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从各大机构相继发布的2017年投资策略报告中可以看出,机构普遍看好今年改革给资本市场带来的机会。比如,去产能力度加大将继续影响钢铁煤炭行业行情,且预期今年去产能政策大概率会扩散到其他周期性行业。此外,交通部明确今年要完成1.8万亿元水路、公路投资,住建部明确今年地下综合管廊建设2000公里以上,机构普遍认为,财政发力下的基建板块也蕴含诸多机会。
As we can see from the 2017 Investment Strategy Report released by major agencies one after another, agencies are generally optimistic about the opportunities this year’s reforms bring to the capital market. For example, increasing capacity to go on to production will continue to affect the market for steel and coal, and it is expected that the probability of going to capacity-building policies this year will spread to other cyclical industries. In addition, the Ministry of Communications explicitly completed this year 1.8 trillion yuan in waterways, highway investment, housing construction department clear this year underground construction of more than 2000 km of corridors, institutions generally believe that the financial strength of the construction sector also contains many opportunities.