List of leading stocks of El Nino concept
1, Guangdong and Guangxi Stock Exchange (000833): At present, it has developed into a comprehensive large-scale enterprise focusing on sugar and paper making and the development and utilization of mineral resources.
2. Agricultural products (00006 1): Shenzhen Agricultural Products Co., Ltd. is a large-scale agricultural product circulation enterprise engaged in agricultural products network management and electronic trading of bulk agricultural products. The company's main business is the development, construction, operation and management of agricultural products, and its business scope covers the circulation of agricultural products, electronic trading of bulk agricultural products, vegetable planting, livestock breeding, slaughtering and processing, etc.
3. Dongling International (000893): El Ni? o has a direct impact on agriculture, forestry, animal husbandry and fishery, transportation and other fields. According to the forecast data of most meteorological agencies, the occurrence of El Nino on 20 14 is a high probability event. It may also lead to a decrease in palm oil production, a decrease in rubber production in Southeast Asia, a decrease in wheat production in Australia and an increase in soybean production in Argentina, which in turn will lead to an increase in global palm oil, rubber and wheat prices and a decrease in soybean prices in Argentina. At present, the company's business includes oil crushing, grain trade and basic logistics. Its subordinate soybean crushing enterprises include Guangzhou Zhiyuan Oil Industry Co., Ltd. and its wholly-owned subsidiary Guangzhou Zhiyuan Oil Co., Ltd. After ten years of development, "Zhiyuan" enjoys a high brand reputation in the market with its stable quality and excellent service. At present, the company is the registered delivery warehouse of Dalian Commodity Exchange, the most important commodity futures exchange in China, and plays an active and important role in ensuring food security in this region and the construction of vegetable basket projects for urban and rural residents. The decline in soybean prices is conducive to reducing the company's costs, and the reduction in palm oil production pushes up the price of palm oil, which is also good for soybean oil.
4. New Territories Pump Industry (002532): New Territories Pump Industry Group Co., Ltd. is a high-tech enterprise specializing in R&D, production and sales of various agricultural pumps. The company's business scope includes manufacturing and selling pumps and control equipment, fans, motors, generators, air compressors and spare parts. From 2007 to 2009, the company's agricultural pump sales ranked first in the same industry in China. It is a leading enterprise in the agricultural water pump industry in China and a key private enterprise in Zhejiang Province. The testing system of the company's water pump adopts microcomputer automatic control, and its accuracy has reached Grade B (1) by the technical classification of the quality supervision and inspection center of drainage and irrigation machinery products in the mechanical industry.
5. Tianqi Lithium Industry (002466): Mainly engaged in the research and development, production and sales of lithium series products such as industrial-grade lithium carbonate, battery-grade lithium carbonate, anhydrous lithium fluoride and lithium hydroxide. In addition, droughts usually occur during the El Ni? o phenomenon. Although sometimes the duration of El Ni? o is not equal to the duration of drought, El Ni? o may indeed affect global agricultural production. If the weather affects the crop harvest, the price will rise, leading to an increase in inflation, and precious metals are used to hedge against inflation.
6. Dunhuang Seed Industry (600354): The company is mainly engaged in two major industries: crop seeds and cotton, and is a national key leading enterprise in agricultural industrialization engaged in agricultural product production, processing and related businesses. The early warning of El Ni? o drought may drive the price of agricultural products to strengthen, and listed grain production companies such as corn, wheat and rice are expected to benefit.
7. Xingye Mining (000426): The company is mainly engaged in non-ferrous metal mining, smelting, processing and sales. The appearance of El Nino will affect the output of some metals, and the tight supply will lead to abnormal fluctuations in metal prices. In addition, droughts usually occur during the El Ni? o phenomenon. Although sometimes the duration of El Ni? o is not equal to the duration of drought, El Ni? o may indeed affect global agricultural production. If the weather affects the crop harvest, the price will rise, leading to an increase in inflation, and precious metals are used to hedge against inflation.
