What are the mixed shares in the reform of state-owned enterprises?

What are the mixed shares in the reform of state-owned enterprises?

Regarding the reform of state-owned enterprises, mixed reform leads the market trend, and leading stocks have attracted much attention! Dig deep into the dark horse of potential and seize the opportunity to realize wealth appreciation. The reform of state-owned enterprises and stock mixing brought by the following small series will be of great benefit to you. Let's have a look.

What mixed stocks are there in the reform of state-owned enterprises?

1, railway mixed reform concept stocks: Tielong Logistics, guangzhou-shenzhen railway, Daqin Railway, China Railway and China Railway Second Bureau.

2. Concept stocks of mixed reform in power industry: Guodian Nanrui, Guodian Nanzi, Xuji Electric, Zhixin Electric, Gao Ping Electric, Fuling Electric and Wenshan Electric.

3. Civil aviation mixed reform concept stocks: China Eastern Airlines, Air China, China Southern Airlines and Hainan Airlines.

4. Oil mixed reform concept stocks: China Petroleum, China Petrochemical, Taishan Petroleum, Daqing Huake, Intercontinental Oil and Gas, Petrochemical Oil Service, Hengyi Petrochemical, Haiyue, Guanghui Energy, Tong Yuan Petroleum and Petrochemical Machinery.

5. Natural gas mixed reform concept stocks: Changchun Gas, Shenneng, Volkswagen, Jinzhou Pipeline and Shenneng.

6. Concept stocks of military mixed reform: In the new mixed reform launched by China Ordnance Industry Group, the leading companies are: Beihua, Changchun Yidong, Jinxi Axle, and Northern.

The remaining ordnance groups are mixed: Northern Navigation, Photoelectricity, Jiangnan Red Arrow, Northern Venture, Lingyun, Northern International and Huajin.

Other mixed targets: Jialing in China, Jiuzhou in Sichuan, Yi Xi, AVIC, Aerospace, Nisshin Seiki, Leike Defence, etc.

7. Telecom mixed reform concept stock: China Unicom.

What are the key stocks of the concept stocks of mixed reform of central enterprises?

1. The divestiture and reorganization caused by the classification of central enterprises. Related targets: China Shenhua (60 1088), Nanguo Real Estate (002305), Jinlong Automobile (600686) and China National Color Corporation (000758).

2. Business segment integration triggered by the establishment of state-owned operation platform. Related targets: AVIC Power Control (000738), Sander Environment (000826), CIMC (000039).

3. Promote the overall listing. Related targets: Shanghai Beiling (600 17 1), Zhenhua Science and Technology (000733), Yanzhou Coal Industry (600 188) and AVIC Electronics (600372).

What are the mixed concept stocks of central enterprises worth investing in?

There are three main investment lines in the theme of mixed reform of state-owned enterprises

First, the main line of "6+ 1" mixed reform of central enterprises: six pilot central enterprises include China Eastern Airlines Group, China Unicom Group, China Southern Power Grid, Harbin Electric Power Group, China Nuclear Construction Group and China Shipbuilding Industry Group; 1 refers to the mixed reform of state-owned enterprises in Zhejiang Province. Each group involves a number of companies, and relevant listed companies can focus on it.

The second is the main line of "shell" shares of state-owned enterprises: for example, state-owned enterprises with poor performance implement mixed reform through equity transfer and debt-to-equity swap; San Aifu (13.86 suspension, buy) let the shell promote the radical version of mixed reform; These new trends deserve attention. In the future, some "shell" shares of state-owned enterprises with small market value and scattered equity have strong expectations of equity diversification and integration.

3. Listed companies under the mixed reform pilot group that have been reported to SASAC: such as China Communications Group, the mixed ownership reform plan is about to be implemented, and we can focus on the listed platform companies under the group.

What are mixed concept stocks and mixed leading stocks?

The Central Economic Work Conference put the power sector reform at the top of the seven major areas of mixed reform, which shows the urgency and importance of power reform. As a key link of electricity reform, State Grid is expected to accelerate the reform. As an important listing platform of State Grid, Xuji Electric, Fuling Electric Power and Guodian Nanzi are expected to benefit from the start of mixed reform of State Grid in the future. Shanghai Electric Power and Dongfang Energy will benefit from the reform of distribution business.

Which leading stocks are mixed by state-owned enterprises?

Central enterprises:

China Unicom (600050),

Guodian NARI (600406),

China Nuclear Construction, China Coal Energy (60 1898), etc.

Local state-owned enterprises focus on Shanghai,

Tunnel shares (600820),

Li Hai shares (6006 19),

Shen Da shares (600626),

Urban Media (600229),

Chenming Paper (000488), etc.