What are the state-owned enterprise reform concept stocks? A complete list of state-owned enterprise reform concept stocks

The latest (2015) encyclopedia of state-owned enterprise reform concept stocks

AVIC Group:

Hongdu Airlines (600316) Hongdu Technology and Hongdu Airlines have many related transactions , it is expected that there is a high probability of being injected into Hongdu Airlines in the future, and it is the aircraft company with the strongest endogenous growth.

The defense authorities of Chengdu Aircraft Integration (002190) are still promoting the comprehensive and deepening reform of the national defense science and technology industry. They are optimistic about the development of the military industry in the long term, and there are still expectations for integration in the later period.

AVIC Aircraft (000768) transport aircraft, regional passenger aircraft sectors, the restructuring of military industrial enterprises, the restructuring of military research institutes, and the deepening of military-civilian integration have entered the realization stage and will gain more development opportunities.

The main engine segment of AVIC Power (600893) aircraft engines completed a major asset reorganization and asset delivery in the first half of 2014. The company has the possibility of further integration of the engine segment.

Chengfa Technology (600391) is expected to inject high-quality transmission assets from the engine segment of AVIC. In 2012, the establishment of the transmission division was completed, and the prospects for asset injection are clear.

AVIC Dynamic Control (000738) is a capital operation platform for the aero-engine control system sector. It is the only domestic enterprise specializing in the development of aero-engine control systems, and it is expected to inject assets.

AVIC Electronics (600372) has released detailed reform rules for military research institutes, and will then carry out classified reforms and pilot projects. As a subsidiary of AVIC Group, the market has great expectations for the reform of AVIC Electronics.

AVIC Electromechanical (002013) is the only platform for aviation electromechanical systems, hosting 18 electromechanical assets of the group, and the remaining 14 are still expected to be integrated into listed companies.

AVIC Optoelectronics (002179) Company provides integrated equipment mounting racks, system brackets and connectors for the C919 large aircraft. It is the only supplier of integrated equipment cabinets. External mergers and acquisitions will be the company's strategic plan.

AVIC Black Panther (600760), the backbone enterprise of agricultural transport vehicles, is developing into high-tech environmentally friendly electric vehicles. The third largest shareholder, Dongan Engine, is the largest gasoline engine manufacturer in China and has room for imagination.

Zhongzhi Co., Ltd. (600038) currently has a smooth business integration in the group’s helicopter sector, with significant market benefits. The conditions for injecting military assembly assets into listed companies have gradually matured.

The controlling shareholder of Guihang Holdings (600523) signed a capital increase agreement with AVIC Motor. After the capital increase is completed, the company’s controlling shareholder will be changed to AVIC Motor, and asset injection is expected in the future.

After the equity transfer of AVIC Heavy Machinery (600765), Haiyi Group will become the company's second largest shareholder, which will greatly strengthen the upstream and downstream relationships with Haiyi Group in the fields of hydraulics and forging, and give full play to synergy.

*ST Sanxin (002163) Company is the controlling shareholder - a new material subsidiary of China Guizhou Aviation Industry Group

A listed company, due to its worrying performance, the major shareholder's asset injection is expected to increase in the future.

After the asset injection of Shenzhen Tianma A (000050), the improvement of management synergy will promote the steady improvement of the company's operating efficiency, drive the supporting operation of the industrial chain, and promote profit growth faster than revenue growth.

Fiyta A (000026), a subsidiary of the central enterprise AVIC International, expects that potential improvement in the incentive mechanism may further increase the company's profitability, and there are expectations for integration.

In addition to aviation and military industries, the industries of AVIC Real Estate (000043) Aviation Industry Group also include non-aviation civilian products and tertiary industries, and expectations for the integration of many assets under the group have increased.

*ST Dongan (600178) is in the automobile sector of the group company, and its performance has been unsatisfactory. In the later period, there are expected injections of relevant assets from major shareholders to enhance the company's profitability.

China Ordnance Industry Group:

Huajin Shares (000059) Huajin Shares has suffered losses. The actual controller is strong and intends to build Huajin Shares into a petrochemical industry platform. In the future Asset restructuring is worth looking forward to.

