Maybe many people have learned about the central enterprises and central enterprise reform, but do you know
what are the leading stocks of central enterprise reform concept?Want to know more details, financial management for you to report.
What are the leading central enterprise reform concept stocks?The controlling shareholder is the North China Computer Research Institute (15), 15 has been in the aerospace measurement and control, military ******ity software, information technology weapons and equipment, as well as national defense pre-research and model research and other four professional areas of superiority.1987 established Taiji, after years of market-oriented operation and successfully achieved many rounds of industrial transformation, the property rights system is clear, and the implementation of the core talent shareholding plan. Currently for the full range of IT services. The company is currently executing more than 5 million yuan of industry solutions and services contract has 95, with a total contract amount of 1.244 billion yuan. It has strong competitiveness in many fields such as government, public **** utilities, finance and energy. It is worth noting that the fundraising over-subscribed by 444 million yuan. According to the company's roadshow, the company is actively promoting industrial mergers and acquisitions program, mergers and acquisitions focused around the database and other basic software as well as key industries on the key replicable solutions, the group's assets in the more important database resources is the database of the Golden Cang (the core product KingbaseES, the only selected national independent innovation database products). The current total market capitalization scale of only 3.5 billion shares, with a large difference in the market value of similar companies, expanding the space depends on the company's industrial mergers and acquisitions program.
Hikvision (002415):Leader of the security industry controlling shareholder of the Hangzhou Computer External Equipment Research Institute (52), 52 focuses on the development of digital audio and video, digital storage and recording, peripheral reinforcement, tax electronic, intelligent monitoring and other technologies and various types of electronic products, energy-saving lighting products, etc., of which the digital audio and video technology is currently at the world's leading level, its boards and equipment The market share of its boards and equipments ranks first in China, and its digital storage and recording technology and peripheral reinforcement technology are at the leading level in China. Hikvision has successively organized more than ten holding and participating companies such as Hikvision Group, Hikvision Corporation, Hikvision, etc. Hikvision is the largest video surveillance company in China. Hikvision is a leading enterprise in the domestic video surveillance industry. In the field of DVR and board card, the core equipment of video surveillance system, Hikvision has ranked the first in the domestic market share for several consecutive years, and it is one of the mainstream DVR and board card manufacturers in the world. At present, the total market value of the scale has reached 33.6 billion, as the industry leader has begun to influence the valuation of the entire industry positioning.
Weishi Stone (002268):Information security leading controlling shareholder of the Southwest Communications Research Institute (30), 30 focuses on basic and applied theoretical research in the field of information security and confidential communications, research and development of key technologies and major systems engineering projects, and has always maintained the information security confidentiality theory and application of technology, the leading domestic and international advanced level. Sanx Group was formed, with 30 institutes as the core and Weishitong, Sanx Sheng'an and Yaxun Networks as the main members. The current total market capitalization is only 2.6 billion, and the future investment is more flexible.
Siltronic (600990):Continuously expanding the application of civilian products controlling shareholder for the East China Electronic Engineering Research Institute (38), 38 focus on air defense radar, electronic systems engineering and related technology research, development and application. The main fist products include meteorological radar, security electronic engineering, microwave communications equipment, satellite television reception high-frequency head, R-type transformer, LED large screen display system, computer networks and systems integration, ASIC chip design, medical and financial electronic equipment. The company's industry has high technical barriers, and several models of new radar products have entered the production stage. It is currently expanding the field of civilian applications. The current total market capitalization scale of 4.4 billion, if further asset injection, the potential will not be small.
Gaochun ceramics (600562):Focus on the progress of the reorganization program www.southmoney.com通过国有股权转让, Nanjing Institute of Electronic Technology (14) has a total of 47.42% of the shares, becoming the controlling shareholder of the company. May the company announced that the company's application for a major asset reorganization is being accepted by the China Securities Regulatory Commission to be heard through the 14. Strong, with the largest microwave darkroom, radar system simulation and integration laboratory, microelectronics assembly technology center, flexible processing and manufacturing centers and other first-class R & D facilities, the product covers the radar, communications, information systems, antenna microwave, high power equipment, software, signal processing, RF simulation, electronic countermeasures, applied magnetics, microelectronics, electronic instrumentation, transportation electronics, display system engineering, industrial automation, special components and dozens of other specialized fields. Once the major reorganization program was passed, to the current total market value of 3.5 billion, its future potential is still not small.
East China Computer (600850):Expect industrial integration of the controlling shareholder for the East China Institute of Computing Technology (32), 32 in the computer network, operating system, database distributed computing technology, embedded software development environment and system management research and development. Subordinate IT companies more than ten, to provide general information products, production and sales and application services as well as software and network technology as the core of the integration, and has formed a certain relative technical advantage and market advantage in related areas. As a company listed earlier, the company is transforming from low-end product production and agency with low gross profit margin to high-end product agency and integration, and has formed three major business fields of high-end product distribution in integration, intelligent building and software development. Ltd. was established, mainly engaged in high-end server products, the launch of "Tangzhou" domestic OFFICE software. The current total market capitalization of 2.6 billion, investment flexibility from the possible industrial integration or asset injection.
