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Business Opportunity Forecast: Two Investment Opportunities that You Can't Miss
摘要：The “two sessions” that will begin next week bring new speculation themes to the market. Investors are waiting in the wings to capture relevant concept stocks, which mainly include hot topics such as state-owned asset reform, pharmaceutical reform, and environmental protection.
Abstract: The “two sessions” that will begin next week bring new speculation themes to the market. Investors are waiting in the wings to capture relevant concept stocks, which mainly include hot topics such as state-owned asset reform, pharmaceutical reform, and environmental protection.
[Healthcare Reform] First: The private hospital's trillion cakes attracting capital to catch food In response to rising medical needs, the National Health and Planning Commission released “Some Opinions on Accelerating the Development of Socially Operating Medical Care” at the beginning of the year, requiring the accelerated formation of nonprofit medical care. Institution-based and for-profit medical institutions supplement the social medical system, which will cause private capital to run medical surges. Comments: Among the A-share listed companies, 17 companies have more or less involved in the related investment of private hospitals. Among them, there are Al Ophthalmology and General Care Medical which have always focused on ophthalmology or dental chain, but also actively participate in public comprehensive Hospital reforms include Fosun Pharmaceutical, Jinling Pharmaceuticals, and Kaiyuan Investment, as well as pharmaceutical companies such as Furui, Kangmei Pharmaceutical, and Guizhou Braun, which actively deploy hospital operations to expand the industrial chain.
Second: The three main lines of medical devices grasp investment opportunities On February 12, the "Regulations on the Supervision and Management of Medical Devices" was reviewed and passed at the State Council's executive meeting. This means that the standards of the industry have been greatly increased, which will also promote the long-term entry into the merger and reorganization phase of China's medical device industry. Comments: The analysis pointed out that the "Main-medicine innovation + health + home medical equipment," the three main lines grip investment opportunities: First, the base drug innovation targets: Kang Yuan Pharmaceutical, Tonghua Dongbao, Tasly, Wuhan Jianmin, Kunming Pharmaceutical, etc.; followed , Large health targets: Han Yu Pharmaceutical, Hengrui Pharmaceutical, Shuanglu Pharmaceutical, Ercon Pharmaceutical, etc.; third, home medical device targets: Tong Ren Tang, Yunnan Baiyao, Pien Tze Huang, Yue Yue Medical, San Nuo biological and so on.
[State-owned Assets Reform] First, the “two barrels of oil” reform may be concentrated in the downstream. As the two most representative petrochemical enterprises in China, PetroChina and Sinopec have slightly different performances. The former is silent on the opening of the pipeline network service to private capital by the Energy Bureau, while the latter announced that it initiated a mixed-economy reform and thus fired the first shot of the mixed ownership reform of central SOEs. Comment: The analysis pointed out that although the reforms of the two barrels of oil reform are slightly different, the breakthrough points for their choices have been concentrated downstream. In the A-share market, the oil and gas reform concept stocks include: Taishan Petroleum, Longyu Fuel, Guangju Energy, Yizheng Chemical Fiber, Potential Energy Hengxin, Jinzhou Pipeline, Yulong Stock, Liaotong Chemicals. In addition, in the long-term, it will benefit companies such as Hengtai Aip and Huibopu that have the potential to transform from oil service companies to oil companies. Second: Local State-owned Assets Reform Sounds a Horned Horn The State-owned Assets Supervision and Administration Commission of the State Council is currently conducting research and deployment on promoting the reform of state-owned enterprises. The next step will focus on the reform of state-owned enterprises to promote the reform of mixed ownership systems. The SASACs in Guangdong, Heilongjiang, and Shanghai have already been introduced. The policy is to adjust the "reform" of the local state-owned investment department. Comments: State-owned investment reform investment opportunities mainly follow several major ideas: First, state-owned enterprises transfer part of their equity to listed companies of private capital or strategic investors; second, state-owned enterprises that implement management equity incentives; and third, enterprises that inject some assets to promote securitization .
