在一系列制度改革的基础上,2016年将会呈现一个分化调整的行情,很多领域会有投资机会。中国的发展水平结合国家战略,从十三五的五大发展理念来看,其实权益类市场有很多投资机会。无论是地区差距还是城乡差距,差距都需要时间去缩小,也意味着有势能差、有机会、有潜力,我们的能源、资源、环境约束也意味着投资的空间非常大。供给侧改革和资产配置,主要观点可概括为:一个基本面、两个矛盾点、三场攻坚战、四个资产池。首先,一个基本面。主要有两 Based on a series of institutional reforms, there will be a market of differentiation and adjustment in 2016, with investment opportunities in many fields. In view of the five development concepts of the 13th Five-Year Plan, China’s level of development combined with its national strategy shows that in fact, there are many investment opportunities in the equity market. Whether it is regional disparity or urban-rural disparity, the disparity needs time to narrow down. It means that there is potential energy difference. There is a chance and a potential. Our energy, resources and environmental constraints also mean there is room for investment. Supply-side reform and asset allocation, the main point can be summarized as follows: a fundamentals, two contradictions, three tough battles, four asset pools. First, a fundamentals. There are two main ones