Among the A-share listed companies in Beijing, the listed companies whose actual controllers are SASAC in Beijing and District are concentrated in real estate, manufacturing, commerce and retail. Among them, listed companies in the real estate industry include Beijing Urban Construction [-4.99% capital research report], Electronic City [-0.4 1% capital research report], Jingneng Real Estate [-2.92% capital research report], Beichen Industry [-5.25% capital research report], First Venture [-5.32% capital research report], and so on. Commercial retail companies include Beijing Urban and Rural [1.29% capital research report], Wangfujing [1.52% capital research report], Cuiwei [1.96% capital research report] and Shoushang [0.48%]. Manufacturing companies include shougang shares [- 1.39% capital research report], Tongrentang [8.75% capital research report], Sanyuan [1.24% capital research report], Yanjing Beer [0.72% capital research report], BOE A[0.87% capital research report] and Jin Yu [-]. Foton Motor [0. 15% capital research report], *ST Jingcheng, Shunxin Agriculture [1. 15% capital research report], etc. Utility companies include Capital Group and Jingneng Power, catering and tourism companies include Quanjude and BTG hotels, and mining companies include Haohua Energy.
Among the more than 20 state-owned enterprises in Guizhou Province that have made public their reform plans, the highlights are the future financing and spin-off listing of Maotai, the transfer of Chitianhua's controlling stake and Guisheng's plan to introduce strategic investors to develop offshore steel wire projects. Listed companies involved in the reform of state-owned enterprises in Guizhou include Panjiang, Jiulian Development and Zhenhua Technology.
"Mixed ownership" is the key word of Anhui state-owned assets system reform. Established state-owned enterprises such as Tongling Nonferrous Metals, Conch and Jianghuai Automobile are expected to take the lead in piloting. The specific reform contents include accelerating the reorganization and integration of the main business, introducing private investment, and improving employee stock ownership.
Shanghai has two main ideas. First, the listed companies with bigger and stronger assets integration, such as Shanghai Airport, Shanghai Pudong Development Bank, Tunnels, Oriental Pearl, insiders and Xinhua Media. Second, listed companies that improve their operating efficiency through market value profit assessment and equity incentive, such as Shanghai Meilin, friendship shares, New World, Yuyuan Mall, Laofengxiang, Yimin Group and Shanghai Pharmaceutical.
Chongqing, with the fourth largest state-owned assets in China, has relatively concentrated listed companies. Statistics show that there are 18 state-owned enterprise reform concept stocks in Chongqing, namely: Taiji Group, Southwest Securities, Southwest Pharmaceutical, Chongqing Department Store, Chongqing Iron and Steel, Chongqing Water Affairs, Chongqing Development, Chongqing Three Gorges A, Tongjunge, build peak chemical, Fuling Zhacai, Chongqing Hong Kong and Kowloon, Zhongdian Yuanda, Fuling Electric Power and China.
As a big state-owned province, the reform of state-owned enterprises in Shandong has attracted much attention. By the end of last year, there were 23 provincial enterprises in Shandong with total assets of 654.38+290.6 million yuan. Among them, the listed companies are: Shandong Iron and Steel Group (listed company Shandong Iron and Steel), Shandong Gold Group (Shandong Gold), Shandong Commercial Group (Shang Lu Real Estate, Ginza Shares), Shandong Expressway Group (Shandong Expressway, Shandong Road and Bridge), Shandong Aviation Group (Shandong Airlines B), Shandong Heavy Industry Group (Weichai Power, Shandong Heavy Machinery), Shandong State-owned Assets Investment Holding Co., Ltd., and Inspur Group (.
In areas where the state-owned and state-owned enterprise scheme has not been released, the concept stocks that can be concerned are: open-pit coal industry, Pingzhuang Energy and Inner Mongolia Huadian, which belong to listed companies of China Power Investment Group, China Huadian Group and China Huaneng Group respectively; FAW Car and Changchun Yidong in Jilin belong to China First Automobile Group Corporation. Heilongjiang Heihua Co., Ltd. belongs to China National Chemical Corporation, Dahua in Cangzhou, Hebei, Wanfang in Jiaozuo, Henan, China Aluminum Company in Guangxi and Hechi Chemical (China Chemical) listed companies.
In addition, in the opinion of analysts, the first batch of central enterprise groups and their A-share listed companies will have greater opportunities. They are: COFCO (Tunhe, COFCO Biochemical, COFCO Real Estate); SDIC (Zhongcheng, SDIC Middle Road, SDIC Power, SDIC Xinji, China Textile Investment, Jinmo Technology, Lisichen, Fu Rui); China Building Materials Group (Beixin Building Materials, china glass Fiber, Luoyang Glass, ruitai Technology, Fangxing Technology); Sinopharm Group (Sinopharm Consistent, Sinopharm Shares, Tiantan Biology, Modern Pharmacy); Xinxing Jihua Group (Xinxing Casting Pipe, Jihua Group) and China Energy Conservation and Environmental Protection (Yantai Wanrun).
"The central enterprise reform policy is released later than expected, and we will worry that the strength is not enough, and the scale of asset integration and mergers and acquisitions is smaller than expected. If the pilot effect is not obvious, it will affect the follow-up reform. " Essence Securities also warned of possible risks in the pilot reform of central enterprises.