The leading stock in the engineering construction sector is a leading enterprise leading the development of the engineering construction industry, with strong project execution ability and technical strength. This kind of stock benefits from the increase of national infrastructure investment and the acceleration of urbanization, and has stable growth potential and good profitability. What are the infrastructure leading stocks brought by the following small series? I hope you like them.
What are the capital construction leading stocks?
The leading stocks in the infrastructure sector are:
1, Jiao Jian, China (60 1800): leading stock. The company is a super-large state-owned listed company with multi-disciplinary and transnational operation, which is mainly engaged in infrastructure design, infrastructure construction, dredging and equipment manufacturing. It is the largest port design and construction enterprise in China. China's leading highway bridge design and construction enterprise; China's leading railway construction enterprise; China's largest international engineering contractor, etc.
2. In 2020, the company realized a net profit of 162 1 100 million, a year-on-year increase of-19.02%; Return on net assets is 7. 12%, gross profit margin 13.02%, and earnings per share is 0.9000 yuan.
3. Other infrastructure stocks include Yongfu, Sujiao Branch, Metro Design, Xinjiang Jiao Jian, Zhongsheke, Chengdu Luqiao, ST Waihai, Beixin Luqiao, China Haicheng, Hongrun Construction, Zhejiang Jiaoke, Guangdong Hydropower, Gansu Consulting, Shandong Luqiao, Chengke, Zhonggong Hi-Tech and Zhengping Branch.
Stock leaders in infrastructure industry:
China Railway Construction (60 1 186): China Railway 19th Bureau Group Co., Ltd., the leading share capital, won the bid for the infrastructure stripping and production stripping project of Yulong copper mine reconstruction and expansion project of Tibet Yulong Copper Co., Ltd., with a total construction period of 10 year and a bid price of about 6,850.29 million yuan.
Judging from the compound growth of net profit in recent five years, the compound growth of net profit in recent five years is 12.46%, and the lowest net profit in recent five years is 20 16 years1400 million yuan, and the highest is 22.39 billion yuan in 2020.
China Railway (60 1390): The leading share capital, 18 12, jointly won the bid for the PPP project of Guiyang Rail Transit Line 3 in Guizhou Province, with a total investment of about 32.23 billion yuan.
Judging from the compound growth of net profit in the last five years, the compound growth of net profit in the last five years is 19. 12%, and the lowest net profit in the last five years is 20 16 years, and the highest is 251900,000 yuan in 2020.
China Architecture (60 1668): the leading capital stock. The company's main business is housing construction, capital construction, real estate and design, and China has the longest professional operation history. One of the earliest market-oriented and highly integrated construction real estate comprehensive enterprise groups, the company actively laid out the "Belt and Road" and PPP projects, covering 4/kloc-0 countries along the "Belt and Road" and tracking nearly 70 projects.
Judging from the compound growth of net profit in recent five years, the compound growth of net profit in recent five years is 10.75%, and the lowest net profit in recent five years is 29.87 billion yuan in 20 16 years, and the highest is 44.94 billion yuan in 2020.
Other infrastructure stocks include Huaneng International, SDIC Power and China Satcom.
The relevant data in this article are for reference only and do not constitute investment advice. Please act accordingly at your own risk. The stock market is risky, so you need to be cautious in investing.
What are the leading stocks of major infrastructure stocks?
China Nuclear Construction (60 16 1 1), Shandong Luqiao (000498), Hongrun Construction (002062), Jianlong Co., Ltd. (600853), Tengda Construction (6005 12), and Guangdong
Large-scale infrastructure refers to the construction, reconstruction, expansion and restoration of buildings and other projects, such as roads, railways, bridges and various industrial and civil buildings, as well as the purchase, installation and related work of machinery and equipment, vehicles and ships, which can all be called infrastructure. Infrastructure stocks are listed companies whose main business is these.
