Market Brief

The articles are produced in Chinese only.


潘文傑先生 (Tommy Poon)



Wednesday, May 13, 2015 Views2318

中國自1978年改革開放後, 經濟高速增長超過30年。然而, 近年來, 一些以往支持中國經濟高速增長的競爭優勢逐漸減弱, 包括人口紅利, 低廉工資和被低估的人民幣。另外, 過往粗放式增長模式帶來了不少後遺症, 如產能過剩和過高環境成本, 也因地方政府過度追求經濟數字的增長, 而忽略了人民生活素質。因此, 中國往後需轉變經濟發展模式, 追求可持續發展和提升人民生活素質, 從而衍生出 “新經濟”投資概念。

-內需消費: 受益於工資上漲和城鎮化
股份推介: 安踏體育 (2020) 蒙牛 (2319)

-醫療: 受益於人口老化和醫療改革
股份推介: 復星醫藥 (2196) 上海醫藥 (2607)

-保險: 受益於人民對退休和醫療保障需求的增加
股份推介: 中國人壽 (2628) 中國平安 (2318)

-環保: 受益於政府和人民對環境保護的關注和政府對環保行業的大力投入
股份推介: 華電福新 (816) 天津創業環保 (1065)

本人潘文傑為證監會持牌人士. 截至本評論文章發表日止, 本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益.

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