The theme opportunity brought by the policy is the focus of short-term market attention. But finding the super theme of 20 15 from the two sessions is the focus of more attention. The reform of state-owned enterprises and the Belt and Road Initiative are two super themes of 20 15.
"The reform of state-owned enterprises is the focus of economic reform. Most of China's assets are in state-owned enterprises. Therefore, to stimulate economic growth, we must revitalize the existing assets of state-owned enterprises. Reforms in the fields of state-owned enterprise reform, financial reform, land circulation reform and enterprise merger and reorganization will all become the sustainable investment theme of the market in the next few years and lead the investment direction of the market.
Industry insiders predict that with the implementation of state-owned enterprise reform plans in various provinces, the top-level plan for state-owned enterprise reform is also expected to be introduced after the two sessions, and the popularity in this field is expected to be quite high.
As a new bridge connecting China and the world, the "Belt and Road" strategy will not only open up more space for the development of China, but also make the China dividend better benefit the world. Concept stocks such as "Belt and Road", Internet finance and mobile medical care may be expected to take turns. The market has strong expectations for the concepts of environmental protection and military industry, and it is more likely to grasp the "spring sowing market" in these themes.
Yin Weiguo, manager of Tianzhi Trend Fund, believes that the two sessions will focus on the Belt and Road Initiative, free trade zone, aerospace and military industry, state-owned enterprise reform, environmental protection and people's livelihood.