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「460001基金今天净值」2017年A股五大热点主题展望(2016-12-30)

460001基金今天净值

460001基金今天净值——ST西发

  在即将到来的2016年,虽然A股市场整体表现并不好,但各种话题层出不穷,比如上半年的新能源汽车、下半年的供给侧改革、目前正在进行的国企改革等。2017年即将到来,市场热点将如何解读?根据2017年可能出台的相关政策以及各机构和分析师的预测,投资快报记者对2017年A股市场进行了五大热点话题猜想。
  议题一:国企改革(混合改革)

  日前闭幕的中央经济工作会议明确提出,要深化国有企业和国有资产改革,加快形成有效的公司治理结构和灵活高效的市场化运行机制。混合所有制改革是国有企业改革的重要突破口。按照完善治理、强化激励、突出主业、提高效益的要求,电力、石油、天然气、铁路、民航、电信、军工等领域迈出实质性步伐。加快国有资本投资运营公司改革试点。
  分析人士认为,中央经济工作会议多次会议精神与国企改革有关。It can be seen that in the A-share market in 2017, there are large investment opportunities in the reform of state-owned enterprises, especially in the mixed reform field.”State owned enterprises are an important pillar of the national economy.In recent days, the reform of state-owned enterprises at the national level has been frequent.Under the new normal, measures such as mixed ownership reform of state-owned enterprises, restructuring at the group level and internal incentives will further stimulate market vitality and liberate productivity.”

460001基金今天净值——恒生指数开盘时间

  ”Investment express” reporter learned that the national development and Reform Commission has clearly listed China Eastern Airlines Group, China Unicom Group, China Southern Power Grid, Harbin Electric Power Group, China Nuclear Power Construction Corporation, China Shipbuilding and other central enterprises in the first batch of mixed reform pilot.Recently, the national development and Reform Commission has conducted many special studies on the pilot work, and is currently organizing the deliberation and approval of the pilot scheme.In the capital market, the stock prices of the listed companies of these enterprises are on the rise, which shows that they have obtained a large amount of capital to settle in the layout of mixed reform.

  Li Jinjie, chief researcher of China Enterprise Research Institute, said that in 2017, the reform of state-owned enterprises is expected to accelerate the comprehensive deepening of reform in the areas of mixed ownership reform and employee stock ownership in monopoly areas, the formation of state-owned capital investment and operation companies, mergers and acquisitions of state-owned enterprises and resource integration, so as to lead and drive other reforms, so as to promote the reform and development of state-owned enterprises and form a joint force.
  The coming 2016 is a year of fruitful results in the reform of state-owned enterprises.On the one hand, the “1 + n” document system of state-owned enterprise reform has been completed, and the “ten pilot projects” have been carried out in an all-round way; SASAC will also issue 36 supporting documents with relevant departments, forming the design and construction drawings of state-owned enterprise reform.On the other hand, the profits of central enterprises have turned from losses to profits.The number of central enterprises has been reduced to 102, and there are 10 pilot enterprises of state-owned capital investment and operation companies.

460001基金今天净值——国内生产总值排名

  Looking back on the performance of state-owned enterprise reform in 2016, we may still focus on the integration of central enterprises, such as Baosteel and WISCO, COFCO and sinotextile, China building materials and Sinoma Group, etc. At the same time, the equity transfer of some local state-owned enterprises has also been sought after by the market.
  Topic 2: debt to equity swap

  10月10日,国务院发布了《关于市场化银行债权转股权的指导意见》,这是今年3月国务院明确提出通过市场化债转股降低企业杠杆率的第一个重要指导文件,标志着17年后中国债转股正式重启。次日,债转股概念股上演一波跌停行情,中钢国际和长航凤凰封死涨停,AMC概念股海德也随之上涨。

460001基金今天净值——华天科技股票

  据机构分析,债转股将导致部分地方小企业由于对部分龙头企业的扶持力度加大而被迫退出僵尸产能。债转股可以加速产业的集中、兼并和重组。可以说,债转股政策的出台,不仅有助于缓解市场对银行坏账和周期性行业债务危机的担忧,而且对a股构成宏观层面的利好,具有更大的主题投资价值。
  方正证券首席经济学家任泽平表示,《债转股指导意见》的出台和债转股大幕的拉开,是供给侧结构性改革五大任务去杠杆化的重要推动力量,将有助于化解银行不良贷款,帮助周期性行业渡过难关,减缓信贷风险。与此同时,一个万亿级的资产管理机会正在出现和到来。

