State owned enterprises reform market is worth looking forward to do not forget the pain of good sca-www.gdosta.org.cn

The reform of state-owned enterprises market is also worth looking forward to it: not good to forget the scars of love Sina Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor Li Jun good pain is forgotten, investors always forgetful, since June 2015, A shares experienced three times of sharp fall, but in 2016 after the Spring Festival, the market in the iron and steel, coal, nonferrous metals and other state-owned enterprises reform (supply side reforms) driven by the concept of speculation, again booming up, A stock market once again stand above 2900 points, hit 3000 points mark. Looking back on the A stock process in the past year, the speculation of the reform of state-owned enterprises brings painful memories to investors. In mid June 2015 the stock market crash is from Chinese Zhongche (601766.SH) began to resume trading after the completion of restructuring; before the end of last August’s second fall, is the "national team" strong bailout, investors have high expectations for the military reform of state-owned enterprises; plunged third wave in January 2016, is shortly after the resumption of collective in shipping stocks. This also allows some market participants to retain the attitude of state-owned enterprise reform speculation. Whether the reform of state-owned enterprises power brokers fan the flames or the supply side reforms are hot speculation recently in capital market. After the Spring Festival, the Shanghai Composite Index in the steel, coal, nonferrous metals and other supply side reform led by the concept of stocks, but also began the upside market, once approached 3000 points. In February 23rd, the SASAC Deputy Secretary General Peng Huagang attended the deepening of state owned enterprise reform conference said in Beijing, 2016 is the reform of state-owned enterprises to implement the policy, should adhere to the pilot first, focusing on the difficulties to carry out the ten reform pilot, a breakthrough, multi flowering through the pilot, to. "Go capacity" is listed as the first five tasks of supply side reform, the traditional industry is facing serious overcapacity, to capacity is faced with employment, financial difficulties and other risk challenges, at the same time will bring mergers and acquisitions, industry concentration and other investment opportunities. At present, industries with excess capacity generally exist scattered, small, disorderly and weak problems, low degree of industrial concentration, property rights reform is the core, and price signals are the key." Guotai Junan Macro Analyst Ren Zeping said. Golden State Securities strategist Li Lifeng believes that the supply side reform as an important line of reform, will be the core contents of this year "NPC and CPPCC", the supply side reform has become an important theme of comprehensive deepening reform and promoting the economic development of our country’s important direction of reform, transformation and reform "also will be the main theme of this year’s economic development the supply side reforms will be one of the core contents of this year NPC and CPPCC, is expected in 2016 is the supply side structural reform project of the year, the supply side structural reform as a priority among priorities of economic work. Shenzhen, a private equity fund manager of the "First Financial Daily" reporter said, bear market rebound always have a vision, so that more investors come into the "pick plate", is expected to rebound this time to break through 3000 points great opportunity, but the medium and long term is not optimistic. Beware of flower drum although experienced three slump, the Shanghai index was approaching cut, but investors seem to still have many hopes on the stock market

