Theme Investment Activity Increased

< p > according to Wind statistics, last week's a href= "http:// www.sjfzxm.com/news/index_c.asp" > A shares < /a > the hype of the concept subject just showed an irregular state, indicating that the current market is already at the critical time point of hot switching and potential leading varieties.

Analysts said that combined with the price earnings ratio level, policy intensity, market preference and variety weight, the theme investment in the second half of the FTA and SOE reform is expected to stand out and carry the banner of pulling the stock index.

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< p > first, after a period of repair, the market value of the cyclical varieties that has been driving the market index in the early stage has been greatly repaired and alleviated. However, due to the problem of long-term overcapacity, only a short period of time is needed for such varieties to remain warm and do not have the basic strength to continue to lead.

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< p > the stocks involving FTA and SOE reform, no matter the absolute a href= "http:// www.sjfzxm.com/news/index_c.asp" > P / E ratio < /a or relative price earnings ratio, are mostly in a relatively low historical position, and the margin of safety is higher than gem growth stocks and consumer stocks. Most of these stocks belong to the blue chip camp and have a greater impact on the index.

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< p > Second, recently, the central and local governments have progressively stepped up efforts to promote the "a href=" http:// www.sjfzxm.com/news/index_c.asp "reform of state-owned enterprises.

Following Shanghai and Guangdong, the Beijing municipal government issued the "opinions on comprehensively deepening the reform of state owned enterprises in state-owned enterprises" in early August, and put forward a "more market-oriented regulation mechanism for state-owned assets", with a particular reference to mutual participation of central enterprises, Zhongguancun enterprises and district and county enterprises.

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< p > according to the plan, Guangdong will promote 40-50 enterprises to carry out institutional and mechanism innovation experiments this year, and set up a platform for shareholding to prepare state-owned capital operation companies.

The guiding principles for the national construction of the Yangtze River economic belt are also expected to be introduced in the second half of this year. For this purpose, 36 billion yuan will be invested in infrastructure such as waterways, bridges and so on.

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< p > in addition, the reform of state-owned enterprises in Sichuan, Chongqing and Northeast China is also deepening.

In the second half of 2014, this kind of theme investment is bound to thrive and has been repeatedly hyped up by the market.

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< p > Third, carefully combing the concept plate daily gain can be found that although the rapid rise of the plate changes rapidly, often the next day will usher in a major tone, but Shanghai's local restructuring, Guangdong state owned reform, Shanghai Free Trade Zone, Beijing Tianjin Hebei integration index and other indicators are steady, with a small step to run fast and steady way up, indicating that the desire for funds to intervene in this category is being moderately promoted, and the spark is expected to form a prairie fire after the policy ignited.

Looking back to the three significant rebound since 2012, the deep deduction of the market in the second stage also presents the characteristics of continuous fermentation of thematic investment.

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