Which stock codes are good for setting up Beijing-Tianjin-Hebei Free Trade Zone?
In terms of market performance, among the 42 Beijing-Tianjin-Hebei concept stocks, the 10 stocks with the highest gains are: Beichen Industry, Spring Airlines, Tangshan Port (60 1000), Kairuide (002072), Changshan Shares (000 158) and shougang shares (000).
In terms of capital, yesterday, there were 14 stocks with large single capital inflows, and there were 10 stocks with large single capital inflows exceeding1000,000 yuan, namely: Tangshan Port, Beichen Industry, Langfang Development, Spring Airlines, Lu Hua Hang Seng (600426), shougang shares, Changshan Shares and Tianqi Film (.
CICC predicts that the development plan of Beijing-Tianjin-Hebei will focus on at least three aspects: 1. Transportation integration: In terms of intercity transportation, the high-speed rail, bullet train and expressway connections between Beijing and Hebei cities are underdeveloped; The freight intensity in Beijing-Tianjin-Hebei region is higher than that in the Yangtze River Delta and Pearl River Delta regions, but the passenger turnover is low, and the passenger intensity of railways and highways is also significantly lower than that in the Yangtze River Delta and Pearl River Delta regions. It is necessary to carry out integrated planning and supplement of transportation infrastructure to make the transportation layout of the whole region more balanced, reasonable and convenient.
2. Environmental governance: According to the data disclosed by the Ministry of Environmental Protection, in 2065, among the former 10 cities with poor air quality of 438+04, the Beijing-Tianjin-Hebei region occupied 8 seats. In the past ten years, although the air pollution in Beijing, Tianjin and Hebei has eased slightly, it is still one of the most polluted areas in China. One of the first problems to be solved in the coordinated development of Beijing-Tianjin-Hebei is environmental governance.
3. Adjustment and re-layout of industrial structure: The industrial systems of Beijing, Tianjin and Hebei are irrelevant and fragmented, and the degree of industrial integration is low. At the same time, many industries in Beijing-Tianjin-Hebei have serious homogenization competition, especially industrial and manufacturing enterprises, which are widely distributed in the suburbs of Beijing-Tianjin-Hebei and lack effective coordination. The future industrial re-layout should not only consider their respective advantages, but also consider the current foundation and carrying capacity, as well as environmental governance.
So how to find the beneficiary stocks of the coordinated development of Beijing-Tianjin-Hebei? CICC believes that the following types of stocks will benefit from the promotion of Beijing-Tianjin-Hebei coordinated development plan: first, infrastructure investment and operation companies that directly benefit from the transportation integration in Beijing-Tianjin-Hebei region, such as railway, highway, port and airport construction investment and operation and related raw materials companies; Secondly, companies engaged in environmental protection operations in the Beijing-Tianjin-Hebei region; Thirdly, the re-planning and gradual development of Beijing-Tianjin-Hebei region is beneficial to real estate companies with more projects in this region, and will also promote the medium and long-term development of local consumer companies. According to the above logic, we are optimistic about Jidong Cement (00040 1, shares bar), Jinyu Shares (60 1992, shares bar), Tianjin Port (6007 17, shares bar) and North China Expressway (009 16).
It is reported that the Beijing-Tianjin-Hebei development plan at the national level has entered the trial stage. After the introduction of the outline, Beijing, Tianjin and Hebei will also introduce their own specific implementation plans. It can be seen from the work arrangements of the three places this year that the positioning and development goals of Beijing-Tianjin-Hebei in the coordinated development have been clear, and these expectations are the main contents of the upcoming Beijing-Tianjin-Hebei coordinated development outline. Concept of Beijing-Tianjin-Hebei: Langfang Development (600 149), Baoshuo (600 155), Huaxia Happiness (600340), Tangshan Port (60 1000) and Jinyu (601999).
Summary of Beijing-Tianjin-Hebei integration concept stocks
Langfang: Langfang development, Huaxia happiness and Rong Sheng development;
Baoding (including Zhuozhou): Hengtian Swan, Juli Rigging, Le Kai Film, Baoshuo, Feng Fan, Tianwei Baobian, Great Wall Motor and Lingyun;
Shijiazhuang: Jiantou Energy, Boshen Tools and Changshan Shares;
Yanjiao: Sanxiang shares;
Zhangjiakou: Hebei Gong Xuan and Wanfang Development;
Tangshan: Tangshan Port, Yantian Port, Jidong Cement, shougang shares, Sanyou Chemical, etc.
Qinhuangdao: Mao Ye Logistics;
Tongzhou: China Wuyi, Huaye Real Estate, Xinhua Lian, BTG Hotel, etc.