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

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

Leading shares in Guangzhou's state-owned enterprise reform have benefited from the policy promotion of Guangzhou's state-owned enterprise reform, and have strong brand influence and market competitiveness. The following small series brings leading shares in Guangzhou state-owned enterprise reform, which is of great benefit to you. Let's have a look.

Leading shares in Guangzhou state-owned enterprise reform

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, 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), Star Network Ruijie (002396), Fujian Expressway (002396).

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

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.

However, the reporter noted that from yesterday's list, some Guangdong state-owned enterprise reform concept stocks, such as Zhuhai Port and Hong Guang Holdings, appeared in the top five seats. For example, Zhuhai Port sold 1 and two institutions, with a total sales of 696,664.38+0.8 million yuan; Hong Guang Holdings sold the top 3 institutions, with a total sales of 42,778,200 yuan.

Existing companies have been injected with assets.

When consulting the information of listed companies, the reporter of National Business Daily found that many listed companies with the background of Guangdong state-owned enterprises have carried out reforms, and even Guitang Co., Ltd. (000833) has completed the capital injection step.

Guitang Co., Ltd. is one of the platforms of listed companies under Guangye Group, and the other platform under Guangye Group is Hongda Blasting (0002683). According to the Proposal, Guangye Group, Guangxin Holdings and Guangsheng Company are required to combine the industrial base and future industrial positioning, build strategic emerging industries such as electronic confidence, new materials, biomedicine, environmental protection and advanced equipment manufacturing, and cultivate and develop new economic growth points and leading industries through the integration of industrial chain and value chain, Industry-University-Research cooperation and the introduction of core technologies and teams. At the same time, Guangye Group is required to work with Construction Engineering Group and Yuehai Holdings to accelerate the development of urban water affairs, shantytown renovation, sewage and garbage disposal and other areas of people's livelihood. In August, Guangye Company injected its high-quality mineral Yunfu pyrite into Guitang.

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

1, Guangdong state-owned enterprise reform concept stocks: Shenzhen Textile A, Guangsheng Nonferrous Metals (600259), Xinghu Technology (600866), Fenghua Hi-Tech (000636), Hong Guang Holdings (000529), Guangdong Hongtu (002 10 1).

2. Guangdong implements the reform strategy of "one enterprise, one policy". Typical is the Pearl River piano. According to the company's specific situation, SASAC promoted the joint venture between the company and Italian electronic musical instrument manufacturers to develop and produce intelligent digital pianos in Guangzhou Emerson Electronics Co., Ltd. Cooperate with People's Music Publishing House to promote the company's online and offline art education and training business; Recently cooperated with Alibaba to build a cloud service platform; Acquisition of Schumer, a German high-end piano manufacturer. A relatively complete system has been formed around the company's main business, which has improved the company's competitiveness while reforming state-owned enterprises. The establishment of the state-owned enterprise reform fund has built a bridge between investors, financial institutions and state-owned enterprises, and brought the funds needed for the reform of state-owned enterprises. In addition, the investment funds established in Guangdong Province are also state-owned enterprises, which brings great convenience to the communication and cooperation between the funds and state-owned enterprises.

3. The reform of state-owned enterprises can be divided into three stages: initial exploration, system innovation and further promotion. The reform of state-owned enterprises is a "trial and error" process of "crossing the river by feeling the stones", which is the product of the combination of central promotion and local practice. It is essentially the interaction between productive forces and relations of production, which meets the objective needs of building a socialist market economy. Reform the traditional state-owned enterprises to adapt to the socialist market economic system in terms of system, mechanism and management system. The central link and core content is to establish a modern enterprise system, enhance the vitality of state-owned enterprises and improve economic benefits.

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

1, Yongxin shares: Due to the placards of Wudaokou Fund and Jiahua Fund, the share price continued to rise. The controlling shareholder of the company is Huangshan Supply and Marketing Cooperative Association. In the early stage, the state issued the "Decision on Deepening the Comprehensive Reform of Supply and Marketing Cooperatives", and the company is expected to directly benefit from the reform policy of supply and marketing cooperatives;

The company's main business is plastic flexible packaging, which is in a leading position in the industry. With the landing of new projects and the downward cost of raw materials, the company's fundamentals are expected to bottom out. It is also an excellent potential transformation object.

2. General production in Li Xing: the market value is only about 5 billion. The controlling shareholder of the company is shenzhen tong Production Group, a wholly-owned subsidiary of Shenzhen State-owned Assets Supervision and Administration Commission.

Shenzhen Investment Control has 67 wholly-owned or holding enterprises, among which the competitiveness of securities, guarantee, architectural design, product packaging, exhibition and other industries ranks among the top in the country. Shenzhen Investment Control has completed the restructuring of 22 first-class enterprises and 177 second-class enterprises, and there is the possibility of asset injection in the future.

3. Chenming Paper: The major shareholder is Shouguang State-owned Assets Supervision and Administration Commission, and there may be progress in management and employee incentives in the future. The company has set up financial services covering financial leasing, internet finance and New Third Board Fund, in which the registered capital of financial leasing is 9 billion, and its profit contribution is very flexible. In the medium term, the paper industry is already in the bottom area, and the long-term inflection point of the company's main business fundamentals is clear.

4. Zhujiang Piano: The controlling shareholder is Guangzhou State-owned Assets Supervision and Administration Commission, holding 82.68% of the company's shares. The company is expected to become a platform for integrating cultural assets. At the same time, under the background of promoting mixed ownership reform in Guangzhou, the company may also reduce the proportion of state-owned shares through mergers and acquisitions, introducing strategic investors or other private capital.

This company is the largest piano manufacturer in China with a market share of 35%. At present, it is seeking to transform into a comprehensive cultural enterprise integrating digital musical instruments, music education, cultural entertainment and financial services.

5. China Tungsten Hi-Tech: The return of Hunan Nonferrous Metals to A shares after privatization is an important part of the reform of state-owned enterprises after the new management of Minmetals Group took office. We expect that this is closely related to Minmetals' fulfillment of China Tungsten Hi-Tech's commitment to mine injection.

What are the concept stocks of state-owned assets reform in Guangdong?

The implementation plan of state-owned enterprise reform in Guangdong, a big state-owned enterprise province, has finally been settled. 165438+1October 1 1, Guangdong province's "Implementation Plan on Deepening the Reform of Provincial State-owned Enterprises" was officially announced, and the plan was more detailed, specific to enterprises.

In the future, there are two main ways to reform the state-owned enterprise groups in Guangdong Province: transforming them into state-owned capital operation and state-owned capital investment companies when conditions permit; The other is to create conditions for reform and make it stronger, bigger and better.

In addition, Guangdong also encourages state-owned capital to join hands with central and local state-owned enterprises, private enterprises and foreign-funded enterprises with high assets, strong strength and good credit through introducing strategic investors, mergers and acquisitions, setting up joint ventures and cooperative project construction.