Tielong Logistics rose nearly 9% Ministry of Railways or will inject assets

Climbed of the Iron Dragon Logistics, the volume of today to 9%, as the Ministry of Railways's only asset operation platform, the Ministry of Railways asset injection is expected to be the market recognition, and analysts said that the Ministry of Railways restructuring will be a long process, and specific asset injection details need to wait for future clarity.　　The asset injection signal is strong as the railway Ministry's only asset operation platform, Iron Dragon logistics in the reform of the Ministry of Railways naturally favored by the market, today, the Iron Dragon Logistics to 13.69 high, climbed, volume quickly on the attack to 9%, finally reported 14.48%, or 8.71%, the transport sector in the second.　　"This shows that the market is more agree with the Ministry of Railways assets injected news," Citic Investment transportation industry researcher Li Lei in the interview with NetEase Finance, said, in addition to today's Market rose, Iron Dragon logistics fast on the attack, in the eyes of Lilei, is the performance of market identity.　　Since 2009, the 32.8 billion capital injection of Datong-Qin Railway, opened the prelude to restructuring the Ministry of Railways, and after, the Ministry of Railways hope that through the listed companies to enhance the financing function of the railway sector is increasingly clear, and Tielong logistics as the only one of the listed companies, nature is also favored by the market. Moreover, the stronger signal comes from the policy level, May 13, the State Council promulgated the "on encouraging and guiding the healthy development of private investment," the "positive support for railway enterprises to accelerate the stock market", in this view, once again clearly pointed out to "study and formulate a railway system reform program, to introduce market competition, We should promote diversification of investment subject, encourage nongovernmental capital to participate in the construction of railway trunk line, railway extension, railway ferry and station facilities, and allow private capital to take part in the construction of coal transportation, passenger dedicated lines, Intercity rail transit and other projects. Explore the establishment of railway industry investment Fund, and actively support the railway enterprises to speed up the stock market, broaden the private capital into the railway construction channels and ways.　　"And just half a month ago, the central government's attitude towards the railway reform is" to promote power, railways, salt industry management system and postal industry reform, from "speeding up" to "research and development of reform plan", market personage analysis, this is a strong signal of the Railway ministry reform speed up.　　In addition, in Li Lei's view, if the Ministry of Railways under the container transport business will bring "explosive growth" to the Tielong logistics business, but Li Lei said that the Ministry of Railways reform has always been relatively slow, and restructuring is a strategic level, follow-up will need to wait for follow-up asset injection of specific content.　　Special box business or show the future performance of the same, Iron Dragon logistics business development is also a reason for its high price, the Shanxi Securities and transportation industry researcher Menglingju NetEase Financial said, according to her research, the current performance of Iron Dragon logistics can support 15 yuan of the stock price. Tielong Logistics, as the only listed company engaged in railway special container transportation in China's domestic railway system, has benefited from the rapid growth of cargo throughput in Yingkou port, and the explosive growth of railway freight and port logistics business of Iron Dragon Logistics in the 1 quarter of 2010Now operating income of 570 million yuan, a significant increase of 113%, net profit year-on-year growth of 64.1%, to 116 million yuan (earnings per share 0.116 yuan).　　2009 Tielong Logistics began to open up new business areas, 2009 investment in the purchase of 250 railway refrigerated boxes, 2010-Year plan to add 75 million additional 250 refrigerated boxes, while increasing the investment in chemical boxes and cement boxes.　　It is reported that 2006-2009 Tielong Logistics in the special box business has accumulated investment of 800 million, of which the future profit potential of reefer box and chemical products box is the largest, according to Menglingju estimated that Tieronte box market share in the open after a certain period of time still has a certain monopoly advantage, the market share is expected to still reach more than "In the short 1-2 years, the performance of the special box business may not be released all of a sudden, but in the future, this part of the business will be the growth of Iron Dragon logistics performance of the new bright spot," Menglingju said.