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Enter a NPC and CPPCC gestation period of public fund delineated 6 major themes of opportunity-winpm

A shares into the "two sessions" brewing period, public fund delineation of the 6 major opportunities, the two sessions each year can often provide an important reference for the annual investment, during the sessions of representatives of the two sessions hot topic will also be particularly concerned about the capital market. Who will be the theme market of the two sessions this year? Which plates may go out of the independent market? China fund newspaper reporter interviewed a number of fund managers, inventory of the two sessions this year, the most concerned about the market prices. China fund newspaper reporter Li Shuchao in late February, the market began to enter the "two sessions" market brewing period, the first week of monkey market appeared significantly warmer. "Two sessions" will be held soon, the pension market and Shenzhen Hong Kong opened expectations have been enhanced, coupled with early investor sentiment is optimistic, the stock market is expected to go out of a wave of thematic prices. Everybody is paying attention to this year’s "two sessions" theme market will be who? Which plates may go out of the independent market? To this end, the reporter interviewed a number of fund managers, sorting out six topics worthy of attention. Topic: consumption upgrade plate whether it is the total box office in 2015 the national film 44 billion 69 million yuan, or fitness rose to national strategy; whether it is crazy milk powder overseas purchasing, or by "toilet" the sting of China manufacturing, domestic consumer demand to improve the quality of life, let the two class market saw a huge potential consumption upgrade. China steady growth fund manager, Huaxia economic transformation and aspiring fund manager Peng Haiwei said that due to the increase of national income and the change of population structure, the upgrading of consumption market has great potential, about 90 consumer theme (gaming animation film), education, pension, medical services and other emerging consumer sector. Yimin Li Daoying service leading fund managers also believe that the supply side reforms the central government to promote, from the creation of the demand side, which is to promote the new consumer services, culture media, physical education, recreation, medical and health sector have growth opportunities. Celestica strategy fund manager Chen Guoguang is also optimistic about the subdivision of the media field, he believes that with the rapid growth of film, network drama consumption, industry boom will continue to rise. Topic two: supply side reform, the central economic work conference held in December last year, put forward, in 2016 and the next period, to expand the overall demand at the same time, efforts to strengthen the supply side structural reform. And put forward to productivity, deleveraging, inventory, reduce cost, make up the short board five tasks, is