Ten Opportunities For Stock Market Investment After The Third Plenary Session Of The 18Th CPC Central Committee

< p > > strong > funding opportunity 1: land system reform focuses on 14 shares < /strong > /p >

< p > Xiangcai Securities believes that the reform of land system is the top priority in the reform measures of < a href= "//www.sjfzxm.com/" > the third Plenary Session of the 18th CPC Central Committee < /a >.

Land reform involves not only the intensification of rural areas, the scale production and the increase of farmers' income, but also the land acquisition and development models of local governments.

The core of this land reform is the collective paction of rural collective land.

For this reason, the state has made preparations for relevant laws and regulations.

The work of collective land ownership has basically been completed. In the land administration law >47, the "total compensation for land used for the purpose of land requisition" and "the sum of land compensation fees and resettlement subsidies shall not exceed 30 times the annual output value of the three years before the land is imposed" has been deleted.

Analysts expect the "Rural Collective Land Expropriation Compensation Ordinance" and "collective operation land pfer guidance" is expected to be released in 2013.

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< p > there are three main modes of land reform in Chongqing, Jiaxing and Tianjin.

The Chongqing mode can be called the "land ticket mode". The meaning of "land ticket" means that after the reclamation and development of rural residential land and its subsidiary land, township enterprise land and rural public land, it can be auctioned publicly through the Chongqing rural land exchange in the form of bills.

The essence of the "two points and two exchange" mode in Jiaxing is to separate the homestead from the contracted land, to separate the land from the land, to convert the land for lease, to exchange for rent and to replace the security, to promote intensive management, to pform the mode of production, to exchange money for homestead, to change rooms and to change places, to promote centralized living and to pform the way of life.

The "homestead exchange mode" in Tianjin means that under the current policy framework of the state, under the premise of adhering to the land contractual responsibility system, residents can use their homestead to replace housing in small towns.

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< p > land system reform will bring a revaluation of < a href= "//www.sjfzxm.com/ > > Agricultural share < /a >.

Land conversion will inevitably involve revaluation of land value, while most agricultural listed companies have huge land rights.

Therefore, once the policy of free land pfer was implemented in the third Plenary Session of the 18th CPC Central Committee, the value of these land use rights increased naturally, making the estimation of the entire agricultural stock worthy of rapid promotion.

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< p > < strong > investment opportunity two: the environmental protection sector is expected to be further promoted by policy < /strong > < /p >

After P ll has entered the heating season, the air pollution will increase and more cities will encounter fog and haze.

Under the background of who's air pollution carcinogenicity has been confirmed, and pollution continues to intensify, the government, the public and the public opinion are expected to enter a new round of air pollution. This will accelerate the introduction of local policies and implementation rules.

The central government has arranged 5 billion yuan for the air pollution control in Beijing, Tianjin and surrounding areas.

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< p > Shanghai Securities believes that there will still be relevant environmental protection policies in the third Plenary Session of the 18th CPC Central Committee. At the same time, the water pollution control plan and the soil control action plan will also be launched at the end of this year and early next year. The support for the plate is still obvious.

At the same time, from the three quarterly report, the profitability of many enterprises in the plate has maintained rapid growth, and the trend of upward development of the industry has not changed, thus maintaining the industry's "overweight" rating.

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< p > < strong > investment opportunity three: fiscal and taxation reform will be a breakthrough. Good communications and other sectors < /strong > /p >

< p > with the approaching of the third Plenary Session of the 18th CPC Central Committee, the topic of reform of < a href= "//www.sjfzxm.com/" > taxation /a > has been increasing in public opinion and market.

As the entrance to the next round of overall reform, fiscal and taxation reform has begun a new starting point. Although the task of reform and policy adjustment is very arduous, the direction is clear, and in coordination with all aspects of the reform, more progress will be made in the new round of fiscal reform.

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< p > China's current tax structure, value-added tax and business tax are the two most important types of turnover tax, involving almost all industries in China.

The impact of "camp to increase" can be imagined, so the reform pilot has been increasing speed in less than two years.

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< p > with the further expansion of the "camp to increase" pilot area and industry, more and more regions and enterprises will benefit from the whole country.

Liu Huan, vice president of the tax School of Central University of Finance and Economics and counselor of the State Council, once said that whether the "camp to increase" pilot project can proceed smoothly depends on whether it can ensure the balance of interests in all aspects. Therefore, to ensure the success of this pilot reform, the introduction of institutional supporting policies is critical.

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< p > Securities Daily News, finance and taxation departments are studying postal and telecommunications, construction, real estate and financial insurance (security insurance) and other industries to increase the pilot scheme.

It is foreseeable that as more industries and more areas will be put into trial in the future, the deduction chain will be gradually improved, and the deductible deduction will also be more sufficient. The impetus of China's economic restructuring will be stronger.

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< p > potential investment opportunities can be excavated from two aspects: promoting the camp to increase, expanding the scope of consumption tax, increasing the scope of revenue and so on, all favorable communications and computer sectors; after the environmental pollution is included in the taxation system, it can be favorable for environmental protection in the long run.

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