  招商证券认为,债转股的推进需要各部委出台详细的配套措施和实施细则,银行也需要在实践中探索相对成熟的模式和经验。虽然短期内债转股主要以个案和试点为主,但债转股的资产类别并不局限于不良资产。正常贷款和相关贷款均可转股,总规模将达万亿。

  10月初,国务院发布了关于债转股作为去杠杆重要方式的指导意见。之后,武钢(中央企业)、云溪(云南地方国企)、广晟(广东地方国企)、广州角头(广东地方国企)、厦门海逸(厦门地方国企)、建工控股(重庆地方国企),实施山东能源(山东地方国有企业)等债转股方案。According to the analysis, as other national banks and local banks continue to carry out debt to equity swap, the number of debt to equity swap cases will increase significantly in the next few years.
  Huatai Securities has two themes:AMC concept stock + debt to equity object.1、 AMC will be the main implementing agency of debt to equity swap, which has the scarcity of license and subject matter, such as Hyde shares, Shaanxi Guotou a, Fengfan shares, Dongxing securities, etc.; second, AMC has become the subject matter of debt to equity swap, which reflects the creditors’ confidence in its long-term operation, realizes cost reduction and efficiency improvement through debt to equity swap, and opens up the imagination space for subsequent asset operation, such as Yituo shares, Changhang Phoenix, etc Sinosteel international, etc.

  Theme 3:PPP
  On December 26, the national development and Reform Commission and China Securities Regulatory Commission jointly issued the notice on promoting the asset securitization of government and social capital cooperation (PPP) projects in the field of traditional infrastructure to jointly promote the asset securitization financing of PPP projects.This is the first time that the relevant departments of the State Council have officially launched the asset securitization of PPP projects.Experts believe that PPP asset securitization will change the way of point-to-point docking of private funds in the past, and turn to real social financing with the help of the capital market, which will promote the implementation of infrastructure construction projects as soon as possible.

  Ren Zeping, chief economist of Founder Securities, pointed out that this year’s central economic work conference emphasized that policies should shift from stable growth to risk prevention and reform promotion.Real estate regulation and long-term mechanism show that real estate no longer plays the role of stable growth.Next year, real estate investment will hit the bottom again, and policies will vigorously promote PPP, which also takes into account stable growth and reform promotion.At this time, the launch of asset securitization of PPP projects aims to improve the liquidity of PPP projects and accelerate the implementation of PPP projects.It is expected that the PPP project library of the national development and Reform Commission and the Ministry of finance will be further expanded next year.
  ”The launch of this document is the first time that the relevant departments of the State Council officially launched the asset securitization of PPP projects, which is of great significance to revitalize the existing assets of PPP projects, improve the liquidity of assets of PPP projects, better attract social capital to participate in the construction of PPP projects, and promote the sustainable and healthy development of China’s PPP model.”申万宏远说。

  业内人士认为,PPP改革不亚于经济体制改革,涉及经济体制、投融资、金融和行政体制改革,这是一项非常系统的改革。近期,PPP资产证券化文件的出台,解决了PPP发展的核心症结,盘活了长期资产,增加了流动性,吸引了社会资本。随着一系列配套政策的出台,PPP有望进一步提速。据测算,明年登陆规模有望达到2万亿元。
  前海开源基金首席经济学家杨德龙表示,开展PPP项目资产证券化,有利于提高PPP项目落地率。资产证券化可以有效地盘活资产,引入更多的资金来源。这非常有利于PPP项目的早日实施。据测算,2017年PPP项目规模应在2万亿以上,这也非常有利于经济稳定增长。

  国泰君安表示,刺激资产证券化的政策体系已经启动,这有望大大提高PPP的融资便利性。2017年,PPP有政策,有业绩,持续乐观。长江证券表示,如果明年“通知”得到有效实施,可以有效解决PPP项目投资回收期长,导致参股企业流动性压力加大的问题,看好2017年PPP的投资机会。
  主题4:健康中国

