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央企重组进入新加速赛道!中字头持续火热,五大领域成下半年工作重点

The restructuring of central enterprises into the new acceleration track! The Chinese prefix continues to be hot, and five major areas become the focus of work in the second half of the year.

證券之星 ·  Aug 31, 2021 23:07

The Chinese prefix today continues the upward trend of yesterday, with the opening of early trading and the high opening of the Chinese prefix. As of press time, the Chinese prefix, led by China Electric Power Construction and the trading limit of Chinese ships, has risen nearly 2% in the sector as a whole.

In terms of individual stocks, China Rallway, China Railway Construction Corporation, China International Trade and China Power Construction rose by more than 8%, while China Shipbuilding Defense and China Satcom rose.

It is worth noting that the Chinese prefix, which is famous for its stable character, has been extremely active recently, and the plate has achieved nine consecutive yangs.

As a sector in the market that has long been neglected by the market, the last dazzling moment can be traced back to the great bull market in 2014. And the dazzling moment of the Chinese prefix once again may be this year.

This year is the first year of the 14th five-year Plan, and it is also the year of acceleration of state-owned assets reform. Many undervalued blue chip stocks are a large number of heavyweights involved in the reform of state-owned assets.

Earlier, SASAC said that the next step would be to steadily promote the reorganization and integration of central enterprises in steel, transmission and distribution equipment manufacturing and other industries, and actively cultivate new central enterprise groups in related fields.

At the media briefing on the restructuring and restructuring of central enterprises on August 25, Weng Jieming, deputy director of the Office of the State-owned Enterprise Reform leading Group of the State Council and deputy director of the State-owned assets Supervision and Administration Commission of the State Council, said that since the 19th CPC National Congress, the strategic restructuring of central enterprise groups has entered a new accelerated track.

In addition, Weng Jieming also introduced the key areas of work in the second half of the year at the media meeting.

Weng Jieming said: "in the second half of the year, we will focus on advanced manufacturing and scientific and technological innovation, and vigorously promote the restructuring and professional integration of central enterprises in the areas of transmission and distribution equipment, modern logistics, strategic resources, grain reserve processing, and marine equipment. At the same time, we should do a good job in the establishment and reception of new central enterprises, and transfer the management of China South-to-North Water diversion Group to SASAC by the end of 2022. "

Finally, Weng Jieming said that the next step will be to promote central enterprises to focus on the main industry and step up the withdrawal of "two non-investment" and "two capital". In the process of withdrawal, we should pay attention to standardizing the decision-making procedure, strictly implement the institutional regulations such as the evaluation of state-owned assets, the entry transaction of state-owned property rights, and the management of state-owned equity of listed companies, so as to ensure that state-

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