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Xiong'an concept stocks went crazy
Such as the thunder and thunder, the emergence of the Xiong'an new area to make the entire market boil, real estate, stock market has long been in the holiday. The property market has long been restricted, but the money never sleeps. The performance of today's capital market shows that the Xiong'an concept stock has mobilized the market's enthusiasm for speculation, and it is also a huge attraction for incremental funds.
The rare ups and downs of the related stocks in Beijing-Tianjin-Hebei directly led to the volatility of the major indices, and A-shares ushered in a good start in April.
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Many companies are busy
Jinghan Co., Ltd.: The company's wholly-owned subsidiary Jinghan Real Estate signed a cooperation framework agreement with the Anxin County Government on the large-scale comprehensive project of China's Baiyangdian Health and Medical Care, Leisure, and Tourism Holidays in August 2014. As of now, the land has not been delivered, the land has not been paid, and there is no other relevant progress. In addition, the construction of the Four Seasons Hall, which was developed by Jinghan Real Estate Anxin Branch, was completed and was owned by the branch. Some areas were operated as hotels. Jinghan Real Estate also rented a total of 207,600 square meters of farmland and agricultural land in Anxin County, with a term of 13 years.
Jiayu shares 300117, stocks: plans to set up a special regional headquarters in Jiayu Xiong'an District. At the same time, in response to the strategic plan for the development of high-end high-tech industries in Xiong'an New District, the company plans to settle the production R&D center of its intelligent manufacturing company “Beijing Opcostar Technology Co., Ltd.†to Xiong’an New District.
Xinxing Casting Pipe 000778, stock bar: After combing and checking, the company has not carried out business and existing assets in Xiong'an New District; the company's production and operation conditions are normal, the internal and external operating environment has not changed significantly; no stocks of the company may be found Undisclosed material information that has a significant impact on the transaction price.
Huaxun Ark 000687, stock bar: The planning area of ​​Xiong'an New District covers the three counties of Xiongxian, Rongcheng and Anxin in Hebei Province and surrounding areas, and is located in the hinterland of Beijing, Tianjin and Baoding. The company's registered place is far from the above three counties, and the establishment of Xiong'an New District has no substantial impact on the company.
Hegang: After combing and checking, as of now, the company has not carried out business and assets in Xiong'an New District. Recently, the company's production and operation conditions are normal, and the internal and external operating environment has not undergone major changes.
Hebei Xinggong 000923, stocks: As of the announcement date, the company did not carry out business and assets in Xiong'an New District. The State Council has not yet issued regulations on the establishment of Xiong'an New District, which will not have a major impact on the company's production and operation in the short term.
Jidong Cement 000401, stock bar: At present, the relevant policies of Xiong'an New District have no significant impact on the company's operating results in the short term. The establishment and construction of Xiong'an New District will drive demand for cement and related building materials. However, the country has not yet issued documents on the specific time, cycle and planning of the construction of the Xiong'an New District, and there are still uncertainties about the specific impact of the company.
*ST armor: The construction of Hebei Xiong'an New District will drive the demand for cement and related building materials in the surrounding areas, and the medium and long-term will have a positive impact on the company's business development. In view of the fact that the country has not yet issued specific time, cycle and planning documents for the construction of Xiong'an New District, the relevant policies of Xiong'an New District have no significant impact on the company's operating performance in the short term. The company has not invested in setting up factories in Anxin, Xiongxian and Rongcheng, nor has it owned any assets such as land and real estate in the area.
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Which sectors benefit
The industry believes that Xiong'an New District has become a hot spot in the recent capital market. In the first stage, there will be a pattern of related stocks rising. However, as time goes by, the relevant rules will gradually fall, and individual stocks will also experience “big waves and sandsâ€. Pseudo-concept stocks will ebb, and the stocks that really benefit will benefit in the long run.
Industrial Securities 601377, shares it believes that the development of Beijing-Tianjin-Hebei transportation, first of all in the construction will drive the development of local building materials, steel and other infrastructure industries, focusing on Jidong Cement and Jinluo shares 601992, shares, Hegang shares, etc.; More reasonable transportation planning will be beneficial to the development of local port airports, focusing on Tianjin Port 600717, stock bar, Tangshan Port 601000, stock bar, capital airport Hong Kong stocks and so on.
Changjiang Securities 000783, the stock bar also recommended the construction industry in the research report, that both the policy level and the regional economic development level, the establishment of Xiong'an New District is good for the regional construction industry chain, the key recommendation regional company Sinochem Geotechnical 002542 , the stock bar, Jianghe Group, etc.; in the state-owned enterprises, combined with the hand orders, fundamentals and the Belt and Road, recommend China to build 601,800 shares, China Chemicals 601117, shares, China Railway Industry and so on.
In addition, Huatai Securities 601688, stock bar, GF Securities 000776, stock bar, Guotai Junan and other brokers also recommended machinery, environmental protection, cement and other related industries in the research report, benefiting stocks including Hebei Xuangong, Juli rigging 002342, stock bar, Xianhe environmental protection 300137, stock bar, Jidong cement, etc.
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What are the concerns?
Sinopec's company explores geothermal resources in Xiongxian County
At present, China's energy consumption is dominated by coal, and a large amount of coal consumption has become the main cause of the large-scale haze weather in the country.
Hebei Xiongxian County is known as the “smoke-free cityâ€. After 7 years of construction, Sinopec’s Xinxing Company has built a heating capacity of 3.85 million square meters and geothermal heating covering more than 95% of the urban area, benefiting nearly 89,000 people, both clean and economic. Years of experience have proved that through advanced technology, geothermal energy development and utilization can be achieved without taking water, and there is no secondary pollution in geothermal mining.
