From the point of view of the distribution of industrial investment in the Olympic Games, the investment-driven effect of the beneficiary industries are concentrated in the transportation, communications, environmental protection and construction building materials real estate industry.
Construction building materials real estate. Construction industry: the Olympic venues and their related facilities investment of 28 billion. However, the construction itself is mainly undertaken by non-listed companies such as Beijing Urban Construction Group.
Other companies such as Yangtze River Precision, high-tech Zhang copper, Baosheng shares, TISCO stainless steel, etc. Although they also won some of the Olympic venues building materials supply, but the amount of money is not large, the company's performance has a great impact.
Real estate developers: real estate developers benefit from two main ways, one is to invest directly in the Olympic stadium. Beijing has several local listed companies involved in the development. Among them, Beijing Urban Construction participates in the Olympic Village, the National Stadium, five pines sports center. Beichen industry to participate in the development of national conference center, media village. Tianhong Baoye participates in the Olympic Village, National Stadium and so on. Secondly, the huge investment in the Beijing Olympic Games has led to a rise in the value of real estate in Beijing, especially in the Asian-Australian business circle. To Beijing as the main base of listed companies such as Beijing Urban Construction, Financial Street, China International Trade, North Star Industrial will benefit.
Environmental protection enterprises: Beijing Olympic Games indirect investment in environmental protection investment reached 58.2 billion yuan. Listed companies in the capital stock benefit the most. Capital shares holding 51% of the capital city water, is Beijing's main sewage treatment company, has a high Beidian, Jiuxianqiao sewage treatment plant, control of 2.1 million tons / day of nominal treatment capacity, accounting for Beijing's current sewage treatment capacity of more than 75% of the total.
Abbreviations Beneficiary Type EPS
600271,Aerospace Information Beijing Plate 0.97
002065,Donghua Hechuang Beijing Plate 0.62
600675,Zhonghua Enterprises Real Estate 0.594
600887,Yili Stock Sponsor 0.57
600048,Poly Real Estate Real Estate 0.55
600303,Shuguang Automobile 0.51
600511,National Pharmaceuticals Beijing Plate 0.51
600410,Huasheng Tiansheng Beijing Plate 0.5017
600582,Tiandi Science and Technology Beijing Plate 0.5
600588,Ufo Enterprise Sponsor 0.5
600588,UFIDA Software Beijing Plate 0.5
600085,Tongrentang Beijing Plate 0.456
600973,Baosheng shares Electrical Machinery 0.423
600270,Sinotrans Development Beijing Plate 0.42
002038,Shuanglu Pharmaceuticals Beijing Plate 0.419
600299,Xingxin Material Beijing Plate 0.38
600658,Zhaowei Science and Technology Beijing Plate 0.351
600037,Gehua Cable Digital TV 0.34
002051,Sinomachinery Beijing Plate 0.34
002051,Zhonggong International Beijing Plate 0.34
<000616,Yicheng Real Estate 0.33
600600,Tsingtao Beer Sponsor 0.3166
600062,Double Crane Pharmaceuticals Beijing Plate 0.3085
600015,Huaxia Bank Beijing Plate 0.3
600795,Guodian Electric Power Electricity 0.299
<600011,Huaneng International Beijing 0.29
600859,Wangfujing Business 0.285
600357,Chengde Vanadium and Titanium Manufacturing 0.28
600161,Tiantan Bio Beijing 0.2737
000729,Yanjing Beer Sponsor 0.27
601111,China National Petroleum Corporation (CNPC) 0.27
