What is the concept stock of three links?

The realization of "mini three links" between Jinmen, Mazu Islands and Fujian has greatly stimulated the enthusiasm of the market. Once the status of Xiamen airport, the leading stock of the concept of three links, is established, the activity of the plate heats up rapidly. In a narrow sense, "three links concept" shares refer to Fujian listed companies that have benefited from the implementation of "three links across the Taiwan Strait". The stocks in the broad sense of "three links concept" include not only Fujian plate, but also some A-share listed companies with Taiwan-funded background and some stocks benefiting from direct flights.

First, because the core of the "three links" is navigation, especially direct flights. Therefore, if the "three links" are realized, shipping stocks will benefit the most. Such as Xiamen Port, Xiamen Airport, China Southern Airlines and Air China.

Second, some local listed companies in Fujian deserve attention. For example, some listed companies mainly engaged in infrastructure, such as Fujian Expressway and Zhangzhou Development. The "three links" will also stimulate the real estate industry in Fujian, and listed companies with real estate business in Fujian, such as Xiamen International Trade, Jianfa Co., Ltd. and Sanmu Group, are also worthy of attention.

Third, some A-share listed companies with Taiwan-funded backgrounds may also benefit from the "three links", such as Guoxiang, Duolun and Xoceco.

Judging from the extent of benefiting from the "three links", the listed companies engaged in the transportation industry in Xiamen are undoubtedly the most obvious, among which Xiamen Port (000905) and Xiamen Airport (600897) are the representatives. Among them, Xiamen Port is the only comprehensive port service company that relies on the port and has the strongest international shipping agency in the southeast coast. It has the unique advantage of trading with Taiwan Province Province. The development of cross-strait trade is conducive to the future business development of the company, and its geographical advantage is irreplaceable.