Recently, the whole listed concept stocks led by Hudong Heavy Machinery (600 150), Dongfang Electric (600875) and Sinochem International (600500) were suspended again, which triggered a storm of investment in the whole listed products. We believe that the overall listed concept stocks are expected to become the main allocation targets in 2007 again. Therefore, from the perspective of actual combat, choosing the overall listed concept stocks is the key concern and the current strategic choice! Under the continuous daily limit of leading stocks Hudong Heavy Machinery (600 150) and Dongfang Electric (600875), the concept variety Sinochem International (600500) listed as a whole today continues to be strongly concerned by hot money! Therefore, this column suggests focusing on Kowloon Electric Power (600292), and Chongqing State-owned Assets Supervision and Administration Commission will promote the overall listing of Chongqing Energy Investment Group, the second largest shareholder of the company, and give it the imagination of the secondary market price. At present, the stock price is only in the early stage of 5 yuan. As a low-priced stock, its value is obviously underestimated!
The overall listing of "Energy Investment Group" gives birth to space expectation.
Hudong Heavy Machinery (600 150) rushed from 30 yuan to 70 yuan in one breath, which brought important enlightenment and new investment ideas to the market. Coincidentally, the big black horse Dongfang Electric Co., Ltd. (600875), which has soared continuously, has also received strong attention from funds through the overall listing plan. Recently, china securities journal reported an article entitled "Southwest Securities and other six Chongqing state-owned enterprise groups want to complete the overall listing this year". "Recently, I learned at the Chongqing State-owned Assets Work Conference that six Chongqing state-owned enterprise groups strive to complete the overall listing in 2007 or complete the approval of stock listing. It is understood that Chongqing SASAC will promote the overall listing of state-owned groups such as Chongqing Commercial Bank, Chongqing SDIC, Chongqing Electromechanical Group, Water Group, Energy Investment Group and Southwest Securities. According to the data, Chongqing Energy Investment Group is the second largest shareholder of Kowloon Electric Power (600292) and the second largest group in Chongqing at present, with core industries such as electricity, coal and gas as its main business. It is estimated that in 2007, six state-owned enterprise groups in Chongqing will strive to gain key attention in the overall listing! Therefore, it is conceivable that under the circumstance that listed companies frequently issue additional shares to major shareholders to realize the overall listing of the group, as for Kowloon Electric Power (600292), Chongqing Energy Investment Group also has room for backdoor listing! In fact, from the side, in the case that Chongqing SASAC will promote the overall listing of Chongqing Energy Investment Group, Kowloon Electric Power (600292), which has an equity relationship with it, will also be the best choice, and it is expected to get the key attention of funds!
Desulfurization and environmental protection leaders share 60 billion market.
According to the National Development and Reform Commission's Current Situation of Flue Gas Desulfurization Industrialization in Thermal Power Plants and Relevant Suggestions, experts predict that there will be a demand for 240 million kilowatts of desulfurization facilities in China in the next three years, and the desulfurization market will reach 60 billion. This will inevitably lead to the rapid development of flue gas desulfurization industry in China, and the company has a considerable first-Mover advantage in power environmental protection such as flue gas desulfurization. Since the funds raised by Kowloon Electric Power (600292) in 2000 were mainly invested in power environmental protection business, its holding subsidiary, CLP Investment Yuanda Environmental Protection Co., Ltd., is a leading professional desulfurization engineering company in western China and has become the industry leader in the field of thermal power flue gas desulfurization in China. In 2005, the company frequently received large orders, and signed flue gas desulfurization contracts with a total amount of 654.38+59.6 million yuan, and completed a total profit of 33.42 million yuan, accounting for the proportion of its total profit. Power environmental protection business has become its new profit growth point. In July, August and June of this year, the company also signed flue gas desulfurization project contracts with Sichuan Jialing Power Plant, Jiangxi Nanchang Power Plant and Shanghai Waigaoqiao No.3 Power Generation Co., Ltd. for 85.54 million yuan, 59.78 million yuan and 50.35 million yuan respectively. According to the latest contracted desulfurization project capacity announced by the National Development and Reform Commission, at present, the desulfurization project of Chongqing Yuanda Environmental Protection is as high as 15720MW, ranking fifth in the country, far exceeding Longjing Environmental Protection's 7290MW and Feida Environmental Protection's 2065MW, and the thermal power desulfurization business is becoming an important profit growth point of the company. Therefore, the company is expected to share 60 billion flue gas desulfurization and environmental protection projects in the future.
In the secondary market, the overall listing of major shareholders became the hottest topic in the market in 2007. Under the attack of hot money, there are a number of daily limit varieties with the concept of overall listing. The potential substantial overall listing expectation of Kowloon Electric Power (600292), coupled with the current low absolute share price, is only in the early stage of 5 yuan. At present, the market is ultra-low and the imagination is huge, which is likely to become the focus of the main funds and step out of a new high! On the trend, the stock price rose moderately technically, and the handicap continued to see big orders. The active involvement of large funds is extremely obvious, and the market outlook continues to hit a new high!