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官媒引述專家:加快完善契合國企特點的估值方法 扭轉國企在資本市場大幅「折價」趨勢
據官媒《中國證券報》報道,中國證監會主席易會滿昨日在2022金融街論壇年會上作主題演講時指出,上市公司特別是國有上市公司,要「練好內功」,也要進一步強化公眾公司意識,主動加強投資者關係管理,讓市場更好地認識企業內在價值。報道引述專家表示,國有企業作為國民經濟的重要支柱,一直是A股市場一支舉足輕重的力量,而當前央企上市公司市盈率不足8倍,為近十年以來最低水平,顯著低於A股總體水平的14倍。 專家指,中國亟需完善中國特色現代資本市場以更好服務國家戰略,加快完善契合各類型企業特別是國有企業特點的估值方法,扭轉當前國有企業在資本市場大幅「折價」的趨勢。 報道引述專家指,一方面,建議廣大投資者特別是專業機構投資者,要加強對企業的調研了解,牢固樹立價值投資、長期投資理念,避免簡單套用,不斷完善契合國有企業特點的估值方法,探索形成符合我國國情市情的估值定價理論體系。另一方面,各有關方面特別是國有上市公司自身也要通過多種方式多種渠道,向市場展示近年來國有企業改革發展積極成效,用實實在在的數據,展現良好發展態勢和長期投資前景。 國資委已明確要求,中央企業要強化資本運作,實現動態優化;強化上市公司管理,提升市值和價值創造能力。為提高市場影響力和定價權,中國國新旗下國新投資有限公司聯合中證指數有限公司開發的中證國新央企綜合指數近期正式發布。據悉,後續還將推出能源、科技、股東回報等「N」系列主題指數,全方位樹立央企資本市場風向標,助力中央企業利用資本市場的要素配置功能提升自身產業競爭力,更好實現高質量發展。
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