Northern International (000065) Northern International's main business includes international project contracting, domestic construction and installation, real estate development, aluminum processing and manufacturing, etc., and it is expected to serve as a platform for related asset integration.

The change of the major shareholder of Beihua Chemical Co., Ltd. (002246) to Zhongbing Investment is conducive to the company's integration role in the cellulose industry and the specialty chemical sector, and can effectively implement industrial integration at the group level.

Changchun Yidong (600148) produces and sells various types of automobile clutches, agricultural vehicle clutches, etc., including heavy, medium, passenger, light, sedan, and micro. It also produces and sells various aluminum and zinc die-casting products. .

In the optoelectronics sector of the Optoelectronics Co., Ltd. (600184) Group, there are still a large number of high-quality optoelectronics assets that have not been listed. The asset injection of Jiangnan Red Arrow, which also belongs to the Ordnance Industry Group, is expected to increase.

Northern Co., Ltd. (600262) is a leading enterprise in the traditional domestic specialized mining dump truck industry, producing various models of "Terex" traditional dump trucks.

As a listed company under the Ordnance Industry Group, Northern Navigation (600435) will use the entire group's efforts to promote the development of the Beidou industry and actively promote related work. The later integration is expected to increase.

Lingyun Co., Ltd. (600480) The automobile industry will develop rapidly in the direction of energy conservation and emission reduction in the future, providing a new round of development opportunities for the integration of the entire automobile and parts industry.

The products of Jinxi Axle (600495) cover various types of railway locomotives, subways, light rail and other rail vehicles at home and abroad. After the reorganization and acquisition of Northern Forging, it has become the world's largest axle company.

Inner Mongolia Yiji, the major shareholder of Northern Venture Capital (600967), is the country’s only main battle tank development base. The weapons group still has many armored vehicle assets similar to tanks and wheeled combat vehicles that need to be integrated.

As an advanced materials company under the Ordnance Industry Group, Jiangnan Hongjian (000519) Company is expected to become the group's platform for the integration of non-metallic advanced materials in the future.

China National Pharmaceutical Group:

After Sinopharm Holdings, the actual controller of Sinopharm Accord (000028), increases its stake, it is expected to obtain more resource tilt within the Sinopharm system and benefit from the pilot reform of central enterprises. Institutional dividends.

Sinopharm Group (600511) Sinopharm Group has been identified as a pilot enterprise for the development of mixed ownership. The company is an important anesthetic platform under Sinopharm Holdings and is expected to usher in reform and integration.

The subsidiaries of Tiantan Biotech (600161), the major shareholder of Sinopharm Group, include Shanghai Institute, Wuhan Institute, etc., and are expected to become a blood products platform, a vaccine platform, or the overall listing platform of Sinopharm Group.

Modern Pharmaceuticals (600420) has previously acquired Rongsheng, Sichuan Antibiotics and other companies. With the follow-up of 1.5 billion in fixed capital in place, the company is also expected to start a new upsurge in external mergers and acquisitions in 2015.

China National Building Materials Group:

Beijing New Building Materials (000786) major shareholder has carried out mixed ownership reform of its subsidiaries, equity incentives, introduction of external investors and other measures will enhance the company's competitiveness.

Luoyang Glass (600876) China Building Materials Group and its affiliated China Building Materials Glass Company have promised to use the company as a platform to resolve existing competition issues with Longxin Glass and others within three years.

Fangxing Technology (600552) New Materials Platform underwent mixed ownership reform in August 2014, with the company holding shares and senior executives participating in the mixed ownership form.

Ruitai Technology (002066) Ruitai Technology's main business is the production and sales of cast zirconium corundum series refractory materials and cast alumina series refractory materials. The company will benefit from the reform of state-owned enterprises.

China Fiberglass (600176) Group Co., Ltd. was selected as a dual pilot project for mixed ownership reform and the exercise of three powers by the board of directors of central enterprises, becoming a focus enterprise for reform.

SDIC Group:

Zhongcheng Co., Ltd. (000151) Zhongcheng Co., Ltd.’s main business is the import and export of complete sets of equipment and technology and overseas investment, benefiting from the actual controller of state-owned capital investment The company's pilot enterprise.

