From the perspective of institutional attention, Zhongwei Company and Weir Co., Ltd. have more than 30 institutional ratings, while Hengxuan Technology, Lanqi Technology, UIH Medical and Microelectrophysiology -U have more than 20 institutional ratings.After the market, there was a big profit. The General Office of the Shanghai Municipal People's Government issued a notice on printing and distributing the Action Plan of Shanghai to Support the Merger and Reorganization of Listed Companies (2025-2027).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.
Analysts said that the plan is expected to benefit Shanghai local stocks from multiple dimensions.According to the key industrial fields mentioned in the action plan, Shanghai's local semiconductor leading enterprises, pharmaceutical leading enterprises and new material leading enterprises are also expected to benefit from the merger and acquisition plan.The action plan proposes that by 2027, we will strive to land a number of representative M&A cases in key industries, and cultivate about 10 internationally competitive listed companies in key industries such as integrated circuits, biomedicine and new materials, forming a scale of M&A transactions of 300 billion yuan and activating total assets of over 2 trillion yuan; Gather 3-5 professional M&A fund managers with strong industry influence, and the M&A service ability of intermediaries has been greatly improved, and the M&A service platform has played an active role; The joint efforts of the city, urban areas, government and enterprises have been significantly strengthened, and the policy guarantee system has made concerted efforts to build Shanghai into a pioneering area and demonstration area for mergers and acquisitions of listed companies with significantly improved industrial level, more sound M&A ecology and diversified and long-term cooperation mechanism, so as to better serve the high-quality development of the economy.
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.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.[The time is ripe for Shanghai stocks to become monsters in batches! 】
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide
12-13