Infrastructure is divided into new infrastructure and old infrastructure. The old infrastructure includes traditional building materials, buildings and real estate. The new infrastructure is relatively extensive, mainly including 5G base station construction, UHV, intercity high-speed rail and urban rail transit, electric vehicle charging piles, big data centers, artificial intelligence, cloud computing, and the Internet of Things.
Because of the epidemic, policies will need to focus on economic recovery, and infrastructure will become an effective means to support the economy. The infrastructure sector is welcoming short-term layout opportunities.
Today, A-shares ushered in adjustment. The Shanghai Composite Index fell by 0.83% and the Growth Enterprise Market Index fell by 4.66%. Infrastructure stocks broke out collectively today. Today, the large-scale infrastructure sector has risen strongly. Jiao Jian in Xinjiang, Hongrun Construction, Tengda Construction, Jiao Jian, Shandong Road and Bridge, Sinochem International and other collective daily limit, while China MCC, China Jiao Jian, China Power Construction and Zhongshe Group also performed well.
The reason is that because of the epidemic, the policy will need to focus on economic recovery, and "widening finance, releasing money, loosening real estate and building infrastructure" will become an effective means to support the economy. Because the epidemic has gradually eased, all localities have lifted the first-level response and the economic center of gravity has returned to work.
Therefore, reflected in the stock market, infrastructure stocks ushered in short-term layout opportunities. Of course, short-term opportunities are limited and long-term opportunities are not optimistic. In the long run, we are more optimistic about the concept of "new infrastructure" represented by 5G, Internet of Things and charging piles.
What are the leading stocks in water conservancy construction?
002205 Guo Tong, 002532 New Territories Pump Industry, 600 13 1 China Netcom, 0026 19 Igras, 600567 shanying paper, 60 169 China Power Construction, 002586 Weihai, 00267/.
Some leading stocks in water conservancy construction are introduced as follows:
1, China Dianjian
The company is mainly engaged in water conservancy and hydropower construction, other electric power construction and basic municipal facilities engineering, which belongs to water conservancy construction. The company has undertaken more than 65% of large and medium-sized hydropower stations and water control projects in China, and has always been the backbone and leading construction enterprise of river regulation and hydropower development in China, and has long been in the leading position in water conservancy and hydropower construction.
2. Gezhouba
The company is mainly engaged in contracting construction of construction projects, which belongs to water conservancy construction. Official website shows that the company is the largest water conservancy and hydropower construction enterprise in China, with the first-class qualification of general contracting of water conservancy and hydropower projects.
3. Leo shares
According to official website of Leo Co., Ltd., the company is the largest manufacturer and exporter of micro pumps in China. The export volume of micro-pump accounts for about 24% of the total export volume of similar products in China, ranking first in the export volume of similar products.
Top ten leading stocks of new infrastructure stocks
1. Guang 'an Aizhong: the leading stock of new infrastructure charging piles, with an operating income of 2.269 billion yuan in 2020, up 2.27% year-on-year, and a net profit of 654.38+89 billion yuan, up -23.04% year-on-year. In addition, the company has established 67 joint ventures and 237 cities with projects. About1770,000 charging piles have been built in China, and more than 654.38+10,000 charging piles have been put into operation.
Second, Terry De: the leading stock of new infrastructure charging piles. The annual report of 2020 shows that the company's operating income is 742 1 billion yuan, with a year-on-year increase of10.1%,and the compound growth rate in recent three years is12.11%; The net profit was 654.38+0.73 billion, with a year-on-year growth rate of -35.96%. In addition, the company has established 67 joint ventures and 237 cities with projects. About1770,000 charging piles have been built in China, and more than 654.38+10,000 charging piles have been put into operation.
3. Longji shares: The new energy leading stock industry covers the whole industrial chain of Longji monocrystalline silicon, Longji Le Ye photovoltaic, Longji new energy and Longji clean energy photovoltaic.