SDIC Xinji (601918) is a large national enterprise mainly engaged in coal mining and processing. It has established a strategy of "based on coal, developing electric power, and extending coal-to-gas production", and the reform of the SDIC sector has accelerated.

The advancement of the state-owned enterprise reform of SDIC Power (600886) will help the group enhance its capital strength. As an important platform for the group’s power energy construction and operation, the company is expected to benefit from it.

China Textile Investment (600061) Essence Securities backdoored, within 12 months after the completion of the completion of the transaction, it is expected to solve the problem of horizontal competition through asset injection for funds and futures-related businesses that have horizontal competition.

SDIC Zhonglu (600962) Jiangsu Huanya went public through a backdoor listing, and carried out capital operations on listed companies through restructuring and other methods, driving non-public enterprises to participate in the attempt to reform state-owned enterprises.

COFCO Group:

COFCO Real Estate (000031), the controlling shareholder of COFCO Group, has become a pilot project for the State-owned Assets Supervision and Administration Commission to reorganize state-owned capital investment companies. The company is expected to become an integration platform in related fields.

COFCO Tunhe (600737) will use mixed ownership as a means to introduce industrial capital, social capital, private equity, etc. to its affiliated enterprises and accelerate the pilot project of state-owned capital investment companies.

COFCO Biochemical (000930) COFCO Biochemical is one of the first batch of reform pilot companies. With the implementation of subsequent detailed reform policies and the announcement of the second batch of pilots, the company is expected to benefit.

China Chengtong Group:

China Reserve Co., Ltd. (600787) transferred 15.3% of its equity to GLP through a private placement, and introduced the latter as a strategic investment to start the mixed reform of central enterprises. It is expected to Appeared in the second batch of central enterprise reform list.

Guanhao High-tech (600433) Guanhao High-tech is positioned as the group's special paper business development platform. If it obtains the same or similar business opportunities as Guanhao High-tech's main business , giving priority to Guanhao High-tech.

As a leader in the integration of forestry, pulp and paper, Yueyang Forestry and Paper (600963) is partially self-sufficient in the pulp required for papermaking, with a forest output of 2 million acres. It has forestry resource advantages and is a potential beneficiary of state-owned assets reform.

Hengtian Group:

Hengtian Group, the controlling shareholder of Hengtian Hailong (000677), has received an equity transfer and will increase its shareholding in the company from 29.77% to 33.34%. It is expected to become Hengtian Group integrated platform.

The subject of the restructuring transaction of Hengtian Swan (000687) is the special industry system solutions business of ECCOM Ark. It is expected to receive asset injection from new shareholders and transform into a mobile broadband network service provider.

State Grid Corporation of China:

Xu Ji Electric (000400) Xu Ji Electric is entering a period of UHV revenue, continuous breakthroughs in smart meter business, and continuous expansion of overseas business, and it will benefit at the same time" "One Belt, One Road" strategy and state-owned enterprise reform.

Pinggao Electric (600312) UHV AC and DC technology has reached the world's leading level. The company has benefited from the "One Belt, One Road" and State Grid's overseas planning, and the group is expected to be listed as a whole.

State Grid Nari (600406) will continue to promote reforms aimed at the overall listing of its qualified companies. The company will be the top priority and benefit from the group's asset securitization.

Guodian Group:

Guodian Electric Power (600795) Company, as the conventional energy integration platform of China Guodian Group, has strong expectations for future asset injection and will benefit from the reform of the power system.

Changyuan Electric Power (000966) Company has acquired 10 early-stage wind power projects including Zhonghua Mountain and Lecheng Mountain under the Hubei Company of Guodian Group. It plans to develop new energy business and subsequent asset injections are expected.

Leveraging the advantages of industrial chain integration, Yinglit (000635) has further improved its profitability by continuing to divest loss-making non-core assets and increasing the proportion of more profitable products.

The main coal type of Pingzhuang Energy (000780) is lignite, and the company’s organic growth is average. The group company promises to inject Yuanbaoshan and Baiyinhua mines into the listed company at an appropriate time.

