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

Shanghai's national reform leader set off a new round of climax.

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).

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).