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中信建投:国资委央企市值管理意见出台 行业估值回归可期

China Securities Co.,Ltd.: The State-owned Assets Supervision and Administration Commission has issued opinions on the market cap management of central enterprises, making it expected for industry valuations to return.

Breakings ·  07:57

China Securities Co.,Ltd. Research Reports point out that the State-owned Assets Supervision and Administration Commission has released nine opinions on the market cap management of central enterprises, focusing on building a number of high-quality central enterprise listed companies, encouraging central enterprises to carry out mergers, acquisitions, and restructuring that are beneficial for increasing investment value and to address listed companies that are trading below their net asset value. There is a specific emphasis on stabilizing investor return expectations, particularly the stability, sustainability, and predictability of cash dividends, and enhancing investor relations and information disclosure. The issuance of these opinions will promote the activity of mergers and restructurings in central enterprises, enhance investment returns and investor confidence, and guide the construction and decoration industry central enterprises towards returning to net assets, recommending attention to relevant central enterprises.

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