What are the leading stocks in the reform of central enterprises? The mixed reform of central enterprises and military industry means that central enterprises promote the system reform and innovative development of military enterprises by introducing private capital. In the A-share market, some concept stocks of military-industrial mixed reform in central enterprises have attracted much attention. The following small series brings about the reform of leading shares of central enterprises, which is of great benefit to you. Let's have a look.
What are the leading stocks in the reform of central enterprises?
COFCO Corporation (COFCO): COFCO Biochemical (000930), COFCO Real Estate (00003 1), Tunhe (600737);
2. China Guodian Corporation (Guodian): Guodian Power (600795), Changyuan Power (000966), Yinglite (000635), Pingzhuang Energy (000780) and Longyuan Technology (300105);
3. China Light Industry Group Corporation (China Light Industry Corporation): Haicheng, China (002116);
4. State Development and Investment Corporation (SDIC): Zhongcheng Co., Ltd. (000 15 1), SDIC Middle Road (600962), SDIC Electric Power (600886), SDIC Xinji (60 1965438) and China Textile Investment Corporation.
5. China Chengtong Holding Group Co., Ltd. (Chengtong): China Storage Corporation (600787), Transocean Linzhi (600963) and Guan Hao Gaoxin (600433);
6. China Construction (60 1668) Materials Group Co., Ltd. (China Building Materials): china glass Fiber (600 176), Beixin Building Materials (000786), Luoyang Glass (600876), Fangxing Technology (600552) and ruitai Technology (0052).
7. China General Technology (Group) Holding Co., Ltd.: China Pharmaceutical (600056);
8. China Pharmaceutical Group (Sinopharm Holdings): Sinopharm Holdings (6005 1 1), Sinopharm Consistency (000028), Hyundai Pharmaceutical (600420) and Tiantan Bio (60016/).
What are the concept stocks of mixed reform of military and central enterprises?
The concept stocks of military mixed reform include AVIC Electronics, AVIC Electromechanical, AVIC Aircraft and Avic Capital.
Concept of military integration:
Avic electronics, whose performance meets expectations, will benefit from the reorganization of the institute in the future.
China Heavy Industry has the general assembly business of super-large surface ships, large and medium-sized surface ships, conventional submarines, large landing ships and other major military equipment. And actively expand to the direction of marine defense and marine informatization. The Group's assets are of excellent quality and have great expectations for asset injection.
China Satellite, the influence of reform appears, and challenges and opportunities coexist.
Some institutions said that this year will be the year of military industry, the military reform will be basically completed, the procurement bidding will be launched one after another, the political environment will deteriorate significantly, and the country's determination to increase arms investment and promote the integration of national defense and civilian technology will become more and more firm. The defense industry is expected to become a bright spot in the economic downturn and a new fertile ground for stock market investment.
Military stock
The leading stocks in the military sector include: Aerospace Military Industry, Military Industry Reorganization, Hafei (600038), CSSC (600072), Changchun Yidong (600 148), Aerospace Electromechanical (600 15 1) and dongan power (600). Aerospace information (60027 1), hongdu aviation (6003 16), aerospace power (600343), AVIC real estate (000043).
There are 97 listed companies, 40 of which are listed on the Shanghai Stock Exchange and 57 on the Shenzhen Stock Exchange.
The company's traditional business is automobile air conditioning. In recent years, the profitability of solar cell business has accelerated, and it has become the company's new main business. Starting from the silicon industry, the company strives to build a complete and technologically advanced solar photovoltaic industry chain. Shanghai Solar Energy Technology Co., Ltd., which is controlled by the company, is in a leading position in the research, development and production of solar energy in China, and has become one of the main suppliers of solar cell components and systems in China.
