FTZ's leading stocks include Shanghai FTZ, Guangdong FTZ and Fujian FTZ. Trade, finance and logistics of these free trade zones at home and abroad. What are the concept stocks of state-owned enterprise reform in the Free Trade Zone brought by the following small series? Let's take a look, hoping to bring some reference.
What are FTZ state-owned enterprise reform concept stocks?
Shanghai Port Group: the largest port group in the world
The free trade zone covers 28 square kilometers of three ports and three districts and is closely related to Shanghai Port Group. If the free trade zone is approved, it will effectively promote the development of export processing, trade and service industry in the Yangtze River Delta region, which will greatly promote the port main business of Shanghai Port Group. Shanghai Port Group is the largest port group in Chinese mainland and one of the largest in the world. Shanghai Port Group * * * has production berths 12 1 unit, including 78 berths of 10,000-ton class, with throughput 1398 1 10,000 tons. The annual container throughput of Shanghai Port has been ranked first in the world for three consecutive years.
Pudong construction: upgrading the roads around the free trade zone
After FTZ is approved, it will promote the transformation and upgrading of roads around FTZ, bring greater business increment to Pudong construction and benefit the company. The company's main business is highway and municipal road investment, municipal engineering construction, asphalt paving and asphalt concrete sales. In Pudong New Area, Shanghai, it is in the leading position in the field of subdivision construction among municipal engineering construction enterprises, with the share of pavement above 70%, and the share of some companies of road engineering subgrade in Pudong area is about 65,438+05%. The company's business also covers Jiangsu, Zhejiang, Shanghai and Anhui, and enjoys a high reputation in the industry.
Shanghai Pudong Development Bank: Development brings new opportunities.
The construction of Shanghai International Financial Center will greatly help the company to expand its network and expand its assets nationwide, and at the same time help to improve its profitability and accelerate the development of intermediary business and retail business. In financial innovation, the company is expected to get some opportunities to try first. At the same time, the company will also face some opportunities to set up a local large-scale financial flagship enterprise in Shanghai. The essence of free trade zone is an institutional arrangement, so it is of great significance to build a free trade zone in Shanghai, which will bring new opportunities for Shanghai's industrial development and enterprise development.
Shanghai Local Stock-Disney Concept
Mickey Mouse incited the regional economy.
The much-watched Shanghai Disneyland will open on 20 15 to welcome guests. After opening, the number of tourists is expected to reach150,000, which will bring 6-8 million new tourists to Shanghai in the initial stage. It will promote the development of tourism, catering and entertainment in the surrounding areas for a long time.
At present, some roads and buildings have taken shape. According to the latest plan, Disneyland will be surrounded by four surrounding rivers in the southeast and northwest, with a total length of 10 km. There is an artificial lake in the center of the park. Theme parks and amusement facilities are concentrated on the north side of the lake, and the fantasy fairy tale castle will also stand among them. Around the central lake, Disneyland plans to build an elevated traffic line, and tourists will take a small train in the air to surround the amusement park. Line 2 and 1 1 stations from downtown to Disney are also near the center of the lake.
Shanghai Disneyland project officially broke ground on April 8, 20 1 1, with an investment of about 24.5 billion yuan. It is expected to be completed and opened on 20 15. With a construction area of 3.9 square kilometers, the first phase of Shanghai Disneyland is the sixth Disneyland in the world and the largest Sino-foreign joint venture invested by China's modern service industry so far.
Shanghai Disneyland concept stocks
Shanghai Construction Engineering: the Leader of Shanghai Construction Industry
The main business of supporting Shanghai Construction Engineering in the park is construction. As a leader in Shanghai's construction industry, Shanghai Construction Engineering has become a direct beneficiary of the World Expo. Shanghai Architectural Engineering Co., Ltd. undertakes the permanent buildings of Shanghai World Expo, including Expo Axis, Expo Center, Theme Pavilion, China Pavilion and Performing Arts Center. Relevant researchers believe that from the perspective of Shanghai Construction Engineering's full participation in the construction of the Expo Park, it is believed that a large part of the construction of Disney Park and supporting facilities will be embraced by Shanghai Construction Engineering Institute in the future.
