新闻 > 经济
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China

雄安主题再临消息面风口 科创等三细分板块闻“机”起舞

2017-09-12 07:33:30   中国经济网

焦点话题

■本报记者 赵子强 乔川川

编者按:9月10日,中央新闻媒体采访团赴雄安新区集中采访,雄安新区的最新消息再度传来,从市场表现来看,大智慧七大雄安细分板块中,雄安科创(6.13%)、雄安能化(1.77%)、雄安环保(1.29%)等板块9月份以来累计涨幅居前。分析人士表示,作为触觉敏感的资本市场,自然会做出明确反应,而雄安概念股本就是一个长线投资主题,未来将会有较长的持续时间。今日本文特对上述三大强势板块的基本面、市场表现、机构观点等三角度进行分析梳理,供投资者参考。

雄安科创 科大国创强势领涨

日前,北京市与河北省签署的《关于共同推进雄安新区规划建设战略合作协议》中明确提出,北京将充分发挥科技创新中心的辐射带动作用,引导以中关村科技园区为代表的科技创新要素资源到雄安新区落地,促进科技成果到园区孵化转化。对此,分析人士认为,根据管理层对雄安新区的发展定位,今后雄安新区要建成为创新驱动发展引领区,重点发展高端高新产业。在此背景下,雄安科创概念股也受到了市场的广泛关注,板块9月份以来累计上涨6.13%,表现突出。

进一步看,16只雄安科创概念股中,13只个股月内市场表现跑赢同期大盘(沪指期间上涨0.46%),科大国创(38.18%)、光环新网(12.44%)和中科曙光(12.36%)等个股月内累计涨幅均在10%以上,另外,易华录、中兴通讯、乐凯胶片、英飞拓、众合科技和数字政通等个股月内累计涨幅也均在3%以上。

科大国创作为国内领先的行业软件及大数据解决方案服务商,将充分受益于雄安新区绿色智慧城市建设。对于该股,海通证券表示,研发投入加速,主业稳定增长,互联网+智慧物流云服务平台稳步推进。2017年受股权激励费用影响业绩短期承压,但基于公司历年优势积累,行业软件领域多点开花,新兴业务布局不断完善来看,长期业绩增长可期,维持“增持”评级。

值得一提的是,有市场人士表示,政策已明确提出中关村科技园区为代表的科技创新要素资源到雄安新区落地,因此雄安科创板块中隶属于中关村科技园区的上市公司也较为值得关注,例如:光环新网、易华录、数字政通、超图软件、千方科技、久其软件和佳讯飞鸿等。

雄安能化 地热类公司被机构看好

上一页1/2下一页
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China

相关阅读

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
分享到:
0 0
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China

美图推荐

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China

为您推荐

加载更多>>
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170912/31365261.html
Server: cms-8-251
Date: 2024/11/30 01:48:21

Powered by China
China