Among the 66 Belt and Road concept stocks, 2 1 stock rose yesterday, accounting for 3 1.82%. Among them, China Railway (18.00,+1.64,+10.02%) (60 1390). SH) and Lianyungang (12.67, +0.44, +3.60%). +9.82%)(60 1880.SH), Shandong expressway (8. 13, +0.05, +0.62%) (600350. SH), China Railway Construction (23.76, +2. 16, +66). +4.99%)(600425.SH), Tianjin Port (2 1.02,+1.00, +5.00%) (6007 17. SH), Ningbo Port (7.38, +0.59, +8. +5.78%)(6000 17.SH), Neusoft carrier (65.50, -0.20, -0.30%) (300 183). SZ) and other stocks also rose more than 2%.
In terms of capital flow, there were 1 1 stocks with large single capital inflows yesterday, among which there were 6 stocks with large single capital inflows exceeding100000 yuan, namely Lianyungang, Song Qingjianhua, Ningbo Port, Tianjin Port and Xinjiang Zhonghe (1 1.42). +4.67%)(600888.SH), Dagang Road Machinery (2 1.67, +0.55, +2.60%) (300 103). SZ), and the above stocks totaled 33 1 10,000 yuan.
Regarding the Belt and Road investment opportunities, CICC is very optimistic about China's going global and insists on recommending railway infrastructure, railway equipment, nuclear power equipment, construction machinery and other beneficiary targets. At the same time, Dinghan Technology (32.03, +2. 15,+7.20%) (300011.SZ) and Brilliant Technology (20.58, +0. 12,+0.59) are given. +5.06%)(000528.SZ), Anhui Heli (16.74, +0.39, +2.39%) (60076 1.sh) and other "recommended" investment ratings.
Regarding the investment opportunities in the construction industry, Essence Securities believes that the construction industry will maintain a rating of "stronger than the market" under the expectation that a series of events will continue to catalyze in the future. The Belt and Road theme mainly recommends China Railway, China Railway Construction and Sinoma International (17.5 1, +0.57, +3.36%) (600970). SH), China Power Construction (suspension) (60 1669). SH) and China Jiao Jian (2009). Ultra-low valuation of China buildings (9.03, +0.67, +8.0 1%) (60 1668. SH) Recommended to the real estate industry chain. In anticipation of the peak of the strong dollar cycle, China MCC (6.74, +0.6 1, +9.95%) (60 16 18. SH) and Sinosteel International (suspension) (000928. SZ) is also recommended. In addition, we continue to recommend the PPP theme leading targets: Longyuan Construction (14.63, -0.20,-1.35%) (600491.sh) and Sujiao Branch (23.09, -0.57,-2.4649). -0.25%)(00208 1.SZ), Yasha shares (35.97,+1. 19, +3.42%) (002375.sz), Guangtian shares (26.75,-
In terms of transportation, GF Securities (28.97, +0. 10, +0.35%) (000776). SZ) thinks that the expressway sector focuses on: Shandong Expressway and Longjiang Traffic (7.27, -0.04, -0.55%) (60 1658). -0.99%)(6000 12.SH), Shenzhen Expressway (1 1.23, -0. 10, -0.88%) (600548). Shh). Focus on shipping: COSCO Shipping (10.04, +0.9 1, +9.97%) (600428). SH) and China Ocean Shipping (9.67, +0.88,+10.0 1%) (6004). Focus on aviation: China Southern Airlines (9.94, +0.78, +8.52%)(600029. SH) and Air China (10.69, +0.55,+5.42%) (601165438+).