8. Qingdao Zhongyu (300208): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o on 20 14 is a high probability event. El Nino usually leads to drought in Indonesia, the world's largest nickel producer, and Indonesia's mining equipment relies on hydropower. Once El Nino happens, it will have a great impact on Indonesia's nickel mining in Indonesia, thus pushing up the price of nickel. 20 13 in may, the shareholders' meeting agreed that the company should invest in Indonesia ferronickel smelting industrial park to carry out the first-class development of the industrial park, and at the same time agreed that the company should acquire the equity of Indonesia CNI Nickel Mine Company. 13 On April 3rd, Hengshun * * * Company (Party B) signed the Framework Agreement on Conditional Trading of Indonesian Nickel Company (Party A) 17% Equity. Party B intends to purchase 565,438+0% shares of Party A in two stages: * Party B will purchase 65,438+07% shares of Party A for US$ 20 million; * Party A will offer * 34% of the shares to Party B in 20 17 or after the trial operation of the industrial park project invested by Party B, and the price will be fixed at that time *. At the same time, Party B will offer 49% of the shares of the smelting company to Party A, and then set the price. This transaction can also be directly realized by replacing 34% shares of CNI Nickel Mine Company with 49% shares of smelting company. Indonesia CNI Nickel Company is the owner of Lapaopao Nickel Mine, with a total mining area of 6,785 hectares. According to the investigation data of PTINCO, the nickel deposit with nickel content ≥ 1.52% is about1.65,438+01100 million tons.
9. Dayu water saving (30002 1): engaging in agricultural water saving is related to drought resistance. The company is a professional water-saving irrigation engineering system integrating R&D, manufacturing and marketing of water-saving irrigation materials, design, construction and service of water-saving irrigation engineering.
10, Shen Da (600626): reservoir reinforcement material.
1 1, Wanxiang Denong (60037 1): The company's main business is the deep processing of agricultural and sideline products mainly based on corn and the technical research and production management of agricultural products mainly based on corn hybrids. Products include deep-processed corn products such as beer syrup and maltodextrin, as well as excellent seeds such as corn, rice and soybeans. When El Ni? o occurs, it will drive the prices of agricultural products to strengthen, and listed companies in grain production such as corn, wheat and rice are expected to benefit.
12, Yuanwang Valley (002 16 1): Shenzhen Liangyuan Information Technology Co., Ltd. was jointly established by the company and Shenzhen Grain Group, mainly engaged in the development and application of RFID technology in grain storage, agricultural product safety traceability and big data construction.
13, Hongda Hi-Tech (002 144): The company is a large-scale enterprise integrating the weaving and dyeing of warp-knitted fabrics.
14, Hailide (002206): reservoir reinforcement material.
15, Zhanggu, Shandong (002598): Its main business is R&D, manufacturing and selling Roots blowers (Roots vacuum pumps) and centrifugal blowers. At present, pneumatic conveying products are widely used in grain industry companies.
16, Gree Electric (00065 1): According to the forecast data of most meteorological agencies, the occurrence of El Nino in 20 14 is a high probability event, and 20 14 may become the hottest year. According to * * sources in the domestic air-conditioning industry, air-conditioning prices will rise in an all-round way in June 20 14; In addition, or affected by the "El Ni? o" phenomenon, the delivery price of dealers will further increase. At present, the company is the world's largest specialized air-conditioning enterprise integrating R&D, production, marketing and service. Gree brand air conditioner under the company is the only "world famous brand" product in China air conditioner industry, and its business covers more than 65,438+000 countries and regions around the world. It has six production bases in Zhuhai, Chongqing, Hefei, Brazil, Pakistan and Vietnam, with more than 50,000 employees. Up to now, more than 7,000 varieties and specifications of 20 categories, 400 series, such as household air conditioners and commercial air conditioners have been developed.
