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Infrastructure concept stocks are:
1.Northern Entrepreneurship (600967): Mainly engaged in railway wagon manufacturing, with a market share, ranking first in the country, ranking among the top four among 18 designated railway wagon manufacturers, and Shenhua Group uses cars.
2.Jinxi axle (600495): the largest domestic production enterprise including the largest number of axles for trains and subways, with a domestic market share of more than 1 3 and export qualifications.
3.*ST Huitong (000920): Mainly engaged in the manufacture of railway transportation equipment, with the theme of micro hard disk technology.
4.Liyuan Hydraulics (600765): The main product is hydraulic pumps, which are used in railway systems.
5.Xiangdian Co., Ltd. (600416): a large-scale electric wheel dump truck manufacturer in China, the only manufacturer of complete sets of traction electrical equipment and light rail for subway vehicles. At the same time, it produces wind power motors with new energy concepts.
6.Times New Materials (600458): a leading enterprise of vibration and noise reduction elastic components for locomotives, the main products of vibration and noise reduction elastic components are widely used in rail transit vehicles, and are emerging industries that are key to the development of the country.
7.Northwest Bearing (000595): The company exclusively produces high-speed railway bearings with a speed of 160 to 200 kilometers per hour.
8.Pangang Steel Vanadium (000629): one of the three major rail production bases in China, benefiting from the development of the western region.
9.Anshan Iron and Steel New Rolling (000898): one of the three major rail production bases in China, a monopoly enterprise in heavy rail production.
10.Baotou Iron & Steel Co., Ltd. (600010): one of the three major rail production bases in China.
11.Tianma Co., Ltd. (002122): general bearings and railway wagon bearings.
12.Masteel Co., Ltd. (600808) has a joint venture with Germany to produce high-speed railway bearings.
13.Fiberhome Communication (600498): high-tech optical communication equipment for railway communication engineering.
14.Changyuan New Materials (600525): power cable accessories, construction machinery involved in railway construction equipment.
15.Shangfeng Hi-Tech (000967): Produces heavy-duty fans for subways.
16.Yuanwanggu (002161): used for automatic vehicle identification and management railway radio frequency identification system. Guodian Nanzi (600268): Rail transit part of electric power automation control system.
17.Taiyuan Heavy Industry Co., Ltd. (600169): Mainly engaged in heavy machinery, including railway-related rolling and forging and lifting equipment, the only train wheelset production base in China, and has train wheels and train axle production lines.
18.Jinyi Industry (601002): a leading enterprise in the domestic fastener industry, its products are mainly used in railway and automobile manufacturing.
19.Longxi Co., Ltd. (600592): engaged in the application of spherical bearings for trains.
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China Railway, China Railway Construction, China Railway Second Bureau, etc.
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At present, the largest infrastructure sectors are: 1. SAIC: According to the quarterly report for the second quarter of 2021, SAIC's total operating income increased year-on-year to 177 billion yuan, with gross profit margin and net profit margin.
Due to the impact of the new crown pneumonia epidemic, China's macro economy and automobile market will face a severe test in stages this year, but as the epidemic subsides, the phased suppressed demand for automobile consumption will inevitably be replenished; At the same time, in order to hedge the impact of the epidemic, the country will further increase infrastructure investment, stabilize employment, and promote consumption. 2. Greenland Holdings: In the second quarter of 2021, the company's revenue increased year-on-year to 150.2 billion yuan, gross profit margin and net profit margin.
Guided by "publicization, capitalization and internationalization", the company adheres to the two-wheel drive of industrial operation and capital operation, and adheres to the synchronous development of "going out" and "bringing in", and has formed an enterprise pattern with real estate development as the main industry and the simultaneous development of diversified industries such as "large infrastructure, large finance and large consumption" on a global scale. 3. Minsheng Bank: The company's revenue in the second quarter of 2021 increased year-on-year to 44.7 billion yuan, with a net profit margin.
4. China National Heavy Duty Truck: The company's revenue in the second quarter of 2021 increased to 100 million yuan year-on-year, gross profit margin and net profit margin. During the reporting period, affected by multiple favorable factors such as increasing infrastructure investment in the troubled country, accelerating the elimination of national three automobiles, strictly investigating and controlling overloading and overrun, and the steady development of logistics demand, the domestic heavy truck market increased slightly, and the total market demand was at a high level, but the structural adjustment was more obvious and the market competition was more intense.
5. Shangwei shares: In the second quarter of 2021, the company's total revenue was 100 million yuan, a year-on-year increase, net profit margin, and gross profit margin. In the construction of the country's new infrastructure, the company will actively provide corresponding products and services to major infrastructure projects such as power grids and rail transit.
You can learn about the industry and market hot information through Huatai** one-stop wealth management platform - "Shangle Wealth Pass", Huatai**, intimate housekeeper, everything you want is here, click below ** to join us.
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Hello, infrastructure stocks refer to the ** of listed infrastructure companies. Infrastructure** includes: ZTE, Fiberhome Communication, Xinwei Communication, Shennan Circuit, Pinggao Electric, Baobian Electric, TBEA, NARI, CATL, BYD, and Beiteri.