[National Security] The military is expected to usher in a number of policies to facilitate the opening of the two National Conferences. The reform policy established by the Third Plenary Session will be further concrete, and proposals involving the military industry will surely become the focus of market attention again. The military industry is expected during this period. Once again ushered in a number of policies are good. Specifically, the defense budget continues to maintain a relatively rapid growth; major aviation engine and gas turbine special projects are formally promulgated; the Regulations on the Use of Low-altitude Airspace Management is issued; and the state-owned enterprise reform policies are further refined. Comments: The investment opportunities (such as aero-engine, general aviation and other industrial chains) will be brought about by policy stimulus during the two sessions. In the long term, they will continue to recommend beneficiaries of sub-divisional areas of naval and air force equipment and the beneficiaries of asset securitization of military assets, with particular emphasis on CNAC. , China Aviation Precision Machinery, China Shipbuilding, Guangzhou Shipyard International.
[Urbanization] Smart building becomes a new urbanization theme Smart cities are an important part of new urbanization. New urbanization focuses on smart cities, and smart urbanization will gradually replace extensive urbanization. As an important measure to explore the development of China’s new urbanization, the number of pilot cities in China’s smart cities has increased to 193. Among the first batch of pilot cities, more than 80 cities have signed smart city creation missions, which also indicate that these pilot cities have entered into Creation period. Comments: At present, the domestic market is mainly focused on hardware equipment and system integration. The total investment in equipment category focuses on several subdivided areas such as traffic number control, video surveillance, electronic police, system integration, and software services.
[Environmental protection] Energy-saving and environmental protection industry has become the “new protagonist” of the economy In recent years, major cities in Beijing, Tianjin, and Hebei have been polluted by air, and the haze has continued. When haze disrupts traditional industrial enterprises, it also promotes the rise of energy-saving and environmental protection industries. As a result, the focus of the government's environmental protection work will be tilted toward atmospheric governance. At present, the main sources of domestic air pollution come from the tail gas of vehicles and the exhaust emissions from factories. The electric vehicles and new energy industries that the government has strongly supported in recent years are expected to continue to benefit. Comments: Snow Dior is one of the market pioneers in the field of environmental monitoring and process analysis. The orders for desulfurization, denitrification, and monitoring products have grown rapidly. The company's PM2.5 monitoring equipment has been completed and is currently in the certification stage of the Ministry of Environmental Protection, and some equipment is in the trial phase. Longjing Environmental Protection covers dust removal, desulfurization, denitrification, operation and general contracting, etc. It is the most comprehensive environmental protection enterprise in the field of air pollution control in China with the largest number of patents, technologies and product types, and maintains its leading position in the field of atmospheric environmental protection.
[Others] 2014 International Cloud Computing Technology and Applications Exhibition held in Beijing on March 4 The 2014 China International Cloud Computing Technology and Applications Exhibition (Cloud China 2014) will be held on March 4 at the Beijing National Convention Center. The theme of this exhibition is “to promote the application of cloud computing industry, optimize the information consumption environment, and promote the construction of smart cities”. Comments: Cloud Education Concepts Unit Zhongnan Media's subsidiary Tianwen Digital Media is a joint venture between China South Media and Huawei, with a registered capital of 320 million. It is the only operating entity of China South Media's digital content resources and the only window for external cooperation of digital resources. The business mainly involves digital Education, government and corporate learning, mass reading, etc. East China Computer has entered the field of cloud security services. Its lead “Huayun Plan” has invested 500 million yuan. It will be one of the six major projects that Shanghai will focus on in the near future. The subsidiary company East China Computer Storage Network System Co., Ltd. has assumed a cloud computing framework. The development of network equipment and key technologies. China Mobile launches the 5G R&D concept stock boom China Mobile Vice President Li Zhengmao stated at the 2014 Barcelona MWC that China Mobile will fully support the development of 5G projects and hopes to lead the development of 5G technology R&D and technical standards in the industry. Comments: According to analysis, among A-shares, stocks such as ChinaNetCenter, FiberHome, Fuchun Communications, Jiesa Technology, HKUST, Yinxin Technology, and Tianyi Technology deserve attention. - From Chinese entrepreneurial thinking
[Healthcare Reform] First: The private hospital's trillion cakes attracting capital to catch food In response to rising medical needs, the National Health and Planning Commission released “Some Opinions on Accelerating the Development of Socially Operating Medical Care” at the beginning of the year, requiring the accelerated formation of nonprofit medical care. Institution-based and for-profit medical institutions supplement the social medical system, which will cause private capital to run medical surges. Comments: Among the A-share listed companies, 17 companies have more or less involved in the related investment of private hospitals. Among them, there are Al Ophthalmology and General Care Medical which have always focused on ophthalmology or dental chain, but also actively participate in public comprehensive Hospital reforms include Fosun Pharmaceutical, Jinling Pharmaceuticals, and Kaiyuan Investment, as well as pharmaceutical companies such as Furui, Kangmei Pharmaceutical, and Guizhou Braun, which actively deploy hospital operations to expand the industrial chain.
