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【600316股吧】A股年度盘点:改革吹响牛市号角(2014-12-24)


600316股吧——002447

  Editor’s note: in 2014, there are only seven trading days left.Looking back on this year, a shares have gone from “bear” to “bull”, from “mad bull” to “slow bull”, with only half a year of counter attack.In 2014, the reform of the securities market became the main theme.The top-level design, such as the nine articles of the new country, the reform of mixed ownership, the restart of IPO, the Shanghai Hong Kong stock connect, and the implementation of delisting system, continued to move and sounded the bull market horn.
  No1.New China’s nine rules sound the bull market horn

  ”Finally, someone pressed the dividend button of China’s stock market.” on May 9, the State Council issued several opinions on further promoting the healthy development of the capital market (referred to as the new national nine articles for short), which was commented by some people.This is the second capital market programmatic document issued by the State Council in the form of a red headed document since January 2004.The release of this document, known as the “nine articles of the new country”, has a far-reaching impact on the development of China’s capital market.
  《意见》从扩大资本市场广度和深度、提高直接融资比重、积极发展混合所有制经济、促进资本形成和股权转让等9个方面,明确了资本市场健康发展的总体要求和具体任务,发展多层次证券市场,规范发展债券市场,培育私募股权投资市场,推进期货市场建设,提高证券市场成熟度,加强服务业竞争力,扩大资本市场开放,防范和化解金融风险为资本市场的发展创造良好的环境。

600316股吧——新华传媒股票

  股市对当日反弹超过2%的《新中国九报》也给予了热烈回应。到2014年底,风把“猪”和“大象”吹得满天都是。

  NO2.稳增长政策继续加码
  今年,中国经济面临下行压力。稳增长成为宏观政策的“主旋律”,各项稳增长政策措施相继出台。

600316股吧——期货业协会

  4月8日,财政部宣布扩大享受企业所得税减半优惠政策的小型微利企业范围。此后,中国铁路总公司宣布,从新建项目、固定资产投资、生产里程等方面提高今年铁路建设目标,同时“重点建设在西部地区”。
  年内,中国人民银行两次下调存款准备金率,一次下调利率。4月25日,县级农村商业银行人民币存款准备金率下调2个百分点,县级农村合作银行人民币存款准备金率下调0.5个百分点;6月16日起,符合稳健经营要求,对“三农”贷款有一定比例的商业银行,将继续上调存款准备金率,“三农”或小微企业可降低存款准备金率0.5个百分点。11月22日,央行两年来首次降息,下调金融机构人民币贷款和存款基准利率,对市场和实体经济具有重要意义。

  此外,近两个月来,政府出台了四项关于促进工业和企业发展的意见,批准了30个铁路和机场项目,总投资超过9000亿元。

600316股吧——光大保德信优势配置

  No3.上海香港证券交易所正式启动
  发令枪!上海香港股票交易所已经准备了六个月,11月17日正式启动。The launch of the Shanghai Hong Kong stock connect will be an important step towards the two-way opening of China’s open capital market, and also an important milestone in the process of RMB internationalization.It will accelerate the reform of China’s capital market, pave the way for the internationalization of the A-share market, and promote MSCI to be included in China’s index.

  One month after the opening of the Shanghai Hong Kong stock connect, the situation of “warm in the South and fire in the north” continues.According to the data, in the 20 trading days from November 17 to December 12, the average daily turnover of the Shanghai Stock connect was 5.84 billion yuan (RMB), with an average amount of 3.29 billion yuan, accounting for 25.3% of the daily limit of 13 billion yuan.During the same period, the average daily turnover of HK Stock connect was RMB 757 million, and the average daily quota usage was RMB 477 million, accounting for 4.5% of the daily quota ceiling of RMB 10.5 billion.During this period, the highest daily turnover of Shanghai Stock connect was 12.1 billion yuan on November 17, while that of Hong Kong stock connect was 2.03 billion yuan on December 5.

  For the future of the Shanghai Hong Kong stock connect, all sectors are still optimistic for a long time.For example, Li Xiaojia, chief executive of the Hong Kong stock exchange, said that the Shanghai Hong Kong stock connect is like a soup pot and should be cooked slowly.
  No4.The reform of mixed ownership has been carried out in an all-round way

  This year, the horn of the mixed system reform of state-owned enterprises has been sounded in an all-round way, and various provinces and cities have successively announced their opinions on the reform of state-owned enterprises.With the diversified reform of state-owned enterprises, the development of mixed ownership economy and the deepening of the reform of the management system of state-owned enterprises are on the agenda,
  Sinopec has attracted much attention among many state-owned enterprise reform concept stocks, and has taken a substantial step.On February 19, Sinopec announced the proposal of introducing private capital to realize mixed operation, and planned to introduce social and private capital participation for its sales company.In the following half year, which companies will become the focus of the market.On September 14, Sinopec announced the list of investors participating in the reform of mixed ownership of its sales companies.25 banks, funds and industry giants obtained the certificate of shareholding, and private enterprises accounting for about 30% also had the opportunity to share the feast.中石化的这一重大改革成果,对于我国其他行业巨头来说,是一个强有力的借鉴。

  分析表明,国企改革正提供新一轮中期机遇。国企改革如火如荼,主题机遇期将持续到2015年。
  No5.一年后IPO重启

  2014年1月17日,新股IPO在一年多后重启。一、二月份共发行48股。随后,由于IPO存在问题,停牌5个月。期间,沪深证券交易所根据市场价值修订了《IPO网上申购实施办法》,证券业协会修订的《IPO承销业务规范》等IPO配套措施于6月18日再次实施并重启。截至2014年12月11日,中国证监会已下发7批IPO批文,2014年共有126家企业搭上资本市场快车。
  新股市场的收益上限,创造了IPO市场兴起的新神话。首批48只新股市盈率平均为29倍,上市首日平均上涨42.75%。44只新股首日仅以上涨上限收盘,这从市场猜测中可见一斑。回首IPO重启之年,飞天诚信并不是最妖娆的新股。以今年上市的中新旅游为例,与发行价相比上涨了442%。

600316股吧

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