As we all know, restructuring is the cradle of demon stocks!
Not to mention, let's just say that recently, AVIC successfully acquired Chengfei Group with 17.4 billion, and then in half a month, the increase reached an astonishing 415%!
Not only has it refreshed the historical record of the Growth Enterprise Market (GEM) and allowed more than 30,000 shareholders to accumulate wealth, but it is also a cornucopia because of its floating profit of more than 100 million.
Subsequently, after it was rumored that High-tech Development had purchased 70% of the equity of Huakun Zhenyu, an enterprise in Huawei's Kunpeng ecological chain, the company's market value rose by 300% in more than one month!
Recently, after the news that the first radio and television station transferred 100% of its equity in Wuxi Taihu Film and Television City to China International Television Corporation through the free transfer of state-owned equity, it was considered by the outside world that this is the prelude to the reorganization and listing of its high-quality assets.
For a time, China Television Media opened the 'Hurricane' mode, and the stock price doubled directly in just 10 days.
This is the charm of state-owned assets reorganization, what new energy vehicles, artificial intelligence, compared to a younger brother.
Then again, among the A-shares, are there any companies like China Television Media and China Avionics that can turn a black chicken into a phoenix?
Stop! There really is!
Recently, the State-owned Assets Supervision and Administration Commission (SASAC) proposed that 2024 is the year of a new round of deepening and upgrading of state-owned enterprise reform (2023-2025), and it is necessary to strive to complete more than 70% of the main tasks. As the key task of this round of state-owned enterprise reform, optimizing resource allocation and increasing market-oriented integration and reorganization will become the highlight of the reform work in 2024.
In other words, this year is a critical year for the restructuring of state-owned assets!
Therefore, China Television Media is the first to eat "crabs" this year, but it is definitely not the last.
So which is the most likely area for "state-owned assets restructuring" next?
Li Bing, deputy secretary-general of the State-owned Assets Supervision and Administration Commission, said that in the next step, it will give full play to the leading role of central enterprises, and make greater efforts to carry out professional integration in the fields of information and communication, new energy, and equipment manufacturing according to the characteristics of the integration and integration of strategic emerging industries, actively open up new tracks, seize new heights, shape new advantages, deepen strategic cooperation in the industrial chain ecosystem, and accelerate the construction of a modern industrial system.
The answer is obvious!
Therefore, the state-owned assets system with a large number of high-quality unlisted state-owned assets in the field of emerging industries will be the focus of attention.
In this regard, after a lot of data analysis, Zhuqing summarized and sorted out a potential stock with "restructuring expectations", who will become the next China Television Media? Let's take a look!
The first, East Lake High-tech
The company has three main business sectors: engineering construction, environmental protection technology and science and technology park. The ultimate controller is the Hubei Provincial People's State-owned Assets Supervision and Administration Commission, and the actual controller owns many assets to be listed, such as Hubei Data Industry Development Group, Yangtze River Storage, and Wuhan Supercomputing Center.
The second, AUCMA
One of the well-known home appliance brands in China. The ultimate controller of the company is the Qingdao Municipal People's State-owned Assets Supervision and Administration Commission. The registered capital of Xinen Semiconductor, a subsidiary of the actual controller, exceeds 10 billion, and the imagination space for restructuring is huge.
The third, Great Wall Electrician
The company is a large power equipment enterprise with a leading position in the industry in the western region, and the ultimate controller is the Gansu Provincial People's State-owned Assets Supervision and Administration Commission.
Fourth, Huamao shares
The only one"China's cotton textile boutique production base"It has a complete industrial chain. The ultimate controller of the company is the Anqing Municipal Finance Bureau.
Fifth, 60***
1. The company is a small-capitalization central enterprise controlled by the Highway Research Institute of the Ministry of Transport, which is a first-class state agency, and the controlling person has a large number of high-quality assets to be listed.
2. The chips are highly concentrated, the number of shareholders has just exceeded 10,000, the stock price is at a historical low, and the market value is less than 4 billion.
3. From a technical point of view, the company's bottom price limit board was launched, one yang wore many even, broke through the big platform strongly, and a new round of main rising waves was about to be opened.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended.