Guangdong'S Reform Of State Owned Assets Is Blown Again, And The Horn State Is In Central Lu Seven.

Before the National Day holiday, funds were slightly cautious, and A shares remained calm yesterday. However, the SOE reform stocks are blowing the trumpet. In addition to the central government's investment in Lu seven, the China International Group has also hit the limit. Guangdong SASAC issued the related work instructions for the pilot enterprises of system and mechanism innovation, and the 50 pilot state-owned enterprises reform entered the stage of practical operation. In the two tier market, the concept of SOE reform in Guangdong is stronger. Guang Hong Holdings has risen five trading days.

The Shanghai Composite Index hovered around 2350. However, the concept of state-owned enterprise reform has attracted market attention. Among them, in addition to China's seven consecutive trading restrictions, China International Group and China heavy industries also rose sharply. Analysts in the industry say that there is still more than two months to eliminate the National Day holiday. It is expected that the reform of state owned enterprises will accelerate the pace and support state-owned enterprises' concept stocks.

Following the weapons group, China Shipbuilding Heavy Industries also blow up the horn of military reform in central enterprises. According to media reports, the reform plan of China shipbuilding industry has put forward reform proposals on the development of mixed ownership economy, the classification reform of scientific research institutes, the improvement of modern enterprise system, and the improvement of asset management system of group companies. There is also news that China shipping heavy industry is expected to be included in the second batch of central enterprises reform pilot list. Affected by the news, China heavy industry surged yesterday, and led the whole shipbuilding industry to go up.

Reporter comparison found that yesterday's market, the concept of state assets reform once again become the highlight of the market. In addition to China heavy industries, China's central Lu also achieved seventh trading restrictions since the resumption of the company, with a cumulative increase of 94.85%.

The reform of state-owned assets of central enterprises is a hot topic in the next 3 to 5 years, especially since this year, several waves have been fired, and six major pilot enterprises, aerospace industry, ship and military industries are rising in turn. Almost every adjustment is an opportunity to intervene. " A fund analyst in Shenzhen said to our reporter.

"Comparatively speaking, we are still more optimistic about the reform of state-owned enterprises in Guangdong." A macro strategy analyst said. In this analyst's view, although Guangdong's state-owned assets are relatively large, its overall strength is still relatively weak, so there is much room for future reform.

Shanghai and Hong Kong through the post test AH premium of nearly 100 points

54% private placement believes that Shanghai and Hong Kong will continue to benefit A shares.

The Shanghai Stock Exchange issued a pilot scheme on Shanghai and Hong Kong through the Shanghai Stock Exchange on Friday, which is earlier than expected in the industry. However, with the recent divergence of A shares and Hong Kong stocks, the AH premium index has risen sharply.

Data show that although the National Day holiday and the end of the season are tight, the Shanghai and Shenzhen two cities are still red. Yesterday, the Shanghai Composite Index rose 0.43%. Galaxy Securities analyst Wen Shangqing said that the latest data show that public funds are more cautious, there are 41 funds to reduce operations, the overall position declined significantly. At the same time, the main index net long decline. Therefore, the analysts believe that the current market sentiment is more cautious. In addition, according to CICC data, as the global market continues to fluctuate and National Day holidays, EPFR data show that in the week ending September 24th, about $700 million outflows of A shares.

In September 26th, the Shanghai Stock Exchange issued the "Shanghai and Hong Kong Tong pilot scheme" formally promulgated. After the national day, it will conduct a full network test. This means that the formal launch of Shanghai and Hong Kong through the countdown. However, the AH share premium index has fluctuated significantly in recent days. Yesterday, it passed 100 points. Fund analysts told reporters that this shows that the valuation of A shares continues to uplift, while the corresponding H-share performance is relatively weak.

As for the impact of Shanghai and Hong Kong on the A share market, according to the private placement network survey, 54.55% of the private placement believes that the launch of Shanghai and Hong Kong through A shares is good for the short term, and will promote A shares to continue upward.

The analysis of Guangdong Province's reform of state-owned enterprises is bigger.

The mobilization meeting of Guangdong provincial system and mechanism reform and innovation pilot enterprise was held on 28 th, and the reform of 50 pilot enterprises entered the stage of practical operation. Reporter comparison found that although there is no A share listed companies directly into the 50 pilot enterprises. However, the 50 companies involved 17 group companies and established contacts with listed companies, including Guangxin holding company, Guangsheng company, Guangye company, trade group, Guangdong Electric Group and so on.

At level two market The concept of Guangdong's SOE reform is relatively strong. As of yesterday's close, the broad explosion of Guang Ye company rose 5.96%, and Guang Hong Holdings of Guangdong Guang Hong Asset Management Co. Ltd. rose 3.36%. Since 23, the company's share price has risen 5 consecutive trading days. In addition, Shaomin shares, A, Guangzhou development, Pearl River Piano and Baiyun airport all did well.

There are brokerage analysts said that in the medium to long term, Guangdong state-owned enterprises reform space is relatively large. China Aviation securities analyst Fu Yun believes that nearly half of state-owned enterprises in Guangdong are distributed in real estate, transportation, electronic components, power and utilities.

　 Institutional operation strategy

88% private placement

Share holding Festival

A shares again strong upside in September, stock index took 2300 points in one fell swoop, stocks were brilliant, with new shares, mergers and acquisitions themes represented by the stock trading tide, multiple monthly doubled. National Day holiday is coming, how about the operation strategy before and after national day?

" Kim Gu "It has been achieved. Obviously, private equity managers have higher expectations for" silver ten ". According to the private placement network survey, 88% of the private placement will be held for the festival, and 12% private placement will be held.

Zhong Zhifeng, director of investment research, Chuang Cheung believes that before the implementation of Shanghai and Hong Kong through the implementation of the real estate market, the systemic risk will not be too large, or mainly based on the trend of concussion. After launching the Shanghai and Hong Kong links, the investment strategy will be appropriately adjusted according to the specific impact. Short term amplitude may aggravate, the differentiation of plates and stocks may be more obvious, but with the expected improvement of various reforms, the market will continue to be active.

Qiu Haiyun, general manager of Silverstone investment, also believes that the market sentiment is active before and after the national day. The policy of stimulating Shanghai and Hong Kong to stimulate the market will continue to be optimistic. In the short term, there will be no worries in October. However, Li Zhixin, general manager of silver fan investment and investment department, is relatively cautious. He believes that the market has been active and rising for nearly 3 months, and will adjust the weekly level in the short term.

Private placement fund The manager is optimistic about the market in the future, affecting the trend of A shares in October. According to the private placement network survey, 58.33% of the private placement thinks that Shanghai and Hong Kong pass and reform will be the most important factors that affect the market trend in October. As for the impact of Shanghai and Hong Kong on the A share market, according to the survey of private placement network, 54.55% of the private equity believes that the launch of Shanghai and Hong Kong is good for A shares in the short term, will promote A shares to continue upward, and 18.18% private placement is cautious.