160 major projects with a total investment of more than 2 trillion yuan. Major projects in Chengdu Chongqing economic circle have attracted market attention.
On February 8, Chongqing Municipal Development and Reform Commission issued the notice of the joint office on promoting the construction of Chengdu Chongqing twin city economic circle on doing a good job in the implementation of major projects in Chengdu Chongqing twin city economic circle in 2022, a total of 160 major projects in Chengdu Chongqing twin city economic circle in 2022, with an estimated total investment of about 2036.7 billion yuan, The annual planned investment is 183.5 billion yuan.
Major projects are closely linked to six key co construction tasks, including joint construction of modern infrastructure network, collaborative construction of modern industrial system, Co Construction of scientific and technological innovation center, Co Construction of Bashu cultural tourism corridor, ecological co construction and co protection, and public service co construction and sharing. Among them, the joint construction of modern infrastructure network projects has the largest total investment, with a total investment of 1.35 trillion yuan, including Chengdu Chongqing middle line high-speed railway, Sichuan Chongqing 100 billion square meters of natural gas base, and 40 projects involving world-class airport clusters, high-speed railways, highways, energy infrastructure and other fields.
The strong investment in infrastructure in Chengdu and Chongqing is consistent with the focus of local economic work such as “steady growth” and “moderately ahead of the layout of major infrastructure”, as well as the current investment direction. Citic Securities Company Limited(600030) said that in the stage when economic policies are guided by stable growth and infrastructure investment is needed to stimulate the economy, the construction sector can often run out of the excess return relative to the market. At present, the valuation of the construction sector is at a low level, and there is still much room for improvement in the proportion of fund allocation by the end of last year. The most bright spots and investment returns in the first quarter may be related to infrastructure. In addition, partial energy infrastructure is a very promising sector under the background of carbon neutrality.
Securities Times · databao sorted out the list of Chengdu Chongqing special zone concept stocks that predict the growth of net profit in 2021. Based on the median value of the forecast interval, the net profit of 11 shares is expected to double. Landai Technology Group Corp.Ltd(002765) soared by 40.4 times. During the reporting period, the company’s main touch display business and power transmission business developed well, which led to a significant increase in the company’s overall performance. The performance growth of Sichuan Changhong Electric Co.Ltd(600839) , Sichuan Meifeng Chemical Industry Co.Ltd(000731) , Aecc Aero Science And Technology Co.Ltd(600391) and other three stocks was higher.
Among the concept stocks of Chengdu Chongqing Special Economic Zone, those with high institutional attention are the concept of wine. Among them, Wuliangye Yibin Co.Ltd(000858) and Luzhou Laojiao Co.Ltd(000568) received ratings from 48 and 43 institutions respectively; Sichuan Swellfun Co.Ltd(600779) , Chongqing Brewery Co.Ltd(600132) , Shede Spirits Co.Ltd(600702) rating agencies are around 25. Anxin Securities said that the overall sales of Baijiu liquor was better than expected, and the regional liquor boom was positive, and stability and performance elasticity were all obvious. The current valuation of sub high-end leaders is relatively reasonable, and there is a logic to improve the concentration after the impact of the epidemic.
In addition, 7 shares are expected to perform poorly in the whole year, of which 5 shares fell by more than 100%. Excluding ST shares, the performance of real estate stocks Sichuan Languang Development Co.Ltd(600466) decreased by 464.5% year-on-year, mainly due to the superimposed impact of industry and financing environment, the company’s periodic shortage of liquidity triggered debt default, and the provision for large inventory falling price reserves. The net profits of Chongqing Taiji Industry (Group) Co.Ltd(600129) and Dr.Peng Telecom&Media Group Co.Ltd(600804) fell even more, reaching 811.4% and 916.7% respectively.
The list of major projects in 2022 of Chengdu Chongqing twin city economic circle co built with RMB 2 trillion will be released, and a Sichuan Chongqing 100 billion square meter natural gas base will be built
