What are the concept stocks of state-owned assets and state-owned enterprises reform?

What are the concept stocks of state-owned assets and state-owned enterprises reform?

Leading shares in the reform of state-owned enterprises in Guangdong Province refer to listed companies with important position and outstanding strength in the reform of state-owned enterprises in Guangdong Province. These leading stocks benefit from the support and preferential policies of the Guangdong provincial government, and have high-quality resources, management strength and market competitiveness. 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?

China Energy Conservation and Environmental Protection: Qiyuan Equipment and Yantai Wanrun.

Xinxing jihua group: jihua group, Xinxing cast pipe.

Shanghai

1. Related stocks of the Group's asset platform:

Jinjiang Group: Jinjiang shares, jinjiang investment Huayi Group: chlor-alkali chemical industry, Sanaifu and Shuangqian shares.

An Baili Group: An Baili, friendship shares and Shanghai Material Trade.

Guangming Group: Bright Dairy, Jinfeng Liquor, Haibo, Shanghai Meilin.

Electric Group: Shanghai Electric, Shanghai Electromechanical, Ziyi, Lihai and SST China Textile.

Yidian Group: Radio and Television Electronics, Radio and Television Information, Le Fei Audio, Le Fei,

3. Shares in 3.SASAC District:

Guangdong Hong Guang Asset Management Co., Ltd. Hong Guang Holdings.

Guangdong Guangxin Foreign Trade Group Co., Ltd. Xinghu Technology, Fosun Technology and Shengguang Shares; Yi Sheng Science and Technology (Holdings).

Guangdong Provincial Communications Group Co., Ltd. Guangdong Expressway A.

Guangdong yuedian group co., ltd. yuedian a.

Guangdong Airport Management Group Baiyun Airport.

Guangdong hydropower group co., ltd

There are 0/7 state-owned concept stocks in Beijing, namely Guomao, Dalong Real Estate, Youyan New Materials, BTG Hotel, Beijing Urban Construction, Capital Holdings, Pyramid Tianzheng, CLP Guangtong, Jingneng Real Estate, Beijing Urban and Rural, Beichen Industry, Jinyu Holdings, China CITIC Bank, Financial Street, Jingwei Textile Machinery, Shunxin Agriculture and Antai Technology.

Anhui Water Conservancy, Tongling Nonferrous (000630), etc. Also worthy of state-owned assets reform in North China are: Wuhan Holding, Chutian Expressway, Wuhan Shangzhong, Chutian Expressway, hubei energy, Xiangyang Bearing, Ewushang A, and Optoelectronics.

Gansu state-owned concept stocks: Jingyuan Coal and Electricity, Dunhuang Seed Industry, Jiuquan Hongxing, Yasheng Group and Mogao.

Hunan related concept stocks: Xiangtou, Xiangfa, You Xiang Science and Technology, Longping Hi-Tech.

Related concept stocks: Kweichow Moutai, Panjiang, Chitianhua, Jiulian Development, Guisheng, Zhenhua Technology.

Chongqing state-owned assets reform concept stocks: Taiji Group, Chongqing Department Store, Tongjunge, Southwest Pharmaceutical, Chongqing Hong Kong and Kowloon, Fuling mustard tuber.

Tianjin related concept stocks: Zhonghuan, Tianjin Pulin, Binhai Energy, TEDA, Jinbin Development, Li Sheng Pharmaceutical, Sino-Singapore Pharmaceutical and Tianyao Pharmaceutical.

Jiangxi: _ST Changjiu, Phoenix Optics, Anyuan Coal, Huayi Compression, Ganneng, Zhongjiang Real Estate, Black Cat, Jiang Zhong Pharmaceutical, Jiangxi Copper, Jiangxi Changyun, etc.

Shanxi concept stocks: Yangquan Coal, Xishan Coal and Electricity, Hesheng Resources, Lu 'an Huaneng, mountain coal international and Datong Coal.

Qinghai:

Xining Special Steel, Western Mining, Jin Rui Mining and Qinghai Huading.

What are the concept stocks of state-owned enterprise reform in Beishangguangshen and Shenzhen?

Recently, Shanghai, as a leader in the reform of state-owned enterprises, has been making constant moves. The municipal government specifically proposed to set off a new round of state-owned enterprise reform, and Shanghai local concept stocks ushered in a good opportunity for layout. Shanghai has always been the leader in the reform of local state-owned enterprises. On July 18, Shanghai State-owned Assets Supervision and Administration Commission held the third quarter work meeting, proposing to set off a new round of state-owned assets and state-owned enterprises reform.

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).

What are the leading concept stocks in the reform of state-owned enterprises?

The leading concept stocks in the reform of state-owned enterprises mainly include CSCL (60/KOOC-0/866), China COSCO (60/KOOC-0/9), FAW Car (000800), Dongfeng Motor (600006) and Dongfeng Technology (60008/KOOC-0/9). China Ship Defence (600685), China Railway (60 1390), China Railway Construction (60186), baoshan iron & steel (600 19), WISCO (600005), etc.

What concept stocks have benefited from the reform of state-owned enterprises?

1. Beijing state-owned enterprise reform concept stocks: Beichen Industry, Jinyu Shares, China CITIC Bank, Financial Street, Jingwei Textile Machinery, Shunxin Agriculture, Antai Technology, China International Trade, Dalong Real Estate, Youyan New Materials, BTG Hotel, Beijing Urban Construction, Shoukai Shares, Pyramid Tianzheng, CLP Guangtong, Jingneng Real Estate, Beijing Urban and Rural Areas, etc.

2. Guangdong state-owned enterprise reform concept stocks: Zhongshan Public, Shengguang Media, Fosu Technology, Xinghu Technology, Guangdian Express, Haig Communication, Lihe Shares, Huajin Capital, gree real estate, Gree Electric, Guitang Shares, Hongda Blasting, Baiguang Shares, Oriental Hotel, Zhujiang Piano, Shenzhen Ye Zhen A, Shenzhen SEG, etc.

3. Shanghai state-owned enterprise reform concept stocks: Jinjiang, jinjiang investment, Shuangqian, Shanghai Material Trade, Bright Dairy, Jinfeng Wine, Shanghai Meilin, Shanghai Electric, Shanghai Electromechanical, Lihai, Radio and Television, Le Fei Audio, SIIC, Johnson & Johnson Holdings, Tunnel, Transportation, Shanghai Belling, Lao Fengxiang, etc.

4. Shandong state-owned enterprise reform concept stocks: Shandong Iron and Steel, Shandong Gold, Shang Lu Real Estate, Ginza Shares, Shandong Expressway and Shandong Luqiao.

What are the leading stocks of Guangdong state-owned enterprise reform concept stocks?

On June165438+1October 1 1, the General Office of Guangdong Provincial People's Government issued the Implementation Plan for Deepening the Reform of Provincial State-owned Enterprises (hereinafter referred to as the Plan), which immediately attracted investors' attention.

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.