公平+共富=中国版ESG？！_老虎社区_美港股上老虎

公平+共富=中国版ESG？！

华尔街见闻2021-08-23

华泰证券认为，应该从中国版ESG的视角来理解市场的估值逻辑重构。更加注重公平的转变之下，历史ROE不高但正外部性强的行业估值有望受益，最典型的就是军工和电力。 8月17日召开的中央财经委员会第十次会议强调，共同富裕是社会主义的本质要求，是中国式现代化的重要特征。共同富裕背后对于社会公平的追求，可能会让当前市场格局和股票估值逻辑进行重构，进而对A股投资产生深远影响。近期的产业政策调整就是中国版...

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PuaTongSeng
·2021-08-23
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