17, Hisense Household Appliances (00092 1): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o in 20 14 is a high probability event, and 20 14 may become the hottest year. According to * * sources in the domestic air-conditioning industry, air-conditioning prices will rise in an all-round way in June 20 14; In addition, or affected by the "El Ni? o" phenomenon, the delivery price of dealers will further increase. This company is one of the largest white goods manufacturers in China, mainly producing refrigerators, air conditioners, freezers and washing machines. According to the plan, Hisense White Power assets will be injected into Kelon Electric. By then, Hisense Kelon will have three "China Famous Trademarks" of Hisense, Kelon and Rong Sheng, and four "China Famous Brand Products" of Hisense Air Conditioning, Hisense Refrigerator, Kelon Air Conditioning and Rong Sheng Refrigerator. The leading products cover refrigerators, air conditioners, freezers, washing machines and other fields, with production bases in Shunde, Qingdao, Beijing and Chengdu.
18, Midea Group (000333): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o in 20 14 is a high probability event, and 20 14 may become the hottest year. According to * * sources in the domestic air-conditioning industry, air-conditioning prices will rise in an all-round way in June 20 14; In addition, or affected by the "El Ni? o" phenomenon, the delivery price of dealers will further increase. The company is mainly engaged in the home appliance industry, involved in motor, logistics and other fields. It is divided into four business segments: household appliances, small household appliances, motors and logistics. Among them, the household appliances sector is mainly operated by Midea Electric, which mainly develops, produces and sells products such as air conditioners, refrigerators, washing machines and related parts. Small household appliances business, mainly research and development, production and sales * microwave ovens, electric fans, induction cookers and other small household appliances.
19, Haier Zhijia (600690): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o in 20 14 is a high probability event, and 20 14 may become the hottest year. According to * * sources in the domestic air-conditioning industry, air-conditioning prices will rise in an all-round way in June 20 14; In addition, or affected by the "El Ni? o" phenomenon, the delivery price of dealers will further increase. The company is mainly engaged in the production and operation of white goods such as refrigerators, air conditioners and electric freezers. According to the statistics of Zhongyikang, in 20 13 years, the zero sales share of Haier refrigerators was 25. 18%, ranking first in the industry. Haier air conditioner's zero sales share is 12.64%, ranking third in the industry. Haier 20 13' s global market share of large household appliances brands is 9.7%, ranking first in the world for the fifth time. From the ranking of manufacturers, Haier household appliances accounted for 1 1.6% of the global total in 20 13 years, ranking first in the world for the first time.
20. Xin Wufeng (600975): The company is an export-oriented agricultural industrialization enterprise, which mainly produces and manages pigs for Hong Kong and Macao, and has been recognized as a national key leading enterprise in agricultural industrialization by nine departments including the Ministry of Agriculture. El Nino mainly affects the price increase of agricultural products.
2 1, Chongqing Beer (600 132): According to the forecast data of most meteorological agencies, the occurrence of El Nino on 20 14 is a high probability event, and 20 14 may become the hottest year. Hot weather and high temperature will stimulate people's demand for cold drinks, especially beer. The company is mainly engaged in the beer industry. Most of its production and sales are located in Chongqing. The main products are Shancheng Beer, Chongqing Beer, Daliangshan Beer, Chinese Beer and Jiuhuashan Beer. , accounting for more than 80% of the beer market in Chongqing. 20 12 annual report shows that in 20 14, the company plans to realize beer sales 133 kiloliters, with revenue of 36710 million yuan.