Guided by the “Xiong County Modelâ€, Xinxing Company has developed a geothermal heating area of ​​12 million square meters in 15 cities (counties) of Hebei Province. The business radiates 16 provinces across the country, and the geothermal heating capacity reaches 40 million square meters, accounting for national conventions. 40% of geothermal heating has become the largest enterprise in the country for conventional development and utilization of geothermal energy. It can replace 1.16 million tons of standard coal and 3 million tons of carbon dioxide.
It is reported that in 2015, the national geothermal heating and cooling area is nearly 500 million square meters, and it is expected to reach 1.6 billion square meters by 2020. The focus will be on heating in areas such as Beijing, Tianjin, Shandong, Henan, Shaanxi and Shanxi, and shallow geothermal energy in areas such as the Yangtze River Basin. Heating and cooling, at that time, it can replace about 72 million tons of standard coal and reduce carbon dioxide emissions by 170 million tons.
The National Energy Administration said at the first national geothermal work conference in 2014 that the “Xiong County Model†is technically mature, economically viable, and can be promoted and replicated.
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4 new three board companies
There are a total of 25 new three board companies in Baoding City, and there are currently four new three board companies in Xiong'an New District. They are Tianhong (837702.OC), Songhe (835995.OC), Aussen Clothing (833603.OC) and Jinhai (833267.OC).
Tianhong shares (837702.OC)
Tianhong is located in Santai Town, Anxin County. Its predecessor was Baiyangdian Third Leather Shoes Factory, which was founded in 1986. Its main business is the production and sales of leather shoes, textile fabric shoes and rubber shoes. Tianhong has been in development for 30 years and is located on the south side of Baiyangdian Station of the High-speed Railway. It is 6 kilometers away from Baiyang Lake, the national 5A scenic spot. The company announced last year that it signed a strategic cooperation agreement with the Diabetes Research Center of Beijing University of Traditional Chinese Medicine and the China Leather and Footwear Industry Research Institute to establish a “health care shoes†cooperative R&D center.
According to the annual report, in 2015, Tianhong's operating income and net profit were 28.74 million yuan and 1.25 million yuan respectively.
Songhe shares (835995.OC)
Songhe Co., Ltd. is located in Xidi Village, Laohetou Town, Anxin County. It is mainly engaged in the comprehensive utilization of hazardous waste treatment, recycling lead-acid waste produced in the production process of used lead-acid batteries and lead-acid batteries, and is regenerated by smelting reduction. Lead, after deep processing, forms the various types of alloy lead needed to produce batteries. In December 2016, the company completed a fixed increase, issuing 5.13 million shares at 3 yuan/share and raising 15.39 million yuan.
According to the annual report, in 2015, Songhe shares realized operating income and net profit of 200 million yuan and 7.93 million yuan respectively.
Aussen Clothing (833603.OC)
Aosen Garment is located at No. 1 Aosen South Street, Rongcheng County. It is a clothing company specializing in the R&D and manufacturing of high-end outdoor clothing. The products are exported to the United States, Europe, Japan, South Korea, Hong Kong and Taiwan. The country and region, for the international high-end brands and domestic well-known brands for OEM and ODM production, while the company is also engaged in the development, production and sales of its own brand of ready-to-wear.
The annual report shows that in 2015, the company's operating income and net profit were 86.03 million yuan and 5.49 million yuan respectively.
Jinhai shares (833267.OC)
Founded in November 1982, Jinhai Co., Ltd. is located at No. 8 Aowei Road, Rongcheng County. Its predecessor was Hebei Jinhai Garment Co., Ltd., under the jurisdiction of Baoding Jinhai Garment Co., Ltd., Hebei Quanjinghua Garment Co., Ltd., Baoding Law The three economic entities of Lanbogo Garments Co., Ltd., listed in the New Third Board in August 2015, are the first companies listed in the Xiong'an New Area.
It is understood that the main business of Jinhai Co., Ltd. is the design, production and sales of men's formal wear apparel products, mainly adopting the business model of export-oriented production and supplemented by independent brand production. According to the introduction, the company obtains orders directly by contacting foreign customers, or obtains orders from foreign customers through domestic foreign trade companies, produces qualified products according to customer requirements, sells them to customers, and customers pay the corresponding funds to the company.
The annual report shows that in 2015, the company's operating income and net profit were 101.9 million yuan and 5.14 million yuan respectively.
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28 IPO audit reporting companies
According to wind data, there are currently 28 IPO auditing companies in Hebei Province. among them:
Two accepted enterprises: Hebei Yangyuan Zhihui Beverage Co., Ltd., Hebei Runnong Water Saving Technology Co., Ltd.
Two feedback companies: Tangshan Sanfu Silicon Industry Co., Ltd., Shijiazhuang Youchuang Technology Co., Ltd.
The two have been pre-disclosed: Beida Jade Bird Huanyu Fire Equipment Co., Ltd., Qinhuangdao Port Co., Ltd.
The three terminated the review: Haotian Energy Saving Equipment Co., Ltd., Langfang Decee Machinery Technology Co., Ltd., Xinxing Energy Equipment Co., Ltd.
A suspension review: Beiyang Publishing Media Co., Ltd.
18 companies such as Cai Da Securities Co., Ltd. and Hebei Bank Co., Ltd. are registered and accepted enterprises for counseling and filing, and most of these companies are registered in Shijiazhuang and Qinhuangdao.
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