Shenzhen's state-owned enterprise reform sector performed well today, leading the broader market. These enterprises include China Electronics, Shenzhen Textile and Shenzhen Energy. The following small series brings state-owned assets and state-owned enterprise reform concept stocks. Let's take a look at it together, hoping to bring some reference.
What are the concept stocks of state-owned assets and state-owned enterprises reform?
State-owned state-owned enterprise reform concept stocks are:
Cheng Fei integration (002 190) avic aircraft (000768) AVIC electric power (600893) chengfa technology (60039 1) AVIC dynamic control (000738) hongdu aviation (6003 16).
AVIC Electronics (600372) AVIC Electromechanical (0020 13) AVIC Optoelectronic (002 179) AVIC Panther (600760) China Plant (600038) China Textile Investment (60006 1).
Guihang (600523) AVIC Heavy Machinery (600765)_ST Sanxin (002 163) Shentianma A(000050) Fiyta A(000026) AVIC Real Estate (00043).
Leading shares in Shenzhen state-owned enterprise reform
1, Yongxin shares: Due to the placards of Wudaokou Fund and Jiahua Fund, the share price continued to rise. The controlling shareholder of the company is Huangshan Supply and Marketing Cooperative Association. In the early stage, the state issued the "Decision on Deepening the Comprehensive Reform of Supply and Marketing Cooperatives", and the company is expected to directly benefit from the reform policy of supply and marketing cooperatives;
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.
What are the concept stocks of state-owned enterprise reform in Beishangguangshen and Shenzhen?
Shanghai Guo Sheng Group and International Group, the two major state-owned assets mobile platforms in Shanghai, frequently acquire shares of listed companies. Shanghai Electric (60 1727), Tunnels (600820) and Huayi Group (600623) have successively announced that they will transfer their shares to the state-owned assets mobile platforms for free.
Shanghai's state-owned assets reform concept stocks focus on: Shanghai Port Group (6000 18), Shanghai Lingang (600848), Shenneng (600642), Lansheng (600826), Leading Shares (600630), Shen Da (600626) and Waigaoqiao (600626).
The overall listing of the two companies in Beijing is expected to be strong.
In recent years, many large enterprise groups in Beijing have merged and reorganized, such as the reorganization of Jingneng Group and Thermal Power Group, the exchange of similar projects between Wangfujing and BTG, the asset integration of BTG, Lufthansa and Quanjude, and the merger of Beijing Ershang Group, Beijing Aquatic Products Company and China Ocean Real Estate Company. Through plate reorganization, the number of state-owned enterprises in Beijing has decreased, the scale of enterprises has increased, and the overall strength has increased.
This year, all enterprises directly funded by state-owned assets in the city should establish a modern enterprise system, carry out pilot projects for professional managers in enterprises with high degree of marketization, and start a number of pilot projects such as state-owned capital investment and operation companies and information disclosure of state-owned enterprises. Focusing on improving the quality and efficiency of the municipal state-owned economy, a new round of restructuring and integration of state-owned enterprises in Beijing has begun.
The concept stocks of Beijing's state-owned assets reform focus on: Shoushang (600723) Wangfujing (600859), Quanjude (002 186), Sanyuan (600429), Yanjing Beer (000729), Tongrentang (600085) and Capital Corporation (600008). Beijing Urban Construction (600266), Shoukai (600376), Jingneng Real Estate (60079 1), Beijing Urban and Rural (60086 1), Beichen Industry (60 1588), Jinyu (60/kloc).
Shenzhen: concept stocks broke out collectively, and the real estate sector is still the leader.
On Tuesday, Shenzhen's state-owned assets reform concept stocks broke out collectively. Tellus A closed the daily limit in early trading and Shenzhen SEG closed the daily limit in the afternoon. Shenbao A, Shenzhen Property A, Shenzhen Textile A and Shenfang A were among the top gainers.
Shenzhen state-owned assets reform concept stocks focus on: Shenzhen Gas (60 1 139), Shenzhen Ye Zhen A(000006), agricultural products (0006 1), Tian Jian Group (000090), Shenzhen Textile A(000045) and Shenzhen Baby A (000045).
What are the leading stocks of Guangdong state-owned enterprise reform concept stocks?
The listed companies with reform expectations strengthened rapidly yesterday (165438+ 10/2), Hong Guang Holdings (000529) had a daily limit and Zhongshan Public (000685) rose by 5.26%. Essence Securities believes that for listed companies, the scale of injected assets is flexible, the quality of injected assets is excellent, the industry belongs to emerging industries, and there are targets for backdoor expectations, so the stock price is expected to be further boosted.
Anxin: Four Criteria for Optimizing Concept Stocks
On August 17, the General Office of Guangdong Provincial Party Committee issued the Opinions on Further Deepening the Reform of State-owned Enterprises in Guangdong Province; On June165438+1October 1 1 day, the general office of the provincial government followed up the distribution plan.
On June165438+1October 12, Guangdong state-owned enterprise reform concept stocks rose collectively: Zhuhai Port (000507) with the background of SASAC in Zhuhai had a daily limit; Hong Guang Holdings, backed by Guangdong State-owned Assets Supervision and Administration Commission, has a daily limit, and the underlying stocks such as Shaoneng (00060 1) under Shaoguan State-owned Assets Supervision and Administration Commission, Zhongshan Public with Zhongshan State-owned Assets Supervision and Administration Commission as the background, and Haige Communication (002465) with Guangzhou State-owned Assets Supervision and Administration Commission as the actual controller all rose more than 5%.
A person in Shenzhen told the National Business Daily that it was not too early to start the relevant reforms, but only after the start did a specific "plan" be put forward, and the progress was relatively fast. Essence Securities believes that after the publication of the Plan, the selection of investment targets will move from "casting the net" theme investment to evaluating the advantages and disadvantages of specific reform plans of related enterprises. For the relevant listed companies, the underlying stocks with great flexibility of injected assets, excellent quality of injected assets, emerging industries and backdoor expectations perform well at this stage.
What are the leading stocks in the concept of state-owned enterprise reform?
Shipping companies: CSCL (60 1866) and China Ocean Shipping (60 19 19).
Automobile Department: FAW Car (000800), Dongfeng Motor (600006) and Dongfeng Technology (60008 1)
Ship Department: China Heavy Industry (60 1989), China Ship (600 150), CSDCC (600685).
China Railway Department: China Railway (60 1390) and China Railway Construction (60 1 186).
Iron and Steel Department: baoshan iron & steel (6000 19) and WISCO (600005).
Beijing: Zhujiang Holdings (000505), Beichen Industry (60 1588), Beijing Investment Yintai (600683), Airport Corporation (600463), Beijing Urban Construction (600266), Beijing Urban and Rural (60086 1), and Beiba Media.
Shanghai: Tunnel (600820), Shanghai Construction Engineering (600 170), garbo group (600622), Huayu Automobile (60074 1), Shentong Metro (600834) and Shanghai Port Group (6000 18).
Guangdong: Shaoneng (00060 1), Baiyun Mountain (600332), Haige Communication (002465), Zhujiang Industry (600684), Shenzhen Property AA (00001+0), Fenghua Hi-Tech (000)
Fujian: Zijin Mining (60 1899), Qingshan Paper (600 103), _ST Nanzhi (600 163), Funeng Co., Ltd. (600483), Starnet Ruijie (002396) and Fujian Expressway.