How can we seize the opportunity of western development?

Opportunities brought to the development of various listed companies by the implementation of the western development strategy. In-depth analysis of relevant listed companies from the perspective of investment, looking for investment opportunities in the secondary market.

Listed companies welcome development opportunities. This year 1 month, the leading group for the development of the western region of the State Council identified five key points for the development of the western region this year, namely, speeding up infrastructure construction; Effectively strengthen the protection and construction of ecological environment; Actively adjust the industrial structure; Develop science and technology education and speed up personnel training; Intensify reform and opening up. The implementation of these five measures has brought rare development opportunities to listed companies. (1) The backward infrastructure of infrastructure listed companies is an important factor restricting the economic and social development of the western region, which is mainly manifested in weak transportation, communication and power grid facilities, backward urban infrastructure and insufficient water conservancy facilities. These factors directly increase the operating costs of listed companies in the western region. In addition, infrastructure construction is an important factor to measure the investment environment and the foundation of the western development. The state will invest a lot of money in this area, and some private investments will follow suit. Although the profit rate of the infrastructure project itself is not high, after the completion of the infrastructure project, investors can enjoy the right to charge for the project, and the comprehensive profit is considerable, so this part of the construction will bring huge business opportunities to some listed companies. Such as Xintian International, Huitong Water Conservancy and other engineering contracting enterprises, Fuling Building Ceramics, Siwei Porcelain, Qinling Cement, Sichuan Ma Shuang, Qilian Mountain, Xinjiang Tunhe, Tianshan Shares, Sichuan Jinding, Yufa A and other building materials enterprises, South Huitong and real estate development enterprises, and Zhongtian enterprises and other transportation equipment manufacturing enterprises. Great development will inevitably bring huge demand for energy and electricity. The geographical conditions in the western region determine that the water level difference in this region is quite large, and the water resources are abundant. The coal reserves in the northwest region are large and easy to mine, which is convenient for the large-scale development of hydropower and thermal power. Listed companies in the power industry benefit from this, such as Star Power and Minjiang Hydropower. (2) Listed companies in characteristic industries 1, listed companies in rare mineral resources development. The western region is rich in resources. For example, there are more than 40 important mineral belts on both sides of Tianshan Mountain in Xinjiang, Qaidam Basin in Qinghai is a world-famous "cornucopia" and Yunnan is known as the "Kingdom of Nonferrous Metals". Most of China's mineral resources, such as coal, natural gas, hydropower, rare metals, potassium and phosphorus, are in the west. Mineral resources listed companies, such as orient tantalum industry, Yunnan Copper, Tin, Tibet Mining, Xinjiang Zhonghe, Tongren Aluminum, Salt Lake Potash, etc. , will take advantage of the great opportunity of the western development, give play to its unique advantages, and achieve rapid development. 2. Tourism listed companies. The western region is also rich in ethnic customs and tourism resources, such as Zhou, Qin, Han and Tang monuments near Xi 'an, the famous Hexi Art Corridor, the desert landscape in the north, the source of the Yangtze River and Yellow River in Qinghai, the customs of the western regions in Xinjiang and Jiuzhaigou in Sichuan, which have attracted countless Chinese and foreign tourists. At present, only Yunnan and Shaanxi have better tourism development in the western region. On the whole, only a small part of the tourism resources in the western region have been utilized, and the tourism development prospects in the western region are broad. Tourism listed companies in the western region benefit from Emei Mountain, Xi 'an Tourism, Tibet Holy Land, Tibet Pearl and Baihua Village. 3. Chinese medicine and agricultural listed companies. The western region has unique climatic conditions and rich products. Almost every province in the northwest has licorice, ephedra, astragalus, angelica, codonopsis pilosula, gastrodia elata, and some special features, such as Saussurea involucrata in Tianshan Mountain and Altai Mountain, Gynostemma pentaphyllum in Ankang, Lycium barbarum in Ningxia and Xinjiang, Cordyceps sinensis in Qingtianhai, rhubarb in Gansu, and many special fruits and vegetables in the southwest, which are very favorable conditions for developing characteristic agriculture. Northwest China is vast and sparsely populated, with flat terrain and mild and humid climate, which is conducive to the development of modern enterprises. Western agricultural listed companies have unique conditions. Using these comparative advantages, expanding the planting area according to market demand and establishing a perfect planting, production, processing and sales system will make it the most competitive. Therefore, the western development will bring rare development opportunities to agricultural listed companies including Yasheng Group, Nong Xin Development, Xintian International, Xinjiang Tunhe, Yinguangxia, and pharmaceutical listed companies such as Tongjunge, Taiji Group and Yunnan Baiyao. (3) High-tech listed companies There are very few high-tech listed companies in the western region. At present, there are only five such companies: Top Software, BitTech, Nantian Information, Changan Information and Starfish Technology. Compared with other regions in China, the scientific