Shanghai Meilin continued to rise behind: Shanghai state-owned enterprises to accelerate the integration

Shanghai state capital integration of the theme of the 1 editor's note: The recently promulgated "Shanghai Sasac Capital Supervision Unit restructuring work Guideline" aims to promote the restructuring of the state-owned enterprises in Shanghai to carry out a sound and orderly development, the restructuring of state-owned enterprises in the brewing stage and operating procedures are standardized, Once again, it is clear that non-main asset integration and advantageous resources should be promoted to the main industry.　　30 of the 46 enterprise groups funded by the Shanghai state-funded committee have reported the reform and development of enterprises. Three-year Plan of action, the late Shanghai state-funded integration of speed should be no suspense, and will enter the operation period of scale.　　This will undoubtedly bring new investment opportunities to the Shanghai local unit, and this topic is to analyze the investment opportunities of the key stocks in succession. Shanghai Merlin, whose fundamentals are poor, has been particularly eye-catching this week, with a cumulative gain of 15.31%. And in the broad market oscillation yesterday, the Shanghai local stock strength, Shanghai Jinling, open industry yesterday trading, and Shanghai Merlin the same bright food group bright dairy industry rose also more than 6%.　　Industry insiders believe that mergers and acquisitions into the World Expo, Disney after the focus of a new round of investment in Shanghai. The success of the restructuring of the stock market "Shanghai Merlin's own fundamental is very poor, the annual performance is facing loss risk, the current surge must rely on its capital operation behind the speculation."　　"For the recent surge in stock prices, in many buying boosted by the soaring trading in Shanghai Merlin, the industry said, mergers and acquisitions of investment opportunities, so that people began to dig the restructuring theme of the Dark Horse. The morning before yesterday, Shanghai Merlin opened 8.74 Yuan, the highest 9.61 yuan, up to 9.95%, afternoon trading, a large single inflow of up to more than 28 million. Yesterday morning to continue to 9.50 Yuan high open, once rose to 10.41 yuan, and eventually closed to 9.79 yuan.　　Analysis of the industry, the Shanghai Merlin's continuous rise, in fact, the secret indicates that the integration of the Shanghai state capital acceleration, began to enter the operation period of scale. July 6, the Shanghai Sasac to major enterprise groups issued the "Municipal Sasac Capital Supervision Unit restructuring work guidelines." The guideline mainly regulates the brewing stage and operation stage of restructuring and reorganization, aiming at promoting the stable and orderly development of the restructuring and reorganization of the state-owned enterprises in Shanghai.　　and July 6, is the Shanghai Merlin this horizontal plate concussion exerting force on the turning point of attack. From the fundamental point of view, Shanghai Merlin as China's food processing industry's eldest brother, with the first food, Bo shares, Bright dairy industry with the bright Food group. May 09, Merlin Group will be held by the company's 180.84 million shares (50.74% of the company's total share capital) Agreement transferred to its controlling shareholder, Yimin Group, benefiting people group with its share of the debt to Merlin group of 423 million yuan, offset the total transfer price, the actual controller is still bright group.　　Bright Food Group total assets of more than 45 billion yuan, sales of 28.3 billion yuan, across the agricultural, industrial and service industries, through the food industry production, processing, sales and service in the middle and lower reaches of the industrial chain, become bigger and stronger Shanghai food industry bold attempt. In order to extend the company's industrial chain, the company has been in the field of property in recent years, the company used its own funds to acquire its parent company holdings of Shanghai Guang Lin Property Management Co., Ltd., become a land-inch gold in the city center of the tens of thousands of square meters of commercial land use of real estate upstart. The company also introduced the internationally renowned Danone Asia Limited as a strategic investor in Shanghai Zheng Guang and drinking water Limited.　　Industry analysis, and Danone can further cooperation is the company's most anticipated foreign mergers and acquisitions opportunities. The integration of state-owned assets provides a platform for capital operation. "Although Shanghai Merlin has repeatedly speeded up its own industrial chain by buying and reorganizing its Non-core holdings, this is not the reason for its recent rise," he said. Shanghai Merlin's own fundamentals are very poor, the annual results face loss risk, the current surge must rely on its capital operation behind the speculation. "For the recent rise of Merlin in Shanghai, Guo Hai Securities food and beverage researcher Liujin Shanghai," and Shanghai state-owned integration to provide the best capital operations rely on. "W in D information provided by the data to confirm the Liujin Shanghai." In the past 3 years, Shanghai Meilin operating profit margin to improve the speed of contraction to 123.9%, the profit growth rate of about 44.7%, gross profit margin of around 10%, showing a downward posture.　　If the risk of stock fluctuation is evaluated by 1-100, the fluctuation of Shanghai Meilin stock is about 60, and the risk is relatively high. Newspaper reporter Liang Yongjian intern an apprentice Linda