What are the El Ni?o concept stocks?

The El Ni?o warm current is an abnormal natural phenomenon in the Pacific Ocean. On the west coast of South America and the eastern part of the South Pacific, a famous Peruvian cold current flows from south to north. El Ni?o concept stocks refer to stocks affected by the El Ni?o warm current phenomenon. So what are the El Ni?o concept stocks?

A list of leading El Ni?o concept stocks

1. Guangdong Guangxi Co., Ltd. (000833): It has now developed into a comprehensive large-scale enterprise focusing on sugar manufacturing, paper making, and mineral resource development and utilization.

2. Agricultural products (000061): Shenzhen Agricultural Products Co., Ltd. is a large-scale agricultural product circulation enterprise engaged in the network operation of the agricultural products market and electronic trading of bulk agricultural products. The company's main business is the agricultural products market. Development, construction, operation and management, the business scope involves the circulation of agricultural products, electronic trading of bulk agricultural products, vegetable planting, livestock breeding, slaughtering and processing, etc.

3. Dongling International (000893): El Ni?o has a direct impact on agriculture, forestry, animal husbandry, fishery, transportation and other fields. Judging from the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a high probability event. It may lead to a reduction in palm oil production, rubber in Southeast Asia, wheat production in Australia, and an increase in soybean production in Argentina, which will in turn cause an increase in global palm oil, rubber, and wheat prices, and a decrease in soybean prices in Argentina. The company's current business includes oil pressing, grain trade, basic logistics, etc. Its soybean crushing enterprises include Guangzhou Zhiyuan Oil and Fat Industrial Co., Ltd. and its wholly-owned subsidiary Guangzhou Zhiyuan Oil and Fat Co., Ltd. After ten years of development, "Zhizhiyuan" enjoys a high brand reputation in the market for its stable quality and excellent service. The company is currently the registered delivery warehouse of the Dalian Commodity Exchange, the most important commodity futures exchange in my country, and plays an active and important role in ensuring food security in the region and in the construction of food basket projects for urban and rural residents. The decline in soybean prices will help reduce the company's costs, while the reduction in palm oil production and the increase in palm oil prices will also be beneficial to soybean oil.

4. New Territories Pump Industry (002532): New Territories Pump Industry Group Co., Ltd. is a high-tech enterprise specializing in the research, development, production and sales of various agricultural water pumps. The company’s business scope includes pumps and controls Manufacturing and sales of equipment, fans, motors, generators, air compressors and parts. From 2007 to 2009, the company's agricultural water pump sales ranked first in the domestic industry. It is a leading enterprise in China's agricultural water pump industry and a key private enterprise in Zhejiang Province. The company's water pump testing systems all adopt microcomputer automatic control, and the accuracy has been technically rated by the Mechanical Industry Drainage and Irrigation Machinery Product Quality Supervision and Inspection Center to reach Class B (Level 1) accuracy.

5. Tianqi Lithium Industry (002466): Mainly engaged in the research and development, production and sales of lithium series products such as industrial grade lithium carbonate, battery grade lithium carbonate, anhydrous lithium *, lithium hydroxide. In addition, droughts usually occur during the El Ni?o phenomenon. Although sometimes the duration of El Ni?o is not equal to the duration of drought, El Ni?o may indeed affect global agricultural production. If weather affects crop harvests, prices will rise, which will lead to rising inflation, and precious metals are used to hedge against inflation.

6. Dunhuang Seed Industry (600354): The company is mainly engaged in the two major industries of crop seeds and cotton. It is a key national leading enterprise in agricultural industrialization engaged in the production, processing and related businesses of agricultural products. The El Ni?o drought warning may drive the prices of agricultural products to strengthen, and listed companies producing corn, wheat, rice and other grains are expected to benefit.

7. Xingye Mining (000426): The company’s main business is non-ferrous metal mining, smelting, processing and sales. The emergence of El Ni?o will affect the output of some metals, and the tight supply side will lead to abnormal fluctuations in metal prices. In addition, droughts usually occur during the El Ni?o phenomenon. Although sometimes the duration of El Ni?o is not equal to the duration of drought, El Ni?o may indeed affect global agricultural production. If weather affects crop harvests, prices will rise, which will lead to rising inflation, and precious metals are used to hedge against inflation.

8. Qingdao Zhongcheng (300208): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event. El Ni?o usually causes drought in Indonesia, the world's largest nickel producer, and Indonesia's mining equipment relies on hydropower. Once El Ni?o occurs, it will have a significant impact on nickel mining in Indonesia, thereby driving up nickel prices. In May 2013, the shareholders' meeting approved the company's investment in the construction of an Indonesian ferronickel smelting industrial park and the first-level development of the industrial park. It also approved the company's acquisition of the equity of Indonesia's CNI Nickel Mining Company. Hengshun*** Company (Party B) signed the "Conditional Sale* and Purchase of 17% Equity Framework Agreement of Indonesian Nickel Mining Company" with Indonesian CNI Nickel Mining Company (Party A) on April 13. Party B plans to purchase 51% of Party A’s shares in two stages: * Party B will purchase 17% of Party A’s shares for US$20 million; 34% of the shares, the price will be determined at that time. At the same time, Party B will sell 49% of the shares of the smelting company to Party A, and the price will be determined at that time.

The transaction can also be realized by directly exchanging 34% of the shares of CNI Nickel Mining Company and 49% of the shares of the smelting company. Indonesian CNI Nickel Mining Company is the owner of LAPAOPAO's nickel mine, with a total mining area of ??6,785 hectares. According to PTINCO census data, the reserves of nickel ore with a nickel content of ≥1.52% are approximately 111 million tons.

9. Dayu Water Saving (300021): Water saving in agriculture is related to drought resistance. The company is a professional water-saving irrigation engineering system provider that integrates the research and development, manufacturing, and sales of water-saving irrigation materials and the design, construction, and service of water-saving irrigation projects.

10. Shenda Co., Ltd. (600626): Reservoir reinforcement materials.

11. Wanxiang Denong (600371): The company’s main business is the deep processing of agricultural and sideline products based on corn and the technical research and production and operation of agricultural product seeds based on corn hybrids. Its products include beer Special syrup, maltodextrin and other corn deep processing products, as well as corn, rice, soybean and other fine seeds. When El Ni?o occurs, it will drive the prices of agricultural products to strengthen, and listed companies in the production of corn, wheat, rice and other grains are expected to benefit.

12. Yuanwang Valley (002161): The company and Shenzhen Grain Group jointly established Shenzhen Yuanliang Information Technology Co., Ltd., which is mainly engaged in the application of RFID technology in grain reserves, agricultural product safety traceability and big data*** * Development and application in construction and other industries.

13. Hongda Hi-Tech (002144): The company is a large enterprise integrating warp knitted fabric weaving and dyeing and finishing.

14. Hailide (002206): Reservoir reinforcement materials.

15. Shandong Zhanggu (002598): Its main business is the research and development, manufacturing and sales of Roots blowers (Roots vacuum pumps) and centrifugal blowers*. At present, pneumatic conveying products are widely used in grain industry companies.

16. Gree Electric (000651): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event, and 2014 may become the hottest year. Experts in China's air-conditioning industry revealed that in June 2014, air-conditioning prices will rise across the board; or affected by the "El Ni?o" phenomenon, dealers' delivery prices will further increase. The company is currently the world's largest professional air-conditioning enterprise integrating R&D, production, sales and service. The company's "Gree" brand air conditioner is the only "world famous brand" product in China's air-conditioning industry, with operations in more than 100 countries around the world. countries and regions. It has 6 major production bases in Zhuhai, Chongqing, Hefei, Brazil, Pakistan, and Vietnam, with more than 50,000 employees. It has developed 20 categories, 400 series, and more than 7,000 varieties, including household air conditioners and commercial air conditioners. specifications of the product.

