Open this website and click on the free bull stock, and you can get a short-term bull stock for free: www.dncg777.com/.
State-owned enterprises and central enterprises reform concept stocks
On July 15, the State-owned Assets Supervision and Administration Commission of the State Council issued the Announcement on the Press Conference of the SAAC' Four Reforms' Pilot Project. A press conference will be held at 3 pm today to answer questions from reporters on the SAAC pilot project of the central enterprises under supervision.
It is reported that the "four reforms" refer to the pilot of state-owned capital investment and operation companies, the pilot of mixed ownership, the pilot of standardizing the board system and the pilot of discipline inspection. What attracts much attention in the capital market is the pilot reform of mixed ownership.
In this regard, some analysts believe that this year, the reform of state-owned enterprises has once again entered the fast lane. Since 1 the end of the year, SASAC has set up a leading group for comprehensive deepening reform, and has held 14 meetings to study and discuss the problems faced by the reform. Judging from the information released by the meeting, the idea and path of comprehensively deepening reform at the SASAC level are becoming clearer and clearer. The rapid progress of meeting arrangements also illustrates the urgency of state-owned assets reform from one side. With the introduction of the detailed rules for the reform of mixed ownership, the plan for deepening the reform at the SASAC level has gradually matured. In the A-share market, listed companies involved in the reform of state-owned mixed ownership of central enterprises deserve attention.
COFCO Real Estate (00003 1): It is a national and comprehensive real estate development listed enterprise, headquartered in Shenzhen, and one of 16 state-owned real estate enterprises whose main business is real estate. The controlling shareholder is COFCO, holding 50.65% of the shares of the company. The company focuses on residential property, commercial property and industrial property. In 20 13 years, the company realized operating income of1065438+78 million yuan, up by 28.12% year-on-year; The net profit attributable to shareholders of listed companies was 534 million yuan, a year-on-year increase of 4.58%; The basic earnings per share is 0.29 yuan.
Tunhe (600737): As the leading enterprise in the agricultural industrialization unit of COFCO, it has become the largest producer and seller of tomato paste and tomato products in Asia and the second in the world, and also the largest beet sugar producer and one of the most potential sugar producers in China. COFCO is a wholly state-owned company directly under the State-owned Assets Supervision and Administration Commission of the State Council, which directly holds 55% of the company's shares. In 20 13 years, the company realized operating income of112.65 million yuan, up by1/0.22% year-on-year; The net profit attributable to shareholders of listed companies was 803 17200 yuan, compared with a loss of 399 million yuan in the same period of last year; The basic earnings per share is 0.0472 yuan.
China Pharmaceutical (600056): It is the largest pharmaceutical and health industry group with the most complete industrial chain and the strongest comprehensive strength in China directly managed by the State-owned Assets Supervision and Administration Commission of the State Council. The company focuses on the distribution, retail, research and development and production of health-related products such as preventive treatment, diagnosis and care. The controlling shareholder of the company is China General Technology (Group) Holding Co., Ltd., an important state-owned backbone enterprise directly managed by the central government. In 20 13 years, the company realized operating income of148.3 billion yuan, up 9.44% year-on-year; The net profit attributable to shareholders of listed companies was 485 million yuan, a year-on-year increase of 65,438+06.52%; Earnings per share 1.06 yuan. www.southmoney.com
Changyuan Electric Power (000966) is an important power supply enterprise in Hubei Province. The controlling shareholder of the company is China Guodian Corporation. The company's main business is electric power, thermal production, coal production and sales. All the electricity produced is imported into Hubei power grid, thermal power is mainly supplied to local enterprises and institutions, and coal is mainly sold to local enterprises and Hubei power generation enterprises. The company realized an operating income of 7.58 billion yuan in 20 13; The net profit attributable to shareholders of listed companies is 369 million yuan, and the basic earnings per share is 0.53 yuan.
Pingzhuang Energy (000780): The actual controller is Guodian Group. Guodian Group is the actual controller of listed companies through holding Pingmei Group. Guodian Group has owned two listed companies, Guodian Power (600795) and Changyuan Power (000966). The company has operating assets such as Fengshuigou Mine, West Open-pit Mine, Liujia Mine, Gushan Mine, Laogongyingzi Mine, material supply company and coal sales company, with an annual coal production capacity of about 9 million tons.
According to media reports, it is expected that the first batch of mixed ownership pilot list of SASAC will target 7-8 enterprises, namely COFCO, SDIC, Chengtong, Sinopharm, GM, China Light, Guodian and China Building Materials. Affected by this news today, the concept stocks of mixed ownership reform rose across the board, COFCO Real Estate once had a daily limit, and other stocks also rose to a certain extent; State-owned listed companies are prepared to suspend trading and announce major events.
Attached is a list of listed companies under 8 pilot enterprises:
1, COFCO: COFCO Biochemical (000930), COFCO Real Estate (00003 1), Tunhe (600737);
2. China Guodian Corporation (Guodian): Guodian Power (600795), Changyuan Power (000966), Yinglite (000635), Pingzhuang Energy (000780) and Longyuan Technology (300105);
3. China Light Industry Group Corporation (China Light Industry Corporation): Haicheng, China (002116);
4. State Development and Investment Corporation (SDIC): Zhongcheng Co., Ltd. (000 15 1), SDIC Middle Road (600962), SDIC Electric Power (600886), SDIC Xinji (60 1965438) and China Textile Investment Corporation.
5. China Chengtong Holding Group Co., Ltd. (Chengtong): China Storage Corporation (600787), Transocean Linzhi (600963) and Guan Hao Gaoxin (600433);
6. China Construction (60 1668) Materials Group Co., Ltd. (China Building Materials): china glass Fiber (600 176), Beixin Building Materials (000786), Luoyang Glass (600876), Fangxing Technology (600552) and ruitai Technology (0052).
7. China General Technology (Group) Holding Co., Ltd.: China Pharmaceutical (600056);
8. China Pharmaceutical Group (Sinopharm Holdings): Sinopharm Holdings (6005 1 1), Sinopharm Consistency (000028), Hyundai Pharmaceutical (600420) and Tiantan Bio (60016/).