2024-01-25 13:12:00
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21:12[“China’s prefix” has set off the daily limit trend, and market value management has been included in the performance evaluation of company leaders, which may accelerate the revaluation process of monopoly scarce assets of state-owned enterprises]A-shares continued to rebound today. On the market, “China’s prefix” stocks continued to strengthen, and China’s Textile Label’s 30cm daily limit, China Railway Equipment, CITIC Publishing’s 20cm daily limit, and more than 20 stocks such as CSSC Hanguang, China Science and Technology Information, China Cross Signal, and China Electric Research Institute have all reached their daily limit. It is worth mentioning that PetroChina opened higher and hit the daily limit again after 8 years.
On the policy front, Xie Xiaobing, head of the Property Rights Management Bureau of the State-owned Assets Supervision and Administration Commission of the State Council, said at the press conference that further research will be conducted on incorporating market value management into the performance evaluation of central enterprise leaders. In the early stage, central enterprises have been promoted to include indicators related to the value realization of listed companies into the performance evaluation system of listed companies. On this basis, the effectiveness of market value management will be included in the assessment of the leaders of central enterprises, and the leaders of central enterprises will be guided to pay more attention to the controlled entities. The market performance of listed companies can be used to convey confidence and stabilize expectations through the application of market-oriented holding increases, buybacks and other means in a timely manner, increase cash dividends, and better reward investors.
Many institutions have analyzed recent policies and market trends. Galaxy Securities Gao Le believes that before the holidays, trading tends to be deserted and large-cap stocks are unsustainable. However, from the perspective of the general cycle, the Chinese-headed stocks are worthy of attention. Xie Aimin of Shenzhen Gaoping Energy Capital pointed out that central state-owned enterprises cover a wide range of industries and cannot be generalized, focusing on the conversion of old and new driving forces. Xu Mingming of Huafu Securities said that the market sustainability of the “Chinese prefix” sector is relatively high.
Founder Securities’ research report stated that, first, the shift from “scale assessment” to “market value assessment” will accelerate the revaluation process of state-owned enterprises’ monopoly scarce assets. 2. The changes in the assessment model of state-owned enterprises reflect the changes in the historical mission of “from development to safety”. 3. Changes in assessment models will also strengthen the trend of high dividends for state-owned enterprises to monopolize “scarce assets.” 4. Industry allocation adheres to the “82 rule”: 80% medium and long-term allocation of high-dividend “scarce assets” + 20% short-term gaming expectations for excessive downward overshoot of the real estate chain.
report
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