This is a message we received recently. "Zhongzitou" has been very strong these daysThe reason for this can be traced back to a news item on January 24.
*: Finance Associated Press.
According to the Associated Press telegram, January 25More than 20 "Chinese prefixes" ** daily limit
*: Finance Associated Press.
On January 29, the news saidSASAC will fully implement the "one enterprise, one policy" assessment, "Zhongzitou" once again extended its rally.
*: Finance Associated Press.
So, we've sorted it outThe three most asked questions, I hope it will be helpful to everyone.
How to interpret the market capitalization management news?
There are two ways to interpret this message.
On the one hand, there is more work to be done within the company, including actions such as buybacks, dividends and capital marketsto strengthen market value management
On the other hand,This may be a very positive signal for the market as a wholeIncreasing the influence of state-owned enterprises on the market through market value management is also a very important point for the investment of state-owned enterprises to receive attention in the future.
Will market value management be a long-term benefit for the "Chinese prefix"?
This problem, the short-term and long-term logic must be separated.
In the short term, the "Chinese prefix" may be triggered after the policy is introducedEmotional resonance, resulting in valuation**.
In the long run, if the state-owned enterprises have improved in terms of operating quality, including in the context of improved cash flow, assets and profitabilityCompanies may also gradually increase their valuations
So look at it in two.
Is the "Chinese prefix" worth the layout?
The value of the prefix is not worth the layout, we need to consider it from two dimensions.
If you look at it in the short term from the level of style trading or style rotation,In particular, the investment of state-owned enterprises with the development direction of emerging science and technology is worth paying attention to
If everybodyLong-term optimistic about high-quality state-owned enterprises, feel that they may become relatively high-quality core assets in the future, and can also consider long-term layout
Investment is risky, and you need to be cautious when entering the market).