政治局常务委员会召开会议，听取河北雄安新区规划编制情况的汇报。会议强调，雄安新区规划和建设要全面贯彻党的十九大精神，以习近平新时代中国特色社会主义思想为指导，坚持世界眼光、国际标准、中国特色、高点定位。要贯彻高质量发展要求，创造“雄安质量”，在推动高质量发展方面成为全国的一个样板。要围绕打造北京非首都功能集中承载地，顺应自然、尊重规律，构建合理城市空间布局。

The industrial internet of things (IIoT) is a part of the large IoT network that is linked to intelligent devices, computers, and objects, which help in collecting and sharing large volumes of data. IIoT aids to improve the efficiency, connectivity, scalability, cost, and time savings to a great extent. Further, predictive maintenance, improved safety, and other operational efficiencies of IIoT have benefitted the industrial organizations. The IIoT network enables the organizations to connect to their workers, data, and processes from factories to the executive offices, thus assisting in better decision-making for the organization as a whole.

Connected logistics refers to system of interconnected devices that are designed to facilitate faster, uniform, and accessible mode of communication for better interoperability among involved entities such as manufacturers, suppliers, transporters, end users, and others. It can also be described as integration of connected technologies such as Bluetooth, ZigBee, Wi-Fi, and others. Furthermore, the demand for connected logistics is on an increase in the recent years, owing to its features such as seamless operation, real-time communication, and integration of information, which enables informed decision making and streamlined logistical business processes. The global connected logistics market was valued at $16,774 million in 2016, and is projected to reach at $27,722 million by 2023, growing at a CAGR of 7.60% from 2017 to 2023.

Growth in penetration of smartphones and personal devices, such as tablets and smart watches, along with the evolving technology, has transformed an individual’s way of living. The mobile payment trend has taken over traditional payment method, owing to current cashless transactions done using mobiles as a payment method. This payment method is easy and a hassle-free way to pay money virtually. Increased adoption of mobile payment in emerging economies of Asia- Pacific is expected to continue to foster growth in the mobile payment market in the coming years.

3月市场核心关注点是年报、健康险增速和税延养老政策。受134号文影响2017年下半年行业增速略有放缓，预计2017年年报整体新业务价值和内含价值增长保持平稳，利润持续改善。当前储蓄型产品销售放缓已在估值中有所体现，板块的长期成长性聚焦于保障型产品销售情况，市场需等待实际销售数据回暖的验证，预计3月份是增长改善的起点。税延养老保险试点政策进程加快，为行业保费增长提供新的催化剂，亦将为保险公司大力发展养老产业的提供契机。

2月9日至3月12日，银行指数微跌0.37%，而沪深300指数上涨7.47%，银行板块跑输沪深300指数7.84百分点，29个中信一级行业中，银行涨幅居第28位。个股方面，除张家港行股价略涨外，其余24家银行持平或下跌。1月份涨幅较大的银行回调明显：中信银行跌7.31%，农业银行跌6.50%，工商银行跌4.99%，建设银行跌4.00%，南京银行跌3.78%。上月推荐组合中，招商银行（-1.41%）表现较好。

保险行业：保障强需求支持后续负债端超预期新单和新业务价值有望超预期：保险产品负债成本相对刚性的特点致使年初理财型保单销售较差，但保障型产品需求依然旺盛，从销售节奏角度来看二季度之后各家将更重保障型产品的销售，后续保障型占比提升有望推动新单和新业务价值增速超预期。投资端看利率：“金融严监管+宏观强需求”，利率曲线有望保持相对平稳趋势。投资端预期有望平稳。投资建议：看好后续负债端超预期带来的机会，推荐新华保险、中国平安、中国太保和中国人寿。

2017年四季度，监管层开始严查消费贷违规流入房市和股市，导致高收益的居民短贷投放占比大幅下降。12月居民短贷仅投放181亿元，较9月锐减2356亿元。