The fund company layout supply side reforms stocks (list)-www.8008205555

The fund company layout "supply side reforms" stocks (list)         Sina tips: This is a stock review section, only personal views and analysis of the securities consultation on related stocks or sectors, not official news, Sina does not guarantee its authenticity and objectivity, investors this operation, at your own risk. For all the accurate information about the stock, please take the announcement of the Shanghai and Shenzhen Stock Exchange as the standard. Sina Level2:A shares of sina finance client: the most extreme Kanpan money investors are in "after the Spring Festival, the probability of A shares will usher in a wave of market rebound." Beijing, a fund analyst on the Securities Daily "reporter" fund of the Department said that investment opportunities mainly concentrated in the "supply side reform", in 2016 the "clearing" of the year, you can predict before and after the Spring Festival will still be on the supply side reform policies, the reform will enter a crucial stage, according to the supply side of the direction of reform that new and old economies have certain investment opportunities. State Securities Research believes that the "supply side reform" is more from the perspective of "theme investment" to discuss, no market trends related judgments, in 2016, investors can tap the "supply side reform" opportunities from seven industries. "Securities Daily" reporters fund of the Department found that 31 stocks in the fund are heavy 25, of which 14 fund companies fund more than 10 times in "supply side reform" stocks, fast shot irksome. 31 concept stocks appeared "Yan value" polarization recently, the state securities issued the "supply side reform" the latest research report, refining out 31 stocks, distributed in petrochemical, coal, steel, real estate, nonferrous metals, transportation, agriculture and other seven industries. "Securities Daily" fund news reporter noted that, 31 stocks in performance and two market performance, are now "Yan value" polarization. As of February 14th, 31 "supply side reform" concept stocks were not disclosed in 2015 annual report, from the three quarterly report last year, the average earnings per share of 31 stocks was 0.2661 yuan, the performance differentiation is larger. Shenhuo shares, Valin Iron & steel, Mei Ansen, China Coal Energy 8 stock performance loss, otherwise 6 stock earnings per share 0.1 yuan. That is, nearly half of the stocks are underperforming. However, China’s happiness, Spring Airlines earnings per share is as high as 1.42 yuan, 3.09 yuan, showing strong profitability. "Securities Daily" fund of the Department also found that 31 stocks fell by an average of 19.22% since the beginning of this year, only 3 stocks rose; the index over the same period the cumulative decline of 21.92%, and there are 14 stocks underperformed the broader market, among them, Mei Ansen, pearl holdings share price is down 50.60%, 40.64% deep. After the Spring Festival, the public private fund is full of expectations for the A shares, and has great expectations for the reform of the supply side. "Open market depth adjustment, the risk has been fully released at this stage, the short-term market shock consolidation, but the long-term upward trend does not change." Star stone investment general manager, vice chairman of investment decision Committee 基金公司布局“供给侧改革”概念股(名单)     新浪提示:本文属于个股点评栏目,仅为证券咨询人士对相关个股或板块的个人观点和分析,并非正式的新闻报道,新浪不保证其真实性和客观性,投资者据此操作,风险自担。一切有关该股的准确信息,请以沪深交易所的公告为准。 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   “春节后,A股大概率将迎来一波反弹行情。”北京一基金分析师对《证券日报》基金新闻部记者表示,投资机会主要集中在“供给侧改革”,2016年是“出清”的大年,可以预判春节前后仍会有关于供给侧改革的政策陆续出台,改革随之进入攻坚阶段,根据供给侧改革的方向,新旧经济体都有一定的投资机会。   国金证券研究认为,“供给侧改革”更多的是从“主题投资”的角度加以讨论,无关乎市场趋势的判断,2016年,投资者可从七大行业挖掘“供给侧改革”机会。《证券日报》基金新闻部记者发现,相关31只概念股中基金重仓25只,其中14家基金公司旗下基金10次以上现身“供给侧改革”概念股,出手之快令人侧目。   31只概念股亮相   “颜值”两极分化   近日,国金证券发布“供给侧改革”最新研究报告,提炼出了31只概念股,分布在石化、煤炭、钢铁、地产、有色、交运、农业等七大行业。《证券日报》基金新闻部记者注意到,31只概念股在业绩及二级市场表现上,均现“颜值”两极分化。   截至2月14日,31只“供给侧改革”概念股均未披露2015年年度报告,从去年三季报看,31只股票平均每股收益为0.2661元,业绩分化较大。神火股份、华菱钢铁、梅安森、中煤能源等8只股票业绩亏损,另有6只股票每股收益不足0.1元。即有接近半数的概念股业绩不佳。不过,华夏幸福、春秋航空每股收益却高达1.42元、3.09元,显示出较强的盈利能力。   《证券日报》基金新闻部还发现,31只概念股今年以来平均下跌19.22%,仅有3只股票逆市上涨;同期上证指数累计跌幅为21.92%,且有14只概念股跑输大盘,其中,梅安森、中珠控股股价更是深跌50.60%、40.64%。   春节后,公私募基金对A股充满了期待,并对“供给侧改革”寄予厚望。“开年股市深度调整,目前阶段风险已经基本释放充分,短期市场震荡盘整,但中长期震荡上行趋势不改。”星石投资总经理、投资决策委员会副主席杨玲表示,“2016年作为十三五的开局之年,改革有望进入攻坚阶段,供给侧改革提升到新高度,根据供给侧改革的方向,我们认为新旧经济体都有一定的投资机会。”   基金潜伏25只概念股   14家基金公司搞突击   《证券日报》基金新闻部进一步统计发现,在上述31只“供给侧改革”概念股中,基金在去年四季度已经布局25只,占比超过八成。“在去产能、供给收缩的过程中,龙头企业有望受益,所谓剩者为王。”有基金公司内部人士对记者表示。   具体来看,有5只概念股在去年四季度得到基金的集中重仓持有。其中,保利地产、中国石化均得到53只基金重仓持有,招商蛇口也得到51只基金布局其中,华夏幸福、春秋航空分别被45只、42只基金重仓持有。   从基金公司的角度看,14家基金公司旗下基金10次以上现身“供给侧改革”概念股,出手之快令人侧目。   华安基金[微博]对这一概念最看重,旗下基金共18次现身“供给侧改革”概念股。华安策略优选混合分别重仓持有华夏幸福772.84万股、保利地产[微博]1130.24万股,持股市值分别达2.37亿元、1.20亿元;华安核心优选混合、华安添颐养老混合、华安新优选灵活配置混合A、华安新动力灵活配置混合、华安新丝路主题股票联合持有中国石化[微博],持股市值合计2.12亿元。   景顺长城基金对“供给侧改革”也情有独钟,旗下基金共17次现身“供给侧改革”概念股,仅输华安基金一席。景顺长城内需增长混合、景顺长城内需贰号混合分别重仓持有招商蛇口1.12亿元、2.06亿元,两只基金还同时重仓持有华夏幸福0.61亿元、1.13亿元。记者注意到,景顺长城旗下有9只基金重仓持有招商蛇口,合计持股市值为9.96亿元,为该公司最为看重的“供给侧改革”概念股。   《证券日报》基金新闻部还发现,富国基金、建信基金[微博]旗下基金均15次现身“供给侧改革”概念股;国泰基金[微博]、国投瑞银、南方基金、新华基金[微博]旗下基金均14次现身这一概念股;广发基金[微博]、华夏基金[微博]、嘉实基金、大成基金[微博]、汇添富基金、工银瑞信[微博]基金等公司旗下基金也均超过10次现身“供给侧改革”概念股。   进入【新浪财经股吧】讨论相关的主题文章:

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