Which companies won the Expo pipeline project

One is the short-term benefit of listed companies. These listed companies are mainly in the site of the World Expo or near the listed companies, they are expected to be relocated through the relocation of relocation compensation and land appreciation and gain income. These listed companies are basically distributed in Nanpu Bridge and Lupu Bridge along the Huangpu River. After the success of the Expo bid, infrastructure construction will be carried out in full swing, and these listed companies can benefit in the short term (see Table 1). Table 1: part of the World Expo alternative areas and land resources rich reserves of listed companies Stock code Stock abbreviation Investment reasons 600748 Pudong stainless steel is located in the World Expo alternative areas, the first to profit 600732 Shanghai port machine is located in the World Expo alternative areas, the first to profit 600150 Shanghai East Heavy Machinery is located in the World Expo alternative areas, the first to profit 600689 Shanghai Sanshao land exchange, more opportunities 600754 Xinya land exchange, more opportunities 600754 Xinya land exchange, more opportunities 600754 Xinya land exchange, more opportunities 600754 Xinya land exchange, more opportunities 600754 Xinya land exchange, more opportunities 600759 Shanghai land exchange, more opportunities More opportunities 600754 Xinya actively preparing for real estate projects 600823 Shimao engaged in the development and construction of Shanghai North Bund Central Business District 600072 Jiangnan Heavy Industry Company location of the greatest opportunity for appreciation The second is the medium-term benefit of listed companies. The construction of the World Expo has an eight-year process. In this eight-year period, the national finance, local finance will be heavily invested in urban infrastructure, which will bring opportunities for the development of related listed companies. Medium-term benefits of listed companies are mainly concentrated in infrastructure, urban construction of listed companies, such as and infrastructure related to the Shanghai Construction Industry, Baosteel; and urban water supply, power supply related to the Shenneng shares, water shares and other utility stocks; and production-related functional facilities related to the Canton shares, shares, such as Shangling shares. Thirdly, the listed companies that will benefit in the long run. By 2010, guests from various countries will gather in Shanghai, which will have an important impact on various industries in Shanghai. Tourism, logistics, commerce, service industry listed companies will benefit from it, get huge business opportunities (see table 2). Table 2: List of major listed commercial companies in Shanghai Stock Code Stock Abbreviation Industry 600616 First Food Food, Beverage and Tobacco Retail 600631 First Department Store Retail 600628 New World Retail 600632 Hualian Commercial Mansion Retail 600655 Yuyuan Mall Retail 600824 Yimin Department Store Retail 600825 Hualian Supermarket Retail 600827 Friendship shares Retail 600833 First Pharmaceuticals Pharmaceuticals and medical equipment retail 600838 Shanghai Jiubai Retail As listed companies are located in different regions and industries, the impact of the World Expo on listed companies is also different, and the impact of direct and indirect. From the point of view of location, the direct benefit is obviously listed companies in Shanghai. However, the organization of the World Expo is the whole country's people, therefore, the World Expo to the listed companies will certainly bring business opportunities to the listed companies in the Yangtze River Delta, the listed companies in the coastal areas, and even to the listed companies in the country. For example, it is estimated that a large number of overseas tourists will enter the country during the Expo. Huangshan, Zhangjiajie and Xi'an and other famous tourist attractions in China to foreign tourists have a strong and powerful attraction, which will give the "Huangshan Tourism", Zhangjiajie and other listed companies to add a lot of business opportunities, from the World Expo indirectly benefited (see Table 3). Table 3: Listed companies in the tourism sector Stock Code Stock abbreviation 000069 OCT A 000430 Zhangjiajie 000610 Xi'an Tourism 000802 Beijing West Tourism 000888 Emeishan A 000978 Guilin Tourism 600054 Huangshan Tourism 600138 Qingtou Holdings 600258 Shouyou Shares 600358 CITS 600593 Dalian Shengya 600749 Tibet Holy Land From the industry point of view, participate in the construction of the World Expo and participate in the World Expo services listed companies will directly benefit. One is to participate in the construction of the World Expo infrastructure industry, such as "Shanghai Construction Engineering", etc.; the second is directly involved in the World Expo services listed companies, such as Shanghai's local shipping, business, tourism and other listed companies in the tertiary industry. And infrastructure, services related to the