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which central enterprise concept stock will be the next to be restructured?

under the influence of the external plunge, a-shares fell again in the morning trading today, and the shanghai composite index fell below the 2,750 point mark, setting a new low. from the market point of view, the strong sectors that led the rise in the early stage fell across the board, with coal, petroleum and petrochemical, and non-ferrous metal industries falling by more than 2%, and household appliances, banking, and steel industries falling by more than 1%.

the concept of restructuring of central state-owned enterprises performed relatively well.shanghai jiubai, cuiwei sharesthe state-owned enterprise concepts have continued to rise.changchun yidongconcept stocks of central enterprises and others have continued to hit the daily limit.

central soe restructuring in full swing

there have been continuous news about the restructuring of central state-owned enterprises recently.salt lake sharesrecently, it was announced that its controlling shareholder qinghai state investment group has signed a "general cooperation agreement" with china minmetals, and the two parties plan to work together to build china salt lake group. according to the agreement, china salt lake group intends to invest in the acquisition of 681 million shares of salt lake co., ltd. held by qinghai state investment group and its affiliate wuhu xinzeqing, which accounts for about 12.54% of the company's total share capital. after the completion of this transaction, the controlling shareholder of salt lake co., ltd. will be changed to china salt lake group, and the actual controller will also be changed from the state-owned assets supervision and administration commission of the qinghai provincial government to china minmetals.

in addition, on the evening of september 5,guotai junanthe announcement stated that it plans to absorb and merge haitong securities.chinese shipbuildingandchina heavy industryon september 3, the two companies announced that they were planning a share swap and merger, and china shipbuilding group kicked off its asset integration. according to zhiben consulting data, from january to early july 2024, the number of state-owned enterprise integration and restructuring events increased by more than 120% year-on-year.

the arrival of the "chinese god ship", "chinese god lake" and "securities industry aircraft carrier" marks a new round of climax in the restructuring of central state-owned enterprises.salt lake sharesit opened more than 8% higher. as of the morning close, the stock rose 2.17%.

central soe restructuring potential stocks are released

galaxy securities pointed out that since 2023, the main measures of the new round of soe reform include: first, continuously optimizing the operating indicator system; second, strengthening market value management; third, strengthening technological innovation of central soes; fourth, increasing mergers and acquisitions and restructuring; and fifth, increasing the support of the capital market for soes. in addition, the third plenary session of the 20th cpc central committee proposed seven major directions for the future reform of soes, including deepening the reform of soes, promoting the strengthening, optimization and expansion of state-owned capital and state-owned enterprises, enhancing core functions and improving core competitiveness.

at present, the restructuring of central state-owned enterprises is mainly to absorb and merge to make them bigger and stronger, and for some small-cap listed companies with poor performance, the probability of being restructured in the future is also relatively high.

based on this, databao has sorted out the listed central enterprises with great restructuring potential and the small-cap stocks of state-owned enterprises controlled by local sasacs for the benefit of readers.

according to statistics from securities times databao, after excluding stocks on the science and technology innovation board and the beijing stock exchange, there are a total of 47 central enterprises whose latest market value is below 5 billion yuan, whose institutional ratings are vacant, and whose earnings per share in this year's semi-annual report are less than 0.1 yuan.

from the perspective of market value, the smallest market value isguotong shares, the latest market value is less than 1.2 billion yuan;yongan forestry, linhai holdings, offcn hi-techthe market value of the stocks is less than 2 billion yuan. it is worth mentioning that some stocks have seen significant changes.changchun yidongcontinuous daily limit,aerospace changfeng, aerospace powerthe stock price also showed significant fluctuations from the end of july to the beginning of august.

the probability of restructuring may also be higher for small-cap, poor-performing stocks under the state-owned assets supervision and administration commission of some economically developed regions.

according to rough statistics from databao, after excluding stocks on the science and technology innovation board and the beijing stock exchange, there are 80 state-owned enterprises with a latest market value of less than 5 billion yuan, no institutional ratings and earnings per share below 0.1 yuan in this year's semi-annual report, which belong to the state-owned assets supervision and administration commission of guangdong, zhejiang, jiangsu, beijing, shanghai and other provinces and cities.

from a market value perspective,st suning, st shuyuan, beijing energy real estate, construction engineering and repairthe market value of all listed companies is less than 2 billion yuan. it is worth mentioning that the share prices of some listed stocks have risen sharply, includingshanghai jiubaicontinuous daily limit.