Economic restructuring supports pioneering board long Bulls focus on four major sectors

Friday, Prev fell 2%, the weight of the collective under the smashed, below the 2,100-point integer pass. But the gem is strong resistance, slightly down 0.19%. The entire 2013-year gem market is a single lead, will the future continue? Shenzhen Capital Management Co., Ltd. Executive director, General Manager Liu Quijun in the Securities Times net financial Yuan community interview, the Gem bull market in 2013 is only Prelude. After a short-term valuation correction, the gem may be more exciting, its long-term bull market in line with the trend of economic restructuring. Liu Quijun that the economic transformation under the background of the big reform is the core factor of the Gem bull market. The traditional industries that have supported China's rapid economic growth for decades seem to have come to an end, and new industries that are in line with reform have ushered in the spring. Emerging industry as the main enterprise Board company to become capital chasing the major direction. Whether it is an entity investment or a two-level market investment, GEM listed companies in 2013 easily become the focus of capital concerns. The economic transformation in the future for a long time can only be more and more in-depth, there can be no reversal. As long as this core factor is unchanged, the bull market in emerging industries will not end. Although some gem stocks have been overvalued this year, short-term exposure to profit-taking or performance has not been kept up with the risk, but the entire emerging industry in 2013 is only the year, 2014 and after the gem will still appear like Huayi Brothers (300027, shares bar), in the Green Treasure (300052, shares bar) Similar growth of cattle stocks, even in the IPO after the reform of the distribution system will not rule out the same as the Hong Kong-listed Tencent 10 years ago, the same high growth of the great companies appear on the gem. However, the gem began to adjust from October 10 this year, has not yet crossed 1423 points. In response to this, Liu Quijun pointed out that, in fact, the gem is currently running for 585 to 1423 points to the first wave since the overall adjustment of two waves, adjustment time, space will be greater than 585 points since any time. But from time to see, span should be run two wave collation of the market, rather than the rising market. At the end of the adjustment, on behalf of emerging industries in the economic restructuring of the growth of the deepening of the background will be ushered in the main wave of the three waves rise, measuring the increase at least more than a wave of gains, investors wait and see. Liu Quijun that the national economic restructuring is difficult to appear in the overall bull market, focusing on the benefit of the transition industry. Specifically, next year the main target configuration in emerging industries, state-owned reform, security equipment and experience of the large consumption plate.