Monopoly enterprises:
1, PetroChina: stock code [601857], China National Petroleum Corporation (Chinese abbreviation for "PetroChina" or "PetroChina") is an important state-owned enterprise, is a major oil and gas business, engineering services, petroleum engineering construction, petroleum equipment manufacturing, financial services, new energy development and other major business as a comprehensive international energy company. PetroChina is an important state-owned backbone enterprise, and is a comprehensive international energy company with oil and gas business, engineering and technical services, petroleum engineering and construction, petroleum equipment manufacturing, financial services, and new energy development as its main businesses, and is one of the major oil and gas producers and suppliers in China.
In 2014, PetroChina ranked No. 3 in the U.S. Petroleum Intelligence Weekly's comprehensive ranking of the world's 50 largest oil companies, and No. 4 in the U.S. Fortune magazine's ranking of the world's top 500 companies in 2015. On July 7, 2015, PetroChina's market capitalization reached $382 billion, placing it in second place among the world's top 500 companies, making it the world's second-largest company by market capitalization.?
2, Aluminum Corporation of China: stock code [601600], bauxite, limestone mining (valid until September 2031); road transportation (general cargo, limited to Guangxi, Guizhou branch operation); aluminum, magnesium mineral products, smelting products, processing products, production and sales; autoclaved fly ash bricks production and sales and related services.
Carbon products and related non-ferrous metal products, industrial water, electricity and steam, industrial oxygen and nitrogen production, sales; engaged in the survey and design, construction and installation; machinery and equipment manufacturing, spare parts, non-standard equipment manufacturing, installation and overhaul; automotive and construction machinery repair, special process vehicle manufacturing and sales; material testing and analysis.
Industry leaders:
1, Guizhou Maotai: stock code 600519, Maotai series of products production and sales; beverages, food, packaging materials, production and sales; anti-counterfeiting technology development, information industry-related products, research and development; hotel management, accommodation, catering, entertainment, bathing and parking lot management services.
2, Yunnan Baiyao: stock code [000538], chemical raw materials, chemical preparations, proprietary Chinese medicines, Chinese herbal medicines, biological products, medical devices, health food, food, beverages, special labor protection protective supplies, non-household textile products, daily necessities, cosmetics, outdoor products, development, production and sales; rubber creams, pastes, disinfectant products, electronic and digital products. Sales.
3, Baoshan Iron and Steel Company Limited: stock code 600019, Baoshan Iron and Steel Company Limited (is China's largest and most modern iron and steel joint venture. Baosteel shares with its integrity, talent, innovation, management, technology and other aspects of the comprehensive advantage, laid in the international steel market in the position of world-class steel joint venture.
Expanded Information:
First look at the monopoly, the so-called monopoly there are a variety of different kinds of monopolies, one is a resource monopoly, typical, such as Salt Lake Potash, unique potash brings a steady stream of profits, like the coal mine also The first one is the resource monopoly. Guizhou Maotai, Yunnan Baiyao belongs to another kind of monopoly - brand monopoly, white wine is not rare, but Maotai wine is only produced in that place, only the water there brewed Maotai wine, so the formation of a unique brand can not be copied.
Shanghai airport is a territorial monopoly, the airlines, regardless of profit or loss, as long as the aircraft parked in the airport have to pay, the airport drought and flood, which belongs to what Warren Buffett said, "toll bridges", similar to the highway, the port.
Monopoly brings excess profits, look at the gross margins of these companies can understand the value of these companies. Many companies have gross margins that are significantly higher than the average company. Then look at the leading companies, some companies do not have monopoly resources, but rely on excellent business management capabilities, in the industry gradually become the leading companies.
Typically, CIMC is not a company with inherent monopoly resources, but after 10 years of struggle, it has become the world's largest container manufacturer and naturally earns more profits. Suning Appliances and Dashang shares belong to commercial stocks, business is very competitive, gross margins are very low industry, but these two companies seize the opportunity to expand, increase market share, so that the company's performance is growing rapidly, and gradually become the industry's leader, the stock price all the way to the bull.
It can be seen that in the industry in which the industry has a certain monopoly advantage of the industry leading companies, the stock market is the most likely to be favored, the most likely out of the bull, then, if investors can discover some of the monopoly value has not yet been fully reflected in the monopoly of the leading companies, the probability of becoming a stock market winner will be much higher.
References: