Investment in water conservancy construction increased by more than 90% in the first quarter, and industry prosperity is expected to continue to rise
In the first quarter, 23,500 water conservancy projects were implemented nationwide, and the scale of construction was 4.7 trillion yuan, up 15.8% and 12.3% respectively over the same period last year. Among them, 9683 new water conservancy projects were started, with an investment scale of 473.3 billion yuan, an increase of 33.8% and 47.6% respectively over the same period last year. In particular, 687 new water conservancy projects with a total investment of more than 100 million yuan were started, an increase of 94.6% over the same period last year.
The Ministry of Water Resources further promotes investment and financing reforms, and water conservancy investment is expected to become an important driving force this year
① The Ministry of Water Resources will further push forward the reform of water conservancy investment and financing, and jointly promote reforms in water prices, market-based water rights transactions, water conservancy project management systems, etc., and further broaden long-term funding channels for water conservancy construction. ② Tianfeng Securities expects that with financial support, infrastructure investment such as water conservancy will become an important driving force, focusing on the pace of implementation and promotion of large-scale water conservancy projects in key regions.
At the same time, Beijing and Shanghai proposed actions to deepen the reform and upgrading of state-owned enterprises, which is expected to catalyze sector valuation repair
CICC believes that the State Assets Administration Commission's research on incorporating market value management into performance assessments is expected to implement the operational quality improvement of central state-owned enterprises under the “one profit and five rate” framework to the performance of the capital market, and guide enterprises to convey confidence and stabilize expectations through market-based methods such as increasing holdings, repurchases, incentives, and increasing dividends, opening up a path of fundamental improvements to corporate valuation increases, and is expected to catalyze sector valuation repair.
2021 Employee Stock Ownership Plan “The principal amount has been lost”? Oriental Yuhong's boss Li Weiguo plans to reduce holdings and fulfill the “bottom cover” promise
① Three months after the director “complained” about the company's stock price, Dongfang Yuhong Chairman Li Weiguo plans to reduce his holdings and cash out no more than 900 million yuan to fulfill the underwriting promise; ② Dongfang Yuhong said that the move was to protect the interests of employees of the shareholding plan, effectively boost employee morale, and promote the company's continued, stable and healthy development; ③ due to the doubling of the employee stock ownership plan, when the decline reached 50%, or equivalent to a loss of principal.
Star Fund Manager's Q3 Positions Released! Recent investment trends such as Zhang Kun, Liu Yanchun, and Zhu Shaoxing revealed
The words and actions of well-known fund managers have attracted much attention from the market.
The fundamentals have already rebounded, and the stock price is still bottoming out? Director Dongfang Yuhong's circle of friends called “I can't understand” his peers: I have close ties in my heart
① Zhang Bei, director of Dongfang Yuhong, shouted in her circle of friends, “This method of stock decline has completely exceeded my expectations and refreshed the bottom line of my perception over and over again.” ② Regarding Zhang Bei's “hair ring” act, Wu Shijun, director of Aier Ophthalmology, said, “I am deeply attached to my heart.”