National Grid issued red envelopes, these related recognized concept stocks have long and stagnant performance

National Grid issued red envelopes, these related recognized concept stocks have long and stagnant performance

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  The State Grid issued 100 billion red envelopes to help the upstream and downstream industries resume production and resume work. These related concept stocks have high growth and stagnant sources: Data Po original Zhou Sha State Grid introduced the response to the epidemic situation, and fully restored construction to promote enterprises to resume production and resume productionTwelve of them are advancing, giving full support to the upstream and downstream enterprises to resume work and resume production.

Data Po has sorted out the concept stocks related to smart grid. Nearly 70% of the stocks have outperformed the market since February.

  The three major A-share stock indexes rose across the board, with the Shanghai index standing above 3,000 points, and the transaction volume of the Shanghai and Shenzhen markets breaking through trillions.

Wind smart grid index rose 2.

11%, related coaxial stocks Hekang Xinneng, Hongxiang shares, Siyuan Electric daily limit; Chint Electric, Great Wall Electric rose more than 5%.

  Recently, the State Grid has introduced tackling the impact of the epidemic, and is fully restoring the construction of 12 transfers to promote the resumption of production and resumption of production, which involves the resumption of work and the start of new UHV transmission lines.

  The contents include: actively promote the construction of key projects under construction.

Full return to work in Qinghai?
Yazhong, Henan?
Jiangxi ± 800 kV UHVDC, Zhangbei Flexible DC, Mengxi?
Jinzhong, Zhangbei?
The construction of Xiong’an 1000 kV UHV AC and other major projects has a total construction scale of 71.3 billion yuan.

Increase the start of new investment projects.

New construction in northern Shaanxi?
Wuhan ± 800 kV UHV DC project, Shanxi Yuanqu pumped storage power station and other projects, with a total investment of 26.5 billion yuan.

  The correct concept stocks performed strongly. 70% of the performance was positive. The concept of Securities Times · Databao statistics showed that the smart grid involved 57 related concept stocks, and the performance of individual stocks was relatively strong.

Since February, the average increase has exceeded 5%, and nearly 70% of the stocks have outperformed the market.

  From the perspective of the 2019 annual performance forecast, there are 33 shares of performance announcements, including over 70% of the results, including 8 shares pre-increasing, 8 shares slightly increasing, 5 shares turning losses, and 3 shares continuing profit.

  Langxin Technology expects to achieve a net profit of 9 in 2019.

5.5 billion to 10.

100 million US dollars, an annual increase of 409.

63% to 438.


The Minsheng Securities Research Report believes that electric power informatization is one of the company’s main businesses, which helps to benefit from the construction of the ubiquitous electric power Internet of Things; at the same time, the payment of living expenses and the Internet TV business contribute to the sustained and stable growth.

  Chang Gao Group is expected to realize net profit in 20191.

300 million to 1.

Due to the loss of 6.5 billion 佛山桑拿网 US dollars, the main reason was that the company’s orders for transmission and transformation equipment increased, operating income increased, and gross margin exceeded growth, which increased the net profit of the equipment sector.

  Xu Ji Electric expects profit in 20193.

900 million to 4.

4 ten percent, an increase of 95 per year.

33% to 120.


According to the research report of CITIC Securities, according to the national exchange network reform action plan, it is expected that from 2019 to 2020, the distribution network investment will enter a high-boom cycle, and the average annual investment is expected to be about 380 billion to 400 billion US dollars.

  Judging from the shareholding ratio of Beishang Capital, Guodian Nanrui Beishang Capital currently has the highest shareholding ratio, accounting for 11 of the outstanding shares.

39%, and at the same time increased by 0 compared to before the Spring Festival.

69%; Hongfa shares, Siyuan Electric, Chint Electric, which accounted for more than 5% of the outstanding shares, and Zhongheng Electric, HKUST, which had the largest share holdings in the capital before the Spring Festival.Intelligent, Xu Ji Electric, Henghua Technology, the proportion of increase in stockholding exceeded 0.

  Long-term power grid investment growth may exceed expectations. State Securities Securities believes that the outbreak of the power grid industry has the least impact, and anti-cyclical adjustments of “new infrastructure” such as UHV are expected to increase.

In the short term, the policy requires the rapid advancement of short-term infrastructure projects. The State Grid of China has launched 12 projects to fully promote the resumption of production and resume production. The online bidding process is gradually restarted after one week.It has little impact, and requires the strengthening of rural power grids, the construction of people’s livelihoods, and pending approval. The construction of UHV under construction is accelerating, and the investment in power grids has gradually increased beyond expectations.

  Based on this, DataBao selected from three perspectives: the return on net assets for more than 3% for three consecutive years; performance expectations; the price-earnings ratio is less than 30 times, a total of 7 stocks are allowed to be shortlisted.

Among them, the red phase shares increased by 23% in February, the largest increase; Lu Yitong, Henghua Technology in February gradually fell by more than 1%.

  Disclaimer: All information content of DataBao does not constitute investment advice. Securities are risky and investment should be cautious.