Shanghai Port Group
Gross profit margin: 48.59% , current price 5.43 yuan, turnover rate: 0.14% , core theme: Free Trade Port + Duty-free shop + Football concept + F5G concept + MSCI concept + MSCI concept + S&P Dow Jones A
With the improvement of the company's sustainable capabilities and level, relying on the economic hinterland of the Yangtze River and Yangtze River basin, the status of the main hub port radiating the entire Northeast Asia economic hinterland has been formed. Its role in the construction of Shanghai International Shipping Center has been further strengthened and has become an important force in the construction of Shanghai Free Trade Pilot Zone. Shanghai Port , as a bridgehead of the 21st Century Maritime Silk Road and an important hub for river-sea transport in the Yangtze River Economic Belt, will form a safer, convenient, efficient and economical logistics path, becoming the "leader" leading the Yangtze River Delta, driving the Yangtze River Basin, and radiating across the country. (container throughput has ranked first in the world for nine consecutive years since 2010)
Technical analysis: Shanghai SIPG Group The stock's main capital inflows, the mid-term trend is good, the short-term is in the opportunity area, and the short-term may pull back.
Xiamen Port
Gross profit margin: 3.12% , current price is 8.68 yuan, turnover rate: 5.21% , core theme: Fujian Free Trade Zone + Cross-Strait + Guo Taiming concept + Free Trade Port + Local state-owned assets reform
Company is mainly engaged in bulk cargo terminal loading and unloading, comprehensive logistics services and commodity trade. As the largest comprehensive logistics service provider in Xiamen Port Area, the company has scarce resources such as bulk cargo docks and rear yards, complete port supporting and value-added services, and a relatively complete logistics business chain, forming a logistics service system that effectively links domestic and foreign trade routes, sea, land, air, mail and railway. In the Xiamen Port area, the company currently leads or leads in port logistics fields such as tugboats, bulk cargo loading and unloading, ship agency, import and export LCL, cargo notarization, warehousing, transportation, sea-rail intermodal transport , land ports, etc. (builds a complete and efficient port comprehensive logistics service supply chain)
Technical analysis: Xiamen Port This stock’s main capital inflows, the mid-term trend is good, and the short-term is in the opportunity area, and can buy on dips (the daily line has shown golden cross ).
Bohai Ferry
gross profit margin: 8.22% , current price 8.02 yuan, turnover rate: 7.92% , core theme: China-Korea Free Trade Zone + Shipping Concept + Cross-border e-commerce + Local state-owned assets reform + margin financing and securities lending + + + Pension Holdings
The company's main business is Yantai to Dalian, Penglai to Lushun passenger and roulette transportation businesses. It has been operating the main routes in the Bohai Bay region. It is one of the professional passenger and roulette transportation enterprises in the Bohai Bay and even the whole country. Its main products include passenger and roulette transportation, cargo and roulette transportation and cruise business. (one of the professional passenger and rolling transportation companies in the Bohai Bay and even the whole country)
Technical analysis: Bohai Ferry The stock's main capital flows in, the mid-term trend is good, and the short-term is in the opportunity area, so be careful to fall.
Jinzhou Port
gross profit margin: 21.15% , current price 3.34 yuan, turnover rate: 3.76% , core theme: China-South Korea Free Trade Zone + stake in securities companies + Belt and Road + Blockchain + China-Russia Trade Concept
Company is mainly engaged in the loading, unloading, storage, transportation of bulk goods such as oil, grain, metal ore and steel. The company mainly provides customers with comprehensive logistics services such as cargo loading and unloading, transportation, and warehousing, and its derivative services, and signs port operation agreements, cargo transportation agreements, port supporting services and other contracts with customers, and charges customers with port loading and unloading operation fees, storage and storage fees, ship service fees and other related fees. (Jinzhou Port is a northern regional port that Liaoning Province has focused on developing)
Technical analysis: Jinzhou Port The stock's main capital inflows, the mid-term trend is good, and the short-term is in the opportunity area.
Antong Holdings
Gross profit margin: 36.65% , current price is 4.22 yuan, turnover rate: 0.98% , core theme: shipping concept + free trade port + Unified market + semi-annual report is expected to increase + Heilongjiang Free Trade Zone
The main business of the company is container logistics business. Its main product is logistics services. The company ranks 18th in comprehensive capacity among global container ship companies, ranking among the top three domestic domestic trade container logistics companies. (the main business is container multimodal integrated logistics services)
Technical analysis: Antong Holdings The stock's main capital inflows, the mid-term trend is good, and the short-term adjustment is in progress. The stock enters the bull market, and the stock price has a high probability of rising in the short term.
