The Belt and Road Initiative is a medium-and long-term national development strategy, covering five related industries, including infrastructure, transportation, high-end equipment, power communication and resource development, and focusing on promoting the export of key industries such as infrastructure, advanced manufacturing, power equipment and communication equipment. "One Belt, One Road" will be the super investment theme in the next three to five years.
What is the Belt and Road concept stock? 000928 Sinosteel International: General contracting of non-steel projects, supplier of complete sets of equipment, international industrial layout.
60 1 186 China Railway Construction: the largest engineering contractor and overseas engineering contractor in China, and one of the most powerful and large-scale comprehensive construction groups in China and even the world.
000905 Xiamen Port: Located in Xiamen, the starting point of the Maritime Silk Road.
60 1669 China Power Construction: The company has undertaken more than 65% of the large and medium-sized hydropower stations and water control projects in China, and has always been the backbone of river regulation and hydropower development in China.
002040 Nanjing Port: One of the largest transit ports for petroleum and liquid chemical products in China. The company has an annual loading and unloading capacity of 42 million tons and an annual storage capacity of 2.22 million cubic meters. It is a port transportation enterprise with the largest number of berths, the highest berthing level and the strongest throughput among inland ports in China.
002307 Beixin Road and Bridge: Xinjiang is a leading enterprise in transportation infrastructure and the gateway of China's "going out" strategy, with superior geographical position.
000425 Xugong Machinery: Infrastructure Construction Machinery
60 10 18 Ningbo Port: The company is one of the largest terminal operators in China, and its cargo throughput and container throughput are in a leading position in China port industry. It has a complete handling system for containers, ores, crude oil, coal and liquid chemical products, and can provide the above five basic cargo handling services.
600528 China Railway: The company is a railway construction enterprise, which is at the leading level in the same industry in terms of technical strength, quality control and construction equipment.
60 1390 China railway: the company's main business is infrastructure construction, survey and design and consulting services, engineering equipment and parts manufacturing, and real estate development. The "Belt and Road" infrastructure is first to help the company's future business growth.
60 1008 Lianyungang: Port Transportation, Maritime Silk Road
000680 Shantui shares: construction machinery and mining machinery, fully benefiting from the strategy of "going out with the Belt and Road".
000877 Tianshan shares: located in Xinjiang, on the Silk Road, connecting the mainland and Central Asia, the capacity of cement building materials is transferred.
Sinoma International: the international leader in cement technology and equipment engineering.
60 19 19 China Ocean Shipping Control: China Ocean Shipping (Group) Corporation, the parent company of China Ocean Shipping, is the second largest comprehensive shipping enterprise in the world, with a large number of high-quality assets, from cargo ships and tankers to other assets. As the flagship and capital platform of COSCO, China COSCO has the largest container transport fleet in China, and the company provides container transport and terminals covering the whole shipping value chain for international and domestic customers through its subsidiaries.
600068 Gezhouba: the first-class contractor of the world hydropower project.
300 103 Dagang Road Construction Machinery Co., Ltd.: Specializing in research and development, production and marketing of road machinery and equipment, fully benefiting from the strategy of "going out along the Belt and Road", especially infrastructure construction.
600425 Song Qing Jianhua: Going global with cement building materials conforms to the Belt and Road strategy.
600545 Zhuo Lang Intelligent: Located in Xinjiang, the starting point of the Silk Road.
60 1028 Yulong Co., Ltd.: the steel pipe target that benefits the most from the Belt and Road Initiative
000528 Liugong: Construction machinery: machinery manufacturers necessary for infrastructure construction such as loaders, excavators and starters.
60 16 18 China MCC: The company is a metallurgical engineering contractor with the longest professional operation history and the strongest professional design and construction ability in China. Participated in the planning, design or construction of almost all large and medium-sized steel joint ventures in China, such as Baosteel, Angang, WISCO, etc., and is the leading force in the construction of metallurgical industry in China.
600500 Sinochem International: At present, the company is the largest international standard liquid chemical logistics service provider in China, mainly engaged in the transportation, ship management and warehousing and distribution of liquid chemical goods on far and near international routes and domestic coastal routes, and has rich experience in the operation and management of liquid chemical logistics services.
002302 Western Construction: Located in Xinjiang, it is a leading enterprise on the Silk Road.
000065 North International: International Engineering Contractor
60 1 179 China xd: The company is an important base for R&D, manufacturing and testing of high voltage, ultra-high voltage and ultra-high voltage transmission and distribution equipment in China. It is the enterprise with the highest product voltage grade, the most variety of products and the strongest complete engineering capability among the manufacturers of complete sets of high voltage, ultra-high voltage and ultra-high voltage AC /DC power transmission and transformation equipment in China, and it is also the only enterprise in China that has the complete manufacturing capability of power transmission and transformation equipment.