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一、课题的提出在2012年的中国A股市场上,中国经济转型已成为市场最大的热点话题和关注中心,这在2012年股票市场上的板块走势与估值分化中以得到了淋漓尽致的体现。其中,以消费医药为首的所谓代表未来经济转型方向的新产业版快的市盈率在30-40倍,市净率在4-8倍(根据wind数据:医药保健7.79倍。)而代表传统经济增长核心的权重产业板块的市盈率在10-15倍,市净率在2-3倍。新产业板块上市公司作为中国经济乃至世界经济的有机组成部分,所面临的挑战与机遇将是我们新的研究方向。二、研究的目的和方法
I. Project Proposal In 2012, the Chinese A-share market, China’s economic restructuring has become the market’s largest hot topic and focus of attention, which in the stock market in 2012 the trend of the plate and valuation differentiation has been most vividly reflected . Among them, the so-called consumption medicine led the so-called economic restructuring in the future direction of the new industry version of the fast price-earnings ratio of 30-40 times, the net book value of 4-8 times (based on wind data: 7.79 times health care) and represents the traditional economic growth Core weight of the industry sector price-earnings ratio in 10-15 times, book value at 2-3 times. As the organic component of the Chinese economy and even the world economy, the listed companies in the new industry sector will face new challenges and opportunities. Second, the purpose and method of study