中信证券：国资委发布市值管理意见 关注通信领域优质央国企

Group 1 - The core viewpoint of the article highlights the release of guidelines by the State-owned Assets Supervision and Administration Commission (SASAC) on December 17, 2024, aimed at improving and strengthening the market value management of central enterprises, which will now be included in the performance assessment of central enterprise leaders [1] - The telecommunications industry, represented by operators, is identified as a leading sector among quality central enterprises, which is currently experiencing a continuous improvement cycle in operations [1] - The guidelines are expected to enhance market value management and increase shareholder returns through measures such as share buybacks, increased holdings, and equity incentives [1] Group 2 - The article suggests focusing on quality central state-owned enterprises in the telecommunications sector, specifically highlighting the main line of operators and leading quality equipment manufacturers [2]