  11月上旬发布的《健康中国2030》规划纲要提出,到2030年,建立体系完整、结构优化的健康产业体系,形成一批具有较强创新能力和国际竞争力的大企业,健康服务产业总规模将达到16万亿元。专家指出,“健康中国2030”是旨在全面提高全民健康水平的国家战略。这不是一天或一个行业的问题。它是一个全产业链的系统工程。卫生服务业将获得前所未有的发展空间。
  业内人士指出,健康中国作为国家战略的崛起,意味着政府对健康问题的重视上升到了前所未有的高度。前瞻产业研究院认为,未来养老、医疗服务和高端医疗器械的投资价值将继续凸显。在大健康战略的推动下,养老服务、养老地产、养老金融和养老供给市场将迅速发展。

  考虑到人口老龄化、精神压力和医疗保险等原因,医疗行业需求将保持稳定增长。国内医疗设施和医务人员水平明显低于发达国家。为了满足行业日益增长的需求,有必要加大对医疗服务业的投入。政府明确提出要把医疗服务业的市场规模从2万亿元提高到8万亿元,也就是说每年要增长20%以上,这个行业有巨大的增长空间。
  相关研究报告显示,健康产业已成为全球最大的新兴产业。但与美国、日本甚至许多发展中国家相比,我国的健康产业还处于起步阶段。统计数据显示,美国的健康产业占美国GDP的15%以上,加拿大、日本等国的健康产业也占各自国家GDP的10%以上。然而,中国的健康产业只占中国GDP的4%到5%。因此,中国健康产业发展空间巨大。

  医药行业基金经理表示,人口结构的变化是行业发展具有较大确定性的趋势,老龄化趋势是必然的,这也意味着与老龄化相关的医疗卫生服务将继续增长;此外,从产业结构升级的角度看,当人们的物质生活和精神生活不断得到满足时,人们的健康和生活质量就会得到提高,对数量的要求就会越来越高,如果我们愿意为健康和生活质量付出代价,制药业将会越来越强大。
  业内人士普遍认为,随着健康中国战略的实施,“十三五”期间,以大健康、大健康、大医药为重点的医药卫生产业有望突破10万亿元的市场规模,健康产业将引领新一轮经济发展。中信证券认为,医疗器械、医疗服务、慢性病管理、中医药、康复养老、医疗信息化和创新医药应是配置的首选。

  主题五“一带一路”
  中国“一带一路”总体工作方针是2017年商务工作的重点。商务部部长高虎城26日表示,2017年,要坚持以“稳中求进”为总基调,坚持以提高发展质量和效益为核心,以推进供给侧结构性改革为主线。对外开放。

  “一带一路”将成为2017年经济工作的重点之一。首先,在特朗普的新政中,其贸易政策包括在上任200天内退出跨太平洋伙伴关系协定(TPP),重新谈判或退出北美自由贸易协定(NAFTA)。中国的“一带一路”政策,对我们来说是个好消息,可以把重点转移到大陆。
  第二,人民币贬值虽然对中国经济造成了许多负面影响,但对国际工程公司来说却是有利因素。“一带一路”中国多为发展中国家,基础设施建设需求很大。中国也有许多国际工程公司参与这些国家的基础设施建设活动。整合内外,“一带一路”仍将是人们关注的焦点。

  招商证券中国中国中国中国证券公司“一带一路”自“一带一路”战略实施以来,取得了一定的进展。海外项目也正在签约落地。新签的三个海外合同中,中铁增长35%,中国建筑业增长28%,中国化工增长72%将在今年一季度得到认可。明年确认订单对收入的贡献,明年下季度实现明年业绩的实现。今年119%的业绩将在明年实现。增长将更加安全。推荐苏州交科、中化、中钢国际等。
  华泰证券旗下的“一带一路”自推出以来,至今取得了巨大的成绩。中国与40个国家和国际组织签署了“一带一路”合作协议。1-11个月,我国企业在61个国家与61个国家签订了新的合同,签约率为40.1%,同比对外承包工程合同总额增长52.1%。616.3亿美元,同比增长7.5%,占同期总额的46.6%。

  “一带一路”将成为中国经济政治突破的最重要突破口,建议推荐海外份额高、收益高、盈亏率高的中国蓝筹股和国际工程企业。如中交建、中电建、葛洲坝等。

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