Recently, the While under the influence in the broader market yesterday, Chengdu sector performance unsatisfactory, but analysts point out that the planning for the long-term development in Sichuan and Chongqing to determine the direction in the long run, investment opportunities exist in the sector, and select the maximum benefit sub-sector is the key to profitability.
A cake of billions of infrastructure
cake in the end how much infrastructure has become the focus of investor attention. Information shows the transport sector in Sichuan, Sichuan key construction by 2012 nearly 1,600 km of 13 national highway projects, highway traffic mileage of more than 3,500 km, will build a highway out of Sichuan channel 12. The current bridge between the Chengdu-Chongqing Expressway construction, including double-track, and the Chengdu - Chongqing, Chengmianle intercity railway planning and construction. Currently the market has been concerned about in full swing Chengdu High-speed double-track construction, the road length of 251 km, with a total investment of 11.6 billion yuan. States Securities analyst Wang Li believes that commitment to 90% of the high-speed section of the state-owned enterprises to benefit Sichuan, Chengdu is expected to become the first shares.
the strength of the Sichuan capital Chengdu, the Sichuan Provincial Government approved only specialized investment, construction and management of toll road companies. In the western region development strategy, the company seized the opportunity Chengyu transport development, there are significant assets into the expected, increasing its performance expectations and imagination. While Sichuan Road & Bridge is also expected to directly benefit the company as a construction contractor with a national premium quality, and access to international quality assurance system certification, in the construction field has a clear competitive advantage. Such stock as well Chongqing Road & Bridge, China Railway Bureau.
B energy input to see features
energy, according to media reports, the development of Sichuan Province will invest 82.5 billion related to the energy industry chain. large petrochemical industry base and a new base.
abundant hydropower resources in Sichuan, and Chongqing, among the nation's natural gas resources. If co-operation, Chongqing, Sichuan, can accept and digest hydropower capacity, and the great markets of Sichuan to Chongqing open. Chengdu to consumer-based industries, the aviation industry, electronic information industry is relatively developed, the main manufacturing base in Chongqing Zeyi, the demand for large-scale hydropower. Currently listed on energy and chemical companies, including Kwong love all, Kowloon electronics, Leshan Electric Power, Minjiangshuidian, Xichang Electric Power, Sichuan investment and energy. Orient Securities analyst Wang Jing, said, chuan vote is expected to become one of the best energy.
Sichuan Ertan power plant investment and energy has a 48% stake, is currently responsible for the Ertan Hydropower Station received the Yalong River basin-wide water resources development authority, and has been in the return period, although this acquisition is completed shortly increase the financial pressure on the performance improvement of little use, but in the long run, will greatly improve the energy investment and development potential of Sichuan and profitability.
C consumption upgrade and promote development
retail department stores in the policy stimulus, the Chengdu-Chongqing Economic Zone is expected to continue economic development in the next few years, high-speed, economy will be further expanded, while cities and towns of the promotion of the formation of urban agglomeration and the deepening of industrialization, will lead to increased consumption levels and consumption of further escalation.
public information, initially identified by Chengdu-Chongqing Economic Zone, including Chongqing, more than 20 million square kilometers area, population and GDP, are accounted for in the western region, refrain from consumption is self-evident.
Dongguan Securities analyst DING into that in the Sichuan Province has many stores Chengshang will be the biggest attraction. The company in Chengdu, Sichuan Province, second-tier cities as well as the core business district has 189,000 square meters of commercial properties owned, accounting for 78.1% of the total commercial property (not including the construction of the proposed property), while income from Shenzhen Maoye Since the main company, the company implemented the existing adjustment and reform the main stores, increasing the province such as a number of measures to expand the secondary market, and gradually established a In addition, Chongqing, Chongqing Department Store is also cause for concern.
(This article Source: Sichuan Online - Financial Investment News)
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