4. Tianqi Lithium Industry: the world's leading supplier of new energy materials with lithium as the core, the second largest lithium producer in the world and the largest lithium producer in Asia; Tellison, its subsidiary, has the largest reserves in the world and the best quality spodumene ore being mined; Mainly engaged in hard rock lithium mine resources development, lithium concentrate processing and sales and lithium chemical products production and sales; In 18, the income of lithium mines was 2.202 billion yuan, and the income of lithium compounds and derivatives was 40.4 1 100 million yuan, accounting for 99.97% in total.
Verb (abbreviation of verb) Contemporary Ampere Technology Co., Ltd.: New energy leading stock. Through the operation mode of short-distance electricity consumption and long-distance oil consumption, Qin not only meets the needs of cruising range, but also gets rid of the dependence on fuel, and is defined as a new energy vehicle by the state.
Sixth, BYD: the leading stock of new energy. During the strategic cooperation period, based on certain commercial conditions, BAIC New Energy made every effort to give Contemporary Amp Technology Co., Ltd. and Puulaid a certain percentage of shares.
Seven. China Architecture [60 1668]: It is one of the construction real estate enterprise groups with the longest professional operation history, the earliest market operation and the highest degree of integration in China; It is 53 key state-owned enterprises directly managed by the central government. It was jointly funded by China State Construction Engineering Corporation, China Petroleum, China Sinochem and Baosteel Group in February 2007, in which China State Construction Corporation holds 94% of the shares, and has eight infrastructure bureaus and five design institutes under its jurisdiction.
8. China Railway [60 1390]: It is a multi-functional super-large enterprise group integrating infrastructure construction, survey and design and consulting services, engineering equipment and parts manufacturing, real estate development, railway and highway investment and operation, mineral resources development and material trade. Its predecessor was the Engineering Design Bureau of People's Republic of China (PRC) (China) Ministry of Railways, which was established in March 1950. China Railway Engineering Corporation (CREC) was established in September 2007 through overall restructuring and exclusive sponsorship. 15 infrastructure bureau, 4 design institutes.
9. China Railway Construction [60 1 186]: It is one of the most powerful large-scale comprehensive construction groups in China and even in the world; A state-owned super-large construction enterprise group with engineering contracting as its main business and integrating survey, design, investment and financing, construction, equipment installation, engineering supervision, technical consultation and foreign trade. The predecessor of China Railway Construction was the Chinese People's Liberation Army Railway Corps. 1984 65438+ 10, according to the decision of the CRCC Central Committee and the orders of the State Council and the Central Military Commission, all the officers and men of the Railway Corps were turned into collective soldiers, that is, China Railway Construction Corporation and China Railway Construction Corporation (hereinafter referred to as China Railway Construction Corporation) formed 17 Infrastructure Bureau and three design institutes.
X. Jiao Jian, China [60 1800]: Mainly engaged in traffic infrastructure construction, design, dredging and port machinery manufacturing; It is currently the largest port construction and design enterprise in China; China's leading highway and bridge construction and design enterprises; The largest dredging enterprise in China and the third in the world; Established by China Communications Construction Group Co., Ltd. in June 2006. China Luqiao, Zhenhua Heavy Industry and Zhong Fang Group, which we are familiar with, are all his sub-brands, with 10 subsidiary and 8 design institutes.
What leading stocks are there in engineering construction?
Sichuan Luqiao, Yongfu, Huayang International, Zhongda 'an.
As the name implies, the industry leader is the boss of all industries, and it is one of the best enterprises in the industry in terms of volume and profitability. For example, Kweichow Moutai, Vanke A, Gree Electric and ZTE are the bosses of listed companies in their respective industries. Of course, in addition to the bosses of these traditional industries, the bosses of some industries are not fixed. For example, technology stocks, because of the rapid development of science and technology, with the constant change of science and technology, there will always be new leaders. For example, there used to be BAT on the Internet, but now there is "ByteDance", which is likely to catch up.