Shanghai SIIC Group:

The new team of Shanghai Pharmaceuticals (601607) has achieved a smooth transition and set a goal of exceeding 100 billion in three years. As a local pharmaceutical company in Shanghai, it is expected to significantly benefit from state-owned enterprises. Institutional and mechanism reform.

Bailian Group:

The main business of Shanghai Materials Trading (600822) includes metal materials, mineral products (excluding iron ore), light chemical raw materials, building materials, automobiles and accessories, Mechanical and electrical equipment, import and export trade, etc.

Bailian Co., Ltd. (600827) commerce and retail is a completely competitive industry. The divestiture of assets will help improve the profitability of listed companies, and deeper reforms are expected to be promoted in the future.

First Pharmaceutical (600833), as a pharmaceutical retail platform under the group company, is expected to benefit from the reform of local state-owned enterprises in Shanghai.

Bright Food Group:

Haibo Co., Ltd. (600708) is a listed company mainly engaged in passenger rental and modern logistics. It is committed to integrating relevant logistics resources and integrating into the main business of Bright Food Group. Achieve coordinated development.

Jinfeng Winery (600616), as a winery platform under the group company, has benefited from the reform of local state-owned enterprises in Shanghai.

The second phase of the incentive plan of Bright Dairy (600597) is expected to once again stimulate the company's vitality and ignite enthusiasm for the reform of state-owned enterprises. It is a pioneer in the reform of state-owned enterprises under the group.

Shanghai Merlin (600073) explores mixed ownership operations. The company released an equity incentive plan in December 2014 and plans to introduce strategic investors, accelerating the reform of state-owned enterprises.

Shanghai Urban Construction Group:

The state-owned enterprise reform of Tunnel Co., Ltd. (600820) is expected to continue to ferment. It is still a high probability that the advancement of Shanghai state-owned enterprise reform will bring new breakthroughs to the company's business development.

Shanghai Real Estate Group:

Jinfeng Investment (600606) is the backdoor target of Greenland Group. Greenland Group’s business includes construction, hotels and commercial operations, and is also involved in energy, automobiles, finance, etc. field.

China Enterprises (600675) has taken advantage of the reform of state-owned enterprises to accelerate the resolution of competition among peers and become bigger and stronger. It has acquired assets to enhance its development potential and has strong expectations for the reform of state-owned enterprises.

Shanghai Electric Group:

Ziyi Co., Ltd. (600848), a state-owned assets reform representative enterprise, has launched a major restructuring plan. The company's main business will be changed to park development and operation.

Shanghai Electric (601727) will promote the overall listing, focus on the three major fields of energy, industrial equipment and services, and aspire to become China's Siemens.

Shanghai Electromechanical (600835), as the only listing platform for mechatronics equipment, is expected to inject assets such as Shanghai Electric automation equipment under the group.

Shanghai SMG Group:

BesTV (600637) absorbed and merged with Oriental Pearl TV Group and injected high-quality assets into SMG Group, setting a model for the reform of cultural state-owned enterprises and providing guidance for the reform of other cultural state-owned enterprises. Came to serve as a demonstration.

Shanghai Textile Group:

As the textile platform of the group, Longtou Co., Ltd. (600630) has related asset integration expectations and will benefit from the reform of local state-owned enterprises in Shanghai.

Shenda Co., Ltd. (600626) will become one of the platforms for the Shanghai State-owned Assets Supervision and Administration Commission to integrate emerging industries. Shenda Co., Ltd. is in contact with multiple capital sources and plans to introduce strategic investors.

Shanghai Guosheng Group:

Lengguang Industrial (600629) is the backdoor target of East China Design Institute. The listed company will transform into a leading enterprise in the architectural design industry, and its asset quality and profitability are expected to be significantly improved.

The actual controller of Yaopi Glass (600819) was changed to Shanghai Real Estate Group, which is a wholly state-owned group company established based on the integration of Shanghai’s state-owned real estate resources.

Shanghai Huayi Group:

Double Coin Shares (600623)

While strengthening internal investment in the main tire business, the company is also exploring mergers and acquisitions models and conducting Main business expansion.

