Concept stocks are stock sectors that involve certain connotative factors that have **** the same characteristics. So, what are the conceptual stocks of mega flood? Flooding favorable which stocks? Xicaijun has prepared relevant content for your reference.
What are the conceptual stocks of mega flood?
Flood concept stocks are those that may benefit from flood defense, flood management, post-disaster reconstruction and other related businesses. Examples include: China Railway Construction (601186), Dongfang Rainbow (002271), Donghong Shares (603856), Junhe Shares (603617), Longjian Shares (600853) and others.
What stocks are good for flooding?
1, cement stocks: the reconstruction of facilities after the flood, such as roads, houses, bridges, etc., the construction of water conservancy projects, all need a lot of cement, so it will be good cement stocks. Such as Conch Cement (600585), Huaxin Cement (600801), China Resources Cement Holdings (01313), Jiangxi Cement (000789), Tapioca Group (002233) and so on.
2, heavy stocks: flood relief and post-disaster reconstruction require machinery and equipment, such as loaders, bulldozers, excavators, cranes, tractors, irrigation and drainage machinery, etc., so it will benefit the relevant machinery manufacturing stocks. For example: Zoomlion (000157), Liu Gong (000528), Xia Gong shares (600815), Sany Heavy Industry (600031), Shantui shares (000680) and so on.
3, construction stocks: post-disaster reconstruction. Such as housing construction, infrastructure needs to be re-constructed to strengthen the construction of water conservancy projects, so it will be good for construction stocks. Such as: China Railway Construction (601186), China Construction (601668), China Communications Construction (601800), China Railway (601390), China Electricity Construction (601669) and so on.
4, pharmaceutical stocks: disaster relief needs medical equipment, related drugs, and blood products, so it will also benefit some of the medical industry stocks. Such as: North China Pharmaceutical (600812), Northeast Pharmaceuticals (000597), LU Anti-Pharmaceuticals (600789), Shanghai Lai Shi (002252) and so on.