Top ten leading military stocks
1, AVIC Shen Fei
AVIC Shen Fei is the only fighter assembly listed company in China, the core target of military main engine factory, the collective listing platform of Shen Fei Group, and the core assets of military industry with obvious scarcity. As the only listed platform for domestic fighters, AVIC Shen Fei is the main research base of aviation defense equipment in China. At the same time, AVIC Shen Fei is also a large-scale modern aircraft manufacturer in China and a major research and development base for aviation defense equipment. These factors make AVIC Shen Fei occupy an important position among the top ten leading military stocks.
2. Aerospace electronics
Aerospace Electronics is a company mainly engaged in the research and development of aerospace electronics, unmanned system equipment and Internet of Things. At present, its share price is 6.7, and its overall market value is182.1900 million. It is one of the military stocks with the highest market value at present, and 130 holds positions in the main institutions, accounting for 36.95% of the circulating A shares. Aerospace electronics is one of the military industry concept stocks, which is as famous as ST Jialing and military industry concept stocks. As one of the real top ten military stocks, aerospace electronics has an important position and potential in the military industry.
3. Aviation power
Aero-Power is the only listed company of aero-engine assembly in China, and also the only domestic engine supplier of the third-generation main battle aircraft in China. As one of the core enterprises of China Aviation Engine Group Co., Ltd., aviation power is scarce in military stocks, and the stock code is 600893. During the Tenth Five-Year Plan period, the heavy volume of military aircraft is expected to improve the company's performance, so Hangfa Power is expected to become one of the top ten leading military stocks.
4.AVIC flying west
AVIC Xifei is a listed company of military large aircraft assembly in China, and it is also one of the leading stocks in the military sector. As the largest scientific research and production base of medium-sized military and civil aircraft in China, AVIC Xifei plays an important role in the assembly and manufacturing of military transport aircraft, bombers and special aircraft. At present, the total market value of AVIC Xifei has reached 86.88 billion, and the P/B ratio is 5.42, which is in the process of strong rise. AVIC Xifei has 436 main institutions, holding a total of 654.38+83.7 million shares, accounting for 66.34% of the circulating A shares. These data show that AVIC Xifei has great strength and potential in the field of military industry.
5. China Satellite
As one of the top ten leading stocks in the military industry, China Satellite is mainly engaged in aerospace manufacturing and satellite applications. At present, the stock price is 2 1.38 yuan, with a total market value of 25.282 billion and a price-to-book ratio of 4.09. Up to now, *** 1 10 major institutions hold a total of 646 million shares, accounting for 54.59% of the circulating A shares. This shows that China satellite has a high popularity and influence in the field of military industry, and also has a wide range of applications in the civil field. As a leading enterprise in the military industry, China Satellite has strong strength and advantages in technology research and development, product quality and market share, and is expected to continue to achieve good results in the future.
6.AVIC Optoelectronic Company
AVIC Optoelectronic is a leading enterprise of high-end connectors in China. Its products involve all military markets such as aerospace, ships, communication and command, armaments, etc., and also span the track of new energy vehicles, with a very wide range of applications. As the leader of military connectors, AVIC Optoelectronics has advantages in R&D, producing and selling military and civilian dual-use, electrical connectors, optical devices and cable components. In addition, the company has also developed related products in the fields of centralized energy storage and distributed energy storage. AVIC Optoelectronic's share price soared 14 years, and its performance maintained steady and rapid growth.
7. Hongdu Airlines
Hongdu Airlines is the only listed trainer company in China, which has the R&D and production capacity of early, middle and high-end trainers, and is one of the top ten leading military stocks. The trainer products of Hongdu Airlines have strong competitiveness in domestic and foreign markets, and the total market value is also high. As a leading trainer in China, Hongdu Airlines has great investment value in stock trading.
8. CIIC shares
Zhongzhi Co., Ltd. is the core leading stock of aviation equipment line, mainly engaged in the research and development of aviation products and parts. As the backbone enterprise of domestic helicopter manufacturing industry, CIIC holds an important position in military stocks. Its total market value reached 28.089 billion, and its P/B ratio was 2.99, which showed investors' recognition of its profitability and market. The share price of Zhongzhi shares has risen steadily, with an average recent cost of 46.76 yuan and a total position of 403 million shares, accounting for 68.37% of circulating A shares. These data show that Zhongzhi shares have high investment value in military stocks.