After 3 to 5 years of advancement, Sanaifu (600636) Huayi Group has basically completed the overall goal of state-owned enterprise reform and formulated a listing plan for the group's overall or core assets.

Shanghai Airport Group:

Shanghai Airport (600009) Shanghai Airport Group will integrate the group's main aviation business and assets through a listed company in the future, and the group's assets are expected to enter the listed company.

Shanghai Construction Engineering Group:

Shanghai Construction Engineering (600170) Company has made great progress in the field of construction equipment and facilities. Next, it will tap more innovation power in the process of state-owned enterprise reform. , continue to seek development.

Shanghai Jiaoyun Group:

Jiaoyun Group (600676) Group will highlight the development focus of its main business and the focus of institutional innovation, optimize and adjust its own industrial structure, and accelerate the healthy and rapid development of its core business develop.

Jinjiang International Group:

Jinjiang Shares (600754) raised 3 billion from strategic investor Hony Investments and its controlling shareholder. Hony Investments accounted for approximately 12.43% of the total share capital of Jinjiang Shares, becoming the first The second largest shareholder.

Shanghai Jiushi Company:

Johnson & Johnson Holdings (600662) Li Zhongqiu from the major shareholder Jiushi Company was appointed as the new general manager. This will be the departure of another change of Johnson & Johnson Holdings , group integration is worth looking forward to.

STO Metro (600834) STO Group integrates multiple functions such as rail transit

investment, while Jiushi Company is a state-owned investment and operation holding company, with strong expectations for subsequent integration.

Shanghai Lansheng Group:

Lansheng Shares (600826) Donghao Lansheng Group’s securitization rate is extremely low, most of its assets are outside listed companies, and there are expectations of asset injection .

Shanghai Automotive Industry Group:

SAIC Group (600104) is a benchmark state-owned enterprise in Shanghai. After the new management takes office, the reform of state-owned enterprises is expected to stimulate the company's subsequent development momentum. Continue to deepen.

Huayu Automobile (600741) is expected to enjoy the dividends of Shanghai’s accelerated reform of state-owned enterprises by promoting a new equity or cash incentive plan and introducing strategic investors.

SAIC Group, the controlling shareholder of Shanghai Diesel Co., Ltd. (600841), has carried out state-owned enterprise reforms and incentives, which will also have a positive impact on the management optimization of Shanghai Diesel Diesel Co., Ltd.

Shanghai Urban Construction Corporation:

Chengtou Holdings (600649) Chengtou Holdings’ every move after the introduction of Hony Capital, a strategic investor, affected the market and was suspended from trading in November 2014.

Shanghai Media Group:

Xinhua Media (600825) is an important state-owned enterprise reform stock and is the only capital operation platform of the group company. At the same time, the company attaches great importance to new media business layout.

Shanghai Instrument Electronics:

Instrument Electronics (600602) has withdrawn from non-main businesses and concentrated resources on developing its main business, which will help promote the long-term development of the company's performance.

Feile Audio (600651) may improve its corporate governance structure faster than market expectations, and the company will promote equity incentive plans to further improve management efficiency.

Shanghai Industrial Group:

SI Development (600748) SI Development currently has many market hot concepts such as Shanghai Free Trade Zone, state-owned enterprise reform, land transfer, and senior housing real estate.

Shanghai Fisheries Group:

Chuangchuang International (600097) Company has been placed high hopes as a reform pioneer since the opening of the state-owned assets reform in Shanghai. Major events have been terminated, but later expectations still exist. .

Shenergy Group:

The new energy business of Shenergy Group (600642) will use listed companies as a platform in the future and will be the carrier for the group to promote the reform of state-owned enterprises. The company has accelerated the pace of integrating high-quality assets. .

Shanghai International Port Group:

SIPG (600018) released an employee stock ownership plan. Nearly 72% of the company’s employees participated in the subscription and were locked in for three years, which is more conducive to improving port operations. Efficiency and cost reduction.

