Leading shares in the reform of state-owned enterprises

Six enterprises correspond to four reform pilots:

First, central enterprises reorganized state-owned capital investment companies: COFCO and SDIC.

Second, central enterprises develop mixed ownership economy: China Pharmaceutical Group and China Building Materials.

Third, the board of directors of central enterprises exercises the functions and powers of selecting and appointing senior managers, performance appraisal and salary management: China Energy Conservation and Environmental Protection Group, China Building Materials Group, Xinhua International Group and China Pharmaceutical Group.

The fourth is to send a discipline inspection team to central enterprises as a pilot, and 2-3 enterprises will be selected to be included in the pilot.

What are the leading stocks in the concept of state-owned enterprise reform? The latest and most comprehensive leading shares in the reform of state-owned enterprises (list)

Investment opportunities: According to the situation and reform trend of various groups of central enterprises, it is suggested to pay attention to the main line of integrated investment of central enterprises. According to the expected strength of the group's integration, the shipping department, the automobile department and the shipping department are promoted first, followed by the China Railway Department and the Iron and Steel Department.

Shipping Department: 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).

Affected by the policy, the state-owned listed companies in Beijing, Shanghai, Guangdong and Fujian all have high development prospects. Investors can focus on the following stocks:

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.