The hottest peak Tiangong's share price rose by th

Ding Sheng Tiangong's share price rises, and the integration of national machinery is expected to rise again

Ding Sheng Tiangong's share price rises, and the integration of national machinery is expected to rise again

China Construction machinery information

Guide: with the announcement by China Machinery Industry Group (hereinafter referred to as "state machinery group") that it will purchase the equity of Zhongjin auto trade into Ding Sheng Tiangong (600335, closing price 13.37 yuan), the stock's rise was out of control, and the trading resumed to the 3rd, with a cumulative increase of 60%. On the 3rd, Dingsheng Tiangong broke the daily limit again, and the Changlin shares under the State Machinery Department

as China Machinery Industry Group (hereinafter referred to as Sinomach) announced that it would place its stake in Sinochem auto trade into Dingsheng Tiangong (600335, closing price 13.37 yuan), the stock's rise was out of control, and the trading resumed to the 3rd, with a cumulative increase of 60%. On the 3rd, Dingsheng Tiangong broke the daily limit again, and Changlin shares (600710, closing price of 10.58 yuan) and Linhai shares (600099, closing price of 9.88 yuan) under the state machinery department performed well. "National machinery integration is expected to resume!" Senior market said that although the integration will come sooner or later, the specific time is difficult to figure out

the change of "three swordsmen" of National Machinery Department

the three "one" word limit after the reorganization and resumption of trading has just ended, and Dingsheng Tiangong once again hit the limit. On the 3rd, Dingsheng Tiangong rushed to the daily limit several times. Although the sudden diving of the market at the end of the 3rd affected the trend of Dingsheng Tiangong, and the daily limit could not be closed, it still rose nearly 8% when the closing experimental position was low. Different from the individual battle not long ago, this time, along with Dingsheng Tiangong, there are Changlin shares and Linhai shares, which are the "brothers" of Dingsheng Tiangong from the National Machinery Department. Changlin shares is the representative of construction machinery of China National Machinery Industry Corporation. You can select horizontal or vertical display box; Since this round of rebound, the stock has increased by nearly 40% in total. Yesterday's performance was even better. The stock rose in the afternoon, once reaching 9.67%, and finally closed with a 4.44% increase, with a transaction volume of 536million. In the context of the market diving, the ticket performance can be said to be invaluable. Coincidentally, the performance of Linhai shares, which is a small garden machinery, is also commendable. Since its rebound, the stock has also increased by 35%, with the highest intraday rise of 9.02% yesterday and 6.12% as of the close

the linkage effect is obvious, and the integration is expected to rise again

"the integration of national machinery system is expected to rise again!" A senior market person, who declined to be named, said that on July 22, Dingsheng Tiangong announced a restructuring plan to inject into the Sinochem auto trade business of Sinochem Group. On July 30, Sinochem International (002051, closing price 38.20 yuan) planned to purchase 100% equity of China Agricultural Machinery Co., Ltd. held by Sinochem Group, which was conditionally approved by the CSRC. There are various signs that Sinomach is promoting the reorganization of its assets in an orderly manner. So, will Linhai shares and Changlin shares, which have not seen the restructuring action, become the next target expected by the market

according to public information, as a large central enterprise group, Sinomach group has 50 wholly-owned and holding subsidiaries, 6 listed companies (including 5 A-share companies), and more than 70 overseas service institutions. Its business segments mainly include five business segments: Engineering, automobile trade, machinery and equipment, technology and engineering design, and finance

some insiders believe that with the completion of the targeted additional issuance of CAMCE international, CAMCE international is expected to become an integration platform for the engineering business segment of Sinomach group, and after the injection of Dingsheng Tiangong into Sinochem auto trade, it is expected to become an integration platform for the auto trade business segment of Sinomach group

"the direction of integration has begun to be clear, but the time of integration is difficult to predict!" Gaoxiaochun, an analyst in the machinery industry of CSC, said, "After Dingsheng Tiangong divested its machinery business, Changlin will be an integration platform for the machinery business sector under Sinomach. From the perspective of group assets, the quality of engineering business and automobile trade business is good, while the overall quality of injectable machinery business is not high. Now it seems that if Changlin wants to exceed its expectations, it can only look for injectable assets outside Sinomach. However, the specific content and time of these integration are difficult to grasp, and the wind The risk is also great. "

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