Please select 5 stocks from A-share stocks listed in Shanghai and Shenzhen Stock Exchanges, establish a portfolio plan according to the portfolio investment method, and explain the reasons for stock selection. Securities portfolio is mainly suitable for medium and long-term investment. Under the current market and economic conditions, the combination scheme of five stocks can be selected as follows: 1) Huaxia Bank: on the verge of breaking the net, with good performance expectations (refinancing business progress, bank wealth management product development, high spread); 2) Japanese ship culture: According to the policy expectation, the cultural industry will become a pillar industry of the national economy in 20 12 years, with a small circulation; 3) Zhuye Group: the non-ferrous metal plate is an active trading plate, which is small and can be properly configured; 4) Hunan and Hubei feelings: the catering industry has stable profits and strong defense capabilities; 5) Denghai Seed Industry: China is a big agricultural country, and seed stock is a deep-water bomb for agricultural development. Please note that the above stock selection can be replaced according to the strength of market performance, but the stock selection sector should be in five industries: banking, culture, resources, consumption and agriculture. Good luck ~