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在当前大盘处于的弱势格局中,央企混改板块涨幅较大,表现抢眼。业内人士认为,央企层面的混改试点、员工持股将逐步落地,2017年将会是国企改革落地年。随着中央层面试点推出,地方的改革也有望加快。市场有观点认为混改太难,对此并不看好,称国企改革投资应该聚焦阻力较小的央企合并、国资证券化率等领域。中信证券专题组则认为,混改已经成为破解当下中国经济困局的最核心一环。混改推不动,一系列突出问题都难以解决,因此从顶层设计上必须要有突破。同时,有关混改的
In the current weaker pattern in the broader market, the mixed reforms of central enterprises have seen large gains and they have performed well. People in the industry believe that the mixed pilot reform at the level of the central SOEs and the stockholding of employees will be gradually phased out. 2017 will be the year for state-owned enterprise reform. With the launch of the pilot at the central level, local reforms are expected to accelerate. The market has the view that mixed reform is too difficult, and this is not optimistic, saying that the reform of state-owned enterprises should focus on the merger of central enterprises with less resistance and the securitization rate of state-owned assets. CITIC Securities Thematic Group believes that mixed reform has become the most important part of cracking the current economic difficulties in China. Mixed reforms cannot be implemented, and a series of outstanding problems are difficult to solve. Therefore, there must be a breakthrough in the design of the top floor. At the same time, about mixed reform