The stagflation stocks mainly include Haohaishengke, Shanghai Laishi and Weir. Among them, Haohai Shengke increased by less than 10%. The company is a scientific and technological innovative enterprise that applies biomedical materials technology and genetic engineering technology to research, develop, produce and sell medical devices and drugs. It is committed to providing innovative medical products for the market through technological innovation and transformation, integration of domestic and foreign resources and large-scale production, and gradually realizing the import substitution of related medical products, thus becoming a leading enterprise in the field of biomedical materials.In the secondary market, the concept stocks of M&A and restructuring rose strongly, and the restructuring index rose nearly 63% since September 24th.Shanghai state-owned companies are expected to directly benefit from the action plan. According to the statistics of Securities Times and Data Treasure, there are 37 A-shares owned by Shanghai State-owned Assets with a market value of less than 10 billion yuan. Among them, the market value of Kaikai Industrial, Chuangchuang International, First Pharmaceutical and other stocks is less than 3 billion yuan, and the market value of Yatong, Changjiang Investment, Changlian, Shanghai Jiubai and *ST Tianwo is less than 4 billion yuan.
Shanghai local hard technology stocks exposed.As an economic and financial center, Shanghai has outstanding advantages in integrated circuits, biomedicine and new materials. The introduction of this merger and reorganization plan highlights Shanghai's determination to actively develop new quality productive forces and achieve autonomy and control.Since the beginning of this year, favorable policies for mergers and acquisitions have been frequent. Since the CSRC issued the Opinions on Deepening the Market Reform of Listed Companies' M&A and Restructuring on September 24th, the support of all parties to the M&A and restructuring market has continued to increase, and the M&A and restructuring market has continued to be active.
Among them, the market value of chip leader SMIC A shares exceeded 170 billion yuan, ranking first. According to the data, SMIC is one of the world's leading integrated circuit wafer foundry enterprises, and it is a professional wafer foundry enterprise with advanced technology, the largest scale, the most complete supporting services and transnational operation.As an economic and financial center, Shanghai has outstanding advantages in integrated circuits, biomedicine and new materials. The introduction of this merger and reorganization plan highlights Shanghai's determination to actively develop new quality productive forces and achieve autonomy and control.Analysts said that the plan is expected to benefit Shanghai local stocks from multiple dimensions.
Strategy guide
Strategy guide
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