listed companies will benefit indirectly, such as the production of steel, cement, glass, building materials listed companies, such as Baosteel, Yaopi. The positive impact of the Expo on Shanghai's listed companies will not only be reflected in improving the efficiency of the listed companies, but more importantly, it will also be reflected in facilitating the structural adjustment of Shanghai's listed companies in line with the transformation of the city's functions. Due to historical reasons, many of the listed companies in Shanghai are industrial enterprises, and through the World Expo, these listed companies will get the opportunity of industrial restructuring, and is expected to find business opportunities in industrial restructuring, Pudong Stainless is a typical case. Related listed companies focus on Shanghai port machinery into real estate The company used to be the largest professional manufacturer of port machinery. In recent years, with the limitation of the development space of the industry itself and the intensification of competition, the performance has been declining year by year. The company signed an equity transfer agreement with Shanghai Jinwei digital information technology limited company in 2001, trying to reverse the decline, but did not achieve the expected results. This year is issued a performance warning announcement, showing that the company to carry out substantive reorganization requirements have been very urgent. The success of China Shenbo provides a historic development opportunity for the company. The company is currently located in the geographic location, is located in the east bank of the Huangpu River, near the Nanpu Bridge, Pudong industrial development area. The company also has 230 meters of Pujiang River shoreline, in the planning area of the World Expo site. Currently Shanghai real estate continues to heat up, especially in Pudong, due to the transportation, environment and public facilities continue to improve, the increase is significantly higher than other areas, the Pujiang River along the land is hot. The success of the Expo has further increased the appreciation potential of the area. According to the plan, in the area of the original transportation, warehousing and wharf, factories and enterprises based on industrial positioning, will gradually to financial and trade, tourism and culture and ecological residential aspects of the transfer. From the current series of actions of the company, the World Expo as an opportunity to realize the successful transformation of the intention is very obvious. To this end, the company in November this year and Shanghai Jinwei digital terminated the equity transfer agreement, at the same time with the Shanghai Xing Sheng Real Estate Development (Group) Co. Xing Sheng real estate is a strong private real estate enterprises, registered capital of 220 million yuan, the business involves real estate development and operation and related consulting and property management and other aspects, especially in real estate development has a strong strength. Once the transfer program is approved by the company's current controlling shareholder, China Harbor Construction Company and other relevant parties, Sheng real estate will become the new largest shareholder of Shanghai Harbor Machinery, both sides are expected to achieve a win-win situation. On the one hand, Shanghai Harbor Machinery will be completely transformed into a listed company with real estate as its main business; on the other hand, it also provides an opportunity for Shanghai Harbor Machinery Factory's original shareholder, China Harbor Group, to carry out resource integration for its subordinate enterprises. At the same time, China Harbor Group can participate in the construction, while the prosperity of real estate to get involved in the development of the two sides of the Pujiang River land and opportunities. Therefore, according to the current market conditions of Shanghai harbor machine, the future development has greater potential, its share price in the medium and long term will be reflected. Pudong Stainless take the opportunity to transform Pudong Stainless originally belonged to the iron and steel industry, due to the listing of the early, the main business and its major shareholders of the Baosteel Group, the three steel companies and other related parties there is competition in the same industry, and the company's equipment into the old, the business outlook is worrisome. Fortunately, the company is adjacent to the Pu River coast, located in the Shanghai Municipal Government on the two sides of the Pu River within the scope of the overall planning. According to the overall planning of Shanghai's urban development, the company needs to be relocated as a whole. To this end, the company grasped the World Expo and Shanghai vigorously develop the opportunity of the two sides of the Pujiang River, with the help of the huge appreciation potential of the land, the recent interpretation of a series of capital operation of the big strokes. First of all, the