TDG (600330):Allied with the 48 partners are the Changsha Semiconductor Technology and Equipment Research Institute (48) of the CEC Group, 48 for the national microelectronics, solar cells, photovoltaic materials, power electronics, magnetic materials, and other specialized equipment research and development, production of professional institutions. In the late seventies, it began to undertake the development of semiconductor equipment such as ion implanter, electron beam exposure machine, focused ion beam, plasma etching, etc. At present, Institute 48 holds 1.99% of the company's shares. At present, Institute 48 holds 1.99% of the company's equity. Recently, the company announced that it has signed a strategic cooperation agreement with Institute 48, which includes cooperation in wafer manufacturing and module manufacturing, and has signed a construction contract for related projects with Red Sun Photovoltaic Technology Company, a wholly-owned subsidiary of Institute 48. But this cooperation has a greater uncertainty.
Guihang shares (600523):Valuation level in the military industry at the lowest end of the company is the general aviation sector of the AVIC industry's main companies, from the current operation, the company is likely to become a general aviation under the general aircraft and general parts and components of the operation platform. China's general aviation and foreign development gap is large, with the relaxation of low altitude control, China's general aviation market is expected to usher in a period of rapid development. 2005-2009 average annual growth in revenue of 32.1%, average annual growth in net profit of 63.55%, is one of the most robust growth of the military enterprises, the company's automotive business is expected to remain stable growth. The company in 2009 annual report clearly put forward to speed up the pace of asset reorganization, a quarterly report put forward to continue to actively promote the acquisition of Guizhou Fenglei Aviation Ordnance Company, Guizhou Tianyi Electrical and China Aviation Industry Standard Parts Manufacturing Company 100% of the three companies, after the completion of the acquisition of the company's aviation business will be increased to 40%. Assuming that the company this year to complete the acquisition of the above three companies, we expect the company's 2010-2011 EPS will be 0.76 yuan and 0.91 yuan, the current valuation level of the company is at the lowest end of the military industry, it is recommended to pay attention to the appropriate. It should be noted that the automotive industry competition, mergers and acquisitions process is uncertain, raw material costs and other negative factors.
(Centaline Securities) Hafei shares (600038):Recently operating stable future development can be expected military orders to support the smooth development of the company's performance. 2006-2008, China's macro-economy by domestic and foreign influences, experienced "overheating - bottoming out" up and down violent fluctuations, and the company by the stability of military orders, the main business revenue, operating income, and the bottoming out of the company. Support, main business income, operating profit, net profit attributable to shareholders of listed companies and other indicators have shown a small steady increase in trend, showing a strong hedge against macroeconomic fluctuations. Future product layout in three directions, but currently still rely on the straight 9 series. The company's products are mainly helicopter series, including straight 9 series, HC120, accounting for nearly 90% of the company's main revenue, mainly for the military supply. The company's development and production of transport 12 fixed-wing aircraft, ERJ145 regional aircraft, trying to open up new frontiers in the civil market, while the aviation control policy restricts the civilization of aircraft. The company's use of its leading composite material technology, and Airbus, Boeing cooperation, is still in the exploration stage, large-scale production is yet to come. The integration of AVIC Helicopter Company is imminent. According to the AVIC Helicopter Company's three-year capital integration plan, 2010 is the helicopter segment of the overall listing year. At that time, the helicopter plate is likely to take advantage of the platform of Hafei shares, injected into the Changhe aircraft, Baoding propeller plant and other assets, this event may trigger a phase of trading opportunities in the secondary market. Company valuation and risk tips. Do not take into account the company's future integration and reorganization, we expect 09-10 years of EPS were: 0.31 yuan, 0.33 yuan, 0.33 yuan, corresponding to PE 80, 75, 75, give the company a "neutral" rating. In addition, pay attention to the company's reorganization activities to normal production and business plans.
(Rixin Securities) China Satellite (600118):Disc large single constantly expected to the previous high impact of the company is currently listed on the A-share companies in the only satellite manufacturing company, satellite development and application of the two pillars of the company's business, the current satellite applications accounted for more than 30% of the revenue. In the specific field of satellite applications, the best development is the field of satellite navigation, set of hand-held user machine, vehicle-mounted user machine project sales trend is good, navigation user terminals, digitized integrated application terminals and other new product development is progressing well. With the accelerated pace of construction of Beidou navigation system, the company's performance level in the future is expected to see a substantial increase in 2010, the company's satellite applications business is expected to satellite communications, satellite navigation and satellite remote sensing category of sub-businesses to maintain the existing advantages, in the civil market and national defense applications to further expand the scale of business. On the secondary market, the stock in February this year announced 10 to 10 to send 0.5 of the distribution plan once appeared continuous upward trend, the beginning of this month hit a new high of 36.20 yuan stage, since then by the broader market shock fall, but in the 30-day average and Bollinger Bollinger line at the center of the track to get strong support. Tuesday in the market shock fall in the stock against the trend upward, the plate constantly appear big single, volume significantly enlarged, the market is expected to continue to move up and to the previous highs to launch the impact, it is recommended to focus on the low.
