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What stocks are there in the reform of state-owned enterprises?
Investment opportunities: According to the situation and reform trend of each group of central enterprises, it is suggested to pay attention to the main line of central enterprises' integration investment, and promote the shipping department, automobile department and shipping department first according to the expected strength of group integration, and others in turn. Iron series and steel series are recommended.
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.
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