A股異動丨中字頭股繼續走強,中鋁國際等多股升停
A股市場中字頭股集體走強,其中,中鐵裝配升超12%,中鋁國際、中國海誠、中國醫藥、中糧資本、中成股份、中交地產和中視傳媒升停,中國科傳升8%,中航產融升超7%,中煤能源升6%,中國通號、中信海直、中國出版、中油資本升超5%。消息面上,2024年1月國資委相關負責人首次表示將研究把市值管理成效納入對中央企業負責人的考核中。此前央企經營指標已納入央企考核績效評價體系,提高央企經營效率與安全自然會間接提高央企價值。中信證券研報指出,從直接手段來看,未來央企或可通過鼓勵回購、提升現金分紅比例、加強股權激勵等方式進一步加強市值優化管理。從政策目標來看,未來央企負責人考核或將既對市值的相對變化做考核,同時也將對估值的絕對水平提要求。未來市值管理納入中央企業負責人業績考核將有助於提高央企對公司市值管理的重視程度,提升上市央企的可投資性。

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