Many people may know about central enterprises, but do you know what are the concept stocks of central enterprises and state-owned assets reform?

If you want to know more details, Financial Manager will report it for you. What are the concept stocks of central enterprises and state-owned assets reform?

The rationalization of the reform mechanism at the national level may have two major impacts: first, before the introduction of the state-owned enterprise reform plan, the reform of central enterprises may still be dominated by pilot enterprises; second, the national The delay in the implementation of the level reform plan will make the reform of local state-owned enterprises the focus of the market in the next stage.

In July** the State-owned Assets Supervision and Administration Commission issued a batch of reform pilots for central enterprises, which are typical of reform pilots. We believe that the reform of the first batch of pilot subsidiaries will continue to deepen and benefit related companies. We recommend : Sinopharm Accord, Sinopharm, BNBM, SDIC Xinji. Regarding the second batch of central enterprise reform pilots that may be announced in the short term, we believe that large central enterprise groups such as China State Construction Engineering Corporation, Sinochem Group, China Unicom, China Minmetals Corporation, China Shipbuilding Industry Corporation, China Electronics Group, and China Light Industry Group have a higher probability of being shortlisted. We recommend: China Haicheng, Zhenhua Technology.

The reform of local state-owned enterprises will still be the key direction of market concern in the next stage. We believe that reforms in Jiangsu, Anhui, Henan and other places may be the first to achieve breakthroughs. Especially in Jiangsu, the provincial party committee and the provincial government have recently issued "Detailed Implementation Rules for Deepening Reforms" specifically for provincial state-owned assets and state-owned enterprises where the provincial State-owned Assets Supervision and Administration Commission performs their responsibilities as investors. In the name of the provincial party committee and the provincial government, opinions and detailed rules on the reform of state-owned enterprises have been issued successively, which is unprecedented in the country. We recommend: Xugong Machinery, Anhui Water Conservancy, Soochow Securities, Zhengmei Mining Machinery, Guoyuan Securities, Jiangsu Sainty, Tongli Cement, Dadi Media, Yuneng Holdings, etc. may also benefit. We continue to be optimistic about thematic investment opportunities in leading reform provinces, such as Shanghai, Guizhou and other places. We recommend: Feile Audio, Panjiang Co., Ltd., SAIC Motor and Lao Fengxiang, etc.