你的位置:股市新闻网 > 财经日历 > 【600360华微电子股票】“中国版马歇尔”计划与药品价格改革谁将受益?(2014-11-08)

【600360华微电子股票】“中国版马歇尔”计划与药品价格改革谁将受益?(2014-11-08)


600360华微电子股票——603980

  Who will benefit from “Chinese version of Marshall Plan”

600360华微电子股票
  Hong Xue Tang: the APEC meeting was held this week, but before that, the “Chinese version of Marshall” plan became the focus of the media.This concept is basically started by large cap stocks of state-owned enterprises at the same time.

  Zhou Chuannan: this policy is to encourage and support enterprises to develop overseas business and make overseas investment.Therefore, central enterprises and state-owned enterprises will set an example.One belt, one road, is the most important part of the Chinese government.This is a change in economic strategy, which is quite different from the previous economic policy of raising domestic demand and promoting consumption.
  After World War II, the United States provided various kinds of assistance to Western Europe through the “Marshall Plan”, increased American exports, helped the United States digest excess capacity after World War II, and opened up huge overseas markets.More than that, it laid the foundation for the dollar to become a global currency and for the bull market in the United States for the next 20 years.

600360华微电子股票——个人商业养老保险

  ”Red school”: this policy has the significance of economic strategic change.There is a lot of room for imagination, and it can drive many industries.But what aspects should we pay attention to when it comes to stock selection?

  Zhou Chuannan: at present, first of all, the largest overseas operations are central enterprises and state-owned enterprises.I personally focus on two aspects of listed companies:1.The company’s overseas business volume; 2.The proportion of overseas business in the company’s main business.Both of these can be found in the F10 data.
  The following table is the top 10 Chinese enterprises selected as ENR’s 250 largest international contractors in 2014 (see attached table).

600360华微电子股票——上投摩根qdii

  The listed companies involved here include CCCC, CSCEC and China power construction.
  I have always stressed that looking for a leader in the fundamentals is not based on the performance of the market, but more on the authenticity of the listed company’s own business, that is, the proportion of the business most concerned by the market in the main business of the listed company.如中工国际海外业务占98%,中电建海外业务占25.55%。这些都是“真实”概念的代表。但炒作概念还需注意以下风险:1.从预期到项目再到绩效,都不可能在短时间内实现。市场预计,该计划或将在APEC会议上提及,如果在会议过程中没有得到确认,很容易在短时间内看到主题效应大幅减弱。因此,我们应密切关注亚太经合组织会议的召开和议题。

  药企区别对待

600360华微电子股票——蔓越橘

  洪学堂:从市场表现来看,中交建确实是这一概念的引领者。海外业务量最大,当之无愧。除了“中国版马歇尔”,我们还应该注意什么?
  周传南:国家发改委最近向各省物价部门下发了草案,讨论全面放开药品价格。具体工作方案将于2014年11月报国务院批准,2015年1月起实施。药品价格改革一旦通过,将是历史上规模最大的一次。

  国家发改委取消最高零售价管理时,需要注意对不同药品的影响,区别对待对医保和非医保产品的影响。

  对于稀有高价产品,如血液制品行业的华兰生物、天坛生物,抗癌药领域的恒瑞医药、华东医药等,一旦放开,这些公司的利润将大大增加。充足的资金对于医药企业开发新产品非常重要,因此这些企业将充分受益;而对于医保目录中的一些普通医药企业来说,在医保收费管制和医院改革的背景下,即使放开药价,议价能力也很强对于想进入医院渠道的企业来说还是太低了,对他们的影响不会太大,比如华北制药和哈药就是这样一家公司。因此,有必要对该行业的公司产品进行更深入的研究,区别对待不同的公司。

以上是由奥德菲网为您整理编辑【600360华微电子股票】“中国版马歇尔”计划与药品价格改革谁将受益?的全部内容,旨在促进信息交流。同时,为您提供603980、上投摩根qdii、个人商业养老保险、蔓越橘等文章资讯。

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 » 【600360华微电子股票】“中国版马歇尔”计划与药品价格改革谁将受益?(2014-11-08)

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