expected to supply side reforms will be the focus of the future for a long period of time in the work of the government. Li Daoying believes that the central side of the supply side of the reform to implement the two market investment, coal, iron and steel, nonferrous metals, building materials and other periodic plate existence of investment opportunities. Theme three: virtual reality and other innovative fields, with the popularity of smart phones, tablet PCs and other electronic products, products of high quality application experience is expected to rapidly expand. Virtual reality is only in 2015 gradually fall and innovative technology, but in addition to the application of entertainment, the game on the outside, in the simulation teaching, online travel, shopping experience and other applications is also expected to erupt, and may change a new round of industrial and ecological consumption, various funding sought after by the market. Chen Guoguang thinks, 2016 theory

A股进入“两会”酝酿期 公募基金圈定6大主题机会   每年两会往往能为全年投资提供重要的借鉴,期间两会代表们热议的话题也会特别受到资本市场的关注。今年的“两会”主题行情将花落谁家?哪些板块可能走出独立行情?中国基金报记者采访多位基金经理,盘点他们对今年“两会”行情最关注的热点。   中国基金报记者 李树超   2月下旬,市场开始进入“两会”行情酝酿期,猴年第一周市场出现明显回暖。“两会”召开在即,养老金入市和深港通开通预期都有所增强,加之年初投资者情绪偏乐观,股市也有望走出一波主题性行情。大家都在关注,今年的“两会”主题行情将花落谁家?哪些板块可能走出独立行情?为此记者采访多位基金经理,整理出值得关注的六大主题。   主题一:消费升级板块   无论是2015年全国电影440.69亿元的总票房,还是全民健身上升为国家战略;无论是疯狂的奶粉海外代购,还是被“马桶盖”刺痛的中国制造,国内消费者对提升生活品质的需求,让二级市场看到了消费升级的巨大潜力。华夏稳增基金经理、华夏经济转型拟任基金经理彭海伟表示,由于国民收入增加和人口结构变迁,消费升级市场潜力巨大,看好90后消费主题(电竞 动漫 影视)、教育、养老、医疗服务等新兴消费板块。   益民服务领先基金经理李道滢也认为,中央推进的供给侧改革,从创造需求端来看,就是提倡新型消费服务,其中文化传媒、体育教育、娱乐休闲、医疗卫生等板块都具备成长性机会。天弘周期策略基金经理陈国光也看好细分的传媒领域,他认为,随着电影、网络剧消费高速增长,行业景气度将持续走高。   主题二:供给侧改革   去年12月份召开的中央经济工作会议提出,2016年及今后一个时期,要在适度扩大总需求的同时,着力加强供给侧结构性改革。并提出了去产能、去杠杆、去库存、降成本、补短板五大任务,预计供给侧改革将是未来较长一段时间政府工作的重点。李道滢认为,中央推进的供给侧改革落实到二级市场投资,煤炭、钢铁、有色、建材等周期板块存在阶段性投资机会。   主题三:虚拟现实等创新领域   随着智能手机、平板电脑等电子产品日益普及,优质应用体验的产品有望迅速扩张。虚拟现实虽是2015年才逐步落地的创新技术,但除了在娱乐、游戏上的应用外,在仿真教学、在线旅游、购物体验等应用需求上也有望爆发,并可能改变新一轮产业和消费生态,受到市场各路资金的追捧。   陈国光认为,2016年将是虚拟现实VR(虚拟现实技术)的元年,2015年VR领域获得的大量融资使得产业快速发展,预计2016年VR硬件、内容都将会有爆发式的增长。李道滢也表示,虚拟现实、云计算、大数据、无人驾驶、移动支付等技术创新领域存在主题性机会。   主题四:高端装备与人工智能   在全球逐步迈入工业4.0的背景下,中国制造也进入了政策黄金期。目前《中国制造2025发展规划》已推出,把智能提升中国制造业整体竞争力作为主要目标,开启了中国工业4.0发展的大幕,作为工业4.0的核心,人工智能也备受二级市场关注。   彭海伟认为,在劳动力成本上升的情况下,资本对人力的替代带来的装备制造业升级以及高附加值产业比例增加,高端装备、人工智能值得长期看好。   陈国光也表示:“人工智能将引领新一轮科技革命,目前深度学习、模式识别、机器识别等技术取得了相当的进步,世界各大科技巨头都在积极研究开发人工智能,预计需求也将继续爆发式增长。”   主题五:环保板块   去年“两会”之后,环保一度成为二级市场投资热点,随着我国可持续发展的紧迫性凸显,经济社会永续发展,人民对生活质量、生态资本的要求越来越高。环保部人士曾在去年底表示,“十三五”期间,我国环保产业的全社会投资有望达到17万亿元。进入2016年,随着全国各地“两会”陆续召开,多省市部署了2016年环保重点工作,推进地方环保产业的发展。可以看到,响应环保的呼声,打造绿色经济升级版的时代要求还会持续升温。   彭海伟认为,经济发展转型方向必然需要减少污染排放,节能环保行业景气度将会持续。尤其是PPP模式的推进,2015年只是协议签订,未来将进入业绩兑现期,环保板块值得关注。   主题六:互联网板块   2015年“两会”,李克强总理在政府工作报告中首次提出“互联网+”行动计划,推动移动互联网、云计算、大数据、物联网等与现代制造业结合,促进电子商务、工业互联网和互联网金融健康发展。“互联网+”代表互联网与传统行业深度融合,充分发挥互联网在社会资源配置中的作用,形成更广泛的以互联网为基础设施和实现工具的经济发展新形态。   彭海伟认为,“互联网+”符合未来经济转型方向,互联网对企业的影响还会继续,云计算、大数据会迎来行业拐点,还会有一些相关股票有较好的行情。   陈国光也表示,去年的“互联网+”主题热炒至今,既有政策的推动,又有产业基本面的切实提升,有基本面推动的主题投资才能够持续发酵。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: