Hidden Danger Of "New Silk Road" Plate Under The Speculation Of Idle Capital

< p > September, the concept of "New Silk Road Economic Belt" was first put forward by the national president "a href=" http://news.sjfzxm.com/news/list.aspx Classid=101112107105 "> Xi Jinping < /a >, which made the relevant sectors of the capital market active.

The "New Silk Road" thematic plate company with venture capital involvement in frenzy has been racing in a short span of more than 20 trading days, and some companies have risen by 50%.

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< p > despite the analysis, the construction of < a href= "http://news.sjfzxm.com/news/list.aspx Classid=101112107107" > New Silk Road Economic Zone < /a > will bring about substantial benefits to the regional economy, and will also bring huge business opportunities to the relevant enterprises in various fields such as pportation, finance, energy, communications, agriculture and tourism.

However, a general overview of the basic situation of the leading company of the theme plate is not hard to see.

For example, Qujiang tourism and other tourism companies are doing fairly well; infrastructure companies such as Xinjiang city construction are currently under the control of real estate policies; the broadcasting and television networks and other companies are also facing industrial competition, and their performance is hard to support the crazy speculation in the two tier market.

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< p > "New Silk Road" theme dance, < /p >.

< p > Xinjiang plate related companies first heard the harbinger of "New Silk Road Economic Belt".

In September 3rd, Xinjiang Kashi economic development zone approved the news, so that the concept of Xinjiang to become a new market speculation concentrated.

Xinjiang regional revitalization index rose 6.79% on that day, ranking first in 77 conceptual plates.

Xinjiang city construction volume trading volume, turnover amounted to 162 million yuan, compared with the previous trading day increased by 84 million yuan, an increase of more than 100%.

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< p > the approved Kashi Economic Development Zone master plan has been injected into the "New Silk Road" theme plate.

"Because this is the second financial and trade area after the Shanghai Lujiazui financial and Trade Zone, Kashi special economic zone has become a landmark event."

Zhu Bo, an analyst with long-term concerns about the northwest regional plate, pointed out to reporters that the infrastructure such as power, communications and roads in the Kashi Economic Development Zone will be rolled out in the future. As the main business for the construction of local stocks, Xinjiang's urban construction is likely to take part in the infrastructure construction of Kashi's financial and trade area.

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< p > from the start of August 26th, Xinjiang urban construction has risen from 5 yuan / share to 8 yuan / share in a short trading month, or up to 60%.

It is worth noting that in September 4th and September 17th two, the company's stock was closed on a daily basis.

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< p > such explosive force is inseparable from the participation of idle capital.

In September 17th, the company's turnover was 356 million yuan.

Exchange data show that on the same day, Everbright Securities Ningbo Jiefang Road business department, Guotai Junan headquarters, CITIC construction investment Wuhan Zhongbei Road business department and many other hot money business organizations bought more than 100 million yuan.

Another company, TAC, from Xinjiang, also did well in the two tier market: from August 22nd to September 25th, the company's stock rose more than 40%.

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< p > after the Xinjiang plate, some companies along the Silk Road Economic Belt along the Shaanxi and Gansu plates also appeared to be stir fried.

For example, the Qujiang cultural brigade, which takes the historical theme cultural tourism as its main business, was hard boiled by the hot money at the end of August to the 24 day of September.

From about 10 yuan per share, all the way to fry to more than 15 yuan.

Another Shaanxi company's Radio and television network is also being hyped in the concept of new silk road.

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In September 7, 2013, Chinese President Xi Jinping put forward the concept of "Silk Road Economic Belt" for the first time at the Kazakh, Steiner, Zal and bayev University, and regarded it as a great cause to benefit the people of all countries along the way. P

The Silk Road Economic Belt is a new economic development area formed on the basis of the concept of the ancient Silk Road.

The eastern side leads the Asia Pacific Economic Circle, and the western part of the developed European economic circle is regarded as "the longest and most potential economic corridor in the world".

The total population of the Silk Road Economic Belt is 3 billion, the scale and potential of the market are unique, and countries have great potential for cooperation in the field of trade and investment.

Therefore, in the capital market, sensitive funds in the overall market downturn this year, the rapid attack, so as to stir up a wave of "New Silk Road" theme market.

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< p > multi company performance hidden trouble < /p >

< p > it is noteworthy that although the potential of trade and investment in New Silk Road Economic Zone has brought business opportunities to relevant domestic companies along the line, however, in the current stage of the construction of the theme economic belt and the follow-up policy still needs to be looked forward to, many of the companies that are well received have hidden many hidden worries.

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< p > the first half year performance report of Xinjiang urban construction shows that the company's operating income increased by 22.96% in the first half of the year, but its net profit decreased by 16.12% compared with the same period last year.

In fact, before the "New Silk Road" theme concept, Xinjiang urban construction was the leading concept of the Xinjiang concept, and it also benefited from aid construction.

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< p > data show that the company's main business covers three major parts: Municipal Engineering Construction and municipal facilities development and utilization, real estate development and road engineering construction.

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< p > the director of the company's secretaries said that in 2013 the company's business objective was to achieve the main business revenue of 3 billion yuan, which is based on a large volume of business.

As far as the current situation is concerned, the volume of business of the company must be much higher than that of last year. This is due to the increase of government investment, and on the other hand, it depends on the diversified financing platform of the group.

However, from the semi annual report of Xinjiang city construction, it is not difficult to find that the company's income increase is not a reality.

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< p > data show that in the first half of the year, the company achieved operating income of 784 million yuan, an increase of 22.96% over the same period last year, operating profit of 31 million 754 thousand yuan, a decrease of 8.61% over the same period last year, and a net profit of 25 million 512 thousand Yuan attributable to the owners of listed companies, a decrease of 16.12% over the same period last year.

The company believes that the main reasons for the change of performance, including the influence of regional climate and other conditions, leads to the shorter duration of the municipal engineering business, and the improvement of the main business of the company's municipal engineering. The company's real estate business is facing the adverse effects of the policy of < a href= "http://news.sjfzxm.com/ news/list.aspx Classid=101112107102" > macroeconomic regulation and control < /a >. Due to the restriction of the purchase price fixing policy and the increase in the quality construction of the company, the real estate project entering the settlement is limited, and the contribution to the current profit is relatively small.

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< p > independent analyst Zhang Hui pointed out that the company's revenue target in 2013 was 3 billion yuan, and its budget cost was as high as 2 billion 800 million yuan.

Thus, he believes that the company's performance is relatively modest this year.

And how to increase profits and increase profits will be a difficult problem for the company.

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< p > another tourist leading company in Qujiang, which was fired by hot money, was also flat. In the first half of the year, net profit even declined.

According to its 2013 annual report, the company achieved operating income of 525 million yuan in the first half of the year, an increase of 0.02% over the same period last year, a net profit of 29 million 964 thousand and 200 yuan, and a decrease of 12.65% compared with the same period last year, mainly due to the increase in the cost of pre investment in new projects.

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< p > in the eyes of many people in the industry, in the foregoing "New Silk Road" plate, the relevant companies are indeed facing good follow-up policy opportunities, but many companies also need to fight hard.

It can also be argued that although the theme of the theme may be repeatedly hyped up, the fundamentals of performance remain the focus of attention.

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