Everyone only needs to know that there is a team in fund stock selection, and they absolutely have every reason to do so, and more than one fund makes the same judgment, so we must respect this choice, which is also the most correct choice in the current market environment.
At present, almost all traditional infrastructures such as railways, highways and bridges have been built. Therefore, the Central Economic Conference issued a new card, pointing out that technological infrastructure projects such as "5G, UHV, artificial intelligence, industrial Internet, and Internet of Things" are also infrastructure projects. They are new infrastructure projects and will be the mainstream hot spots in the market for some time to come.
5G: From the perspective of the industrial scale to be undertaken in the future, 5G will be the most anticipated direction of new technologies. Major emerging industries in China, such as industrial internet, car networking, enterprise cloud, artificial intelligence, telemedicine and so on. , all need 5G support. In the global environment of accelerating the deployment of 5G, the landing speed of domestic 5G construction is expected to be advanced.
UHV: The potential of UHV construction in China is still huge. At present, there are about 50-60 UHV projects planned by the state, which means that about 30 planning lines are expected to land in the future. Recently, State Grid announced that it will open UHV investment to social capital, and further increase the certainty of sustainable construction of UHV by solving the funding problem. As the key technology of global energy Internet, UHV has successfully exported the second phase and core equipment of UHV DC power project in Meilishan, Brazil. China's medium and long-term demand and more overseas space will enhance the performance sustainability of equipment companies.
Rail Transit: the increase of investment in the construction tide in 2065438+2009+the rapid growth of traffic mileage+the three-year incremental freight plan to support the purchase and delivery of vehicles+the performance of vehicles and equipment-related enterprises has obviously increased, and the four advantages resonate, and the sector has benefited significantly.
Charging pile construction: 19 years, the subsidy policy for the new year has not been officially introduced, which once again gives car companies a certain buffer space. No matter when the policy is implemented and what the specific form is, the main theme of reducing costs and supporting the excellent will not change, and the industrial chain will also share the pressure brought about by the decline in subsidies. The advantages of the leading players in the segmentation field will be further accumulated, anchored and grasped with certainty.
Big data construction: At present, big data is widely used, from information distribution to video entertainment, everywhere. At present, big data has become one of the hot investment directions. With the strong support of capital, the big data industry has developed rapidly. It is estimated that by 2020, the scale of China's big data industry will exceed one trillion. With the emphasis on data today, the big data industry will surely become the entrepreneurial outlet of 20 19.
Artificial Intelligence |: We are optimistic about the development of domestic artificial intelligence industry, especially after the CPC Central Committee and the State Council regard artificial intelligence as an important starting point for economic transformation, there will be more room for development in the future. Basic layer, it is suggested to pay attention to the market opportunities of domestic server and high performance computing enterprises in providing computing power; In the application layer, it is suggested to pay attention to the application of voice, computer vision, autonomous driving, predictive analysis and other technologies in AI+ (customer service, security, medical care, automobile, finance, etc.). ) market, covering enterprises.
Focus on individual stocks: Iflytek, HKUST Intelligent, NavInfo, Zhongke Chuangda, Inspur Information, Zhongke Shuguang, etc.
Industrial Internet: According to the latest report of research institutions, the global industrial Internet market will reach 910.40 billion USD in 2023, with the highest compound annual growth rate in the Asia-Pacific region. With the intensive introduction of a series of industrial policies in the early stage, the industrial Internet is growing explosively, boosting the "digital" transformation of traditional manufacturing enterprises.
Focus on individual stocks: Industrial Fulian, Yi Sai Information, Topstar, Langxin Technology, Dongtu Technology, Oriental Guo Xin, Baoxin Software, Hande Information and Jiaxun Hong Fei.
Leading stocks must have the characteristics of aggressive heavy volume (heavy volume for more than three consecutive days). The market value of leading stocks should be moderate; Leading stocks usually fall at the end of the market. When the market panicked, they went against the daily limit, bottomed out in advance or started before the market.