你的位置:股市新闻网 > 财经日历 > 600119股吧_“十三五规划”重燃A股热情(2015-11-05)

600119股吧_“十三五规划”重燃A股热情(2015-11-05)


600119股吧——st鲁北

  日前,《中共中央关于制定国民经济和社会发展第十三个五年规划的建议》发布,描绘了未来五年中国发展的新图景。市场分析一带一路,一条路规划,长线投资畅通,节能环保,“互联网+”、国企改革、“一带一路”等主题投资将继续活跃,或引爆A股全年市场。
  4日,上证指数大涨4.31%,站在3450点,200股跌停,创业板市场更是逼近2600点。券商股全线上涨,保险、银行、地产、资源等权重股纷纷登场,主题股依次上涨。

  反弹并不容易。经过4个月的连续回调,10月份终于上涨了10%以上,结束了“4月份连续下跌”的局面,创业板市场上涨了19%。四季度以来,不少证券公司唱多了。10月16日,国泰君安首席宏观分析师任泽平向投资者喊话:“别停,本轮行情还没到高潮!”。兴业证券报告称,倾向于认为四季度经济金融市场稳定将是大概率事件。
  对于11月份的走势,业内人士表示,a股正面临提前获利回吐的压力,或将涨跌互现。英大证券研究所所长李大霄预计,11月份的走势将更加震荡。他认为,2850年以来,中国股市的“婴儿底”已经确立,“婴儿底”已经锁定在“十三五”规划中。

600119股吧——新能源汽车龙头股

  “十三五”规划大而全。根据中泰证券3日发布的研究报告分析,该方案几乎涵盖了目前市场上所有的主题投资领域。突出区域经济建设、节能环保、新能源、高端装备、国防军工、信息服务、生物医药、国企改革等八大主题。

  节能环保、新能源、大数据等产业迎来发展机遇
  “十三五”规划把生态环境保护提到了前所未有的高度。According to the plan, to achieve the development goals of the 13th Five Year Plan period, to solve the development problems and to plant the development advantages, we must firmly establish the development concept of innovation, coordination, green, open and sharing.

600119股吧——600578股票

  Analysts of CIC securities believe that during the 13th Five Year Plan period, the certainty of increasing investment in environmental protection is improving, and the annual growth rate of energy conservation and environmental protection industry is expected to reach more than 20%, with significant growth space.It is suggested that investors should focus on the sub industries with explosive potential such as water treatment and soil remediation and relatively high investment certainty in the 13th five year plan, as well as the waste incineration industry with stable market performance and expansion space.
  Meanwhile, the Internet plus has become the focus again.Insiders say that the policy guidance of “information technology” from hardware to software in 13th Five-Year is more clear, and cloud computing and big data will be widely developed.

  The 13th Five-Year plan proposes that the Internet plus action plan be developed to develop the Internet of things technology and application, advance the next generation Internet layout, implement the national big data strategy, promote the open sharing of data resources, implement intelligent manufacturing engineering, build a new manufacturing system, and promote the new generation of information and communication technology, high-grade CNC machine tools and robots, aerospace equipment, and marine workers.The industries of engineering equipment and high-tech ships, advanced rail transit equipment, energy-saving and new energy vehicles, electric power equipment, agricultural machinery and equipment, new materials, biomedicine and high-performance medical devices have grown.

600119股吧——国有股转持

  ”One belt, one road” continues to promote the organization:”the first word” or enjoy the strategic dividend.
  One belt, one road, is the “13th Five-Year plan”.It is based on the overall strategy of regional development, and takes the “one belt and one road” construction, the coordinated development of Beijing, Tianjin and Hebei, and the construction of the Yangtze River economic belt as the leading vertical line.

  Yuanda securities (Hong Kong) said in the research report released on the 4th that the 13th five year plan will promote the overall upgrading of the city and usher in the rapid development of the municipal infrastructure industry chain.

  The “one belt, one road” dividend one belt, one road, Shen Danyang, Ministry of Commerce spokesman, said in November 4th that 1-9 yuan in total, the total investment of 48 countries along the “one belt and one road” in the same period was 12 billion 30 million US dollars, up 66.2% over the same period last year.
  一带一路、新疆、福建是“十三五”时期的核心地区。新疆的调查显示,地方政府和企业对规划有着强烈的需求。省发改委以交通运输为突破口,从北、中、南线连接新疆和中亚,对中巴经济走廊寄予厚望。一些当地企业在中亚投资建厂开采油气资源。随着丝路基金的正常运作,运输瓶颈将逐步得到解决,海外业务占比较高的“中国前缀”企业将继续分享战略红利。

  继续深化国有企业改革和国防建设,推进资本市场改革
  “国企改革”已成为影响资本市场的重要神经。今年下半年,国企改革进入政策密集释放期。9月以来,包括顶层设计在内的四大政策相继出台,开启了新一轮国企改革的序幕。据统计,2014年8月以来,全国已有20多个省区市出台国有企业改革方案。

  “十三五”规划强调深化国有企业改革,增强国有经济活力、控制力、影响力和抗风险能力。分类推进国有企业改革,完善现代企业制度。完善各类国有资产管理体制,坚持资本经营为主,加强国有资产监管,防止国有资产流失。完善国有资本合理流动机制,推进国有资本布局战略性调整,引导更多国有资本投向关系国家安全和国民经济命脉的重要产业和重点领域,坚定不移地把国有企业做强、做优、做大,更好地为国家战略目标服务。
  中国企业研究院首席研究员李进表示,未来五年是三个“五年”叠加的重要时期,即《关于国有企业改革的指导意见》明确,国有企业改革的初始目标是2020年,“十三五”是五年,全面建设小康社会也是五年。国有企业改革必将为“十三五”规划提供动力。一批国有企业将在“十三五”规划的全过程中被淘汰、重组和发展,发挥越来越重要的作用。

  “十三五”规划还强调推进经济建设和国防建设一体化发展。坚持发展与安全兼顾、富国强军统一的方针,实施军民融合发展战略,形成全要素、多领域、高效率的军民深度融合发展格局。适应全面建设小康社会进程,全面推进国防和军队建设。
  此外,经过一轮深度调整,维护资本市场安全,推进资本市场改革也很重要。“十三五规划”建议,积极培育公开透明、健康发展的资本市场,推进股票和债券发行交易制度改革,提高直接融资比重,降低杠杆率。 国泰君安首席经济学家林采宜认为,降低杠杆率的提法实际上有着决策部门对资本市场过度投机行为进行约束的考虑。 她认为,降低杠杆率的题中之义既包括降低市场波动性,也包括抑制过度投机。

600119股吧

以上是由奥德菲网为您整理编辑600119股吧_“十三五规划”重燃A股热情的全部内容,旨在促进信息交流。同时,为您提供st鲁北、600578股票、新能源汽车龙头股、国有股转持等文章资讯。

声明:本文观点与本站立场无关,不承担任何责任。部分内容文章及图片来自互联网或自媒体,版权归属于原作者,不保证该信息的准确性、真实性、完整性、有效性、及时性、原创性等,如无意侵犯媒体或个人知识产权,请来电或致函告之,本站将在第一时间处理。未经证实的信息仅供参考,不做任何投资和交易根据,据此操作风险自担。本站拥有对此声明的最终解释权。

转载请注明:股市新闻网 » 600119股吧_“十三五规划”重燃A股热情(2015-11-05)

发表评论

电子邮件地址不会被公开。 必填项已用*标注

金融资讯近期文章

随机推荐

热门标签