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The infrastructure industry’s industry concentration has continued to increase in recent years, and infrastructure’s status as the main line throughout the year remains unchanged.
new infrastructure welcomes new opportunities! 8 leading stocks in the new infrastructure industry !
1, Anhui Construction Engineering
Company highlights: It has a monopoly advantage in water conservancy and highway engineering construction in Anhui Province.
's main business: housing construction projects, infrastructure construction and investment, and real estate development and management.
Core concepts: water conservancy, prefabricated buildings , new urbanization, PPP concept, S&P Dow Jones A shares , pumped hydro energy storage, local state-owned assets reform, Shanghai Stock Connect , green power, margin financing, rural areas Revitalization, One Belt and One Road, debt-for-equity swap
2, Lushang Development
Company highlights: Acquisition of Freda Pharmaceutical Group
Main business: operating real estate development, medicine and health care, property services and other businesses.
product name: real estate sales, hotels, pharmaceuticals, cosmetics, raw materials and additives, property management
core concepts: elderly care concept, medical beauty concept, Tencent concept, local state-owned assets reform, spin-off and listing intention, Shanghai Stock Connect, influenza , margin financing, new urbanization, ophthalmic medical treatment
3, Hongrun Construction
Company highlights: The first private enterprise in China to carry out urban rail transit shield construction, with high qualifications
Main business: construction, real estate Development, infrastructure investment and new energy development.
Product name: Construction and municipal infrastructure investment business, real estate business, new energy development business
Core concepts: water conservancy, underground pipe network, PPP concept, makeshift hospital , photovoltaic concept, rail transit, Hangzhou Asian Games , robot concept, new urbanization
4, Ningbo Construction Engineering
Company highlights: a large comprehensive construction group engaged in housing construction projects
Main business: construction, survey, design, installation of housing construction projects, municipal roads and bridges, landscaping, construction Design and construction of decoration, building curtain walls, and production and sales of ready-mixed commercial concrete, cement prefabricated components, and prefabricated buildings.
product name: housing construction, municipal and public facilities, architectural decoration, installation, survey and design, pile foundation, building material sales
core concepts: water conservancy, prefabricated construction, new urbanization, PPP concept, VPN, edge computing, S&P Dow Jones A shares, etc.
5, Xinjiang Communications Construction
Company highlights:
, a leading enterprise in road and bridge construction in the Xinjiang Autonomous Region, is mainly engaged in the construction, survey, design and testing of infrastructure such as highways, bridges, tunnels, and municipal projects, as well as the trading business of main materials for road and bridge construction.
Product name: Construction industry, material sales, survey, design and test testing, leasing and transportation
Core concepts: water conservancy, new urbanization, PPP concept, ETC, local state-owned assets reform, Shenzhen Stock Connect, land transfer, western development, Xinjiang revitalization, One Belt One Road
6, Design Institute
Company Highlights: Engineering Consulting Company
provides professional technical services for highway, water transportation, municipal and other construction projects. Main business: providing transportation and urban and rural infrastructure, resources and ecology and environment, intelligence and information Provide professional technical services for chemical systems and other projects.
Product name: Survey and design category, engineering management category, general engineering contracting
Core concepts: water conservancy, new urbanization, One Belt and One Road, S&P Dow Jones A shares, local state-owned assets reform, Shanghai Stock Connect, smart city, intelligent transportation
7 , Chengdu Road and Bridge
Company highlights: 30 years of highway engineering construction experience, one of the few contractors with the widest range of qualifications in Sichuan Province
Main business: construction of highways, bridges, and tunnel projects.
Product name: highway projects, municipal projects
Core concepts: prefabricated construction, PPP concept, western development
8, Hangzhou garden
Company highlights: the first batch of national landscape architecture engineering design special Grade A qualification units, representative work Hangzhou Xixi Wetland
Main business Business: Landscape design services and general engineering contracting services with integrated solutions as the core.
product name: municipal public garden design, leisure and vacation garden design, ecological wetland garden design, real estate landscape garden design, EPC project
core concept: new urbanization, PPP concept, Hangzhou Asian Games, GEM reorganization and loosening, common prosperity Demonstration area, carbon neutral, Xiong'an New District
Risk warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. Buy and sell based on this at your own risk
