In 2023, the scale of China railway infrastructure continued to expand, and many leading stocks related to railways gradually emerged. The following small series brings 20237 railway infrastructure concept leading stock, which is of great benefit to you. Let's have a look.
Leading stocks of 7 major railway infrastructure concepts (list)
1. CNR (60 1299. SH): CNR is one of the largest rail transit equipment manufacturers in China, and its main products include high-speed trains, urban rail transit vehicles and rolling stock. The company occupies a large share in the domestic market, but also has a wide customer base in the international market.
2. China South Locomotive (60 1766. SH): China South Locomotive is one of the largest railway vehicle manufacturers in China, and its products include high-speed trains, urban rail transit vehicles and rolling stock. The company's products occupy a large share in the domestic market and have a wide customer base in the international market.
3. China Railway Construction (60 1 186. SH): China Railway Construction is one of the largest railway engineering construction enterprises in China, and its business covers railways, urban rail transit, highways, bridges and other fields. The company occupies a large share in the domestic railway construction market and has a certain business scale in the international market.
4. China Railway Second Bureau (60 1390. SH): China Railway Second Bureau is one of the largest railway construction enterprises in China, and its business covers railways, urban rail transit, highways, bridges and other fields. The company occupies a large share in the domestic railway construction market and has a certain business scale in the international market.
5.CRRC (60 1766。 SH): CRRC is one of the largest rail transit equipment manufacturers in China, and its main products include high-speed trains, urban rail transit vehicles and rolling stock. The company occupies a large share in the domestic market, but also has a wide customer base in the international market.
6. China Railway Construction (60 1 186. SH): China Railway Construction is one of the largest railway engineering construction enterprises in China, and its business covers railways, urban rail transit, highways, bridges and other fields. The company occupies a large share in the domestic railway construction market and has a certain business scale in the international market.
7. China Railway Fourth Bureau (60 1390. SH): China Railway Fourth Bureau is one of the largest railway construction enterprises in China, and its business covers railways, urban rail transit, highways, bridges and other fields. The company occupies a large share in the domestic railway construction market and has a certain business scale in the international market.
Railway infrastructure concept Other listed companies include:
Shensangda A: In the past seven trading days, Shensangda A rose by 2.83%, with the highest price of 14.67 yuan, and the total market value rose by 490 million yuan, up by 2.83%.
Shandong Luqiao: The share price fell by 2.37% in recent 7 days and rose by 39.22% in 2022.
Investment in China: In the past seven trading days, the investment in China rose by 0.77%, with the highest price of 5.05 yuan, and the total market value rose by1654.38+0.9706 million yuan, up by 0.77%.
The data provided on this website is for reference only and does not constitute investment advice. The stock market is risky, so you need to be cautious in investing. Operate accordingly at your own risk.
Top ten leading capital stocks
New infrastructure, called new infrastructure construction, mainly includes the following seven areas: 5G base station construction, UHV, intercity high-speed rail and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence and industrial Internet.
As an important development direction of the Tenth Five-Year Plan, investors should also pay close attention to these areas and closely follow the national development strategy.
Construction of 1 and 5G base stations
5G refers to the fifth generation mobile communication technology, which has the characteristics of high speed, low delay and large connection.
Equipment leader: ZTE
High-speed optical module faucet: Zhongji Xu Chuang
The Leader of RF Materials: Yi Sheng Science and Technology
Antenna faucet: flying to xiangrongda.
Optical Communication Leader: Fiberhome Communication
Wireless RF faucet: Shennan Circuit (PCB), Hudian Company (PCB), Dongshan Precision (filter).
Core network leader: Ziguang shares
2.UHV
UHV refers to DC and 1000 kv and above with voltage level of 800 kv and above.
Power equipment leaders: Guodian Nanrui, siyuan electric and Xuji Electric.
Transformer taps: TBEA, china xd, and Power Protection Transformer.
High voltage switchgear: Gao Ping Electric.
Energy construction: China can build.
Electric power automation: Sifang shares
3. High-speed Railway and Urban Rail Transit
High-speed rail: Beijing-Shanghai high-speed rail, CRRC, China Hao Tong, China Railway.
4. New energy vehicle charging pile
Charging piles are similar to tankers, which can charge electric vehicles. With the continuous promotion of electric vehicles, charging piles still have broad prospects.
Charging piles: Zhong Ding, Zhongheng Electric, Goodyear, Sunshine Power, TBEA and Shanshan.
5. Big data center
InternetDataCenter, English for Internet data center, referred to as IDC, has a huge industrial chain.
Data Center: Zhongke Shuguang, Massive Data, Data Port, Radio and Television Network, Ke Hua Data and Halo New Network.
Cloud computing: Guanglianda, UFIDA, Jinshan Office, Hang Seng Electronics, Baoxin Software and Ziguang.
What are the leading stocks of railway infrastructure concept?