22. Tsingtao Brewery (600600): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o in 20 14 is a high probability event, and 20 14 may become the hottest year. Hot weather and high temperature will stimulate people's demand for cold drinks, especially beer. The company is the leader in the beer industry, and "Tsingtao Beer" brand is the first batch of "Chinese time-honored brands". The annual report of 20 13 shows that the company's business goal in 20 14 years is to strive to achieve beer sales growth 10% or more. In 20 13, the company achieved a beer sales volume of 8.7 million kiloliters, up by 10. 14% year-on-year, and its domestic market share reached 17. 19%, up by10.07% year-on-year. Tsingtao Brewery, the company's main brand, achieved a sales volume of 4.5 million kiloliters, among which high value-added beer such as canned beer, small bottle beer, pure beer and Ogut achieved domestic sales of 1.58 million kiloliters, up by 12.64% year-on-year.
23. Jinjian Rice Industry (600 127): Hunan Jinjian Rice Industry Co., Ltd. is mainly engaged in the grain, oil and food industry, the first listed company in China's grain system, the first batch of national key leading enterprises in agricultural industrialization, and the national high-quality rice demonstration base of rice project. Its business involves food (dairy products), medicine, electricity, real estate, urban infrastructure, foreign trade, aquaculture, industrial investment and other fields.
24.*ST Nantang (0009 1 1): El Ni? o has a direct impact on agriculture, forestry, animal husbandry, fishery and transportation. According to the forecast data of most meteorological agencies, the occurrence of El Nino on 20 14 is a high probability event. It may also lead to a decrease in sugar production in Brazil and India, which in turn will lead to an increase in global sugar prices. The company is mainly engaged in the production, processing, marketing and after-sales service of machine-made sugar, alcohol, cultural paper and bagasse pulp. As a listed company specializing in sugar industry, the price of sugar has a direct impact on the profitability of the company's main business. Therefore, the stock price is sensitive to the trend of sugar prices at home and abroad (new york and London sugar futures, domestic sugar futures, etc. Generally speaking, when the price of sugar futures rises, the market expects the company's future performance to improve, which in turn drives the stock price to rise, and vice versa.
25. Qinglong Pipe Industry (002457): R&D, which produces and sells water supply and drainage pipes, and produces a small number of pressure pipes for other purposes according to customer requirements.
Hainan Rubber (60 1 1 18): El Ni? o has a direct impact on agriculture, forestry, animal husbandry and fishery, transportation and other fields. According to the forecast data of most meteorological agencies, the occurrence of El Nino on 20 14 is a high probability event. It may also lead to a reduction in rubber production in Southeast Asia, which in turn will lead to an increase in global rubber prices. This company is the largest natural rubber producer in China. In terms of self-produced rubber, rubber production accounts for more than 30% of the national output. It is planned to hold shares in rubber forest resources outside Hainan Island and even overseas. The leading products are standard rubber and concentrated natural latex of various specifications. No.5 standard glue has always been one of the only three varieties recognized by Shanghai Futures Exchange that can be delivered in kind. Wood resources are abundant, with a total volume of about100000 cubic meters. The sales area of the company covers the main natural rubber sales markets in China, such as East China, North China and South China. At present, there are more than 65,438+000 end users, and the sales volume of domestic end users has rapidly expanded to about one-third of all sales.
27. Shennong Science and Technology (300 189): Breeding, popularization and marketing of high-quality hybrid rice seeds and other improved crops. When El Ni? o occurs, it will drive the prices of agricultural products to strengthen, and listed companies in grain production such as corn, wheat and rice are expected to benefit.
28. COFCO Sugar Industry (600737): El Ni? o has a direct impact on agriculture, forestry, animal husbandry and fishery, transportation and other fields. According to the forecast data of most meteorological agencies, the occurrence of El Nino on 20 14 is a high probability event. It may also lead to a decrease in sugar production in Brazil and India, which in turn will lead to an increase in global sugar prices. In sugar production, the company is the largest producer of beet sugar in China and has advantages in beet sugar production. At present, the company is entering Nantang through non-public offering projects, expanding the scale of sugar industry and realizing the strategic layout of sugar industry. After the completion of this non-public offering to raise funds, the company will become the most complete and rational sugar company in China, the leading sugar producer and the largest sugar trader in China.
