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中国联通混改现公募身影 小散还能搭上顺风车吗?

2017-08-23 10:47:28   中国经济网

值得注意的是,在中国联通市值占基金净值比重前10只基金中,被动指数型基金占据7只,仅有前海开源外向企业、大成产业升级2只普通股票型基金和广发鑫富A这1只灵活配置型基金。其中,前海开源外向企业在去年11月合同生效,今年一季报、二季报中,中国联通都是其第一大持仓股。而从各基金对中国联通的持股数量来看,富国国企改革的持股数最高,达到5450万股。

此外,中国联通H股也出现在3只基金二季报的持仓名单中,分别是广发沪港深新机遇、嘉实沪港深精选、华安沪港深精选。

各大券商观点

其实,从券商研报中也能看出,不少券商对中国联通混改还是很看好的。

申万宏源:中国联通作为混改排头兵,其方案不仅具有标杆意义,且对公司长期发展形成实质性利好,是公司成长强心剂。相对估值比较联通红筹更具吸引力,联通A股受估值、情绪、资金等多维度影响存在20%以上上涨空间。

国金证券:作为央企混改试点中唯一 一家A+H股公司,中国联通在混改中具有“红旗手”的地位。一经方案公布,意味着混改工作进入新阶段,必将对其他国企的改革产生示范效应。

兴业证券:混合所有制改革,为中国联通带来市场化的新鲜血液,将是中国联通基本面逆转的标志性事件,未来的发展趋势向好。

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