What is the concept of river? What is construction?

Tumen River, located in the southeast border of Jilin Province, is the boundary river between China and North Korea, and the lower reaches is the boundary river between Russia and North Korea. Recently, the city of the State Council, China officially approved the new plan for regional cooperation and development of Tumen River, which is the only regional plan for development and opening up along the border approved by the China government so far.

Tumen River area, with Jilin Province as the main body, has an important strategic position in China's border opening pattern, and its core areas include Changchun City, parts of Jilin City and Yanbian Prefecture.

In the "great wisdom" market of 19, Tumen River Plate came into being (code 993598)! At present, all 25 listed stocks are listed companies in Jilin Province.

What are the concept stocks of Tumen River?

United Securities believes that real estate development and property management will open up growth space under the pull of demand growth, such as Changchun Economic Development Zone, Yatai Group (60088 1, shares bar) (60088 1) and suning universal (0007 18, shares bar) (0007/kloc-). In addition, enterprises and pharmaceutical industries laid out by central enterprises in this region will also benefit to some extent.

Changchun Economic Development Zone 6002 15

Zheng Jin's comments: The company is mainly engaged in land development and infrastructure construction in Changjitu Economic Development Zone, and will greatly benefit from the construction of Changjitu Pilot Area in the future. The company's main business has been transformed into real estate development and operation and heating. As a real estate development enterprise, the company has benefited a lot.

Eurasia Group 600697

CITIC Securities (600030, Share Bar) Comments: At present, the company has mature stores, growing Eurasian stores and Shenyang joint venture, and the three major stores will continue to maintain sustained growth in revenue and gross profit margin in the next three years. In addition, the low-cost reserves of the company's Eurasian Baicheng, Eurasian Tonghua, Eurasian Grand View Garden and other projects will be built one after another, which will become new performance growth points in the future.

Jilin Aodong (000623, Guba) 000623

Guotai Junan Securities Comments: The company is mainly engaged in the pharmaceutical industry, but also engaged in breeding, planting, real estate development, commerce, mechanical repair, warehousing, catering services, transportation and so on. Among them, the income of the pharmaceutical industry accounts for 93.69% of the main income. In addition, the company is one of the shareholders of GF Securities, and the listing expectation of GF Bright will be the catalyst for the upward trend of share price.

ST shixian 600462

Xidafeng Investment Comments: The company is a large pulp and paper enterprise with newsprint production as its main business. The largest shareholder of the company is Yanbian State-owned Assets Management Company, which is the actual controller of the listed company. It has the functions of paid adjustment, transfer, sale, auction, merger and reorganization of state-owned assets within the scope authorized by the government, and the stock price can soar in the short term.

Suning universal 0007 18

Huarong Securities Comments: Thanks to the real estate development, the company has outstanding land acquisition ability, and the new projects are cheap and good, and the rapid growth in the next three years is expected. At present, the company has a good sales momentum, strong performance support and outstanding competitive advantage (3 10368, Fund Bar). In the secondary market, the center of gravity of the stock price keeps fluctuating upward, and the volume can continue to enlarge, showing signs of new capital intervention.

China National Petroleum Corporation Huajian (600546, Guba) 600546

Haitong Securities (600837, Share Bar) Comments: The company is the layout of central enterprises in Jilin City. With the development of planning, its advantages are obvious. At present, the company is about to inject and acquire Shan Mei Group's coal assets, including five coal mines, three in production and two under construction. Compared with similar listed companies, the company's coal sector is smaller, but it undoubtedly has and does show the potential for rapid growth, maintaining the "buy" investment rating.

FAW Fu Wei (600742, Guba) 600742

China Merchants Securities (600999, Share Bar) Comments: The main supporting customers of the company headquarters and its holding company's spare parts business are faw liberation, FAW-Volkswagen, FAW Car (000800, Share Bar) and FAW Toyota, all leading domestic commercial vehicles and passenger cars, with good development momentum. The company has huge room for future business development. Maintain the "prudent recommendation -A" investment rating.