What are the leading real estate stocks in Shenzhen?

What are the leading real estate stocks in Shenzhen?

Recently, Shenzhen stock market concept stocks have been rising, and many investors have begun to consider investing in Shenzhen stocks. However, people familiar with the Shenzhen stock market will know that there are more than 300 stocks in it, and it is obviously impossible to invest all of them. So it is necessary to chase the leading stocks inside and see what the leading stocks in Shenzhen real estate are.

Shenzhen local concept leading stock:

Generally speaking, the leading stocks in Shenzhen concept are indispensable to state-owned holding stocks. After all, the fundamentals and performance of such stocks are relatively good, so it is natural to choose leading stocks from such stocks.

Listed companies directly controlled by Shenzhen State-owned assets: Shenzhen Ye Zhen A(000006), Shenzhen Gas (60 1 139), agricultural products (0006 1), Zhongzhou Holdings (000042) and Shenzhen Tian Jian (00090).

State-owned listed companies in Shenzhen are Shenbao A(0000 19), Shenzhen Textile A(000045) and Huakong SEG (000068).

State-owned housing enterprises in Shenzhen: Shenfang A(000029), Shenye A (000011+0) and Shahe Co., Ltd. (0000 14).

In addition, there are Luchang Technology, Shen Xin, Kechuang Xinyuan, Lehman and Wang Yuangu.

Recently, the Journal of China Academy of Sciences published a commentary entitled "How to Optimize chinese administrative division during the Tenth Five-Year Plan", which suddenly appeared on the Internet. This article "supports the upgrading of Shenzhen, Qingdao, Dalian and Kashgar to municipalities directly under the Central Government".

After this article was published, it caused great repercussions on the Internet. There are a lot of online comments, and many related institutions are speculating on Shenzhen local stocks. But then the author of the Chinese Academy of Sciences responded that this was "an academic discussion, and I don't want to be hyped". I'm afraid it has touched many people's hearts.

The price of Shenzhen's administrative division planning may be just an armchair strategist, but we can wait for the wind to come and then follow it.

It is worth mentioning that on August 26th, Shenzhen will celebrate the 40th anniversary of the establishment of special economic zones. If there is good news for more than 40 years, Shenzhen local stocks may become the "fastest horse" in the market.

Shenzhen real estate leading stock

1 Vanke

Founded in 1984, Shenzhen Metro Group has become the largest shareholder of Vanke, a fortune 500 enterprise, a well-known domestic urban and rural construction and living service provider, and a listed company focusing on residential development and property services.

No.2 China Resources Real Estate

The flagship of China Resources Group's real estate business is a comprehensive real estate developer with relatively strong domestic strength, mainly engaged in real estate development/commercial real estate development operation/service, etc.

Third Merchants Shekou

China Merchants Group, established in 1979, is the flagship enterprise of urban comprehensive development and operation, and a comprehensive development and operation service provider of several urban parks integrating real estate sales, lease operation and property management.

Fourth place Jindi Real Estate

Founded on 1988 and listed on Shanghai Stock Exchange on 0 1, it is a large-scale enterprise with tennis as its core and integrating residential development and sales, commercial real estate development and sales, holding operation, real estate finance, property services and community operation/sports industry cluster operation.

No.5 Longguang Logan

Founded in 1996 and listed on the China Stock Exchange on 13, it is a real estate enterprise with strong comprehensive strength in, engaged in real estate development, infrastructure investment and sales of building materials.

Sixth overseas Chinese town real estate

Founded in 1986, it belongs to OCT Group, focusing on the comprehensive development and operation of tourism-themed real estate, integrating real estate development, construction and supporting services.

No.7 Zhuo Yue house purchasing

Founded in 1996, it is a well-known comprehensive urban service operator, focusing on real estate development/urban renewal/asset operation/financial investment, engaging in residential development/commercial development/urban renewal/asset management/commercial management/hotel management and other businesses.