Lianyungang (12.67, +0.44, +3.60%) (60 1008. SH)
Lianyungang, where the company is located, is the ninth largest port in China. Lianyungang and Ningbo Port (7.38, +0.59, +8.69%) (60 10 18). SH) and Shanghai Port are listed as the main hub ports in the Yangtze River Delta port group. The company's main business is port cargo loading and unloading, stockpiling and related port management services; At present, the company has 22 productive berths and related assets, and has three branches, mainly general berths, three coal berths and one liquid chemical berth. Up to now, the throughput of alumina, plywood and aluminum ingots ranks first in coastal ports, and the throughput of coke ranks second in coastal ports. At the same time, the company has newly developed laterite nickel ore and bauxite, intensified the development of high-rate commodities, and increased the throughput of superior commodities such as plywood, dried cassava, steel and non-ferrous minerals.
Xinjiang Urban Construction (22.6 1,+1.46, +6.90%) (600545. SH)
The company's main business involves infrastructure construction, real estate development, new building materials and other industries, and has established the development strategy of "big urban construction" with "infrastructure construction and real estate development as the main business, new basic material manufacturing as the support and capital operation as the help". The company has the first-class qualification of municipal public works, housing construction projects and highway engineering construction general contracting; First-class qualification of architectural decoration engineering, urban and road lighting, steel structure engineering professional contracting and real estate development; Grade II qualification for general contracting of water conservancy projects; Second-class qualification of building curtain wall and landscaping professional contracting; Environmental protection engineering professional contracting level 3 qualification; Holding the qualification certificate of national foreign contracted projects; At the same time, it has the second-class qualification license for pressure pipeline installation, and many construction qualifications such as building materials, concrete prefabricated components, test and measurement certificates (construction, municipal and highway engineering test and detection). By the end of 20 14, 18 technologies developed by the company have obtained patent certificates issued by the State Patent Office, and 20 enterprise-level construction methods, 10 autonomous region-level construction methods and 4 national-level construction methods have been developed and compiled. The company has passed ISO900 1:2008, ISO 1400 1:2004, GB/T28001-201quality/environment/occupational health and safety management system.
International industry (13.77, +0.28, +2.08%) (000 159.sz)
Relying on the rich and high-quality oil and gas, coal and other resources in Xinjiang, the company has established a diversified enterprise development strategy with energy industry as the pillar, real estate industry as the supplement and international trade as the link. With the fierce competition in the coke market, the company extended the coking industrial chain, cooperated with Xinxing Group to reorganize the coal coking company and its subordinate coking coal, coal blending coal mine and coking plant, and established a cooperative business model integrating coal, steel and coke. Faced with the shortage of oil resources, the company further improved its layout in the energy industry, taking expanding terminal sales as a breakthrough, constantly expanding the scale of regional retail gas stations, increasing the investment in oil resources, and making use of the existing "fuel oil import qualification" and the advantages of energy trade accumulated over the years to enlarge and strengthen the petrochemical industry chain and enhance the company's competitiveness in the petrochemical industry.
Song Qing Jianhua (9.26, +0.44, +4.99%) (600425). SH): 10 q2 The first loss area is expected to be near the bottom.
Song Qing Jianhua
Research Institute: changjiang securities (16.64, +0.07, +0.42%) (000783.sz) Analyst: Fan Chao Date of writing: 2014-07-1.
Event description
The company reported a pre-loss of 65.438+0.54 billion yuan, equivalent to EPS-0.1.2 yuan, with a profit of 4.83 million yuan in the same period last year; It is estimated that the loss of Q2 is about 23.5 million yuan, which is lower than last month, but significantly lower than the same period last year.
Event review
The sharp drop in prices is the main reason for the increase in losses. Demand in Xinjiang was very low in the first half of the year. In terms of output, the cumulative growth rate of regional cement output in the first five months dropped by 32 percentage points from last month to -7%. Affected by this, we speculate that the company's cement output in the first half of the year is unlikely to increase significantly compared with the same period of last year, while the average regional cement price dropped from 46 yuan to 320 yuan/ton year-on-year, which became the main factor for the decline in profitability and performance.
Q2' s performance declined compared with the previous month, but it was the first loss in 10 years. Q 1 is a traditional off-season, and it is reasonable to lose money by selling less. However, due to the sharp drop in prices this year, Q2 failed to turn losses into the first loss in the second quarter of 10. Considering the relationship between supply and demand in the future, judging the regional prosperity should bottom out.
Beixinlu Bridge (19.0 1,+1.47, +8.38%) (002307.sz)
The company is one of the largest road and bridge construction enterprises in Xinjiang, and also one of the most powerful large-scale highway engineering construction enterprises. It has the first-class qualification of national highway engineering general contracting, highway pavement engineering and highway subgrade engineering, and is mainly engaged in the construction of high-grade road engineering, bridge engineering and water conservancy engineering. The company has completed more than 90 highway construction projects in China, and at the same time, it has used its own advantages to open up overseas highway construction markets in Central Asia, South Asia and Africa, and participated in the competition in the world highway construction market. Signed a cooperation agreement with Dana Parker Compaction and Paving Equipment Co., Ltd., an internationally renowned manufacturer of road construction machinery and equipment.
Ningxia Building Materials (14.59, +0.27,+1.89%) (600449). SH): The gradual digestion of production capacity still needs to wait.
Ningxia building materials
Research institution: Hongyuan Securities (suspension) (000562. SZ) Analyst: Gu, date of writing: 2014-08-11.
In the first half of 20 14, the company realized operating income of185.8 billion yuan, up by 8.22% year-on-year; The net profit attributable to shareholders of the parent company was 65,438+0.10.4 billion yuan, up 38.53% year-on-year; Earnings per share: 0.24 yuan.
Beibu Gulf Port (24.89, +0.95, +3.97%)(000582. SZ)
The company's main business areas include port and dock construction, international and domestic containers, loading and unloading of domestic and foreign bulk cargo, cargo storage and transit, dangerous goods storage and transit, freight forwarding, ocean shipping tally, commercial trade and so on. At present, it has developed into a comprehensive commercial port enterprise serving domestic and international trade and transportation, and has trade with 2 18 ports in 98 countries and regions around the world. In terms of waterway container transportation, the company has opened a number of international and domestic container routes such as Beihai Port-Hong Kong (transit)-foreign trade container routes around the world (liner), Beihai Port-Fangchenggang Port/Qinzhou Port-China North Port, and will also open direct flights from Beihai to Southeast Asia.
Wuzhou traffic (7.75, +0.24, +3.20%)(600368). SH)
The company is mainly engaged in expressway management, logistics trade and real estate development. Affected by the economic situation, the cash flow of enterprise management and fund-raising activities is tightening, and the uncertainty of external environment is increasing. The company's equity financing channel is blocked, the asset replacement work is suspended, and some toll stations may need to be relocated. In this regard, the company will further expand the expressway business space and improve the expressway asset management level. At the same time, explore new logistics trade channels, actively expand logistics trade activities with high correlation with the main business and promote business diversification on the basis of constantly strengthening the main business. In addition, continue to strengthen the development of related real estate projects, increase publicity and promote sales.
PORT OF NINGBO
As one of the four international deep-water transit ports in Chinese mainland, the company has great advantages in location, waterway depth, shoreline resources, land matching and development potential, and has become one of the busiest ports in China. The company mainly conducts business activities in Ningbo-Zhoushan Port, and has business berths in Jiaxing Port, Suzhou Port Taicang Port Area, Wenzhou Port, Taizhou Port and Nanjing Port (17.28, +0.53, +3. 16%) (002040. SZ), forming a port based on Ningbo Port and organically connecting with other related ports. Ningbo-Zhoushan Port is an international super-large deep-water port, which is not frozen all the year round. In 2008, China Port Comprehensive Competitiveness Index reported that Ningbo-Zhoushan Port ranked first in China. In 20 13 years, the cargo throughput of Ningbo port was 496 million tons; Container throughput reached16.772 million TEUs, ranking third among mainland ports and top six in the world.