Aerospace Electronics (600879):Aerospace military business high growth can be expected to the company is the production of aerospace-specific electronic products, high-tech companies, the existing technology and leading products are widely used in the field of carrier rockets, spacecraft, satellites and other areas of the aerospace electronics one of the important equipment manufacturers, the companies include aerospace Long March Rocket Technology Company Limited, etc. In 2009, revenue of 2.526 billion yuan. In 2009, the company realized a revenue of 2.526 billion yuan, with military products accounting for 80% of the revenue. The company has strong technical advantages in the aerospace electronics integration technology, satellite navigation and other aerospace electronics field and other specialties, aerospace electronic products in the field of market is basically stable. China's satellite launch is about to enter an intensive period, in 2010 the second generation of BeiDou satellites may be launched 3-5, we believe that in this context the company's aerospace military products business may usher in a period of high growth. Secondary market, the stock from the previous high point fell nearly 40%, is expected to appear oversold rebound, investors can pay attention to.
Axis Research Technology (002046):Money chasing military theme company's main business is the production of bearing-related products and technical services. The company has a monopoly in the production of aerospace special bearings, domestic rockets, satellites, spaceships with bearings market share of nearly 100%, has completed from Shenzhou I to Shenzhou V spaceship bearing supporting tasks, and for the "God six" to provide 7 most 22 kinds of bearings. The company's other high-end products - precision machine tool bearings, ceramic bearings and CNC spindles are also in the domestic leading technology level. Last year, the company issued shares to China Machinery Industry Group Corporation to purchase assets, basically realized the overall listing of the assets of Shaft Research Institute. Axis research technology 2009 annual report period the company realized total operating income increased by 20.59% year-on-year, total profit increased by 11.40% year-on-year, net profit increased by 14.11% year-on-year, and better complete the annual business objectives. From the secondary market trend, April 8, the stock started before the trend has been independent of the market, was oscillating up pattern, showing that early funds in the patient absorption of chips. Nearly three trading days volume soared, the cumulative increase of nearly 29%, making the stock price successfully out of the pre-cost area, and hit a new high since the listing, showing that the main force to do more will be strong and better chip lock. Especially on Monday, the stock price has been in the stop price change hands, and no profit-taking plate a lot of chips. And, from the public trading data on April 9, there is no institutional seat to participate in a large number of transactions, indicating that the stock chips have been basically locked. Although the chips hold stable, but the technical surface of the short-term view, the stock price has been in the overbought area, once the profit-taking chips loose, short-term retracement is inevitable. It is recommended to wait and see for the time being.
China Jialing (600877):Military concept integration concept investment highlights: 1, the company is China's motorcycle industry, the first to obtain the "CCC" certification and the national motorcycle "production access" certification enterprises; "Jialing" trademark is China's motorcycle industry's first "national well-known trademarks", brand value of 6.196 billion yuan; "Jialing" motorcycle is China's motorcycle industry's first brand. 2、Establish two optoelectronic research and manufacturing bases in Chongqing and Chengdu: build an integrated optical and photoelectric industrial platform to improve the core competitiveness in the optoelectronic industry, and plan to build the company's technological research and development, production, and sales platform for the optoelectronic industry through investment, reorganization, and collaboration in a variety of forms in three to five years. 3、Launch a large-displacement motorcycle in China: after three years of grinding and hundreds of millions of dollars of research and development costs, the company has developed its own motorcycle with completely independent intellectual property rights, which is the first motorcycle in China. China's independent research and development, with full independent intellectual property rights of the first largest displacement motorcycle Jialing JH600 listing, Jialing JH600 listing marks the Chinese motorcycle industry began to enter the high-end market. The engine of this Jialing JH600 is designed by AVL, a world-renowned design company for the luxury motorcycle BMW, and its technology has reached the Euro III standard.
North Mining Magnetic Material (600980):Restructuring is expected to be flexible huge investment highlights: 1, the company in 08 years in the laboratory level to fully meet the level of Japan's products on the basis of the 3D powder has carried out two production tests of its product performance successive progress, recognized by Japanese customers, according to the plan, it is expected to be 09 May from the formal batch order for the export of magnetic powder and granular materials to create the development of the conditions. 2, the company will use the existing market-oriented, independent research and development of scientific and technological advantages of resources, to speed up the engineering and marketing process of existing R & D projects, increase investment in R & D, continue to carry out new R & D projects with market prospects, in order to achieve the sustainable development of the company's health to provide technology and product reserves. Risks: In the current financial crisis, the magnetic materials industry will face greater challenges, due to China's magnetic materials industry to low-end products, domestic competition is fierce, which brings certain pressure to the company.