Since the beginning of this year, the market has shown strong interest in the concept of "Chinese prefix".
Behind this phenomenon, the main reason is that the State-owned Assets Supervision and Administration Commission announced on January 24 that the market value management will be included in the performance appraisal of the head of the enterprise, so as to guide the person in charge of the central enterprise to pay more attention to the market performance of the listed companies controlled.
However, the strength of the heavyweight stocks of central and state-owned enterprises is not limited to the traditional leading stocks of central enterprises, but also includes many scientific and technological innovation central enterprises related to "new quality productivity". Some market participants believe that with the increase in system supply, the valuation of listed companies of "Zhongzitou" central enterprises is expected to usher in a new round of reshaping.
So, how do we choose a company with the concept of "Chinese prefix"?
First of all, central enterprises are a good choice. This kind of enterprise is not only driven by policy logic, but also supported by market logic, and has the characteristics of both offense and defense.
On the one hand, the continuous high dividend capacity of central enterprises can focus on value creation and assess ROE and cash flow; On the other hand, in the process of economic transformation, fiscal diversification is needed, and the momentum for high dividends of central enterprises is also unprecedentedly high.
In addition, the absolute low valuation of central enterprises is also a category of enterprises worth paying attention to. The internal valuation of A-share central enterprises is also differentiated, and some central enterprises represented by large buildings have extremely low valuations and have large room for repair. This kind of listed company is deeply broken, and it is also the direction with the strongest market value management momentum and the largest marginal improvement.
After research and screening, we have selected 5 concept enterprises with "Chinese prefixes" for everyone.
China Railway Assembly, focusing on the research and development, production and sales of prefabricated building products, China Railway Assembly takes technological innovation as the core and is committed to promoting the sustainable development of the construction industry.
As the main force of China's railway construction, China Railway Construction enjoys a high reputation at home and abroad, and provides excellent engineering construction services for global customers.
Aluminum Corporation of China, a leading enterprise in the domestic aluminum industry, has a complete aluminum industry chain.
CNNC, as a leading enterprise in China's valve industry, provides high-quality valve products for many industries such as petroleum, chemical, electric power, metallurgy and so on by virtue of its leading technical level and rich production experience.
One of them is particularly promising.
It is backed by central enterprises and is a leader in the domestic industry;
The stock is active, low price and low price + low valuation + high dividend, and the bottom "** pit" starts;
From a technical point of view, the bottom volume limit breaks through a number of **, the chips are highly concentrated, and the MACD of the three lines of the daily, weekly and monthly lines are in the golden cross position, which is expected to accelerate the upward movement.
(The last one, the avatar is a small envelope, and it is 8, which is immediately displayed, not Pingloun District).