major shareholders through the equity transfer, the introduction of a strong SIIC Group; immediately after, the company embarked on a substantial asset restructuring, on the one hand, to the original major shareholders divested in addition to some of the equity and debt other than non-performing assets, on the other hand, to the potential major shareholders to buy its real estate assets, both amounting to as much as 800 million yuan, the company's assets and business basically realize the transformation, not only to resolve the existing original The company's assets and business basically realized the transformation, not only solved the existing original main business and the major shareholders of the historical legacy of competition, but also by the traditional iron and steel production enterprises into a new type of real estate-based company. According to the asset transfer agreement, although the reorganization of the company's land did not stay in the listed company, but in the process of asset reorganization of land appreciation gains must have been taken into account by both sides of the reorganization. That is, if there is no land this piece of value-added, the original listed company's burden may be more to be borne by the acquirer, which will increase the cost of the acquirer, and even affect the success of the reorganization. Therefore, it can be said that the success of Shenbo to promote the development of Pujiang, has contributed to the listed companies to lighten the load. It is worth mentioning that the new owner of the major shareholders in Shanghai is directly under the SIIC Group, which is wholly owned by the Shanghai Municipal Government investment holding group companies and the Shanghai Municipal Government's overseas window companies, in the capital market they can be said to be long-sleeved dance. As early as in 1997, Shanghai SIIC successfully entered into the ownership of SIIC Union through equity acquisition and received obvious reorganization effect. Since then, through a series of operations, it has directly or indirectly held 4 mainland listed companies and 2 Hong Kong listed companies. Therefore, with the rich experience of the strength of the major shareholders to join the centralized injection of real estate assets, so that Pudong Stainless is expected to become the flagship of real estate development under the SIIC Group in the future. New Asia shares will have huge value-added income New Asia shares is a large food service group. Investment in fast food chain stores, under the premise of proper site selection, the speed of investment recovery is very fast, generally can be achieved in the year the output of the year. At present, the new Asian big bag in Shanghai has 85 chain stores, the company plans to expand to 100 to 120, while the business will be expanded to areas outside Shanghai. At present, the new Asian big bag and Kentucky Fried Chicken gross profit margin difference is not great. If the new Asian big package can effectively control expenses, profitability will be further improved, close to the level of internationally renowned enterprises. Since this year, Shanghai's rapid urban development has brought new opportunities to the company. The company's subsidiary mainland hotel has been included in the scope of relocation in June 2002, so the company has been compensated 41 million yuan. On November 21, 2002, the company's interim board of directors also considered and passed the resolution of house demolition and relocation located in No. 55 Jinling West Road, Shanghai, and has signed the "house demolition and relocation compensation agreement" with the Shanghai Luwan District Construction and Management Committee on the same day. According to the Shanghai Municipal Development Planning Commission "on agreeing to carry out the Luwan District 8 neighborhood Shangxianfang overall protection and transformation of the preliminary work of the approval", Luwan District 8 neighborhood land has been listed as Shanghai tourism development three-year action key projects, will soon carry out the protection of the whole neighborhood transformation. The company's subsidiary Shanghai Xinya Group Co., Ltd Gourmet World [has been changed to Shanghai Xinya Group Co., Ltd Xinya Star Jinling Store, hereinafter referred to as the "Jinling Store"] was included in the scope of demolition and relocation. In accordance with the relevant regulations, Xinya will receive a compensation fee of RMB115 million for the demolition and relocation of the subsidiary. The demolition of subsidiaries has brought a lot of cash to Xinya, and the 2010 World Expo will provide an opportunity for Xinya to diversify its business. A few days ago, the new Asian shares have made a decision to 50 million yuan and Shanghai Food Group *** with the investment in the South Bund business building project; as the site of the World Expo in the Nanpu Bridge south of the 4-kilometer radius of the area, so with the World Expo approaching, the South Bund housing prices have a more value-added potential. It is worth