2023-12-15 00:22:00
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08:22[The reform of state-owned enterprises continues to heat up, bucking the trend and setting off a trend of price limit, and institutions remind us to pay attention to the risk of internal differentiation as the concept ferments]The concept of state-owned enterprise reform has continued to heat up recently. Yesterday, concept stocks continued to buck the trend and set off a trend of daily limit. More than 20 stocks in the sector still reached daily limit. Boxin Co., Ltd. and Nanning Department Store won 4 daily limit in a row, and Shanghai Jianke and Yinfei Storage achieved 3 consecutive daily limits. In terms of news, the Central Economic Work Conference emphasized that next year we must focus on promoting high-quality development, highlight key points, grasp the key, and do a solid job in economic work. Deeply implement the reform and improvement actions of state-owned enterprises to enhance core functions and improve core competitiveness.
Guohai Securities stated that the concept of state-owned enterprise reform has been an important theme in the market in recent years. Catalyzed by the logic of increased valuations, many popular bull stocks have stood out. At present, state-owned enterprises in many places are accelerating the integration and reorganization process, and the reorganization and integration of local state-owned assets has been further accelerated, which has also catalyzed the market of related concept stocks.
It is worth noting that on the evening of the 13th, more than 10 state-owned enterprise reform concept stocks, including Sichuan Jinding, Cultural Investment Holdings, Nanjing Public Utilities, and Nanning Department Store, issued stock price changes announcements, all stating that there were no major matters that should be disclosed but were not disclosed or Important information. The agency said that in general, the concept of state-owned enterprise reform has become the main direction of funding groups. Combined with the current weakening of the index again, this direction is still expected to be active again. However, it should be noted that as this concept continues to ferment, the risk of internal differentiation will also intensify.
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