Shanghai Messing: A Pure Disney Concept
Shanghai real estate local stocks have a pure Disney concept. The first foundation stone was laid for the first phase project of Mei Xin Taikoo Shing, which was invested by Shanghai Meixin, marking the official start of the first Suzhou Creek modern service industry cluster in the 12 modern service industry cluster in the central city. Mei Xin Taikoo Shing Project is a comprehensive project focusing on business, tourism and leisure, supplemented by residential projects. Once Shanghai Disneyland is completed, countless tourists will flock here, which will directly benefit the company's business, and the future prospects are worthy of attention.
Lansheng shares: Disney concept business opportunities
The company invested in the establishment of Lansheng Real Estate Co., Ltd. to develop the real estate industry. It owns the property right of Lansheng Building, a top office building located at the intersection of Huaihai Road and Tibet. This building has a high occupancy rate, including dozens of Fortune 500 companies such as KFC and BMW. It can be seen that the company's real estate capacity in Shanghai will become stronger and stronger in the future. In addition, the company owns a lot of land and properties in Pujiang. As Shanghai Disneyland is about to settle in Chuansha Industrial Park, Pudong, Shanghai, it will have a great impact on the land price on both sides of the riverside, and the company's value is expected to be re-priced, and its future prospects are worthy of attention.
Who is the real leading stock in Guangdong, Hong Kong and Macao Free Trade Zone?
The proposal of Guangdong, Hong Kong and Macao Free Trade Zone was formally submitted to the State Council in the middle of this month, and it is currently in close communication with senior officials, and approval is in sight. According to reports, Guangdong has made reference to the overall plan of China (Shanghai) Pilot Free Trade Zone in terms of Guangdong, Hong Kong and Macao Free Trade Zone policies, and further put forward ideas and measures for innovating institutional mechanisms. For example, in terms of "negative list", considering the financial cooperation between Guangdong, Hong Kong and Macao and other factors, it is more open than the Shanghai Free Trade Zone. Stimulated by this news, you can pay attention to stocks such as Shenchiwan, Yantian Port, Zhuhai Port and Baiyun Airport.
What are the leading stocks in Shanghai Free Trade Zone?
The stocks in Shanghai Free Trade Zone are mainly classified as follows: transportation industry: Shanghai Airport (600009); Ports: Shanghai Port Group (6000 18) and Pudong Construction (600284); Finance and commerce: Shanghai Pudong Development Bank (600,000), leading stock (600,630), Shanghai Sanmao (600,689), jinjiang investment (600,650) and Shanghai Material Trade (600,822); Real estate: Waigaoqiao and Jielong Industry (600836). Port concept stocks: Shanghai Jiahao (300008), China Enterprise (600675), Shanghai Construction Engineering (600 170), etc.
What are the free trade zone concept stocks?
Shanghai free trade zone concept stocks
Shanghai Material Trade (600822): The company is the largest material trade center in China, forming two major market patterns of spot and futures, and becoming a veritable leading enterprise in Shanghai Zhongshan North Road Material Trade Street.
Shanghai Steel Union (300226): The company is a leading integrated Internet platform operator engaged in business information and value-added services in the steel industry and related industries in China. Since its establishment, the company has been committed to providing customers with basic market information and in-depth research services in the steel industry, energy, mining, non-ferrous metals and other industries closely related to the steel industry, and on this basis, providing customers with value-added services such as enterprise promotion, business information release and search, conference training and so on.
Shanghai Sanmao (600689): The company is mainly engaged in import and export trade, industrial investment, modern property, real estate development and management, wool spinning and related products production and sales, network information technology services and other business activities.
Lujiazui (600663): The company is committed to the development and construction of Shanghai Lujiazui Financial and Trade Zone, mainly responsible for the land development and comprehensive operation of Lujiazui Financial and Trade Zone, which is the only national development zone named after "Finance and Trade".