mentioning that the new Asian shares have a new Asia Hotel, East Asia Hotel, New Town Hotel, Huashan Hotel, Minhang Hotel, the housing property rights and land use rights, the World Expo will give the new Asian asset value-added to bring great opportunities. Hudong Heavy Machinery can be bland for the magic Hudong Heavy Machinery is currently China's largest production scale, the strongest technological development capabilities of the marine diesel engine production base, listed at the beginning of the Hudong Shipyard and Shanghai Shipyard under the creation of the Machine Division restructuring was established. At present, Hudong-Zhonghua Shipbuilding (Group) Co., Ltd. (restructured from the Hudong Shipyard) is the controlling shareholder, the number of shares accounted for 50.47% of the total share capital; Shanghai Shipyard for the company's second largest shareholder, holding 17.25%. Its main business is to undertake the second largest shareholder of most of the ship machinery supporting tasks. Hudong Heavy Machinery listed in 1998; by the overseas market and "four" the impact of accruals, losses in 1999; 2000 main business began to improve, but the company's debtor, Tianjin Shipyard declared bankruptcy, so that the 2000 annual major losses and wear ST hat; 2001, in the major shareholders of the support of the Hudong motor through the associated transactions and their own efforts to turn losses into profits, successfully preserved the license; In October this year, the company also through related transactions to lift the hidden danger of receivables, enhance competitiveness. From January to September this year, the company's earnings per share of 0.022 yuan. On the whole, Hudong Heavy Machinery is a typical heavy manufacturing enterprise, with weak competitive ability, poor profitability and poor risk-resistant ability always restricting its development. Despite the strong support from its major shareholders, its development is still difficult. Benefit from the Shanghai Municipal Government's 100 billion development of the two sides of the Pujiang River, Hudong Heavy Machinery's fundamentals are becoming more and more variable. According to its prospectus, the land occupied by the company is to be leased by the company from the Shanghai Pudong New Area Comprehensive Planning and Land Bureau. Hudong Shipyard, the company's promoter, has signed with the Shanghai Pudong New Area Comprehensive Planning and Land Bureau of the "state-owned land use right lease contract", to be established after the joint-stock company, Hudong Shipyard in the above contract in the rights and obligations of all transferred to the company. Hudong Shipyard is located in Lujiazui area, and the value of its land resources has been surging over the years, which will increase its value for quite a period of time. After China's successful bid, the work may start early, the plant's real estate development value-added potential is extremely considerable. But this is only one aspect of concern, the development of the two sides of Pudong, the success of the Expo will accelerate the two sides of the transportation, warehousing and wharves, factories and enterprises based on industrial positioning, to financial and trade, ecological housing on the main. To heavy industry as the main business of Hudong Heavy Machinery can seize this historic opportunity, the successful implementation of the company's strategic industry transfer, or in the company's decision-making level of the big question, but also to leave the market a suspense. Shanghai Sanmao diversified development to enhance the strength of Shanghai Sanmao as China's woolen textile industry leader, was founded in September 1993, is the original Shanghai third woolen textile factory by restructuring after the establishment of a social collection. The company's A shares and B shares were listed on the Shanghai Stock Exchange in November and December 1993 respectively. The company is mainly engaged in the production and operation of textiles and the import and export trade of textiles, and is an all-round large-scale enterprise integrating wool, spinning, weaving, dyeing and finishing. The company takes the lead in implementing the foreign trade agency system in the same industry in Shanghai, and is an export-oriented enterprise with the independent right to import and export wool raw materials and worsted tweed. The company's products are exported to Europe, the United States, Japan, the Middle East and other countries and regions, enjoying high popularity and good reputation in the international market. In recent years, the company has carried out a series of asset reorganization. The company held its fourth session of the Board of Directors on April 14, 2002, the fourth meeting, considered the company's 2002 asset replacement program, the company and the Shanghai Textile (Group) Co., Ltd., Shanghai Textile Holding (Group) Company for the replacement of assets, the total amount of asset replacement of 238.12 million yuan. In the first three quarters of this year, the company