Water is a force
Gezhouba announced on 4 May 2010, the company's new contract total amount of 55.61 billion yuan, an increase of 31.98%, including the newly signed hydropower project contract amount of 25.76 billion yuan. Since this is the second consecutive year since 2009 to maintain the rapid growth of more than 30%, adequate reserves for the company a contract basis for sustainable development.
years ago, part of the shares is expected to soar! Confidential! Market institutions will soon be reversed capital flows have changed dramatically! Main layout
money is plotting a new hydropower construction company as large domestic companies, the industry coincides with Water inflection point to the good development, some analysts reported that the backward water infrastructure, frequent droughts and floods, the rigid requirements for energy saving Hydropower Investment speed round the fuse, large-scale water conservancy and hydropower construction in 2011 officially launched the next few years is expected to scale water conservancy and hydropower investments will surge in coming Water industry business cycle, and through the
present, construction of large hydropower projects the market is an oligopoly market, China Gezhouba Water and occupy 90% market share, the company will share fully in the round of Hydropower Investment feast, unlimited prospects. Meanwhile, the company pursue a career in the strategic integration of upstream and downstream industry chain road construction from the core breakthrough upstream of cement, civil explosive, downstream hydropower, highway operations, real estate, these areas of development in recent years is impressive At present, the company has become the second largest cement manufacturer in Hubei and the country's second largest manufacturer of civil explosive, the business is organized to move forward.
restructuring is expected to fly for a while
data, the current power plate, a total of 12 central enterprises, including two power grid companies (State Grid Corporation, China Southern Power Grid Company), 5 comprehensive of the power generation business, a kind of enterprise investment in hydropower (Three Gorges Project Corporation), two-building class enterprises (Gezhouba Group, in water), two auxiliary industry Group (China Power Engineering Consulting Group, China Hydropower Engineering Consulting Group). In the water for the two groups and Construction Group Gezhouba central level, the two brothers, both units, but also a competitor. Public information, the basic business of the two companies overlap, mainly in water conservancy, hydropower, thermal power, nuclear power, roads, railways, municipal, industrial and civil construction services, construction projects at home and abroad quite a lot of competition in the market, therefore, market reorganization of the two groups rumors come and go. In addition, the separation of major structural reform in the current context of power, industry groups on the two auxiliary China Power Engineering Consulting Group and the China Hydropower Engineering Consulting Group's restructuring is also speculation that another version. Therefore, the restructuring plan, the current market conjecture in two versions: one is re-Gezhouba Water Resources of China, the other is in the water as Gezhouba and two platforms, namely the integration of China Power Engineering Consulting Group, China Hydropower Engineering Consulting Group .
analysis, according to the professionals, the possibility to take the second option would be even greater. If the Gezhouba hydropower with the reorganization, will become the sole hydropower construction market monopoly, which does not meet the demands of the interests of all parties, and, in the water market is currently being planned, there are news reports that the Group's overall restructuring of China's hydropower has been successfully completed, with the Water Resources and Hydropower Construction Co., Ltd. officially launched on January 29, the overall market has entered the preparatory stage. So far, integration of electrical accessories industry, the most likely to separate as Gezhouba and restructuring platform in the water, the two major secondary industry Group China Power Engineering Consulting Group and the China Hydropower Engineering Consulting Group into two companies, respectively. Guotai Junan Securities believes that the China Hydropower Engineering Consulting Group's shares in China's hydropower companies have a stake in the future with the Gezhouba reorganization may not, therefore, China Power Engineering Consulting Group and more likely to re-Gezhouba, China Power Engineering Consulting Group's strong profitability, operating income of 11.5 billion in 2009 net profit of 1.05 billion, into the listed company if, thickening of performance will be very obvious.
institutions are to join in
restructuring in anticipation of intensified, institutions also favor the company's stock, adding the very obvious signs of the third quarter jiacang. Third Quarterly Bulletin revealed that Chinese Chinese advantage of dividend growth and hybrid funds, respectively, the third quarter and New 3646.23 2318.25 million shares, ranking sixth and tenth place, Fortune SGAM 3494.23 million shares of newly selected industries, ranked seventh. In the second quarter of this year, the Chinese market selection of New and GF Jufeng Select Equity Fund in the third quarter significantly overweight, of which Chinese market holdings of 1,900.70 million shares, the total shares held by 4000.71, ranked fifth; GF Jufeng holdings of 1100 shares of the third quarter, the total shares held by 3100, ranking eighth. The New China Life insurance dividends since the fourth quarter of 2009, New 1244.69 million shares since the second quarter of this year, holdings of 440.85 million shares, three quarters of 1086 continued holdings of shares, total shares held by 2771.75, ranked ninth.
three quarters of the top ten shareholders of tradable shares had reached 1.958 billion shares, representing the proportion of the total number of outstanding shares of the company to 56.13%, a record high, the second quarter of this value was only 27.33%.
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