One is listed companies that can benefit in the short term.
These listed companies are mainly listed companies located on or near the World Expo site. They are all expected to obtain relocation compensation and land value appreciation through relocation to gain income.
These listed companies are basically distributed along the Huangpu River along the Nanpu Bridge and Lupu Bridge.
After the successful application for the Expo, infrastructure construction will be carried out in full swing, and this type of listed companies will benefit in the short term (see Table 1).
Table 1: Stock code and stock abbreviation of some listed companies with rich land resource reserves in the World Expo candidate area. Reasons for investment 600748 Pudong Stainless Steel is located in the World Expo candidate area and is the first to make profits 600732 Shanghai Port Machinery is located in the World Expo candidate area
Within, the first to profit 600150 Hudong Heavy Machinery is located within the World Expo alternative area, the first to profit 600689 Shanghai Sanmao land replacement, more opportunities 600754 Xinya Co., Ltd. actively prepares real estate projects 600823 Shimao Co., Ltd. engages in Shanghai North
The development and construction of the Bund Central Business District 600072 The location of Jiangnan Heavy Industry Co., Ltd. has the greatest opportunity for appreciation. The second is the listed company that will benefit in the medium term.
The construction of the Expo took eight years.
In these eight years, the national finance and local finance will invest heavily in urban infrastructure construction, which will bring opportunities for the development of related listed companies.
Mid-term benefit listed companies are mainly concentrated in infrastructure and urban construction listed companies, such as Shanghai Construction Engineering and Baosteel related to infrastructure; public utility stocks such as Shenergy and Raw Water Co., Ltd. related to urban water supply and power supply; and production-related listed companies.
Related functional facilities related to Radio and Television Co., Ltd., Shanling Co., Ltd., etc.
The third is listed companies with long-term benefits.
By 2010, guests from all over the world will gather in Shanghai, which will have an important impact on all walks of life in Shanghai.
Listed companies in the tourism, logistics, commercial, and service industries will benefit from this and gain huge business opportunities (see Table 2).
Table 2: List of major commercial listed companies in Shanghai Stock code Stock abbreviation Industry 600616 First Food, Food, Beverage and Tobacco Retail Industry 600631 First Department Store Retail Industry 600628 New World Retail Industry 600632 Hualian Commercial Building Retail Industry 600655 Yuyuan Mall Retail Industry 600824 Yimin
Department Store Retail Industry 600825 Hualian Supermarket Retail Industry 600827 Youyi Share Retail Industry 600833 First Pharmaceutical and Medical Equipment Retail Industry 600838 Shanghai Jiubai Retail Industry Due to the different locations and industries of listed companies, the World Expo will have different impacts on listed companies.
, and the impact is divided into direct and indirect.
From a location perspective, the direct beneficiaries are obviously Shanghai’s listed companies.
However, hosting the World Expo is a matter for the people of the whole country. Therefore, the business opportunities brought by the World Expo to listed companies will also affect listed companies in the Yangtze River Delta, listed companies in coastal areas, and even affect listed companies across the country.
For example, it is estimated that a large number of foreign tourists will enter the country during the World Expo.
my country's famous tourist attractions such as Huangshan, Zhangjiajie and Xi'an have strong attractions for foreign tourists, which will add many business opportunities to listed companies such as "Huangshan Tourism" and Zhangjiajie, and indirectly benefit from the World Expo (see Table 3).
Table 3: List of tourism listed companies stock code stock abbreviation 000069 OCT A 000430 Zhangjiajie 000610 Xi'an Tourism 000802 West Beijing Tourism 000888 Emeishan A 000978 Guilin Tourism 600054 Huangshan Tourism 600138 CYTS Holdings 600258 Beijing Tourism Group 600358 China National Travel Service United 60059 3 Dalian Shengya 600749 Tibet
From an industry perspective, listed companies participating in the construction of the World Expo and participating in the World Expo services will directly benefit.
The first is the infrastructure industries that participate in the construction of the World Expo, such as "Shanghai Construction Engineering"; the second is the listed companies that directly participate in the World Expo services, such as Shanghai's local listed companies in the tertiary industry such as shipping, commerce, tourism, etc.
Listed companies related to infrastructure and services will benefit indirectly, such as listed companies that produce steel, cement, glass, and building materials, such as Baosteel and Yaopi.
The positive impact of the World Expo on Shanghai listed companies will not only be reflected in improving the efficiency of listed companies, but more importantly, will also be reflected in promoting Shanghai listed companies to adapt to the transformation of city functions and make structural adjustments.
Due to historical reasons, many of the listed companies in Shanghai are industrial enterprises. With the World Expo held, these listed companies will have the opportunity to adjust their industrial structure and are expected to find business opportunities in the industrial adjustment. Pudong Stainless is one of the typical examples.
case.
Focus on related listed companies Shanghai Port Machinery enters real estate The company was once the largest professional manufacturer of port machinery in China.
In recent years, with the limitations of the industry's own development space and the intensification of competition, performance has been declining year by year.
In 2001, the company signed an equity transfer agreement with Shanghai Jinwei Digital Information Technology Co., Ltd. in an attempt to reverse the decline, but it failed to achieve the expected results.
This year, a performance warning announcement was issued, indicating that the company's request for substantive restructuring has become very urgent.