Stock market: Shanghai Local stock investment opportunities show

This newspaper reporter Zhang Xueqing summary: "The Double Center" the Construction and the World Expo holds, has the important significance to the Shanghai economic transformation and the long-term development, simultaneously, also gives a batch of listed company to bring the extremely good development opportunity.　　It will also raise the focus on these topics. Shanghai has recently been a joyous event.　　From the State Council to promote the release of two central construction, to the Shanghai World Expo Countdown 1 years, and Nanhui merged into the Pudong New area, Chongming Island Development, Disney Project pending, all make Shanghai a national and even the world's attention.　　Economic slowdown at present, Shanghai is in the critical juncture of economic restructuring, the international financial crisis has brought unprecedented impact on Shanghai, Shanghai is looking for how to escape the impact of the crisis on the road to sustainable development. The data showed that Shanghai's GDP was 315 billion yuan in the first quarter of this year, an increase of 3.1% per cent over a year earlier, shrinking by 8.43%. Compared to the same period in recent years, has maintained double-digit growth, the increase has significantly dropped. In the first quarter, Shanghai increased the value of more than 105.523 billion yuan, down 9.7%, of which the increase in heavy industry decreased by 11.5%. In the public materials of the Shanghai Bureau of Statistics, this was the first year-on-year negative growth in industrial value-added quarterly data. But there are still bright spots in economic growth. In the composition of GDP, the tertiary industry accounted for a large increase, to 60.1%, to become the backbone of the Shanghai economy.　　This indicates that Shanghai's industrial restructuring will be further breakthroughs.　　"Dual-center" construction to promote economic restructuring in the downturn in economic growth, the support of the policy is a timely help.　　The official announcement of the State Council on the promotion of the development of modern services and the construction of an international financial centre and an international shipping center in Shanghai, April 29, can be seen as the central government's important support for the economic restructuring of Shanghai. "This is not only of great significance to the economic transformation and long-term development of Shanghai, but also the strategic deployment of China's further reform and opening-up and the transformation of its development mode to enhance the overall competitiveness of the country."　　"Analysts say.　　In the construction of Shanghai International Financial Center, it is the main task to strengthen the financial market system, strengthen the financial institutions and business system, enhance the financial service level and improve the financial development environment.　　Tax incentives favorable for listed companies Shanghai Securities recently published a study that, from Shanghai's "two centers" theme of the latest developments, in line with international practice of financial law and tax system is essential to the two major elements. In Shanghai reported to the State Council to promote the "two centers" construction of the relevant documents, the implementation of preferential tax policy in Shanghai a few suggestions. In the specific implementation of the plan, the Shanghai authorities are stepping up the development of private equity investment funds tax incentives.　　In addition, to encourage individuals to buy business endowment insurance, timely development of personal tax deferred pension products pilot is brewing, Shanghai will be with the Ministry of Finance, the general administration of taxation, the CIRC together with the introduction of specific programs. Shanghai will actively explore and establish a comprehensive international shipping developmentTest area, to study the shipping support policies of developed countries or regions, to improve the international competitiveness of our shipping enterprises and implement international shipping related business support policies. Relevant departments will also be engaged in international shipping financing leasing business Financing leasing enterprises tax preferential policies, the conditions are available, the pilot in Shanghai.　　At the same time, the paper studies the tax policy of the import and export enterprises ' sea freight insurance. In the process of promoting the construction of "two centers" in Shanghai, it is particularly important to accelerate the development of advanced Technology Service enterprises in Shanghai.　　Shanghai will further promote the comprehensive reform process of Pudong, and carry out the pilot work of promoting the development policy of advanced Technology Service enterprises in Pudong New area.　　Analysts believe that in the construction of Shanghai's "two centers", the construction of the international financial Center is expected to inject new impetus into the asset integration of Shanghai financial industry, which is an important aspect in the future integration of Shanghai's capital. Therefore, in the "two centers" of the construction, a group of related listed companies will benefit from it. The Shang Hong Kong group, the China Sea Development, COSCO Shipping, Cosco Group, and so on, may be under the patronage of the policy to varying degrees.　　In the financial sector, Pudong Hair Bank, China's Tai Bao is also a lot of analysts bullish. World Expo to pull the Shanghai economy in the World Expo into the countdown one year, the Shanghai Expo Park has entered the construction peak.　　More and more people realize that the World Expo will help Shanghai to speed up the current economic downturn and promote the structural adjustment of the Shanghai economy. The large-scale construction project during the expo will bring a big investment pull effect to Shanghai economy.　　