Xiong'an concept stocks skyrocketed! 25 companies benefit the most

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Before the Qingming, the Central Committee of the Communist Party of China and the State Council jointly issued a "bonus", and the concept stocks of Xiong'an New District emerged overnight! On the first day after the opening of the A-share market after the Ching Ming Festival, the Xiong'an concept stocks collectively staged a wave of daily liquidation, and the stocks in the Hebei sector almost reached the daily limit. In terms of US stocks and Hong Kong stocks, related concept stocks also performed brilliantly and continued to rise. The New Third Board is no exception, and the trend of related market stocks is also quite eye-catching.

Xiong'an concept market stocks skyrocketing

On April 1, the Central Committee of the Communist Party of China and the State Council issued a notice to decide to establish the Xiong'an New District in Hebei. This is another new national significance zone following the Shenzhen Special Economic Zone and the Shanghai Pudong New Area. It is understood that the planning scope of Xiong'an New District involves 3 counties of Xiongxian, Rongcheng and Anxin in Hebei Province and surrounding areas, and is located in the hinterland of Beijing, Tianjin and Baoding. The analysis believes that the New Deal will bring positive benefits to the 25 new three board companies located in Xiong'an New District.

Affected by the New Deal of Xiong'an New District, the Xinsanban Xiong'an concept stocks soared. In early trading, Aidi Xinneng (831513.OC) rose 50.66%, and it fell back in the afternoon, closing at 10.8 yuan/share, or 41.73%, ranking first in the market-based stock market, with a turnover of 460,000 yuan. The stock opened at 7.75 yuan / share, the highest intraday rise to 11.48 yuan.

Innovative company Brellley (430260.OC) opened higher and lower, the stock opened at 5.20 yuan, then sharply rose to a maximum of 6.65 yuan, the highest intraday increase of more than 40%, near 10:30, there was a sharp diving. As of the close, 5.5 yuan / share, an increase of 17.77%, the turnover of 20.22 million yuan.

In addition, Chengxing shares (831415.OC) and Tangbei Electric Porcelain (833224.OC) 2 shares rose by 6.67% and -46.67%, with turnover of 4,800 yuan and 3.99 million yuan respectively.

At present, there are 4 new three board companies registered in Xiongxian, Rongcheng and Anxin counties, including Jinhai (833267.OC), Aosen Garment (833603.OC), Songhe (835995.OC) and Tianhong shares (837702.OC), four stocks have not been traded due to the transfer of the agreement.

Expert opinion: pay attention to the quality of the company itself

The Essence Securities Research Report pointed out that the new three-board market does not reflect the A-share market for the theme investment. It should pay attention to the quality of the listed companies. The innovative layer companies, market-making enterprises, environmental protection and construction enterprises with reasonable valuations in the region are worthy of attention.

Northeast Securities 000686, the director of the New Third Board Research Center, Fu Lichun said that some enterprises and institutions with scientific research functions in the evacuation plan will move to Xiong'an to generate technological spillovers, which may lead to the incubation and growth of a group of local innovative and entrepreneurial high-tech enterprises. . The relocation of large enterprises such as central enterprises will bring together the surrounding industry industries to form an industrial zone.

However, he also believes that the construction of Xiong'an New District is not a one-off effort, and it takes time to conduct the performance of the company. It takes a considerable amount of time to reflect the performance of the capital market. He reminded that it is still too early to pay too much attention to the New Third Board Xiong'an concept company. If the short-term exposure is too long, it will cause market speculation, which may increase the company's impetuous mood. It is not beneficial to the development of these enterprises and the entire capital market, or should be treated with normality. New Deal.

Most benefited from the list of 25 new three board companies

According to the analysis, in addition to the four new three-board companies in the three counties of Kuxiong, Rongcheng and Anxin, the new three-board companies in Baoding will also be subject to certain policies. According to statistics from Dongcai choice, there are currently 25 new three-board listed companies in Baoding, and there are three trading methods for market transfer, namely, Bolly, Gucheng Xiangye and Aidi Xinneng. In addition, Gucheng Xiangye (830837.OC) entered the listing counseling stage in October 2015 and is the only new three-board enterprise to be IPO.

Jinhai Shares (Rongcheng County)

In August 2015, the new three board was listed. The main business is the design, production and sales of men's formal wear apparel products. It mainly adopts the business model of export-oriented production and supplemented by independent brand production. It is understood that Hebei Jinhai Industrial Group, the controlling shareholder of the company, claims to have “Tianhai Industrial Park” with a land area of ​​30,000 square meters and a construction area of ​​15,000 square meters.

The company's 2016 semi-annual report shows that the total assets are 91.23 million yuan. In the first half of 2016, the company's revenue fell 3.85% to 52,644,600 yuan, and the net profit attributable to the listed company's shareholders increased by 88.44% year-on-year to 1,857,400 yuan.

Aussen Clothing (Rongcheng County)

In September 2015, the company listed the new three boards, specializing in the research and development and manufacturing of high-end outdoor clothing. The products are exported to more than ten countries and regions such as the United States, Europe, Japan, South Korea, Hong Kong and Taiwan. According to the 2016 semi-annual report, the total assets of Aussen Garment as of the end of June last year were 132 million yuan. In the first half of 2016, the revenue of the company was 47.101 million yuan, and the net profit attributable to the shareholders of the listed company was 1,198,900 yuan, a year-on-year decline of 7.64% and 20.12% respectively.

Songhe shares (Anxin County)

Established in August 2005 and listed on March 2, 2016, it became the first scrap metal battery dismantling and recycling lead manufacturer listed on the New Third Board. In December 2016, the company has just completed a fixed increase, issuing 5.13 million shares at 3 yuan/share, raising funds of 1539 yuan.

According to the 2016 semi-annual report, the total assets of Songhe shares as of June 30 last year were 112 million yuan. In the first half of 2016, the company achieved revenue of 173 million yuan and net profit attributable to shareholders of listed companies was 6,885,200 yuan, up 53.37% and 1312.98% respectively.

Tianhong Shares (Anxin County)

The main business of leather shoes, textile fabric shoes, rubber shoes production and sales. The company announced last year that it signed a strategic cooperation agreement with the Diabetes Research Center of Beijing University of Traditional Chinese Medicine and the China Leather and Footwear Industry Research Institute to establish a “health care shoes” cooperative R&D center.

As of June 30, 2016, Tianhong’s assets totaled 180 million yuan. The semi-annual report showed that its revenue in the first half of last year was 15.303 million yuan, and the net profit attributable to the shareholders of the listed company was 475,400 yuan, up 60.47% and 25.2% respectively. (Investing in the New Third Board, First Financial Daily, New Third Board Online)

Tianxin Investment, the new three board listing company, stock code 831889, elite capital service team, provides full chain capital services.