in the implementation of asset replacement based on the continuous improvement of marketing, sales, service business system, give full play to the technology center of scientific and technological progress of the function, and increase product development, to achieve the main business income of 2,839,300,000 yuan, the main profit of 25,880,000 yuan. With China's accession to the WTO, wool textile industry business environment has changed dramatically, market competition is becoming increasingly fierce. Undeniably, Shanghai Sanmao production and operation of the further development of constraints. In order to enhance the company's strength, the company's production, operation and sales to a higher level, improve the competitiveness of products, Shanghai Sanmao has carried out the company's strategy of transfer, hoping to enhance their overall competitiveness through diversified development. The company recently continued to promote industrial restructuring. The company announced today, the transfer of Shanghai Yufeng Woolen Textile and Apparel Co., Ltd. held 38.14% of the equity of Shanghai Yinfeng Clothing Co. This year, the company also carried out a series of capital operation. From the company's announcement that has been replaced into the Shanghai Huayu wool and linen development of 98.26% of the equity, and a piece of land located in Yangshupu Road, No. 1056, worth 112.2 million yuan. The land is located in the Pujiang River development of the North Bund key development area. Therefore, in the future, along with the World Expo, in the development of both sides of the river, the company's land resources will bring great value-added effect. Shanghai Construction Engineering benefit endlessly The company's main business for all kinds of construction projects, general contracting, design, construction and urban infrastructure investment, is Shanghai's largest and most powerful state-owned construction enterprise group. In recent years, the company has built a number of technically difficult construction projects, won a number of scientific and technological achievements and construction Luban Award, won a lot of prestige in the construction industry; at the same time, due to strong financial strength, in the Shanghai market to establish a certain degree of monopoly advantage. Announcement shows, Shanghai more than 100 meters of the building, more than 80% by the company's construction, including some of Shanghai's landmarks such as the Oriental Pearl Tower, Jinmao Tower and so on. In addition, general civil construction, municipal engineering, industrial buildings, public **** facilities construction, etc., is also an important part of the company's business and the main source of profit. This shows that the company has strong strength in all areas of building construction. The success of the application, for Shanghai Construction Engineering, means that the future development of the company is facing more opportunities. Opportunities are mainly reflected in several aspects: First, directly involved in the planning and construction of the World Expo venues. Although the World Expo will be held in 2010, the construction of venues and parks will start a few years earlier. It is estimated that Shanghai will invest more than RMB 20 billion in the construction of the Expo venues. By virtue of its dominant position in the industry, the company should be expected to obtain more projects. Secondly, Shanghai's urban construction with the success of the Expo will have greater development, help promote the development of both sides of the Pu River into a substantial stage, while the relevant supporting infrastructure projects will also be started one after another. Expected to be driven by the World Expo or related to the investment of nearly 200 billion yuan, these investments are mainly concentrated in infrastructure and real estate, and the construction of the project will continue for a long time. Therefore, the company can contract more projects to make up for the loss of profit margins due to increased competition in the industry. Third, due to the characteristics of the industry itself, Shanghai Construction Engineering in recent years, the development of the macroeconomic environment can not be separated from the improvement. Shanghai's economic development in recent years is faster than the national average, especially in urban construction capital investment. The success of the Expo bid not only expands the visibility of Shanghai in the world, but also helps Shanghai to become an international metropolis, and contributes to the further sustainable development of Shanghai's economy. These provide a long-term favorable external environment for the development of Shanghai Construction Industry. Therefore, it can be said that Shanghai Construction Engineering is one of the biggest beneficiaries of the success of China's Shenbo, which will help the company to maintain its superiority in the fierce market competition in the construction industry

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