Shu Zhong Capital Takes The "Ticket" To Record Its State Assets. In One Year, It Has Won 6 A Share Companies Covering Sports, Culture, Architecture, Medicine.

Located in the core of the west, Sichuan has cultivated the traditional business association, Sichuan merchants, who has stepped out of the tea horse road.

Unforeseen, in 2019, it will become the most deserving area in the A share market.

According to the twenty-first Century economic report statistics, in 2019, Sichuan SASAC has won three A shares listed companies, including 002573.SZ, 300367.SZ and 002712.SZ.

At the same time, the SASAC of Chengdu was holding the shareholding income of 300026.SZ, 002542.SZ and Rhine sports (000558.SZ) respectively.

That is to say, the Chinese capital of Shu has captured 6 A share companies in one year.

Why do Sichuan's state-owned assets take "votes" everywhere?

Located in the core of the west, Sichuan has cultivated the traditional business association, Sichuan merchants, who has stepped out of the tea horse road. Gan Jun photo

Take 6 A share companies a year

In twenty-first Century, according to the survey by the economic news reporter, the relevant information disclosure website can easily get the contact form of the head of the Sichuan Municipal Finance Bureau's listing work from duty to mobile phone number.

In addition, there are 50 domestic investment institutions in the list of contacts in Sichuan institutions. Many investment banks also provide more than one contact information.

The open door posture can lead the whole country.

"The number of Listed Companies in the central and western provinces is relatively small, and the platform for acquiring and selling state-owned capital is also understandable. The quality of" shell "they consider is relatively good. In January 16th, a private person in Zhejiang pointed out when interviewed.

In 2019, the A share layout of Sichuan state owned assets system covers sports, cultural tourism, architecture, medicine and many other industries.

For example, the Zhejiang listed company Rhine sports, the original real controller is Gao Jisheng, the Chinese buyer of the Premier League Southampton team. The new buyer is the Chengdu sports industry investment group (hereinafter referred to as "Chengdu body investment group"). Chengdu physical investment group was founded in November 1, 2018, and is actually controlled by the Chengdu SASAC.

The listed company was once a champion in 2015.

As early as 2016, Rhine sports is fully involved in the three events of "Chengdu Longmen mountain international outdoor ecology". In addition, Rhine sports is also creating a sports characteristic town project in Pengzhou Chengdu Ge Xian Shan.

According to the three year action plan for the construction of famous world famous cities in Chengdu (2018-2020 years) released in February 1, 2018, Chengdu hopes to create "famous cities in international competitions". One of the goals put forward is 25 international sports events held between 2018 and 2022.

And Rhine sports have many events IP, so that the two sides hit it off.

Coincidentally, the Sichuan media group (hereinafter referred to as the "brigade investment group") is also from Zhejiang.

The brigade investment group was founded in April 2017 as the investment platform for Sichuan's state capital capital cultural tourism. Its industries include hotels, scenic spots, air travel, trade and development, cultural and sports, etc. The purpose of brigade investment group is also to plan to develop the tourism integration industry.

In addition to the business level, the Chengdu state owned capital has become the real controller of the A share listed company, and perhaps its assets are being injected into the listing platform.

According to the twenty-first Century economic report, the Chengdu Chengdu Investment Group Co., Ltd. (hereinafter referred to as the "Xingcheng group") of the state owned capital of Xingcheng, went to Beijing and Tianjin.

Xingcheng group is Chengdu City SASAC's 100% shareholding city investment platform.

The Xingcheng group was established in October 2003 and entered the top 500 Chinese enterprises in 2018. By the end of 2018, the assets of the Xingcheng group amounted to 155 billion yuan. At that time, chairman of the Xingcheng group Ren Zhi revealed that Xingcheng Group intends to make a difference in the market of rail transportation and navigation.

Two weeks after the news conference on the acquisition of Sinochem, in January 22nd, the Xingcheng group again appeared to buy a news conference on the holding of red sun Pharmaceutical Holdings.

At the press conference, Yao Xiaoqing, chairman of the red sun pharmaceutical company, said that after the Chengdu Xingcheng group took over, the future business of the red sun pharmaceutical industry will work hard on the "stock" and "increment". The so-called "stock" is the traditional business market of Chinese medicine dispensing granules and injection. As for the "increment", we need to play a synergistic effect with Chengdu Xingcheng group.

Ren Zhi Neng, chairman of Chengdu Xingcheng group, sincerely sighed: "the red sun pharmaceutical industry is the equity purchase of the second capital markets of Chengdu Xingcheng group, creating a precedent for Chengdu's state-owned enterprises."

A news in Xingcheng group's official website mentioned that "in 2022, the group realized the assets scale of 300 billion yuan, net assets of 90 billion yuan, annual revenue of 160 billion yuan, and 2-3 business segments listed on the market, and took the lead in the world's top 500."

The latest development is that at the end of December 2019, the Xingcheng group was also expected to receive 3 billion 500 million shares and become the largest shareholder of Chengdu agricultural business. However, our reporter has not been able to confirm this progress.

125 A share companies rank the two tier.

"The platform of state-owned enterprises can provide greater advantages for listed companies in terms of government resources, industry resources, project resources and even financing costs". On the same day, insiders from a provincial-level state-owned enterprise in Zhejiang told the economic news reporters in twenty-first Century.

According to the twenty-first Century economic report reporter statistics, as of January 15th, there are 125 A listed companies in Sichuan, although there are advantages compared with Hunan and Anhui provinces (105) and Henan (81), but still need to catch up with the pace of Shandong (209).