Capital construction refers to the expansion and reproduction of fixed assets carried out by various departments of the national economy for the development of the production area, that is, the general term for the construction, purchase and installation work carried out by various departments of the national economy to increase the production area. For example, the construction of highways, railways, bridges, and various industrial and civil buildings, as well as the construction, expansion, and restoration of highways, railways, bridges, and various industrial and civil buildings, as well as the purchase and installation of machinery, equipment, vehicles, and ships, as well as related work, are all called capital construction.
Extended information: 1. What is **.
** A company owned by the owners (i.e. shareholders) of a joint-stock enterprise (listed and unlisted).
Evidence of assets and interests. Listed shares are called tradable shares and can be freely traded on an exchange (i.e., the secondary market). Unlisted shares do not enter the exchange and cannot be traded freely, and are called unlisted tradable shares.
This ownership is a comprehensive right, such as participating in shareholders' meetings, voting criteria, participating in major decisions of the company, receiving dividends or sharing dividends, etc., while sharing the risks caused by the company's operational mistakes.
It is a type of issuance by a joint-stock company to investors when raising funds, representing the ownership of the joint-stock company by its holders (i.e., shareholders). Yes is short for **. It is a kind of ** issued by a joint-stock company to shareholders as a certificate of holding ** to raise funds and obtain dividends and dividends.
Each share represents a shareholder's ownership of a basic unit of the enterprise. ** is an integral part of the capital of a joint-stock company and can be transferred, traded or valuedMortgage loans are the main long-term credit instruments in the capital market.
Second, the characteristics of **.
1: No return to the sale, once sold, the holder cannot return the company to the company, but can only recover the principal through the market. The issuing company can not only buy back or even buy back all the issued**, withdraw from the exchange, but also return to the unlisted enterprise.
2: Risk, buying ** is a kind of venture capital.
3: Liquidity, as a kind of capital, is a flexible and effective fund-raising tool and valuable, which can be circulated through free sale and free transfer in the market.
4: Profitability.
5: The right to participate.
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The first in the infrastructure sector are: China Railway Construction, China Railway, and China Construction.
Chengdu Road & Bridge, Shandong Road & Bridge, Chongqing Construction Engineering, Baosteel Co., Ltd., etc.
China Railway Construction, China Railway and China State Construction are all leading infrastructure stocks. CRCC's business covers engineering contracting, survey and design consulting, industrial manufacturing, real estate development, logistics and materials, and capital operation, and has developed from a construction contracting to a complete industry chain with scientific research, planning, survey, design, construction, supervision, maintenance, operation and investment and financing, and has the ability to provide one-stop comprehensive services for owners.
And in the plateau railway, high-speed railway.
In the field of design and construction of highways, bridges, tunnels and urban rail crossroads, Hongtong Engineering has established the first place in the industry leadership. The company's business scope covers all parts of China, except Taiwan, China.
31 provinces (municipalities) and autonomous regions in China, Hong Kong and Macao Special Administrative Regions of China.
and 59 countries of the world.
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Infrastructure** has:
G: 000063 ZTE, 00586 Huiyuan Communication, 300312ST Bangxun, 000070 Special Information, 603220 Zhongbei Communication, 603322 Chaoxun Communication, 300502 Xin Yisheng, 002475 Lixun Precision, etc.;
2. UHV: 601700 Fengfan Co., Ltd., 603016 Xinhongtai, 600268 Guodian South Command, 300265 Optical Cable, 002498 Han Cable Co., Ltd., 300215 Electric Power Research Institute, etc.;
3. Forest Bureau Rail Transit: 601186 China Railway Construction, Jian Wei 601002 Jinyi Industry, 600495 Jinxi Axle, 601766 CRRC, 300011 Dinghan Technology, 300587 Tiantie Co., Ltd., etc.;
4. Big data center: 601360 360, 603881 Data Port, 300212 Yihualu, 6033138 Massive Data, 002335 Kehua Hengsheng, 600588 UFIDA Network, 600845 Baoxin Software, etc.
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The infrastructure sector has stock service type tickets: China Railway Construction, China Railway, China Construction, Chengdu Road and Bridge, Shandong Road and Bridge, Chongqing Construction Engineering, Baosteel Co., Ltd., etc.
China Railway Construction, China Railway and China State Construction are all leading infrastructure stocks. China Railway Construction's business covers engineering contracting, survey and design consulting, industrial manufacturing, real estate development, logistics and materials, and capital operation, and has developed from a construction contract-based to a complete industry chain with scientific research, planning, survey, design, construction, supervision, maintenance, operation and investment and financing, and has the ability to provide one-stop comprehensive services for owners.
It has established an industry leadership position in the design and construction of plateau railways, high-speed railways, highways, bridges, tunnels and urban rail transit. The company's business scope covers 31 provinces (municipalities) and autonomous regions in China except Taiwan, Hong Kong, Macau, China and 59 countries in the world.
China Railway is a multi-functional and super-large enterprise group integrating survey and design, construction and installation, real estate development, industrial manufacturing, scientific research consulting, engineering supervision, capital management, financial trust, resource development and foreign trade and economic cooperation, headquartered in Beijing.
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