29. Baolingbao (002286): El Ni? o has a direct impact on agriculture, forestry, animal husbandry and fishery, transportation and other fields. According to the forecast data of most meteorological agencies, the occurrence of El Nino on 20 14 is a high probability event. It may also lead to a decrease in sugar production in Brazil and India, which in turn will lead to an increase in global sugar prices. The company is known as an expert in functional ingredients in the industry, and its leading products are oligosaccharides and fructose syrup. At present, the company's oligosaccharide production capacity is 65,000 tons, including 50,000 tons of isomaltooligosaccharide and 654.38+07,000 tons of high fructose corn syrup. "Baolingbao" brand products won the title of "China Famous Brand Products", and "Baolingbao" brand oligosaccharides (beneficial bacteria factor) were promoted as nutritional and health products by China Public Nutrition and Development Center.
30. Hua Ze *(000693): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o on 20 14 is a high probability event. El Nino usually leads to drought in Indonesia, the world's largest nickel producer, and Indonesia's mining equipment relies on hydropower. Once El Nino happens, it will have a great impact on Indonesia's nickel mining in Indonesia, thus pushing up the price of nickel. Shaanxi Huaze, a subsidiary of the company, was established in June 5438+February 2004 with a registered capital of 60 million yuan. Its main business is the mining and smelting of nickel-iron ore resources and the production and sales of related products. The comprehensive competitive position of Shaanxi Huaze nickel products is in the top four in the same industry in China. Shaanxi Huaze currently has production lines with annual output of nickel sulfate 15000 tons, electrolytic nickel 5000 tons, cobalt oxide 300 tons and iron concentrate 120000 tons. Shaanxi Huaze is a rare nickel enterprise, which has an integrated industrial chain of nickel-iron ore resources exploitation, smelting and research and development. Nickel sulfate produced by Yuan Shishan nickel mine in Huaze, Shaanxi Province can be used as the final product of battery and electroplating, and also as the raw material of electrolytic nickel in Huaze, Shaanxi Province. With a complete industrial chain, it can effectively reduce operating costs, and at the same time enjoy the additional benefits brought by the rising nickel price through the nickel mining industry, and ensure profitability through the relatively stable business in electrolytic nickel.
3 1, Tin Industry Co., Ltd. (000960): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o in 20 14 is a high probability event. Haitong Securities believes that during the El Ni? o period, there were droughts in Indonesia, Australia, the South Asian subcontinent and northeastern Brazil, while it was rainy from the equatorial central Pacific to the west coast of South America. According to the global ranking of 20 13 Chile, Peru, Indonesia, Australia and Brazil, six varieties of lithium, copper, tin, silver, zinc and nickel are the core affected varieties. The company ranks first in tin production in the world. The annual output of the company is 80,000 tons of tin, 65,438+10,000 tons of lead, 24,000 tons of tin chemical products and 27,000 tons of tin products. The leading products "Yunxi Brand" refined tin and tin-lead solder are national excellent gold medal products, with the international market share of 16.75% and the domestic market share of 4 1.59%. The main product is refined tin ingot, which has registered the "YT" trademark in London Metal Exchange 1992, and is an internationally renowned brand product.
32. Huiquan Beer (600573): According to the forecast data of most meteorological agencies, the occurrence of El Ni? o in 20 14 is a high probability event, and 20 14 may become the hottest year. Hot weather and high temperature will stimulate people's demand for cold drinks, especially beer. The company is one of the top ten beer enterprises in China and the only beer listed company in Fujian Province. The company has four major beer production bases (South Factory, North Factory, Fuding, and Fuzhou, Jiangxi), with a total production scale of 800,000 tons/year, and the current production capacity exceeds 600,000 tons of beer, with total assets exceeding 6,543.805 billion yuan. With first-class beer production equipment and strong scientific and technological strength, various economic and technical indicators have been among the best in the beer industry in Fujian Province for many years.