The 2023 System Work Conference of the China Securities Regulatory Commission proposed that to promote the improvement of the scientific effectiveness of valuation and pricing, and the construction of a valuation system with Chinese characteristics is the proper meaning of building a modern capital market with Chinese characteristics, and the essence is to reevaluate the value of China's superior assetsThe concept stocks are mainly distributed in the three industries of industry (36%), finance (14%) and information technology (14%)
1. Air China.
Related concepts: Air China's main business is scheduled and irregular air passenger transportation. It mainly includes air passenger transport, air cargo and air mail. The company now has a wide range of international routes, a balanced domestic and international network;The most valuable customer group and the strongest brand influence;The fleet is almost complete, and it is one of the youngest fleets in the worldProfitability has been in the leading position in the industry for a long time;The company has become the first camp of air transport enterprises in the world.
2. China Shenhua.
Related Concepts: China Shenhua Energy Co., Ltd. was established on November 8, 2004. The main business is the production and sales of coal and electricity, railway, port and ship transportation, coal-to-olefins and other businesses. The main products and services are commercial coal, coal, polyethylene, polypropylene, transportation, and power generation.
3. China's rare earths.
Related concepts: China Rare Earth Group Resources Technology Co., Ltd. is mainly engaged in the production and operation of rare earth oxides and other products, as well as rare earth technology research and development, consulting services. The company's leading products include high-purity single rare earth oxide and dilute sediment products, of which more than 80% of the products have a purity greater than 9999%, the purity of some rare earth oxides such as high-purity lanthanum oxide and high-purity yttrium oxide can reach 99More than 9999%. The company has established a complete quality management operation system, and its separation enterprises have passed ISO9000, ISO14000 and OHSAS18000 three system certification, and the separation process, environmental protection technology, and product quality control level are at the international leading level. The Rare Earth Research Institute is a leading research institution in the rare earth industry, and is in a leading position in the world in terms of extraction and separation theory and process design of acid-containing and multi-component systems.
4. China is heavy.
Related concepts: China First Heavy Machinery Co., Ltd. is mainly engaged in heavy machinery manufacturing business, providing major complete sets of technical equipment, high-tech products and technical services for metallurgy, electric power, energy, transportation, mining, petrochemical and other industries and national defense construction. Its main products include metallurgical equipment, heavy containers, nuclear island equipment, large-scale power generation equipment castings and forgings, industrial and mining accessories, heavy-duty forging equipment, mining equipment and special products. China First Heavy is one of the few manufacturers in China with the ability to provide complete sets of rolling equipment with independent intellectual property rights to domestic and foreign iron and steel enterprisesIt maintains a leading position in the heavy-duty petrochemical container market, and the forged and welded structure hydrogenation reactor accounts for more than 80% of the domestic market shareThe technical level and manufacturing capacity of special products are also constantly improving, and the types and quantities are gradually increasing. China First Heavy has the full coverage manufacturing capacity of nuclear power equipment in the first circuit of nuclear islands, and is the leader of China's nuclear island equipment, the world's leading supplier and service provider of advanced nuclear island equipment, the largest supplier of hydrogenation reactors for oil refining in the world, and the leading supplier of full-process equipment for metallurgical enterprises.
5. CITIC Heavy Industries.
Related concepts: CITIC Heavy Industry Machinery Co., Ltd. is mainly engaged in the development, development and sales of large-scale equipment, large-scale complete sets of technical equipment and key basic parts in the fields of heavy equipment, complete sets of engineering, robots and intelligent equipment, energy-saving and environmental protection equipment, and provides related supporting services and overall solutions. The company mainly provides customers with large-scale equipment, large-scale complete sets of technical equipment and large-scale castings and forgings. According to the downstream customers, the company's products mainly include building materials equipment, mining equipment, metallurgical equipment, power equipment and energy conservation and environmental protection equipment. The company is one of the domestic heavy machinery manufacturing enterprises.
1. Domestic mining machinery manufacturing enterprises and cement equipment manufacturing enterprises. The company has the first batch of national enterprise technology centers recognized by the country, won the National Technology Center Achievement Award, and belongs to the Luoyang Mining Machinery Engineering Design and Research Institute, which is the largest comprehensive technology development and research institution for mining machinery in China, with Class A mechanical engineering design and engineering general contracting qualifications, specializing in the basic research and development and design of national basic industrial technology equipment and complete sets of technological processes. In July 2018, CITIC Heavy Industries Kaicheng Intelligent Technology Center, a subsidiary of the company, was recognized as a "National Enterprise Technology Center". Up to now, the company has 2 national enterprise technology centers. In 2019, the company was awarded the "Building Materials Machinery Industry Going Global Demonstration Enterprise" and "China Building Materials Machinery Industry Outstanding Enterprise";Awarded "The Most Influential Enterprise in China's Gear Industry".
6. CSSC Technology.
Related concepts: CSSC Technology Co., Ltd. is mainly engaged in engineering design, survey, consulting and supervision, general contracting, land consolidation services and other businessesAt the same time, it also includes the company's wholly-owned subsidiary, CSSC Huahai's marine equipment types of hatch covers, bow and stern passages, side passages, ramps, container lashing systems and other marine equipment. The company's wholly-owned subsidiary, CSSC No. 9 Institute, as a wholly-owned subsidiary of the company, has obtained the first-class qualifications of engineering design comprehensive, engineering survey comprehensive, planning, environmental assessment, engineering consulting, engineering supervision and other first-class qualifications approved by relevant ministries and commissions, and can engage in design consulting, engineering general contracting, project management and related technical and management services for all construction projects of all levels in all 21 industries licensed by the Ministry of Housing and Urban-Rural DevelopmentAt the same time, the company also has the qualifications of general contracting of foreign projects, construction drawing review, foreign aid engineering projects, first-class confidentiality, etc., and is a national high-tech enterprise and one of the top 100 survey and design units in China.
Investment is risky, and you need to be cautious when entering the market!
Valuation system with Chinese characteristics