17. Hisense Home Appliances (000921): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event, and 2014 may become the hottest year. Experts in China's air-conditioning industry revealed that in June 2014, air-conditioning prices will rise across the board; or affected by the "El Ni?o" phenomenon, dealers' delivery prices will further increase. The company is one of the largest white goods manufacturers in China, mainly producing a series of products such as refrigerators, air conditioners, freezers and washing machines. According to the plan, Hisense white goods assets will be injected into Kelon Electric. By then, Hisense Kelon will have three "well-known Chinese trademarks" of Hisense, Kelon and Rongsheng, and four "Hisense air conditioners, Hisense refrigerators, Kelon air conditioners and Rongsheng refrigerators". "China Famous Brand Products", the leading products cover refrigerators, air conditioners, freezers, washing machines and other fields. The production bases are distributed in Shunde, Qingdao, Beijing, Chengdu, Nanjing, Huzhou, Yangzhou, Wuhu, Yingkou and other provinces and cities, with an annual output of 6 million It has a strong production capacity of air conditioners, 8 million refrigerators and 700,000 freezers.

18. Midea Group (000333): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event, and 2014 may become the hottest year. Experts in China's air-conditioning industry revealed that in June 2014, air-conditioning prices will rise across the board; or affected by the "El Ni?o" phenomenon, dealers' delivery prices will further increase. The company focuses on the home appliance industry and is involved in motors, logistics and other fields. It is divided into four major business segments, namely major appliances, small appliances, motors and logistics. Among them, the major appliances segment has Midea Appliances as its main operating entity, focusing on R&D and production. , sell air conditioners, refrigerators, washing machines and related parts and other products; the small household appliances business segment mainly develops, produces and sells small household appliances such as microwave ovens, fans, induction cookers and so on.

19. Haier Smart Home (600690): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event, and 2014 may become the hottest year. Experts in China's air-conditioning industry revealed that in June 2014, air-conditioning prices will rise across the board; or affected by the "El Ni?o" phenomenon, dealers' delivery prices will further increase. The company is mainly engaged in the production and operation of white household appliances such as refrigerators, air conditioners, and freezers. According to CMM statistics, in 2013 Haier's refrigerator sales share was 25.18%, ranking first in the industry; Haier's air conditioner sales share was 12.64%, ranking third in the industry.

Haier's large household appliances' brand zero* share in the global market in 2013 was 9.7%, ranking first in the world for the fifth time. Ranked by manufacturer, Haier's large household appliances accounted for 11.6% of the world's zero-volume share in 2013, ranking first in the world for the first time.

20. New Ng Fung (600975): The company is an export-oriented agricultural industrialization enterprise, mainly producing and operating pigs for Hong Kong and Macao, and has been recognized as a national key leading enterprise in agricultural industrialization by nine departments including the Ministry of Agriculture. El Ni?o mainly affects agricultural product prices.

21. Chongqing Beer (600132): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event, and 2014 may become the hottest year. Hot weather and high temperatures will stimulate people's demand for cold drinks, especially beer. The company is mainly engaged in the beer industry, with most of its production and sales located in Chongqing. Its main products include Shancheng Beer, Chongqing Beer, Daliangshan Beer, Guoren Beer, Jiuhuashan Beer, etc., occupying more than 80% of the Chongqing beer market share. The 2012 annual report disclosed that in 2014 the company plans to achieve beer sales of 1.33 million liters and revenue of 3.671 billion yuan.

