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在经济转型的大背景下,我们认为转型最受益的企业是新型国企而不是小企业,从这个角度出发,代表转型方向的国企上市公司值得重点关注。统计数据显示,整个2010年大盘股下跌15.2%,小盘股上涨28.2%,大盘股落后小盘股43.4%。但当时间之轮进入2011年后,市场
In the context of economic restructuring, we think that the enterprises that benefit most from the transformation are new state-owned enterprises rather than small ones. From this perspective, the listed state-owned enterprises that represent the direction of transformation deserve special attention. Statistics show that throughout 2010, large-cap stocks fell 15.2%, small cap stocks rose 28.2%, large cap stocks 43.4% of the small-cap stocks. But when the wheel of time enters the market after 2011