A Shares Ushered In The 2017 "Open Door" Heavyweights Take The Lead

A shares have always been "spring restless, April decision".

In the past investment dominated economic environment, the relatively loose liquidity in the beginning of the year superimposed the demand for replenishment at the beginning of the year, making the seasonal prices of cyclical products stronger. In January, -3 was the relative vacuum period of economic data, and the market was optimistic about the economic stabilization.

Arousing the theme of restlessness in spring has become the focus of investors' attention.

At present, the reform of state-owned enterprises is expected to stand on the draught of spring restlessness.

On January 3rd, at the working conference held by the China Railway Corporation, Lu Dongfu, general manager of the Railway General Corporation, stressed that the Railway Corporation in 2017 should focus on promoting railway construction continuously, promoting structural reform of the supply side, improving the efficiency of railway capital operation, and carrying out the reform of mixed ownership system.

The iron chief fired the first shot in the new year.

From the case, state-owned enterprises "

"There are two new features: one is the opening of large scale central enterprises in the field of monopoly, and the other two is the mode of equity pfer and debt to equity swap to widen the path of mixed performance of state-owned enterprises.

If we can get a breakthrough in the mixed ownership reform in the monopoly field, it will help to speed up the reform of mixed ownership in the commercial competitive field.

"6+1" mixed ownership reform related enterprises as the first batch of mixed ownership reform pilot enterprises, in the introduction of private social capital and other social capital is likely to "try first", become a breakthrough in the reform of state-owned enterprises at the same time, will enjoy the dividend policy of mixed ownership reform.

Institutional sources pointed out that mixed announcement related to stock price stimulation significantly.

Market often deduces three waves.

The first release of mixed change is expected to stimulate the first wave and the phased callback to second waves, and the solid plan announcement will stimulate the third wave.

It is estimated that in the spring of 2017, the first batch of pilot projects will be released in succession. The list of the two or three batch of pilot projects will continue to heat up, and the monopoly areas such as oil and gas and power will be the first to break through.

Follow up investors need to pay attention to the first batch of mixed reform pilot

The implementation plan is landing and continues to track the progress of the mix up.

The following four main lines can be divided into the following main themes: first, the first batch of mixed reform pilot of the state-owned enterprises under the flag listed platform, two is a better quality and have mixed reform of the expected local state-owned enterprises, three is a state-owned enterprise with the possibility of asset injection or restructure of the shell resources and relatively weak operating performance, and the four is to plan the implementation of ESOP state-owned enterprises.

On Friday, the market failed to extend Thursday's rally and opened lower. Then, under the leadership of the oil sector, it went up in a symbolic way.

The afternoon market accelerated, showing that there were not many follow ups.

Technically, the short-term indicators of the market are already at a high level, and only after a fall will they have the opportunity to continue to go up. The magnitude of this fall will determine the height of the future.

According to the author's observation, next week's attention should be paid to the support near the 3140 point. Only if we succeed in keeping up, will we hope to continue to attack upward, but the target is limited. 3180 - 3200 is the important short-term pressure.

According to the current situation, investors should not expect to see a trend of growth. They should abandon weak stocks and pursue strong stocks.

Looking at yesterday's market, most of the "old demon stocks" began to ebb, and who will take the relay? I believe that the current aerospace market and the state-owned enterprises reform sector should be paid attention to, and it is expected to lead the market out of a wave of rising prices.

As for the small stock market's high pfer price, it is expected that it will arrive next month.

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