Second: The three main lines of medical devices grasp investment opportunities On February 12, the "Regulations on the Supervision and Management of Medical Devices" was reviewed and passed at the State Council's executive meeting. This means that the standards of the industry have been greatly increased, which will also promote the long-term entry into the merger and reorganization phase of China's medical device industry. Comments: The analysis pointed out that the "Main-medicine innovation + health + home medical equipment," the three main lines grip investment opportunities: First, the base drug innovation targets: Kang Yuan Pharmaceutical, Tonghua Dongbao, Tasly, Wuhan Jianmin, Kunming Pharmaceutical, etc.; followed , Large health targets: Han Yu Pharmaceutical, Hengrui Pharmaceutical, Shuanglu Pharmaceutical, Ercon Pharmaceutical, etc.; third, home medical device targets: Tong Ren Tang, Yunnan Baiyao, Pien Tze Huang, Yue Yue Medical, San Nuo biological and so on.
[State-owned Assets Reform] First, the “two barrels of oil” reform may be concentrated in the downstream. As the two most representative petrochemical enterprises in China, PetroChina and Sinopec have slightly different performances. The former is silent on the opening of the pipeline network service to private capital by the Energy Bureau, while the latter announced that it initiated a mixed-economy reform and thus fired the first shot of the mixed ownership reform of central SOEs. Comment: The analysis pointed out that although the reforms of the two barrels of oil reform are slightly different, the breakthrough points for their choices have been concentrated downstream. In the A-share market, the oil and gas reform concept stocks include: Taishan Petroleum, Longyu Fuel, Guangju Energy, Yizheng Chemical Fiber, Potential Energy Hengxin, Jinzhou Pipeline, Yulong Stock, Liaotong Chemicals. In addition, in the long-term, it will benefit companies such as Hengtai Aip and Huibopu that have the potential to transform from oil service companies to oil companies. Second: Local State-owned Assets Reform Sounds a Horned Horn The State-owned Assets Supervision and Administration Commission of the State Council is currently conducting research and deployment on promoting the reform of state-owned enterprises. The next step will focus on the reform of state-owned enterprises to promote the reform of mixed ownership systems. The SASACs in Guangdong, Heilongjiang, and Shanghai have already been introduced. The policy is to adjust the "reform" of the local state-owned investment department. Comments: State-owned investment reform investment opportunities mainly follow several major ideas: First, state-owned enterprises transfer part of their equity to listed companies of private capital or strategic investors; second, state-owned enterprises that implement management equity incentives; and third, enterprises that inject some assets to promote securitization .
