港股概念追踪|化工板块开启温和复苏机构看好央国企市值管理估值修复（附概念股）

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11月15日，证监会正式发布《上市公司监管指引第10号——市值管理》，对主要指数成份股公司制定市值管理制度、长期破净公司披露估值提升计划等作出专门要求。中信证券研报称，逆周期调节与支持股票市场政策持续加码，坚定看好化工板块投资机遇，建议关注：1）央企改革+市值管理受益标的；2）具备成本优势的产能扩张品种；3）有行业边际变化的优质成长公司；4）技术创新方向。国泰君安研报表示，展望2024年第四季度及...

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港股概念追踪|化工板块开启温和复苏 机构看好央国企市值管理估值修复（附概念股）

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港股概念追踪|化工板块开启温和复苏机构看好央国企市值管理估值修复（附概念股）