On June165438+1October 1 1, the General Office of Guangdong Provincial People's Government issued the Implementation Plan for Deepening the Reform of Provincial State-owned Enterprises (hereinafter referred to as the Plan), which immediately attracted investors' attention.
The listed companies with reform expectations strengthened rapidly yesterday (165438+ 10/2), Hong Guang Holdings (000529) had a daily limit and Zhongshan Public (000685) rose by 5.26%. Essence Securities believes that for listed companies, the scale of injected assets is flexible, the quality of injected assets is excellent, the industry belongs to emerging industries, and there are targets for backdoor expectations, so the stock price is expected to be further boosted.
Anxin: Four Criteria for Optimizing Concept Stocks
On August 17, the General Office of Guangdong Provincial Party Committee issued the Opinions on Further Deepening the Reform of State-owned Enterprises in Guangdong Province; On June165438+1October 1 1 day, the general office of the provincial government followed up the distribution plan.
On June165438+1October 12, Guangdong state-owned enterprise reform concept stocks rose collectively: Zhuhai Port (000507) with the background of SASAC in Zhuhai had a daily limit; Hong Guang Holdings, backed by Guangdong State-owned Assets Supervision and Administration Commission, has a daily limit, and the underlying stocks such as Shaoneng (00060 1) under Shaoguan State-owned Assets Supervision and Administration Commission, Zhongshan Public with Zhongshan State-owned Assets Supervision and Administration Commission as the background, and Haige Communication (002465) with Guangzhou State-owned Assets Supervision and Administration Commission as the actual controller all rose more than 5%.
A person in Shenzhen told the National Business Daily that it was not too early to start the relevant reforms, but only after the start did a specific "plan" be put forward, and the progress was relatively fast. Essence Securities believes that after the publication of the Plan, the selection of investment targets will move from "casting the net" theme investment to evaluating the advantages and disadvantages of specific reform plans of related enterprises. For the relevant listed companies, the underlying stocks with great flexibility of injected assets, excellent quality of injected assets, emerging industries and backdoor expectations perform well at this stage.
However, the reporter noted that from yesterday's list, some Guangdong state-owned enterprise reform concept stocks, such as Zhuhai Port and Hong Guang Holdings, appeared in the top five seats. For example, Zhuhai Port sold 1 and two institutions, with a total sales of 696,664.38+0.8 million yuan; Hong Guang Holdings sold the top 3 institutions, with a total sales of 42,778,200 yuan.
Existing companies have been injected with assets.
When consulting the information of listed companies, the reporter of National Business Daily found that many listed companies with the background of Guangdong state-owned enterprises have carried out reforms, and even Guitang Co., Ltd. (000833) has completed the capital injection step.
Guitang Co., Ltd. is one of the platforms of listed companies under Guangye Group, and the other platform under Guangye Group is Hongda Blasting (0002683). According to the Proposal, Guangye Group, Guangxin Holdings and Guangsheng Company are required to combine the industrial base and future industrial positioning, build strategic emerging industries such as electronic confidence, new materials, biomedicine, environmental protection and advanced equipment manufacturing, and cultivate and develop new economic growth points and leading industries through the integration of industrial chain and value chain, Industry-University-Research cooperation and the introduction of core technologies and teams. At the same time, Guangye Group is required to work with Construction Engineering Group and Yuehai Holdings to accelerate the development of urban water affairs, shantytown renovation, sewage and garbage disposal and other areas of people's livelihood. In August, Guangye Company injected its high-quality mineral Yunfu pyrite into Guitang.
In addition to Guitang, Xinghu Technology (600866) has also received market attention. In June of this year, 5438+ 10, Xinghu Technology once threw out a plan for a fixed increase, and planned to issue no more than 95 million shares at an issue price of 3.85 yuan/share, and the total amount of funds raised did not exceed 366 million yuan, so as to introduce institutional strategic investors to Huili Assets. If it is issued according to the upper limit, the shareholding ratio of Guangxin Group, the controlling shareholder of Xinghu Technology, will be reduced from 65,438+07.52% to 65,438+04.94%, and Huili Assets will be 65,438+04.72%. Xinghu Technology is one of the platforms of listed companies under Guangxin Group. The above increase was approved by the CSRC in September.
Analysts believe that there are three other listed companies worthy of attention. The first one is Guangdong Hydropower (002060), which is the only listed company platform under the Guangdong Hydropower Group. In August, it was proposed that two subsidiaries introduce war investment to realize mixed ownership operation. The second is Hong Guang Holdings, which is the only platform for listed companies under the Guangdong Commercial Holding Group, which is formed by the merger of Guangdong Commercial Enterprise Group and Hong Guang Asset Management Co., Ltd., so the expectation of asset injection is strong. However, when the reporter of the National Business Daily consulted the listed company as an investor yesterday, the person in the securities department said that the company has no relevant plans at present, and the stock price change is the market's own fluctuation; The third is Guang Ri (600894). An analyst from a brokerage firm in Guangzhou told reporters that Guang Ri shares launched the employee stock ownership plan this year, which shows the attitude of reform.