The reform of state-owned enterprises started looking for a high-tech tungsten-www.henhen.com

The reform of state-owned enterprises started looking for a high-tech tungsten hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulation trading client Sina Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor the curtain opened SOE reform for a high-tech tungsten financial information network (intern reporter Chen Gang Chen Sujie) yesterday, the resumption of high opened after the high-tech tungsten surged, despite the A shares slump, only to eventually closed up 0.25%, but among the 47 with bonus already well yesterday, the market believes that the subsequent rise of high probability. In fact, the high-tech tungsten reflects the supply side reform has been carried out in the nonferrous metal industry overcapacity. Senior market Liu Yunfeng said that the reform of the supply side of non-ferrous metals sector is beginning to show the effectiveness of the impact of the stock market has been highlighted. How to explore the future opportunities for the supply side reform of nonferrous metals? The reform of state-owned enterprises and opportunities brewing non-ferrous steel and coal, nonferrous metal industry supply side reforms, state-owned enterprises will also be the main event, the urgency of reform is the highest. Haitong Securities Shi Yi said that the 27 major state-owned enterprises in the statistics, the first three quarters of 2015, the total revenue of nearly 500 billion yuan, but the loss of 1 billion 350 million yuan in total, only 14 profit. And from the current Shen Wan 81 annual report has been issued, performance notice company situation, non-ferrous metals listed state-owned enterprises in 2015 annual performance is still not optimistic. Shi Yi analysis, non-ferrous metals listed state-owned enterprises in excess of production capacity, price weakness in the context of the transformation of production capacity to seek obvious trend. If the profitability of the forced situation, the urgency of the reform are aluminum, nickel, zinc, rare earth, gold, copper. However, Liu Yunfeng pointed out yesterday, non-ferrous metal enterprises supply side reforms will not be smooth, there are deficiencies, their reform motive force local governments to consider the factors of social stability. Therefore, Shi Yi believes that the state-owned nonferrous metals supply side reform from feasibility considerations, may be part of the first, to. On the opportunity discovery, we should pay attention to the state-owned enterprises and the central enterprises in the developed provinces, because they have high degree of connection with policy and capital. In fact, yesterday’s resumption of the high-tech tungsten is probably the template. Last year, Hunan nonferrous metals from the Hong Kong stock market, then the high-tech tungsten announced big shareholder becomes Hunan nonferrous metals, Hunan nonferrous is Minmetals white. Before the resumption, the high-tech tungsten has announced major issues, a note is announced China Minmetals assets into the whole industry chain platform for tungsten industry, planning a major asset reorganization; the two is to develop additional fund-raising does not exceed 5 billion yuan for hard alloy deep-processing projects, industrial chain extension. The industry believes that the non-ferrous metal supply side reform action has gradually expanded, in addition to the high-tech tungsten, and advanced technology, rising nonferrous metals etc.. There are obvious action and can focus on the main categories, one is similar to the high-tech tungsten may become the central enterprises may become the object or the integration of assets integration company, such as the former Zhuzhou Smelter Group, the color of shares; two is the introduction of strategic investors or in equity dilution, such as Jean nickel, Orient Tantalum Industry; three is the industry down force cutting, set theory

国企改革大幕拉开 寻找下一个中钨高新 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   国企改革大幕拉开   寻找下一个中钨高新   财信网(记者 陈刚 实习生 陈愫婕)昨日,中钨高新复牌高开后一度大涨,尽管受A股暴跌影响,最终仅收涨0.25%,但跻身昨日47只飘红股已然不俗,市场人士认为后续上涨概率高。   实际上,中钨高新折射出供给侧改革已在产能过剩的有色金属领域进行。资深市场人士刘云峰称 ,有色金属领域供给侧改革成效正初步显现,股市影响已然凸显。有色金属供给侧改革未来的机会该如何发掘?   有色国企改革酝酿机会   与钢铁、煤炭类似,有色金属领域供给侧改革,国企也将是重头戏,改革紧迫性也最高。海通证券施毅表示,统计的27家主要国企中,2015年前三季度合计营业收入将近5000亿元,但亏损合计13.5亿元,只有14家盈利。   而从目前申万81家已发年报、业绩预告公司情况看,有色金属上市国企2015年全年业绩仍不乐观。施毅分析,有色金属上市国企在产能过剩、价格疲弱的大背景下,去产能谋转型趋势明显。如果从盈利能力的倒逼情况看,改革的紧迫性分别为铝、镍、锌、稀土、金、铜。   不过,刘云峰昨日指出,有色金属国企供给侧改革并不会顺畅,不乏存在自身改革动力不足、地方政府考虑社会稳定因素等问题。因此施毅认为,有色金属国企供给侧改革从操作可行性考虑,可能会部分先行,以点带面。机会发掘上,建议关注发达省份国企和央企,因为他们与政策和资本的联系度高。   实际上,昨日复牌的中钨高新可能就是范本。去年,湖南有色从港股退市,随后中钨高新宣布大股东变为湖南有色,而湖南有色则被五矿集团入主。复牌前,中钨高新先后宣布重大事项,一是宣布获注中国五矿旗下资产成为全产业链钨业平台,为此筹划重大资产重组事项;二是拟定增募资不超50亿元投硬质合金深加工项目,进行产业链延伸。   业内人士认为,有色金属国企供给侧改革实质行动已经逐步展开,除了中钨高新,还有安泰科技、广晟有色等。目前有较明显动作并可重点关注的主要有几类,一是类似中钨高新可能成为央企资产整合对象或者可能成为整合者的公司,前者如株冶集团,后者如中色股份;二是正在快速引入战略投资者或国有股权稀释的,如吉恩镍业、东方钽业;三是行业倒逼迫切、集团体量适中的公司,特别是铝、锌、镍的龙头,如云铝股份、驰宏锌锗、吉恩镍业和中金岭南。   补短板公司业绩更易兑现   对于供给侧改革,刘云峰特别强调,不仅仅是去产能、降成本,还有补短板,而且更为重要,因为这可能为企业开拓新的增长点。在刘云峰看来,有色金属企业补短板更多的还是产品升级或向更高端的产业链环节延伸。   山西证券郭瑞则指出,这方面,下游需求确定、依势转型的加工类企业更容易兑现业绩,如铝加工企业的转型。目前,电力电缆市场、汽车市场、建筑市场以铝代铜的预期较强烈,可关注利源精制、亚太科技、四通新材。铜加工企业可继续关注进军新材料产业、具有军工概念的楚江新材。同时,随着汽车电子自动化程度的提高和对节能高效的要求,粘结钕铁硼在汽车电机中的用量逐渐增加,对传统汽车电机中的铁氧体具有替代性,可关注粘结钕铁硼龙头银河磁体。   23日,楚江新材发布净利润增长34.45%的2015年财报,郭瑞表示其新材料业务暂露头角,2015年装备制造业务毛利率55.48%,远高于公司传统业务毛利率。去年11月完成对湖南顶立科技的收购后,顶立科技实现利润总额4704.84万 元 , 完 成 比 率 为107.05%;实现净利润4037万元,完成比率为106.42%。   同时,郭瑞表示楚江新材上市后充分利用资本市场快速发展业务,2007年上市后专注于铜加工业务向高精度方向发展,2014年开始加快业务横向发展,2015年收购顶立科技进入新材料制造装备领域;2016年再次在资本市场运作,募集资金一是进行铜合金板带产品升级、产能置换及智能化改造项目,二是投资智能热工装备及特种符合材料产业化项目;三是投资年产1万吨高性能锂电池负极材料生产线建设项目。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: