The dispute between Bao and Wan will activate the revaluation of state-owned blue chips. The so-called reform cow is just a gimmick of speculators. The mainstream of the market has always been the profiteering of private industrial capital and malicious bookmakers. The focus of the market has been around the merger and reorganization of small stocks. The blue-chip sector with brokers as the core is only a supporting role from beginning to end, and the blue-chip stocks of state-owned enterprises dominated by traditional industries have always been at the bottom of the market.
The dispute between Wanbao and Vanke is an opportunity, which suddenly makes people feel that although Vanke's share price has reached a record high, its real valuation is far from the current price.
The dispute between Bao and Wan will create a modern path for the reform of state-owned enterprises. In the A-share market, there is always a strange phenomenon that the reform document will die as soon as it is hyped. The core issue of state-owned enterprise reform is equity. Equity reform depends on the consciousness of insiders, and there is no other way but to rely on market forces. The response to the dispute between Bao and Wan is very profound, affirming and revealing the modern market path of state-owned enterprise reform in the future.
The dispute between Bao and Wan will change the operation mode of A-share market in the next few years.
Through the platform of capital market and the means of modern capital competition, this year's thrilling A-share market may be a great gift for China people to realize their dream of national rejuvenation, which will fundamentally change the operation style of A-share market for a long time to come.
With the suspension of Vanke after the daily limit, the blue chips of state-owned enterprises represented by banks have changed to some extent, as have the related stocks of Baoneng. This is a conversion signal of the operating style of the A-share market in the future.