[National Security] The military is expected to usher in a number of policies to facilitate the opening of the two National Conferences. The reform policy established by the Third Plenary Session will be further concrete, and proposals involving the military industry will surely become the focus of market attention again. The military industry is expected during this period. Once again ushered in a number of policies are good. Specifically, the defense budget continues to maintain a relatively rapid growth; major aviation engine and gas turbine special projects are formally promulgated; the Regulations on the Use of Low-altitude Airspace Management is issued; and the state-owned enterprise reform policies are further refined. Comments: The investment opportunities (such as aero-engine, general aviation and other industrial chains) will be brought about by policy stimulus during the two sessions. In the long term, they will continue to recommend beneficiaries of sub-divisional areas of naval and air force equipment and the beneficiaries of asset securitization of military assets, with particular emphasis on CNAC. , China Aviation Precision Machinery, China Shipbuilding, Guangzhou Shipyard International.
[Urbanization] Smart building becomes a new urbanization theme Smart cities are an important part of new urbanization. New urbanization focuses on smart cities, and smart urbanization will gradually replace extensive urbanization. As an important measure to explore the development of China’s new urbanization, the number of pilot cities in China’s smart cities has increased to 193. Among the first batch of pilot cities, more than 80 cities have signed smart city creation missions, which also indicate that these pilot cities have entered into Creation period. Comments: At present, the domestic market is mainly focused on hardware equipment and system integration. The total investment in equipment category focuses on several subdivided areas such as traffic number control, video surveillance, electronic police, system integration, and software services.
[Environmental protection] Energy-saving and environmental protection industry has become the “new protagonist” of the economy In recent years, major cities in Beijing, Tianjin, and Hebei have been polluted by air, and the haze has continued. When haze disrupts traditional industrial enterprises, it also promotes the rise of energy-saving and environmental protection industries. As a result, the focus of the government's environmental protection work will be tilted toward atmospheric governance. At present, the main sources of domestic air pollution come from the tail gas of vehicles and the exhaust emissions from factories. The electric vehicles and new energy industries that the government has strongly supported in recent years are expected to continue to benefit. Comments: Snow Dior is one of the market pioneers in the field of environmental monitoring and process analysis. The orders for desulfurization, denitrification, and monitoring products have grown rapidly. The company's PM2.5 monitoring equipment has been completed and is currently in the certification stage of the Ministry of Environmental Protection, and some equipment is in the trial phase. Longjing Environmental Protection covers dust removal, desulfurization, denitrification, operation and general contracting, etc. It is the most comprehensive environmental protection enterprise in the field of air pollution control in China with the largest number of patents, technologies and product types, and maintains its leading position in the field of atmospheric environmental protection.
[Others] 2014 International Cloud Computing Technology and Applications Exhibition held in Beijing on March 4 The 2014 China International Cloud Computing Technology and Applications Exhibition (Cloud China 2014) will be held on March 4 at the Beijing National Convention Center. The theme of this exhibition is “to promote the application of cloud computing industry, optimize the information consumption environment, and promote the construction of smart cities”. Comments: Cloud Education Concepts Unit Zhongnan Media's subsidiary Tianwen Digital Media is a joint venture between China South Media and Huawei, with a registered capital of 320 million. It is the only operating entity of China South Media's digital content resources and the only window for external cooperation of digital resources. The business mainly involves digital Education, government and corporate learning, mass reading, etc. East China Computer has entered the field of cloud security services. Its lead “Huayun Plan” has invested 500 million yuan. It will be one of the six major projects that Shanghai will focus on in the near future. The subsidiary company East China Computer Storage Network System Co., Ltd. has assumed a cloud computing framework. The development of network equipment and key technologies. China Mobile launches the 5G R&D concept stock boom China Mobile Vice President Li Zhengmao stated at the 2014 Barcelona MWC that China Mobile will fully support the development of 5G projects and hopes to lead the development of 5G technology R&D and technical standards in the industry. Comments: According to analysis, among A-shares, stocks such as ChinaNetCenter, FiberHome, Fuchun Communications, Jiesa Technology, HKUST, Yinxin Technology, and Tianyi Technology deserve attention. - From Chinese entrepreneurial thinking
