In the past 2 trading days, the central enterprise sector of the Hong Kong stock market has risen strongly, and many of its constituent stocks have recorded impressive gains.

According to the news, Chairman of the Securities Regulatory Commission Yi Huiman said he wanted it on the 21st“Explore the establishment of a valuation system with Chinese characteristics to promote better use of market resource allocation functions”.

The China Securities News published an article on the 22nd quoting expert opinions, saying that the valuation of state-owned enterprises is underestimated. Currently, the price-earnings ratio of listed central enterprises is less than 8 times, the lowest level in nearly ten years, and there is an urgent need to improve valuation methods suited to the characteristics of state-owned enterprises

GF Securities believes that central enterprises not only have outstanding advantages of their own, but are also leading the way in the transformation of high-end manufacturing and low-carbon transformation under the “anti-globalization” wave.

China Merchants Securities also said,The fourth quarter is “the right time” to lay out state-owned enterprises.

To this end, I want to have sorted out the targets of Hong Kong stocks undervaluing central enterprises that have had the highest dividend rate in the past year and have continuously increased dividend payouts over the past three years for Niuyou to refer to.