Zhongshan Zhonghui Investment:

Zhongshan Public Utilities (000685) has introduced Fosun as a second shareholder, which is likely to be the first reform of state-owned enterprises in Guangdong. The Zhongshan Municipal Government intends to connect with Fosun as a whole Resources, Zhongshan Public Utilities will be restructured.

Zhen Zhenye Group:

Shenzhen Zhenye A (000006) Shenzhen State-owned Assets Supervision and Administration Commission has five A-share listed real estate companies. Shenzhen Zhenye is the only company that Shenzhen State-owned Assets Supervision and Administration Commission has increased its holdings. It is highly likely that Become an integrated platform for the State-owned Assets Supervision and Administration Commission.

Guangdong Guangsheng Assets:

CICC Lingnan (000060) Company may become the mineral resource integration platform of Guangsheng Asset Group in addition to rare earth minerals.

Fenghua Hi-Tech (000636) may become Guangsheng's electronic information

Resource integration platform, Guangdong's state-owned enterprise reform plan clearly requires electronic information companies to be injected into similar listed companies.

Guangsheng Nonferrous Metals (600259) has acquired rare earth assets through private placement, becoming a listing platform for Guangsheng Group to integrate rare earth resources.

Guangdong Trading Holdings:

Guanghong Holdings (000529) is not only a subsidiary of the group but also the only food listing platform under the state-owned assets of Guangdong Province. In the future, it may become the integration of the food industry in Guangdong Province platform.

Guangdong Yudean Group:

The units under construction of Yuedian Company A (000539) will be put into operation in 2015 and 2016, and the group's asset injection is expected, and the future installed capacity is expected Significant improvement.

Guangdong Hydropower Group:

Guangdong Hydropower (002060) Company is the only listed company under the controlling shareholder Guangdong Hydropower Group. The group also owns high-quality hydropower, hospitals, tourism and resorts and other assets.

Guangdong Guangxin Holdings:

The advertising cultural and creative platform under Guangdong Guangxin Holdings (002400) Group Company promotes the transformation and upgrading of the company by realizing the full integration of the marketing communication chain.

Fosu Technology (000973) Fosu Technology is a technology-based enterprise. It may provide equity incentives in the future and may serve as a new energy and new material platform.

Xinghu Technology (600866) Xinghu Technology introduced strategic investment assets in January 2014 and may integrate the biomedicine and food assets of the group company.

Pearl River Piano Group:

Pearl River Piano (002678) is absolutely controlled by the Guangzhou State-owned Assets Supervision and Administration Commission and has many cultural resources that can be integrated; it has already done equity incentives and there are expectations for state-owned enterprise reform.

Guangzhou Radio Group:

Under the tide of state-owned enterprise reform, the company is expected to make breakthroughs in management incentives, employee stock ownership and other incentive measures, and its performance growth is expected to be Speed ??up.

Higer Communications (002465) has a non-public offering of shares, of which the employee stock ownership plan subscribes for 35 million shares. The high price and long lock-in period reflect the company's employees' optimism for Higer.

Zhuhai Huafa Group:

Lihe Shares (000532) Zhujiang Financial Holdings has raised more than 30% of its shares after many rounds of placards, and may serve as a financial asset integration platform for Zhujiang Financial Holdings. .

Zhuhai Gree Group:

Gree Real Estate (600185) transferred 51.94% of its shares to Zhuhai Investment Holdings. Gree Real Estate is one of the three core companies and is likely to receive high-quality asset injections in the future. .

Guangdong Guangye Assets:

Guitang Shares (000833) Guangye Group has other mineral resources, and Guitang Shares may become an integration platform for Guangye’s mineral resources.

Hongda Blasting (002683) provides comprehensive civil explosive services. Guangdong Guangye Assets is mainly engaged in four businesses: environmental protection, combustion energy, mining, and modern services.

Guangzhou Department Store Group:

Guangbai Group (002187) is expected to be listed as a whole and is expected to become the only state-owned commercial and retail asset integration platform in Guangzhou.

Guangzhou Lingnan International:

Chen Baiyu, president of Oriental Hotel (000524) Guangzhou Travel, serves as the general manager of the company. Guangzhou Travel has abundant travel agency customer resources, and the company may become a platform for building a tourism industry chain. .