Shanghai's state-owned concept stocks rose
Shanghai's state-owned assets reform will be accelerated. In the early morning of May 30, in the case of a sharp drop in the stock index, the concept plate of Wind Shanghai's state-owned assets reform was robbed by market funds. After 10: 30, a large amount of funds poured in, which made the plate once turn red from the decline of 1.47%. Although it fluctuated afterwards, it only dropped by 0. 1 1% by noon. In the afternoon, it began to rise after the shock dropped, and finally closed up by 0. 17%, much stronger than the stock index.
In terms of individual stocks, Shanghai Phoenix has a strong daily limit, and 28 stocks such as Jinfeng Liquor, Huahua Shares and Shares have risen against the market, with obvious capital purchases.
Listed companies with state-owned background in Shanghai
As one of the most economically developed cities, Shanghai has many state-owned enterprises and many listed state-owned enterprises. Wind data shows that there were 69 A-shares with state-owned background in Shanghai before the project. Based on the latest closing price on 30th, its total market value is 1.59 trillion, and the scale of state-owned assets is relatively large.
First of all, from the perspective of the industries to which these listed companies belong, Wind data shows that Shanghai has the largest number of listed state-owned enterprises, reaching 12, followed by many real estate industries, 1 1. Judging from the total market value of the industry, the automobile and auto parts industry is the largest, although there are only four, but the total market value has reached 356.458 billion, leading more. The four industries with small market value, such as technical hardware and equipment, business and professional services, have a total market value of less than 20 billion, which is quite different as a whole.
Judging from the total market value of a single company, there are currently four companies with a total market value exceeding 100 billion, namely SAIC, Shanghai Port Group, Guotai Junan and Shanghai Airport, followed by 25 companies such as Shanghai Electric, with a total market value of 65.438+0 billion-65.438+0 billion, while the market value of the remaining 40 companies is slightly lower than 65.438+0 billion. It can be seen that there are many large-scale tens of billions of state-owned enterprises in Shanghai, accounting for more than 40%.
In terms of valuation, the overall P/E ratio of Shanghai state-owned enterprises is not high. Except ST Shanghai Branch, Hua Hong Jitong, Goldwind Liquor, *ST Changtou and Le Fei Audio, the valuations of other listed companies are mainly concentrated within 30 times, and there are 40 companies in this range, accounting for 57.9% of the total. There are only 7 companies with high valuation, 100 times, accounting for a relatively small proportion.
List of 69 Shanghai state-owned shares