论文部分内容阅读
在如此多变的转型年代,要挖掘新蓝筹,须重新思考经济发展趋势及政策导向,各行业也需要进行重新定位在经济转型的大趋势下,中国的国民经济结构正面临深刻调整,未来扩大内需战略将成为重中之重。另一方面,传统工业对国民经济作用将进一步弱化,现代产业体系则前景广阔。预计在"十二五’期间,工业领域中,新材料与高端装备制造等行业,将出现一批符合业绩优良、利润增速稳定,且具备增长潜质、市场形象良好的新型蓝筹公司;对于消费行业而言,受扩大内需的战略推动,其景气周期将长期延续;此外,由于节能环保理念贯穿整个工业化进程,节能环保等细分领域也可能出现业绩优良的新蓝筹。
In such a changing transition era, it is imperative to tap the new blue-chip industries to rethink the trend of economic development and policy guidance as well as the need for various industries to relocate. Under the general trend of economic restructuring, China’s national economic structure is undergoing profound adjustments and its future expansion Domestic demand strategy will be the top priority. On the other hand, the role of traditional industries in the national economy will be further weakened, while the modern industrial system has a bright future. It is expected that during the 12th Five-Year Plan period, a number of new blue chip companies will be found in industries such as manufacturing of new materials and high-end equipment, which will meet the needs of excellent performance, steady growth of profits, potential for growth and good market image. In terms of the consumer industries, the business cycle of boosting domestic demand will continue for a long time. In addition, due to the concept of energy conservation and environmental protection throughout the entire industrialization process, new blue chip projects with excellent performance may also emerge in such subdivisions as energy saving and environmental protection.