No.8 hongrongyuan

Established in 199 1, it is a well-known city comprehensive operation service provider and a diversified large-scale comprehensive enterprise group with the core of comprehensive development, commercial operation and industrial development of real estate industry chain.

No.9 Xinghe real estate

Founded in 1988, it is a well-known city operator in China and a large-scale comprehensive investment group integrating real estate development, hotel management, property services and industrial operation.

10 Tian Jian group

Shenzhen State-owned Listed Company, the core enterprise of SEZ Construction Engineering Group, is mainly engaged in urban construction, comprehensive development and urban services, and is committed to providing a package of solutions for major infrastructure construction, people's livelihood projects and public services.

List of Shenzhen real estate leading stocks Shenzhen real estate sector concept stocks

This year, the State-owned Assets Supervision and Administration Commission of Shenzhen designated it as "a crucial year for comprehensively implementing and deepening the reform of state-owned enterprises". In 16, it is planned to focus on five aspects: market-oriented reform, industrial layout, capital efficiency, expanding the scale of state-owned enterprises, and exerting the effect of coordinated operations. At present, there are only two listed companies with reform actions, and there is still huge room for state-owned listed companies to merge and reorganize or become stronger and bigger.

Shenzhen real estate plate concept stocks have these.

Shenzhen Ye Zhen is the core real estate platform directly under Shenzhen SASAC.

The company's real estate development business has professional advantages, which is the guarantee for the company to smoothly promote state-owned enterprise cooperation and innovate low-cost land acquisition methods. Guo Lei, an analyst at Founder Securities (7.29-0.82%, Buy), pointed out that the cooperation between the company and Shenzhen Metro Group to develop Jinhui Park has become a pioneering work. With the centralized completion of the project in the next two years, the company's investment income will drive the explosive growth of profits. The company is the core real estate development and listing platform directly under the State-owned Assets Supervision and Administration Commission of Shenzhen, with strong main business operation ability and high degree of marketization. The State-owned Assets Supervision and Administration Commission of Shenzhen holds moderate shares, which is a regional hot spot that gives priority to the reform of local commercial state-owned enterprises. The development of the company is expected to get the full support of Shenzhen, such as directly benefiting from the construction plan of 400,000 sets of affordable housing in Shenzhen during the Thirteenth Five-Year Plan period and the cooperation and integration of real estate development business of municipal enterprises.

Tian Jian Group (000090) Shenzhen Stock Exchange's "National Reform" Concept Leading Stock.

The company's 15 operating net profit increased by 2 1.64% year-on-year. Chen Tiancheng, an analyst at Essence Securities, said that the actual operation of the company is still strong. 15, a lot of money has been invested in the project and land reserve, and the future income is expected to pick up. As the leading shareholder of the concept of "national reform", the company has a strong shareholder background and invested in urban infrastructure and industrial transformation and upgrading (Aiji, net worth, information). The company has sound operation, abundant resources and sufficient funds, and there will be more projects that can bring benefits in the future. The company has invested in many industries related to policy reform. Make use of its own advantages of "real estate+operation" to generate synergy with cooperative enterprises, accelerate the integration of high-quality resources, and expect future benefits.

Shenseg (000058) reached a strategic cooperation with Tencent and Ali.

The company is committed to transforming from property leasing to a high-tech, experience content operation platform, and actively transforming into the fields of maker ecology, culture and education, intelligent technology, sports and entertainment, virtual experience, e-sports games and so on. And reached strategic cooperation with industry leaders such as Tencent, Ali and Net Fish Internet Cafe. Under the background of regional reform, the company's transformation determination and execution have begun to show its edge, and it is expected that the existing cooperation content will be deepened in the future. Lin Haoran, an analyst with Guotai Junan Securities, pointed out that in the future, under the reform environment, cooperation with Internet giants will be deepened, and multi-party cooperation based on complementary resources is promising. The company's subsequent transformation into an important information technology platform of state-owned assets is worthy of optimism.