Changjiang Investment (600 1 19): The company is an industrial listed company with modern integrated logistics as its main business. Relying on the global logistics service network and B2B logistics e-commerce platform, the company's business functions cover international freight, public information platform, domestic express and local freight.
Waigaoqiao (600648): The company is the only listed company specializing in the development and construction of bonded areas in China. Over the years, relying on the location advantages and policy advantages of the bonded area, the company has continuously increased investment attraction, actively explored functional markets, effectively improved service levels, and formed three industrial pillars of trade, processing and logistics. In recent years, in order to improve the business environment in Waigaoqiao area, improve the supporting functions of the city, and build Shanghai Waigaoqiao International Trade Zone, the company actively develops Lansen Waigaoqiao project based on the bonded area, and strives to build it into an international new super-ecological port city integrating ecological environment, human environment and business environment.
Shanghai Port Group (6000 18): The company is the largest port joint-stock enterprise in China, and it is a comprehensive port with the largest cargo throughput and container throughput in the world. The main business areas include the loading and unloading production of port containers, bulk cargo and miscellaneous parts, as well as port services related to port production, such as pilotage, ship towing, tally, lightering, warehousing, freight forwarding, container transportation, international cruise service and port logistics business.
Pegasus International (0022 10): The company is a modern logistics supply chain service provider, focusing on modern logistics services. In the international procurement of bulk goods, international and domestic logistics, the overall supply chain service of enterprises, the construction and management of specialized trading markets and other aspects, it has become a long-term strategic service provider of China Petroleum (60 1857) Group Company.
China Textile Investment Co., Ltd.: The company takes "based on textile, surpassing textile" as the industrial upgrading direction, insists on research and development and service as the foundation, and takes high-tech, new materials and special fibers as the product positioning.
Pudong Construction (600284): Located in Shanghai, the company is a comprehensive joint-stock enterprise with engineering construction as the leading factor and mechanized construction as the support, integrating engineering investment management, construction, transportation, asphalt mixture production and building materials supply.
What are the concept stocks of Shanghai Free Trade Zone?
They are: Oriental Entrepreneurship (Quotes, Consulting), Huamao Logistics (Quotes, Consulting), Jinjiang Shares (Quotes, Consulting), jinjiang investment (Quotes, Consulting), Lujiazui (Quotes, Consulting), Changjiang Investment (Quotes, Consulting), Shanghai Material Trade (Quotes, Consulting) and Jielong Industry (Quotes, Consulting).
In terms of capital flow, among yesterday's 12 daily limit stocks, 1 1 only saw a net inflow of large single funds, totaling 389 million yuan. They are: Shanghai port group (102975900 yuan), Jielong industry (60520 10000 yuan), leading stock (45694300 yuan), Zhangjiang hi-tech (4 1835438+0800 yuan) and Lujiazui. Jinjiang investment (283 1.05 million yuan), Shanghai Material Trade (24.0425 million yuan), Jinjiang Stock (/kloc-0.97783 million yuan), Huamao Logistics (39 1.36 million yuan) and Shanghai Sanmao (2.4736 million yuan).
Judging from the market performance since August, the related concept stocks that have benefited from the Shanghai Free Trade Zone can be described as gratifying, with 13 shares in the sector increasing by more than 20%, Shanghai Material Trade (82.84%), Huamao Logistics (63.67%), Shanghai Steel Union (58.60%) and Shanghai Sanmao (46.77%).
In this regard, market analysts believe that the construction of China (Shanghai) Pilot Free Trade Zone is conducive to cultivating China's new competitive advantages facing the world, building a new platform for cooperation and development with other countries, expanding new space for economic growth, and creating an "upgraded version" of China's economy. Driven by the policy, Shanghai will attract more high-end manufacturing, processing, trade, warehousing and logistics enterprises to settle here, and land resources will be even scarcer. Enterprises engaged in real estate development, park management and logistics trade will be the first to benefit, and leading enterprises will usher in new development opportunities.