and technological strength of the western region is not weak, especially in Xi, Chengdu, Lanzhou and other central cities, where there are quite a lot of scientific and technological talents. In addition, after large-scale construction, the state has invested heavily in building a number of large state-owned backbone enterprises and scientific research units with military industry as the core and heavy chemical industry as the main body, as well as related basic industries in the west, which determines that the west has scientific and technological advantages in developing high-tech industries such as computers, microelectronics, software, automatic control, information transmission, satellite communication, optics, laser and nuclear technology, new material technology and space technology. At present, some listed companies have set foot in high-tech fields through asset replacement, such as Juyou Network. Taking the western development as an opportunity, increasing investment in science and technology, introducing and grafting modern high-tech, especially the high-tech represented by modern information technology and bioengineering technology, will be the main theme of the future development of listed companies in the western region. What is the significance of developing the western region? When China's modernization is about to fully realize the second-step strategic goal and begin to move toward the third-step strategic goal, the CPC Central Committee proposes to implement the strategy of developing the western region and accelerate the development of the central and western regions. 1, the western development is the need of economic transformation. China's economy has basically developed from supply-constrained to market-constrained, and insufficient demand is the main feature of this stage. The large population in the western region and the rising total social demand mean the further expansion of China's domestic demand market. This is directly related to the stamina of China's economic development and the realization of the strategic goal of 20 10. 2. The western development is the need of effective resource allocation. Resources are an important foundation for economic development. Resources can be imported from abroad, but there are some problems in import, such as uncertainty, intensified competition in the international market, national foreign exchange balance, and some non-economic factors, which have certain risks for a big country like us. For the sake of economic security, most of some important resources should be solved at home. On the other hand, enterprises in the east urgently need to find safe resources for their own development, which makes enterprises in the coastal areas have an inherent investment impulse to invest and set up factories in the western region to develop the scarce resources needed for construction and realize the complementarity of superior resources. 3. The western development is the need of balanced economic development. For a long time, the economic development level of different regions in China is different, so the comparative advantages of different regions are also different. Considering the overall macroeconomic distribution and comprehensive benefits, the eastern region should focus on intensive management and focus on developing industries and products with low resource consumption, high added value and high technology content. The western region should make full use of the existing economic and technological foundation, vigorously develop agriculture and animal husbandry and its processing industry, rationally develop energy and mineral resources, actively develop advantageous industries and products, and accelerate the process of transforming resource advantages into industrial and economic advantages. 4. The western development is the need of unity and stability. Most ethnic minorities in China are concentrated in the western border areas. Developing the economy of these areas as soon as possible is not only an economic issue, but also a major political issue to safeguard national unity and ensure border security and social stability. Only when the economy develops can the people live and work in peace and contentment, which is the last word to achieve national unity and ensure the stability of the border areas. 5. The western development meets the international demand. China is about to join the WTO, and it has become a general trend to fully integrate with the international community. Therefore, improving the overall competitiveness of China's economy has become our top priority. Promoting the large-scale development of the western region is conducive to improving the overall competitiveness, participating in international competition and resisting the pressure brought by the influx of foreign capital. Trilogy of government brokers and listed companies Although the development of the western region has brought unprecedented development opportunities to industries and listed companies in the western region, it is necessary for regulators and participants of listed companies and even capital markets in the western region to emancipate their minds and play their respective roles in order to truly seize this opportunity. Especially the role of a "steering wheel" and two "wheels". The steering wheel here refers to the government and two "wheels", one is a listed company and the other is a securities company. As the "steering wheel", the government should first support the development of listed companies in the west by policies, such as 1, and formulate relevant laws and regulations to allow foreign capital, private capital and even foreign capital to directly enter the listed companies for equity participation and holding. Because the shell resources of listed companies in China are still scarce, many funds, whether state-owned, private or overseas, have shown strong interest in the shell resources of some listed companies, but it is quite difficult to implement them. One of the most fundamental reasons is that local government departments are only allowed to sell some shares to make them the second largest shareholder and still occupy the controlling position of the first largest shareholder, which is unacceptable to enterprises, especially private capital and foreign capital, because they are worried that government departments may interfere with the normal operation of enterprises administratively, so that managers of enterprises will not engage in business activities in accordance with the goal of maximizing shareholders' interests, thus implying certain risks. In order to attract more capital to invest in the western region, the government of the western region must emancipate its mind, adhere to the guiding ideology of "doing something and not doing something", give up some "shell" resources and attract investment. 