From "1+N" to "1+34", with the gradual clarification of the top-level plan of state-owned assets reform, the expectation of its introduction has been continuously enhanced, and the investment hotspots of related topics have also attracted widespread attention. Standing on the cusp of state-owned enterprise reform, Changsheng Fund officially issued the theme fund of state-owned enterprise reform on May 13 to share the capital feast of state-owned enterprise reform with investors.

According to the statistics of wind information, from February 20 13 to April 20 15, the absolute return of the state-owned assets reform index exceeded 150%, which not only greatly outperformed the Shanghai Composite Index and the Shanghai and Shenzhen 300 Index, but also outperformed the Growth Enterprise Market Index. Among the 28 constituent stocks, more than 75% of the earnings exceed 15. At the end of 20 14, the total market value of state-owned enterprises in the A-share market was 25.24 trillion yuan, accounting for 60.4% of the overall A-share market. At the beginning of 20 15, the reform of state-owned enterprises showed signs of acceleration. Reorganization and merger will give birth to new leaders in various industries, and the reform of state-owned enterprises in many places will be written into the government work report. At the same time, the "Belt and Road Initiative" has solved the problem of overcapacity. SASAC restarted the employee stock ownership of central enterprises after 1 1 year to stimulate the vitality of enterprises. Due to the improvement of performance and low valuation, traditional industries are expected to usher in "Davis double click".