22. Tsingtao Beer (600600): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event, and 2014 may become the hottest year. Hot weather and high temperatures will stimulate people's demand for cold drinks, especially beer. The company is a leader in the beer industry, and the "Tsingtao Beer" brand is one of the first batch of recognized "Chinese time-honored brands". The 2013 annual report disclosed that the company's business goal in 2014 is to strive to achieve an increase in beer sales of more than 10%. In 2013, the company achieved beer sales of 8.7 million kiloliters, a year-on-year increase of 10.14%, and its domestic market share reached 17.19%, an increase of 1.07%. The company's main brand Tsingtao Beer achieved sales of 4.5 million kiloliters, of which high value-added beers such as cans, small bottles, pure raw materials, and Augute achieved domestic sales of 1.58 million kiloliters, a year-on-year increase of 12.64%.

23. Jinjian Rice Industry (600127): Hunan Jinjian Rice Industry Co., Ltd. is mainly engaged in the grain, oil and food industry. It is the first listed company in my country’s food system and one of the first batch of national key agricultural industrialization A leading enterprise and a high-quality rice demonstration base for the National Rice Engineering Project, its business involves food (dairy), medicine, electricity, real estate, urban infrastructure, foreign trade, planting and breeding, industrial investment and other fields. The company's leading products include the "Jinjian" brand series Polished rice, special flour, noodles, edible oil, dairy products and "small basket" fresh wet rice noodles.

24. *ST Nantang (000911): El Ni?o has a direct impact on agriculture, forestry, animal husbandry, fishery, transportation and other fields. Judging from the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a high probability event. And it may lead to a reduction in sugar production in Brazil and India, which will in turn cause global sugar prices to rise. The company is mainly engaged in the production, processing, sales and provision of after-sales services of machine-made sugar, alcohol, cultural paper and bagasse pulp. As a listed company mainly engaged in the sugar industry, the price of sugar has a direct impact on the profitability of the company's main business. Therefore, stock prices are highly sensitive to domestic and foreign sugar price trends (New York and London sugar futures, domestic white sugar futures, etc.). Generally speaking, when sugar futures prices rise, the market expects the company's future performance to improve, which in turn drives up the stock price; conversely, the opposite is expected.

25. Qinglong Pipe Industry (002457): R&D, production and sales of water supply and drainage pipes, and production of small quantities of pressure pipes for other purposes according to customer needs.

26. Hainan Rubber (601118): El Ni?o has a direct impact on agriculture, forestry, animal husbandry, fishery, transportation and other fields. Judging from the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a high probability event. And it may lead to a reduction in rubber production in Southeast Asia, which in turn will cause global rubber prices to rise. The company is my country's largest natural rubber manufacturer. Based on self-produced rubber, its rubber output accounts for more than 30% of the country's output. It plans to choose opportunities to participate in and control rubber forest resources outside Hainan Island and even overseas. Its leading products are various specifications of standard rubber and concentrated natural rubber. Latex, No. 5 standard rubber has always been one of the only three varieties recognized by the Shanghai Futures Exchange and available for physical delivery. It has rich timber resources, with a total volume of about 10 million cubic meters. The company's sales areas cover my country's main natural rubber sales markets such as East China, North China, and South China. Currently, there are more than 100 end customers, and domestic end-user sales have rapidly expanded to about one-third of all sales.

27. Shennong Technology (300189): Breeding, promotion and sales of high-quality hybrid rice seeds and other improved crop varieties*. When El Ni?o occurs, it will drive the prices of agricultural products to strengthen, and listed companies in the production of corn, wheat, rice and other grains are expected to benefit.

28. COFCO Sugar (600737): El Ni?o has a direct impact on agriculture, forestry, animal husbandry, fishery, transportation and other fields. Judging from the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a high probability event. And it may lead to a reduction in sugar production in Brazil and India, which will in turn cause global sugar prices to rise.

In terms of sugar business, the company is the largest beet sugar manufacturer in the country and has advantages in beet sugar production. Currently, the company is entering South Sugar through a non-public offering project to expand the scale of the sugar industry and realize the strategic layout of the sugar industry. This time After the completion of the non-public offering investment project, the company will become the sugar company with the most complete industrial chain and the most reasonable layout in China, and become the leading domestic sugar manufacturer and the largest sugar trader.

