The company's main business is plastic flexible packaging, which is in a leading position in the industry. With the landing of new projects and the downward cost of raw materials, the company's fundamentals are expected to bottom out. It is also an excellent potential transformation object.
2. General production in Li Xing: the market value is only about 5 billion. The controlling shareholder of the company is shenzhen tong Production Group, a wholly-owned subsidiary of Shenzhen State-owned Assets Supervision and Administration Commission.
Shenzhen Investment Control has 67 wholly-owned or holding enterprises, among which the competitiveness of securities, guarantee, architectural design, product packaging, exhibition and other industries ranks among the top in the country. Shenzhen Investment Control has completed the restructuring of 22 first-class enterprises and 177 second-class enterprises, and there is the possibility of asset injection in the future.
3. Chenming Paper: The major shareholder is Shouguang State-owned Assets Supervision and Administration Commission, and there may be progress in management and employee incentives in the future. The company has set up financial services covering financial leasing, internet finance and New Third Board Fund, in which the registered capital of financial leasing is 9 billion, and its profit contribution is very flexible. In the medium term, the paper industry is already in the bottom area, and the long-term inflection point of the company's main business fundamentals is clear.
4. Zhujiang Piano: The controlling shareholder is Guangzhou State-owned Assets Supervision and Administration Commission, holding 82.68% of the company's shares. The company is expected to become a platform for integrating cultural assets. At the same time, under the background of promoting mixed ownership reform in Guangzhou, the company may also reduce the proportion of state-owned shares through mergers and acquisitions, introducing strategic investors or other private capital.
This company is the largest piano manufacturer in China with a market share of 35%. At present, it is seeking to transform into a comprehensive cultural enterprise integrating digital musical instruments, music education, cultural entertainment and financial services.
5. China Tungsten Hi-Tech: The return of Hunan Nonferrous Metals to A shares after privatization is an important part of the reform of state-owned enterprises after the new management of Minmetals Group took office. We expect that this is closely related to Minmetals' fulfillment of China Tungsten Hi-Tech's commitment to mine injection.
Hunan Nonferrous Metals Co., Ltd. is expected to inject 6.5438+0.2 million tons of tungsten resources into China Tungsten Hi-Tech, becoming the leader of tungsten industry chain such as tungsten mining, APT smelting and cemented carbide. It is getting closer and closer to finally fulfilling the original promise of Minmetals (20 15 12.26), and the certainty is increasing.