Compared with the "first tier" of Guangdong (617), Zhejiang (459), Jiangsu (428), Sichuan holds 125 A share listed companies, still ranks in the "second tier".

Among them, there are 26 A shares listed companies in Sichuan and municipal level.

Sichuan SASAC is the real controller of 9 companies, including 000155.SZ, 002480.SZ, clean environment, Si Mei media, Dongfang Power, Sichuan Luqiao (600039.SH), Sichuan energy (600674.SH), Sichuan Chengyu (601107.SH) and Xinhua Wen Xuan (601811.SH), covering many industries such as construction, rail transportation, energy, media and so on.

In addition, under the jurisdiction of 18 prefecture level cities in Sichuan, Chengdu SASAC holds 5 listed companies, such as 000598.SZ, Chengdu gas (603053.SH), 600880.SH, Rhine sports and SINOCHEM rock and soil.

Mianyang SASAC has Sichuan Changhong (600839.SH), Sichuan Jiuzhou (000801.SZ), Changhong MeiLing (000521.SZ) and Changhong Huayi (000404.SZ); Luzhou SASAC has Luzhou Laojiao (000568.SZ), Lutianhua (000912.SZ), Hongli Zhihui (300219.SZ), Huaxi Securities (002926.SZ), Yibin SASAC has Wuliangye (000858.SZ), Tianyuan Group (002386.SZ), Yibin paper industry (600793.SH) 3 listed companies, Zigong City SASAC has the Atlantic (the Atlantic) 1 listed companies.

In the private capital of Sichuan system, Liu Yonghao, a well known private enterprise leader, controls the new hope group with a total assets of nearly 200 billion yuan and annual sales revenue exceeding RMB 130 billion yuan.

According to our reporter, in addition to landing A shares of new hope six and (000876.SZ), the new dairy industry (002946.SZ), the new hope of the Department's chemical sector will also impact IPO. On the last day of 2019, Chengdu Huarong Chemical Company Ltd held the "IPO launch and signing ceremony" at the CPPCC conference room of Pengzhou Municipal Administration Center.

However, the old Sichuan listed company Golden Road Group (renamed the new Golden Road (000510.SZ) in July 2019) is already another scene.

In early years, the Golden Road Group belonged to Liu Han and relatives of Liu Han. In 2013, because of Liu Han's criminal detention, the golden road group was taken over by the Deyang municipal SASAC.

In August 2015, Liu Jiangdong, a businessman in Dazhou, took the lead in 500 million yuan. The shinguang group in Zhejiang Yiwu tried to backdoor listing. At this critical moment, Liu Jiangdong went out halfway.

Sure enough, by the end of November 2015, shinguang group terminated the golden road group and turned to the embrace of the square support.

Nowadays, things are different. Xinguang Group has been in a precarious situation.

On the other hand, Liu Jiangdong, who controls the new gold road, is facing the risk of high pledge rate.

Sichuan capital trend conjecture

In 2019, the Sichuan Securities Regulatory Commission announced such a group of data: in 2019, Sichuan's capital market direct financing for the first time exceeded 300 billion yuan, reaching 323 billion 897 million yuan, and 7 companies listed on the first listing to achieve financing 3 billion 663 million yuan, an increase of 40% over the same period, ranking seventh in the country.

"Raise the level of asset securitization of state-owned enterprises, and strive to reach more than 20 listed companies in provincial enterprises by 2020, and the asset securitization rate will reach 30%."

This goal was raised as early as September 2016.

In February 2019, the guiding opinions on the high quality development of state owned enterprises in Sichuan were released. "Raising the level of asset securitization", "perfecting the capital operation platform, relying on state-owned capital investment and operating companies, carrying out industrial investment, capital operation and resource integration, promoting the adjustment of the layout structure of state-owned capital", and setting up the index fund of Sichuan state owned enterprise reform, etc., also pointed out in detail the goal of "cultivating 2 of the world's top 500 enterprises and 10 of the top 500 enterprises in China" by 2020.

At the municipal level, Chengdu also put forward similar requirements for asset securitization rate.

In July 2018, "Chengdu's high quality and modern industrial system reform and tackling plan" pointed out that "by 2020, the total assets of state-owned enterprises will reach 15000 billion yuan, net assets yield of 4.5%, and asset securitization rate of more than 30%."

"It can be seen that Sichuan's state owned assets system is promoting the integration of state-owned assets with the help of the listing platform and gradually realizing the desire of securitisation of state-owned assets," a Sichuan listed company analyst pointed out.

In twenty-first Century, the economic news reporter found that the Sichuan provincial financial supervisory authority's official website set up the "science creation board and IPO column", announced the relevant contacts of the city (state) Financial Bureau to promote the listing, and announced the 50 Securities Dealers' investment contacts in Sichuan, showing their full sincerity.

In the process, a group of "strongest brains" also serve as the staff of Sichuan.

Ouyang Zehua, director of the Sichuan provincial local financial supervision and Administration Bureau, is the director of the supervision department of the listed company of the SFC. In addition, Luo Feng, who served as deputy director of the Chengdu SASAC, was in charge of the planning and development department, and was responsible for listing and bond financing. It can be said that the two countries were the "traders" of the securitization of state assets in Chengdu over the past two years.

At the beginning of 2017, Luo Feng was one of the seventeenth group members who went to the Central Committee and the Central Committee of the Communist Youth League to serve as the deputy director of the Chengdu SASAC. In March 2019, he switched to the members and deputy directors of the Chengdu Finance Supervision Bureau and served as deputy director (1 years).

Luo Feng hopes that the securitization rate of Chengdu's state assets will exceed 50%, and strive to enter the first tier of the country.