The large-scale investment project mainly involves the foundation construction project as well as some relocation transformation project, which provides the good development opportunity for the construction enterprise and the downstream raw material enterprise. In addition, each expo, the organization of tourism services, commercial retailing will usher in a big development, and thus promote the rapid growth of local tertiary industry, help to promote the rapid development of local economy.　　Therefore, the Expo will be organized and held to the local economy to play a large degree of pull, Shanghai and the surrounding cities will usher in a good opportunity for development, Shanghai and the surrounding city economy will obviously benefit, and the Expo construction results will continue to become Shanghai's future tourism resources.　　In the recent World Expo Theme Tea Party, the Expo Bureau senior experts, some institutional investors, and other joint discussion of the Expo brought about by investment opportunities. According to the World Expo Bureau estimates, the Shanghai Expo will attract 70 million of tourists to visit. There is also an optimistic view that 70 million of people may underestimate the attractiveness of the Shanghai World Expo. If you take an average of 600,000 people/day, a rough estimate of the number of Expo visitors can reach 110 million.　　Compared to May 2007 ~ October, the number of Shanghai tourism increased by more than 50%. Shanghai World Expo will be the largest ever World Expo. Experts introduce, during the expo, there will be more than 20,000 domestic and international activities held in Shanghai.　　This will have a huge pulling effect on Shanghai logistics, tourist hotels, retailing and catering.And the Shanghai municipal government will also be committed to serving tourists, retaining tourists, to take this opportunity to promote the service industry upgrading.　　Which companies directly benefit from the current view, which companies will be directly benefited from the Expo? It is reported that the World Expo ticket sales will use the channels of 4 companies: Bank of Communications, Bank of China, China Mobile, China Telecom.　　Expo tickets using electronic chips, chip manufacturers are Shanghai Huahong. The Media service of Expo is provided by SMG Group (Oriental Pearl). The IT part of the expo will be advertised in the computer newspaper (Sadie Media). Tencent enjoys the right to live online.　　China Mobile will launch a trial commercial for 3.5G handsets during the expo.　　In terms of consumption, Yili shares and Coca-Cola are sponsors of the Expo, so they have exclusive monopoly supply rights. During the expo, the park can also supply other brands of beverages and beverages, but it needs to be represented by these two sponsors.　　Analysts believe that in the hot season, at least 70 million people consumption, the Yili shares of ice cream products, yogurt and other products, will have a huge boost.　　Hotels in Shanghai, Jinjiang Stock Hotel is a recommended hotel for the Expo Bureau, the bus to the scenic area is provided by Jinjiang Hotel, Shanghai Airport, Oriental Airlines and other beneficiary passenger flow increased; Jinjiang investment is the main logistics provider, and the Yangtze River investment is expected to get some logistics business.　　In terms of insurance, the Chinese Tai Bao is the major risk and life insurance provider. Societe Generale said that the expo will be the Shanghai consumer service industry feast, but also to promote the promotion of modern services to promote the point.　　Shanghai's local tourism hotels, food and beverage, commercial trade, logistics and other industries will greatly benefit the Expo.　　Analysts focused on the recommendation of Jinjiang stock, Jinfeng wine industry, hundred shares, Yu Garden Mall, Jinjiang Investment, Yili shares, Oriental Airlines, Oriental Pearl, Shanghai Airport, Cyts, New World, Tsingtao beer, friendship shares and other listed companies. "From the historical experience, the host country's stock market has reacted positively to the World Expo," he said. The share price performance of the sub industry also accords with the rules of the pre investment and the rotation of consumption. "Northeast Securities believe that" the current Shanghai World Expo into the 1 anniversary of the countdown, infrastructure investment into the final sprint stage, the consumer sector began to be active. Therefore, the current stage can focus on the Shanghai local shares in the investment, consumption of the wheel of opportunity. Table 1: Benefits of Shanghai Securities proposal "two-center" portfolio Code Securities name industry price-earnings ratio (TTM) Market net rate (MRQ) 601601 China Tai Bao Finance, insurance-531.82 2.67 600284 Pudong Construction construction 48.1 2.22 600 638 New Huangpu Real estate industry 46.25 3.03 600895 Zhangjiang Hi-Tech general class 41.18 4.48 600635 Volkswagen common combination 109.17 7.47 combination 58.84 3.82 Northeast Securities proposed "World Expo portfolio" list construction investment beneficiary shares Shanghai Construction, PudongConstruction, tunnel shares in the area of the beneficiary shares of shares, Yuyuan shopping mall, New World, benefit of the people's business, friendship shares, Jinjiang stock transport beneficiary shares Shanghai Airport, mass transit, bus shares, Johnson Holdings, Shentong Subway, ST Eastern Airlines indirectly benefited real estate, media, Lujiazui, Zhangjiangko, Pudong Jinqiao, Waigaoqiao, On the real development, Xinhua media, the Oriental Pearl access to more wonderful wealth management articles, please login to the first financial network (www.Amoney.com.cn) statement: This copyright for the first exclusive financial management, if necessary reprint, please contact us. 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