2. Formulate policies to support the establishment of western industrial investment funds, venture capital funds and Sino-foreign cooperative investment funds. Expand investment channels. 3. Strive to create a policy environment conducive to optimizing the industrial structure in this region. Local governments are important organizers and managers of local economy, so they should formulate relevant policies to support and support listed companies in industrial transfer. 4. Intensify the restructuring of listed companies. From the perspective of the long-term development of listed companies, local governments can inject local pillar industries into listed companies in the form of asset reorganization, share allotment and additional issuance. 5. Learn advanced management experience. Introduce excellent management talents through stock options and other incentives. As a "wheel", brokers should seize the great opportunity of the central government's development of the western region and make use of their talent advantages to develop their business. It includes the following two aspects: 1. Give full play to the comprehensive advantages of securities firms, be good financial advisers to local governments and enterprises, help the government to do a good job in industrial structure adjustment and development planning and policy formulation in the capital market, and help enterprises to do a good job in corporate structure adjustment and development strategy and capital operation. 2, through the investment banking business of brokers, tap the potential enterprises in the western region, and support the reorganization and listing of key industries and key enterprises. 3. Intensify asset restructuring, give full play to the role of brokers as bridges and consultants, fully tap the financing function of the capital market, accelerate capital expansion, and improve the return on assets. As another "wheel", listed companies should seize the opportunity, make full use of various preferential policies and develop rapidly. Listed companies should strive to do the following work. 1. Under the guidance of the national industrial policy, actively adjust the industrial direction and avoid policy barriers and market obstacles in the direction of industrial choice. On the basis of consolidating the original main business, listed companies can set foot in other industries, seek new development space and cultivate new profit growth points. The industrial structure of listed companies in the western region is dominated by traditional industries such as industry, civil use, commerce and agriculture, while there are relatively few companies whose main business is emerging high-tech industries such as electronic information and bioengineering. Therefore, it will be the main task for listed companies in the west to make full use of the great opportunity of the western development, according to the changes of domestic and foreign markets, starting from the characteristics of local resources and their own advantages, relying on scientific and technological progress, adjusting industrial structure, accelerating technological transformation, developing characteristic economy and advantageous industries with market prospects, and creating high value-added products. In recent years, there are also some examples in the western region that have developed from inferior companies to excellent companies through asset restructuring and industrial restructuring. For example, Top marched into Sichuan Long March and entered the high-tech field with computer software development as the mainstay; ST gravimeter faded out of the traditional automatic control instrument industry, entered the production of new instruments, and cut into the transformation of urban and rural power grids. Reorganization not only realizes the qualitative change of listed companies, but also expands their future development space. 2. Continuous management innovation. Backward management and insufficient innovation motivation are one of the most important factors for the backwardness of western enterprises. On the basis of in-depth study and research on various advanced management methods, company managers should learn from others and combine their own reality to create a management model suitable for their own situation and promote the development of enterprises. 3. Improve the scientific and technological content of products. Therefore, listed companies should improve technology research and development institutions, increase investment in technology development, and form an effective operating mechanism conducive to technological innovation and the transformation of scientific and technological achievements into productive forces. Actively explore the road of combining Industry-University-Research and speed up technological development and progress. 4, through mergers and acquisitions and asset restructuring to obtain new profit growth points, and promote the rapid growth of enterprises. There are many ways to restructure assets. According to their own actual situation, listed companies actively explore the forms of asset reorganization, seek effective ways of asset reorganization, increase development momentum, expand their own business scale and improve the scientific and technological content of products.