601111,Air China Partners 0.27
600361,Hualian General Supercommerce Commercial 0.26
600195,Zhongmu Shares Beijing Plate 0.26
000758,Zhongcai Shares Beijing Plate 0.257
600176,China Fiberglass Construction Materials 0.25
600016,Minsheng Bank Beijing Plate 0.25
600138,CYTS Tourism 0.2417
600056,Sinotech Trade Beijing Plate 0.2361
600067,Guancheng Daitong Real Estate 0.23
600690,Qingdao Haier Sponsor 0.225
600100,Tongfang Digital TV 0.222
600007,China International Trade Real Estate 0.22
000839,CITIC Guoan Digital TV 0.22
000666,Jingwei Spinning Machine Beijing Board 0.21
002066,RuiTai Science and Technology Beijing Board 0.21
000970,Zhongke Sanhuan Beijing plate 0.208
000969,Antares Technology Manufacturing 0.2059
000860,Shunxin Agriculture Beijing plate 0.2
600962,Guotou Zhonglu Beijing plate 0.2
600258,Shouhou Travel stock Tourism 0.1946
000959,Shougang Shoujian 0.1946
002066,Ruitai Technology Beijing plate 0.21
002066,Rui Tai Technology 000959,Shougang Manufacturing 0.19
000609,Mianshi Beijing 0.19
000786,Beixin Building Materials Construction Materials 0.171
600463,Airport 0.17
600560,Jinzitianzheng Beijing 0.17
600560,China Software 0.17
000916,North China Expressway Infrastructure 0.157
000916,North China Expressway Beijing Plate 0.157
000401,Jidong Cement Construction Materials 0.1549
000402,Jinfeng Street Real Estate 0.15
600118,Jinfeng Street Real Estate 0.17
600560,Jinzi Tianzheng Beijing Plate 0.17
600560,Jinzi Tianzheng Beijing Plate 0.17
600560,Jinzheng Tianzheng
600118,China Satellite Beijing Plate 0.14
600008,Capital Stock Infrastructure 0.1351
600861,Beijing Urban and Rural Commercial 0.13
002035,Huadi Stock Supplier 0.13
000151,Zhongcheng Stock Beijing Plate 0.13
601988,Jidong Cement Construction Material 0.13
<601988,Bank of China Partners 0.12
600578,Jingneng Thermoelectric Power 0.12
000046,Pan Ocean Construction Real Estate 0.119
600088,CTV Media Digital TV 0.109
600266,Beijing Urban Construction Real Estate 0.105
600263,Road and Bridge Construction Infrastructure 0.099
600055,Wan Dong Medical Beijing Plate 0.097
600435,BeiDong Tian Bird Beijing Plate 0.095
000990,Chengzhi shares Hospital 0.084
000802,Beijing Tourism Tourism 0.08
600485,qingtongxin test Beijing plate 0.08
601588,北辰实业 Real estate 0.076
600477,hangxiao steel construction engineering construction 0.076
600206,有研硅股 Beijing plate 0.076
600980,北矿磁材 Beijing plate 0.07
000882,qingtongxin 0.07
600980,qingtongxin 0.07
000882,Hualian shares business 0.066600539,S lion head construction materials 0.066
600288,Daheng Technology Beijing plate 0.0646
600198,Datang Telecom Beijing plate 0.0629
600791,Tianchuang Property Real Estate 0.061 <
600764,CEC Digital TV 0.061
600553,Taihang Cement Construction Materials 0.06
000938,Ziguang 0.056
600855,Aerospace Changfeng 0.056
600158,China Sports Industry 0.0526
600158,Sports Industry 0.0526
600860,Beiren shares Beijing plate 0.033
600851,Haixin shares Fuwa production
600086,Dongfang Jinyu
600386,Beijing Bus
Olympic concept plate
┌- ---------- ---------- --------┐
｜000797 China Wuyi 000802 Beijing Tourism 000839 CITIC Guoan ｜
｜000892 SST Xingmei 000916 North China Expressway 000931 Zhongguancun ｜
｜600056 Sinotech Trade 600246 Vantone Pioneer 600258 Shouyou Shares ｜
｜600263 Road and Bridge Construction 600266 Beijing Urban Construction 600376 Tianhong Baoye ｜
｜600463 Airport 600539 S Lionhead 600553 Taihang Cement ｜
｜600578 Jingneng Cogeneration 600657 *ST Tianqiao 600861 Beijing Urban and Rural Development ｜
｜600578 Jingneng Cogeneration 600657 *ST Tianqiao 600861 Beijing Urban and Rural Development ｜