29. Baolingbao (002286): El Ni?o has a direct impact on agriculture, forestry, animal husbandry, fishery, transportation and other fields. Judging from the forecast data of most meteorological agencies, the occurrence of El Ni?o in 2014 is a high probability event. And it may lead to a reduction in sugar production in Brazil and India, which will in turn cause global sugar prices to rise. The company is known as an expert in functional ingredients in the industry, and its leading products are oligosaccharides and fructose syrup. The company's current production capacity of oligosaccharides is 65,000 tons, of which the production capacity of isomaltooligosaccharide is 50,000 tons and the production capacity of fructose syrup reaches 170,000 tons. "Baolingbao" brand products were awarded the title of "China Famous Brand Product", and "Baolingbao" brand oligosaccharides (probiotic factors) were designated as nutrition and health advocacy products by the China Public Nutrition and Development Center.

30. Huaze* (000693): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event. El Ni?o usually causes drought in Indonesia, the world's largest nickel producer, and Indonesia's mining equipment relies on hydropower. Once El Ni?o occurs, it will have a significant impact on nickel mining in Indonesia, thereby driving up nickel prices. The company's subsidiary Shaanxi Huaze was established in December 2004 with a registered capital of 60 million yuan. Its main business is the mining and smelting of nickel iron ore resources and the production and sales of related products*. The comprehensive competitive position of Shaanxi Huaze's nickel products ranks among the top four in the domestic industry. Shaanxi Huaze currently has production lines with an annual output of 15,000 tons of nickel sulfate, 5,000 tons of electrolytic nickel, 300 tons of cobalt oxide and 120,000 tons of iron concentrate. Shaanxi Huaze is one of the few nickel companies in the industry that has an integrated industrial chain of nickel iron ore resource mining, smelting, research and development. Shaanxi Huaze mines nickel ores in Yuanshishan, and the nickel sulfate produced can be used as a final product for batteries and electroplating, or as a raw material for Shaanxi Huaze's electrolytic nickel. With a complete industrial chain, it can effectively reduce operating costs and at the same time enjoy the additional benefits brought by rising nickel prices through the nickel mining and dressing industry, while also ensuring profitability through the electrolytic nickel business with relatively stable profits.

31. Tin Industry Shares (000960): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event. Haitong Securities believes that during the El Ni?o period, drought occurs in Indonesia, Australia, the South Asian subcontinent and northeastern Brazil, while it is rainy from the equatorial central Pacific to the west coast of South America. From the ranking analysis of the global proportion of various metals in major mineral-producing countries such as Chile, Peru, Indonesia, Australia and Brazil in 2013, six varieties of lithium, copper, tin, silver, zinc and nickel are the core affected varieties. The company's tin metal output ranks first in the world. The company has an annual production capacity of 80,000 tons of tin, 100,000 tons of lead, 24,000 tons of tin chemical products, and 27,000 tons of tin material products. The leading product "Yunxi Brand" refined tin and tin-lead solder are national excellent gold medal products, with an international market share of 16.75% and a domestic market share of 41.59%. The main product, refined tin ingots, was registered with the "YT" trademark on the London Metal Exchange in the UK in 1992 and is an international famous brand product.

32. Huiquan Beer (600573): Judging from the forecast data of most meteorological agencies, the El Ni?o phenomenon in 2014 is a high probability event, and 2014 may become the hottest year. Hot weather and high temperatures will stimulate people's demand for cold drinks, especially beer. The company is one of the top ten beer companies in China and the only beer stock listed company in Fujian Province. The company currently has 4 beer production bases (South Factory, North Factory, Fuding, and Fuzhou, Jiangxi Province). The total production scale has a designed annual production capacity of 800,000 tons. The current production capacity exceeds 600,000 tons of beer. The total assets exceed 1.5 billion yuan. It has With first-class beer production equipment and strong scientific and technological strength, various economic and technical indicators have ranked first in the beer industry in Fujian Province for many years.