The concept of railway infrastructure leading stock is as follows:
Jinyi industry. Jinyi Industrial Co., Ltd. (hereinafter referred to as "the company"), formerly known as Jinyi Industrial Co., Ltd., was funded by Jinhe Enterprise Co., Ltd. (Taiwan Province Province) and was established in People's Republic of China (PRC) (hereinafter referred to as "China") on June, 2007.
China railway second bureau. China Railway Second Engineering Group is a super-large state-owned enterprise under China Railway Corporation, one of the top 500 enterprises in the world and one of the top 500 brands in the world. Its listed company, China Railway Second Bureau Co., Ltd., has three levels of qualifications: general contracting of railway construction, general contracting of housing construction and general contracting of highway construction, and enjoys the right to operate abroad and trade. Headquartered in Chengdu, Sichuan, the company is mainly engaged in railway, highway, airport, water conservancy and hydropower, wharf, subway, municipal engineering, automobile manufacturing, industrial and civil construction and other civil engineering, as well as railway electrification, architectural decoration, water supply and drainage, communication, signal, electric power and other construction and installation projects. Complete professional team, rich management experience, strong technical strength, and the professional level is among the best in the same industry in China. 198. At present, it has 13 holding subsidiaries and branches in 3 provinces, municipalities and autonomous regions nationwide.
Jinxi axle. Jinxi Axle is a joint-stock company established on June 5438+2, 2000 with Jinxi Machinery Industry Group Co., Ltd as the main sponsor. In May 2004, 40 million A shares were publicly issued and listed on the Shanghai Stock Exchange. The total share capital is 1029 1 10,000 shares, and the controlling shareholder Jinji Group holds 4561%; Its holding subsidiary, Jinxi Rail Vehicle Co., Ltd.; The actual controller is China Ordnance Industry Corporation.
What are the leading stocks of railway stocks?
China Railway Construction (60 1 186) and China Railway (60 1390).
1. China railway construction (60 1 186): the leading stock of railway infrastructure. 654381On the evening of October 20th, China Railway Construction opened at 7.73 yuan and closed at 7.68 yuan. Within 7 days, the stock price fell by 0.9 1%, and the total market value was 104295438+0 billion yuan.
It has established a leading position in the field of plateau railway, high-speed railway, expressway, bridge, tunnel and urban rail transit engineering design and construction.
2. China Railway (60 1390): the leading stock of railway infrastructure. 654381On October 20th, China Railway's share price fell by 0.37% to 5.45 yuan, with 588 1 0,000 lots, with a total market value of 654.38+0,339./kloc-0.20 billion yuan.
On September 12, 2007, China Railway Engineering Corporation initiated the establishment of China Railway Corporation, which was listed on Shanghai Stock Exchange and Hong Kong Stock Exchange on February 3 and February 7, 2007 respectively.
Other railway infrastructure concept stocks include Huazi Technology, Haida, Haoneng, Boda Special Materials, Shensi Electronics, Guodian Nanzi, Hainengda, Huaming Intelligent, SINOMACH, Guangdian Express, Shandong Luqiao, Sanwei, Gongda Hi-Tech and Baoguang.
Leading stock index refers to the stock that has influence and appeal to other stocks in the same industry sector in the stock market speculation in a certain period, and its ups and downs often play a guiding and exemplary role in the ups and downs of other stocks in the same industry sector.
The leading stock is not static, and its position can only be maintained for a period of time. The basis of becoming a leading stock is that any information related to the stock will be immediately reflected in the stock price.
Leading condition
1. leading stocks must start from the daily limit, which is the most accurate attack signal for both long and short sides. Those stocks that can't stop can't be the leader.
2. Leading stocks must have a monopoly position in a certain fundamental aspect.
3. The circulation market of leading stocks should be moderate, and large-cap stocks and small-cap stocks can't be the leaders. 1 1 The market value of start-up stocks in circulation is mostly around 500 million.
4. Leading stocks must meet the requirements of daily KDJ, weekly KDJ and monthly KDJ.
Leading stocks are usually at the end of the market decline. When the market panicked, they went against the daily limit, bottomed out in advance, or started before the market, and withstood the test of a round of market decline. Another example is Taiyuan corundum, the new leader who appeared on February 2, 65438. Consistent with the leading tactics just mentioned. First, starting from the daily limit, the chips are stable. Second, the low price is 3.9 1 yuan. Third, the market value of circulation started at 450 million, and it was only 640 million on Tuesday. From the bottom, it has only doubled to 1 100 million, which means it is 200-300 million less. Fourth, Zhou Yue KDJ made a gold fork at the same time, indicating that the main force of the stock is fully prepared. Fifth, at the end of the market panic, the stock went against the daily limit. At this time, the market is still falling, but it does not affect the daily limit of the stock. Through the above introduction, we can see the rise and fall process of the faucet, which also shows that the decline is not terrible. The terrible thing is that the market has fallen and there is no faucet.
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 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.