Xinjiang Plate: Great Benefits Come Out, Rich In "Gold Mine"

Recently, the market has shown a weak pattern, but there is no shortage of hot spots in the market, especially in the early hot Xinjiang, Hainan, Chengdu Chongqing, Haixi and other regional investment stocks.

In the early morning market, the Xinjiang stock strengthened by the concept of "Xinjiang" continued to strengthen, and Tianshan shares (000877), Xinshi stock (600540), and Qing Song Jian (600425) all had strong performances.

Analysts believe that the reignition of regional plates may show that the short term market is facing the trend of returning to the theme of speculation, but at the same time, it also shows that market funds are constantly looking for more breakthroughs.

Regional planning reburning hot spots

It is reported that the "Beijing Tianjin Hebei metropolitan area planning" has been reported to the State Council and is expected to be introduced this year.

In May 19th, the 3 day central Xinjiang work symposium ended in Beijing.

Relevant people said that the Xinjiang regional revitalization plan will be examined and issued by the State Council.

The revitalization of regional planning has become a capital theme throughout the year 2010, while the "structural adjustment" regional plate has been the most promising since 2010.

For regional plates, Yuan Ji, an analyst with Guangzhou securities, said that the central government hopes to form a new competition pattern through the form of regional revitalization. For the weak central and western parts of China, such as Xinjiang, there is bound to be a benefit from listed companies.

Not only is there a strong sense of hype in the regional theme at the same time, but also a pragmatic long term investor will find a real good company in it.

Xinjiang plate is expected to be popular again.

In the context of support from provinces and cities and investment by the central government, Xinjiang will be the highest level of "gold content" in the regional economy this year.

In the long run, through the regional policy, the strategic position of Xinjiang's energy will be further stabilized. With the rapid development of pportation infrastructure, Xinjiang's energy reserves will be pformed into Xinjiang's real wealth. Xinjiang's agricultural resources will also have a great potential and become an important part of Xinjiang's development.

Listed companies in infrastructure, resources, chemicals, department stores and agriculture and animal husbandry will benefit from it.

Entering the May, some of the "aid Jiang" stocks showed a marked downward trend. When the market was stable, they immediately became active, such as Tianshan shares, Xinsai shares, and Qing Song Jian Hua.

A number of brokerage firms hint at the long-term investment value of Xinjiang's regional revitalization theme.

Analyst Lin Tao believes that Xinjiang is a resource-based Province, is increasing infrastructure investment to improve pportation problems and solve the problem of high pportation costs, so Xinjiang's resources and infrastructure will benefit from it.

Guotai Junan reports that three types of companies benefit directly from the revitalization plan of Xinjiang.

The first type companies are infrastructure companies and building materials companies, and infrastructure related companies are the first to benefit.

The second type of company is a resource conversion company that can make use of resources locally.

The benefits of such companies are greater than that of infrastructure companies and are sustainable.

The third category is high-tech companies, including new energy, smart grid, new materials and so on.

Specifically, the Qing Song Jian, guogun shares (002205), Tianshan shares, Guanghui shares (600256), COFCO tuhe (600737), Tiankang bio (002100), ST China Portugal and Gezhouba Dam (600068) and other stocks are all well received by the institutions, and are expected to become the next stage of hot spots. Investors can pay close attention to them.