What are the concept stocks of land revaluation and what are the concept stocks of land appreciation

If you see the trend clearly, you will have your own judgment. 58

No matter how bullish it is, it can't cross the bottom line of 13

Ascentage Group [600108].

The company holds the equity of Lanzhou New West Vinylon Co., Ltd., 100% of the equity of Gansu Lanwei New Materials, 90% of the equity of Shandong Shenglong Industrial Co., Ltd. and other assets of the company, and a piece of land owned by Yasheng Salinization (2.46 million mu) and the agriculture-related assets of Yuerhong Ranch in Gansu Province for asset replacement, so that Yasheng Group will control more than 3 million mu of land.

2.Tongpu shares [600365].

Tongpu Co., Ltd. has nearly 5,000 acres of viticulture experimental garden and world-class, China's largest underground wine storage, the company's underground wine cellar has 772 oak barrels, can store more than 6,000 tons of grape wine. The total processing and storage capacity of grape raw wine is more than 50,000 tons, and the annual production capacity is 30,000 tons, which has a strong scale advantage among similar enterprises.

3.Xiangli shares [600506].

In recent years, in order to further accelerate the process of agricultural industrialization, the company has also invested in the construction of Hami jujube, grapes and other forest fruit industry deep processing raw material bases, initially forming a pattern of steady development of agricultural industrialization.

4.Mogao shares[600543].

disseminating wine culture; The traditional craft painting technology of Dunhuang Mogao Grottoes is used to replicate the murals of Dunhuang Mogao Grottoes, to create the world's unique, Asia's largest wine culture underground cellar with an area of 13,840 square meters, and to create a unique "property right wine cellar, butler service" management model in the national wine industry.

5.Hainan Rubber [601118]:

The company has accumulated rich research experience and technical reserves, participated in and promoted the formulation of a number of industry technical standards, and has become a large-scale comprehensive enterprise group integrating natural rubber planting, primary processing, deep processing, logistics, research and development, and rubber wood processing and sales. Due to the limited planting area of global rubber forests, the gap between supply and demand of natural rubber has increased, and the product has been bullish for a long time, and the company will fully benefit from the high prosperity of the industry.

6.Great Northern Wilderness[600598]:

The company's 16 farms, including Friendship Farm, are distributed in the Sanjiang Plain, one of the three most fertile black soil belts in the world, with high soil organic matter content, abundant water resources, and no pollution"The granary of the world"reputation. The company's rice, soybean, wheat and corn are yuan, yuan, yuan, are lower than the United States yuan, yuan, yuan, as the company's main plant rice accounts for 40 of the total area, has a prominent cost advantage. As the largest, most modernized and most abundant agricultural listed company in China, the company will benefit from the market outlook.

Luo Niushan (000735), Luodun Development (600209), Zhenghe (600759), China Enterprises (600675), Yatong (600692), SIIC Development (600748), Xiangli (600506), Jiulongshan (600555), Jingxing Paper (002067), Kangdal (000048), China Baoan (000009), Guangyu Development (000537), China Sports Industry (600158), Vantone Real Estate (600246).

Land circulation refers to the transfer of land management rights (use rights) by rural households with land contract management rights to other rural households or economic organizations, that is, the retention of contract rights and the transfer of use rights. It is the process of land as a factor of production flowing among agricultural producers, so as to achieve the optimal allocation of land resources. A**The leading land circulation concept stocks on the market include Hangzhou Iron and Steel Co., Ltd., Xinnong Development, Xiangli Co., Ltd., Zhengbang Technology, China Wuyi, etc.

Real estate stocks and brokerage stocks.

Real estate stocks are because of the appreciation of assets, and the appreciation of real estate.

Brokerage stocks are because, if the RMB appreciates, the market value of the **** denominated in RMB will rise, accompanied by a bull market.

The most profitable ones are the above two, and the increase is large enough. In other industries, although there are direct and indirect benefits from the appreciation of the RMB, combined with the popularity and speculation factors of the secondary market, real estate and securities firms are the best choices.

Looking at the ** of 07, it is the best proof.

The appreciation of the renminbi is good for the following **:

Aviation Stocks; coal stocks; financial stocks; non-ferrous stocks; real estate stocks, etc.

The appreciation of the renminbi is good for papermaking, real estate, aviation, banking, insurance, securities, and the like.

Aviation steel.

These papermaking sectors are the most beneficial from the appreciation of the RMB.

Short-term foreign influx such as 04-07 years will rise any stocks, banks: asset value increases.

Real estate: revaluation of land value.

Aviation: Hedging jet fuel costs.

Papermaking: Reducing raw material costs.

and companies that rely heavily on imports.

These categories have risen a little more.

Exports have been declining for a long time, and the overall competitiveness of the economy has weakened, and no stocks have benefited.

Real estate, after international tourism capital enters countries where the value of the currency tends to rise, real estate is the most fixed appreciation tool, so if the yuan continues to appreciate, Chinese should not think about buying a house.

Banks: increased asset value.

Real estate: revaluation of land value.

Aviation: Hedging jet fuel costs.

Papermaking: Reducing raw material costs.

and companies that rely heavily on imports.

The appreciation of the renminbi is good for the import industry.

The appreciation of the renminbi will not benefit any stocks!

Hainan Ruize: The direct beneficiary of the construction of the West Ring High-speed Railway, construction will start at the end of this month.

Tielong Logistics: The Railway General Administration implements the reform of freight organization to promote the transformation of railway freight to modern logistics, the artery of the "Silk Road".

Bowling Bao: The first share of Shandong Private Bank.

China South Locomotive: Sufficient orders in hand, more than 11 billion yuan of contracts. The core technology of rail transit has been authorized by the United States.

Hainan rubber: the wood industry to accelerate the transformation. Benefiting from the dividends of reform, land flow ushered in a "second spring".

Shibei High-tech: Land revaluation leads the theme of the free trade zone substantial beneficiary company.

Potential stocks: You look for areas that are proposed by national news.

For example, medical care. Information. High-tech, etc. . .

Then go to the corresponding section to find the better one.

How to say it, what is hyped is potential, and what is potential may not rise, and what has no potential may not fall.

If you have 10,000 yuan per mu, it will be more than 1 million yuan! And it depends on this"Millions of acres of land"In what position did you ......