9.AVIC Heavy Machinery Company
AVIC Heavy Machinery Co., Ltd. is the most powerful and largest high-pressure plunger hydraulic pump/motor development enterprise in China, and one of the top ten leading military stocks. The company's main business is forging and casting. The main products are aircraft fuselage wing structure forgings, small and medium-sized forgings, aero-engine disk shafts and ring forgings. The company has high return on net assets and gross profit margin, and low P/E ratio. Over the years, AVIC Heavy Machinery has integrated a number of related forging plants, which has strong market competitiveness and industry influence.
10, China heavy industry
China Heavy Industry Co., Ltd. is one of the top ten leading military stocks in China, and its main business is to provide business support for shipbuilding and ship matching. As a leading stock in the military industry, China Heavy Industry has an important position and influence in the military industry. Its total market value reached 85.736 billion, and its P/B ratio was 65.438+0.00, showing capital outflow. Nevertheless, China Heavy Industry still has many positions held by major institutions, which shows its control and stability in the market. China Heavy Industry, as the leading stock of China Heavy Industry, has strong strength and market share in the shipbuilding field, and is expected to continue to achieve good results in the future.
Central enterprise military electronic leading stock
1, Aerospace Science and Technology (00090 1) China Satellite (600 1 18): Satellite Development and Application. 60% of them are soldiers and 40% are civilians. The development and application of the Fifth Academy of Aerospace, Satellite and Spacecraft, nearly 50% of which are military. Aerospace Electronics (600879): 75% of military products, connectors, sensors, etc. 25% of civilian products, cables, drilling inclinometers and other aerospace electronic products, military and civilian electronic products, military and aerospace accounted for 2/3. Aerospace Power (600343): motors, pumps, transmission products, etc. Most of them are civilians and a few are soldiers. The main products are rocket engines, and civilian products include power accessories. Aviation engines and derivatives account for more than 60%, subcontracting accounts for more than 20%, and others. At present, it is injected into Liyang and the south. Xi 'an Engine Group Company mainly deals in engines, gas turbines, pressure vessels, instruments and other mechanical products. Aerospace Electromechanical (600 15 1): Solar energy and auto parts, No.8 Institute of Civil Aviation, whose main business is "Star and Arrow Blowing up Ships". Aerospace civilian products base, including photovoltaic business, auto parts, etc.
2. Aerospace Changfeng (600855): Military products are military computers, accounting for 25%. Civil products include medical machinery and machine tools. , is currently injecting security products. Second Institute of Aeronautics and Astronautics, focusing on strategic missiles. Civil products include information products, numerical control systems and special equipment. Aerospace communication (600677): Military products are portable missiles and communication products, accounting for 35%, while civilian products include textiles and commodity circulation. Aerospace science and industry group mainly deals in missile weapons, and civilian products account for more than 50%, including information products, power and petroleum equipment. Aerospace Chen Guang (60050 1): Special vehicles are about 1/3, and civilian products include corrugated pipes and pressure vessels. The military products of Chen Guang Group are missiles, while the civilian products are vehicles, pipelines and roadheader. Aerospace information (60027 1): VAT anti-counterfeiting tax control system and related equipment (products), IC card (products), tax control cash register (products), network, software and system integration (products). Aerospace electrical appliances (002025): connectors and relays account for 70% (military and civilian), and other civilian products are motors. Guizhou Aerospace Industry Corporation, military and civilian electronic devices, batteries, motors, etc. Aerospace science and technology: space vehicles account for 1/3, automobiles and petroleum instruments account for 1/2, and equipment. Aviation technology research institute, spacecraft missile base, civil products include modified cars, program-controlled switches, composite pipes, etc.