国企改革行情还值得期待吗:别好了伤疤忘了疼 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   李隽   好了伤疤忘了疼,投资者总是健忘的,2015年6月以来,A股经历了三次大幅暴跌,不过2016年春节以后,市场在钢铁、煤炭、有色等国企改革(供给侧改革)概念炒作带动下,又重新红火了起来,A股市场也再次站稳2900点之上,开始冲击3000点关口。   回顾近一年来的A股历程,国企改革概念的炒作给投资者带来的却是痛苦的回忆。2015年6月中旬的股灾正是从中国中车(601766.SH)重组完成后复牌开始;去年8月底的第二次暴跌之前,则是“国家队”强力救市后,投资者对军工国企改革有着超高预期;2016年1月的第三波暴跌,则是在航运股集体复牌后不久发生。这也让部分市场人士对国企改革炒作持有保留态度。   券商煽风点火助力   无论是国企改革还是供给侧改革,都是近日资本市场的炒作热点。春节后,上证指数在钢铁、煤炭、有色等供给侧改革概念股的带动下,也开始了上攻行情,一度逼近3000点。   2月23日,国务院国资委副秘书长彭华岗在北京出席深入推进国企国资改革研讨会上表示,2016年是国有企业改革政策的落实年,要坚持试点先行,围绕重点难点问题开展“十项改革试点”,通过试点取得突破、多点开花,以点带面。   “去产能被列为供给侧改革的五大任务之首,传统行业面临严重的产能过剩,去产能面临就业、金融不良等风险挑战,同时将会带来并购、行业集中度提升等投资机会。目前产能过剩行业普遍存在散小乱弱问题,产业集中度较低,产权改革是核心,价格信号是关键。”国泰君安宏观分析师任泽平称。   国金证券策略分析师李立峰认为,供给侧改革作为改革的重要主线,将是今年“两会”的核心内容,供给侧改革已成为全面深化改革的重要主线之一和促进我国经济发展的重要改革方向,“转型与改革”还将是今年经济发展的主旋律,而供给侧改革将是今年两会的核心内容之一,预计2016年是供给侧结构性改革的攻坚之年,要把供给侧结构性改革作为经济工作的重中之重。   深圳一私募基金经理对《第一财经日报》记者表示,熊市反弹总要有憧憬让更多的投资者进场“接盘”,预计这一次反弹突破3000点机会很大,但中长期并不容乐观。   谨防击鼓传花   尽管经历过三次暴跌,上证指数一度逼近腰斩,但投资者似乎对股市依然抱有不少希望。   诺亚财富《2016高端财富白皮书》调研显示,44%的高净值人士将增加股票与股票基金的配置比例,计划减少配置比例的只有16%。诺亚财富认为,这一方面是因为高净值人群从资产配置的角度将股票类投资作为基本的构成,另一方面也是对中国资本市场发展具有信心的一种表现。   过去大半年,每一次国企改革炒作的热潮退却后,投资者都损失惨重。2015年6月9日,停牌超过一个月的中国中车合并完成后复牌,接下来的6月15日开始,A股开始了近一个月的暴跌行情,上证指数跌幅超过三分之一,中国中车作为暴跌的“领头羊”之一,到7月9日股价就较高位暴跌超过七成,是拖累大盘的最大元凶之一。   去年7月9日后,在“国家队”救市的大背景下,军工股成为了熊市第一波大反弹的领导者,市场人士纷纷鼓吹军工企业的国企改革,资金大量流入高估值却没有太多业绩支撑的军工股,甚至部分军工股股价一度超越6月份上旬创下的历史高位,不过8月底在人民币贬值引发的连续几天大暴跌当中,股价创出历史新低,军工股在9月开始的熊市第二波大反弹行情当中也表现不佳。   在去年9月份开始的反弹,更多的反弹重心落在了中小盘股身上,12月23日大盘见顶,12月25日停牌超过4个月,公布重组方案后的中国远洋、中海集运、中海发展等复牌,随后不久也就成为了领跌大盘的先锋,到1月底股价暴跌超过六成。春节后,市场就在供给侧改革概念的炒作下,煤炭、钢铁、有色带领大盘有一定幅度反弹。   广发证券策略分析师陈杰等认为,这一次反弹的结束可能会非常平静――即以“涨不动”的形式结束反弹,然后进入缩量震荡阶段,之前的每一次“股灾”都对应着一次美好幻想的破灭,第一次“股灾”对应的是对“杠杆牛”幻想的破灭;第二次“股灾”对应的是对“国家队”幻想的破灭;第三次“股灾”对应的是对“资产荒”幻想的破灭。   上述深圳的私募基金经理则认为,如果市场有第四波暴跌,那么就是对煤炭、钢铁、有色等行业未来业绩好转幻想的破灭,因为这些都是指数权重股,可能影响比前两次下跌会更大。   华林证券策略分析师胡宇对《第一财经日报》记者表示,红二月行情很可能只是熊市阶段性的反弹行情,更多机会仍属于防守反击的游击战,在熊市要保证本金安全,并等到黎明到来,要想获得系统性的做多机会,仍需要耐心等待,从市场整体估值角度来看,以A股40多倍市盈率作为中位数的估值水平而言,目前难以具备安全边际的投资价值,在供给侧改革仍处于攻坚阶段之时,要想传统经济摆脱业绩下滑的局面,需要有更大的勇气和耐心。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章:

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