The 18th session of the fifth plenary session of the Central Committee of the CPC held in Beijing from October 26 to 29th, "Thirteen-Five plan" important issues will be discussed in this plenary.
Combined currently of progress and previously times five years planning of experience, planning recommends draft by v plenary discussion Hou about half months around announced; 2015 late held of central economic workshop, may also will involved discussion Thirteen-Five planning of direction and implementation; March 2016 two during, Thirteen-Five planning master (draft) will submitted to national two, by national people's Congress considered Hou, may by Xinhua, officer media official released; 2016 also will is ministries, and industry, and Intensive introduction of local Thirteen-Five planning of the time. Capital market's concern on the five-year plan which lasted from October to at least around the second year of the two sessions.
Surging News (www.thepaper.CN) and journalists combed the largest brokerage, reform of State-owned enterprises, information technology, investment in new energy is most concerned about three main line. In addition, medicine, military, made in China, regional planning, topics such as income distribution industry for the brokerage, and featured 49 stocks the following for bodies.
A, State-owned enterprise reform outlet
This is the theme of almost all dealers unanimously recommended.
CICC's inclusion in the first of five investment themes.
Guotai Junan securities, believes that reform of State-owned enterprises is the "Thirteen-Five" deepening reform stand on shaky ground. Modified state-owned enterprises is the main content of test water depth, speed, Central equity participation or acquisitions of private enterprises and other State-owned enterprises will be the new ideas. State-owned enterprise tax reduction and dividend rate will make the State-owned enterprise equity value has increased significantly.
Minsheng securities listed reform of State-owned enterprises five key directions:
1. promotion of State securities: there are 12 provinces announced a quantitative goal of State-owned stock in the next 5 years rate of State-owned stock has greatly improved, and brought to market investment opportunities.
2. promote the consolidation and restructuring State-owned enterprises: the future integration of central direction in the promotion of high value-added, export-led large business competition of the Central enterprises merging similar items.
3. ownership: concerned industry chains and modified at the central level, such as Sinopec sales mix changes, local State-owned enterprises are concerned about developed areas modified, PPP, as a special form of mixed ownership, in areas such as energy, communications, power has a larger role.
4. improvement of the corporate governance of State-owned enterprises: management system market, resolve the boards useless State; employment market; market-oriented incentives.
5. Special attention to scientific research institutes into: most of the SOEs owned scientific research institutes are not listed, such as in the aviation arm of the electronic flight control, electro-optical, radio, calculate and lightning are the industry's only professional Institute or a monopoly, which belongs to the good assets but not listed.
Stock, CICC recommended Qingdao Beer, Shandong Expressway, Huayu automobile, China travel agency, China Merchants real estate. China stone at guotai Junan securities. Local State-owned enterprises reform proposals focus on Guangzhou, Shenzhen, Shanghai, and other new directions.
Second, information technology will become the vanguard
Guotai Junan securities, believes that information technology will become "Thirteen-Five" during the vanguard of promoting innovation, the information economy will improve the position of national strategy of information network infrastructure construction and accelerate Internet and traditional economic integration.
Livelihood security combed the market directions include:
1. information integration with the industry, such as biotechnology, manufacturing and service industries, such as the fusion theme including gene sequencing, the Internet of things. Related companies are hungry, Xu Xian Network and so on. The wind has changed drop fastest CEO Wei Cheng
2. the data.
3. information security.
4. wisdom energy.
5. intelligent transportation.
Sea pass securities is lists has information technology investment related schedule: information economic construction process in the, based facilities is expected to first, corresponds to broadband, and cloud computing, and big data, and real networking, and intelligent logistics, and can wear equipment, and sensor, will first benefit; and with emerging information economic of accelerated development, e-commerce, and across border electric business, and Internet + (and traditional industry of penetration fusion, as energy Internet, and Internet car,) is expected to continued benefit.
Third, new energy, the new normal
New energy is the main starting point of environmental investment.
Guotai Junan and described is that clean energy is the main way of energy saving and emission reduction under the new normal.
Minsheng securities, on the one hand, new energy alternative to fossil fuels also have a long way to go, China's energy consumption structure is dominated by fossil fuels, 2014 share of fossil fuels in total energy consumption was 83.1%, and hydropower, nuclear power and renewable energy as a proportion of total energy consumption is only 11.2%. In addition, the new energy applications have more room to expand, new energy is mainly used in the automotive sector, with advances in new energy technology, construction, manufacturing and other fields in the future could promote.
On the subject of investment, CICC recommended three-environmental protection, Sun power, Grammy, the environment, clean water, fresh terui Germany. Guotai Junan bullish jdeg, zhonghang optoelectronics, zhiguang electric.
In addition to the above three thematic investments, CICC's "Thirteen-Five" investment into the media and the Internet, medicine, military, environmental protection and new energy industries and State-owned enterprise reform, population policy adjustments, China manufactured 2025, civil-military integration, financial opening up to five major themes.
Guotai Junan securities, believes that the "Thirteen-Five" plan gives priority to the information economy, State-owned enterprise reform, clean energy, China manufactured 2025, regional planning, PPP and other six way.
Minsheng securities listed ten key areas, growth, information technology, services, nationwide unified market, income distribution (critical poverty alleviation), an aging population, ecological environmental protection, investment and financing system (PPP), the State-owned enterprise reform, civil-military integration.
Haitong securities three nuggets of thread manufacturing upgrades, information economy, modern service industry.
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