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Author: Jordan
"In 1979, it was a spring, there was an old man who made a circle on the South China Sea..." This spring story changed the land of Shenzhen and the people on this land. After a lapse of 38 years, it was also a spring. General Secretary Xi Jinping painted a circle in Baiyangdian, making the Xiongxian, Rongcheng and Anxin counties in Hebei Province and the surrounding areas become a highlight of history. Xiong'an New District became a successor in Shenzhen. Another national special economic zone in Pudong.
On the evening of April 1st, the news of the establishment of the Xiong'an New District made the country boil. The wording of the “Millennium Plan†attracted investors to flock to the more than 50 listed companies in Hebei Province, the first working day after the holiday. The stock price has increased.
Four new three-board enterprises in Xiong'an New District are manufacturing
Although there are no A-shares, Hong Kong stocks, or listed companies in Xiong'an New District, there are four new three-board companies. They are Jinhai (833267), Aosen Clothing (833603), Songhe (835995) and Tianhong (837702). Jinhai shares and Aosen clothing in Rongcheng County, Songhe shares and Tianhong shares in Anxin County.
Rongcheng is known as the “hometown of clothing†in the north, while Anxin is called “the northern shoe capitalâ€. However, for a long time, the production and sales of local shoes and clothing are large, but the scale of the company is small and concentrated in the low-end market. The gross profit margin is lower.
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Jinhai Co., Ltd.: Jinhai Co., Ltd. is listed in the New Third Board in August 2015. It is the first company listed in the Xiong'an New Area. The main business is the design, production and sales of men's formal wear apparel products, mainly based on export sales. The business model supplemented by independent brand production. According to the 2016 semi-annual report of Jinhai Co., as of June 2016, the company's operating income was 52,644,600 yuan and the gross profit margin was 6.75%.
Aussen Garment: Like Jinhai, Aosen Garment is also a clothing company, which is listed for one month later than Jinhai. The company is located in the textile and garment industry, integrating R&D, design, manufacturing and sales of outdoor leisure, sports and down jacket suppliers. The products are exported to more than ten countries and regions such as the United States, Europe, Japan, South Korea, Hong Kong and Taiwan. The brand and domestic well-known brands carry out OEM and ODM production, and the company is also engaged in the research and development, production and sales of its own branded garments.
In the first half of 2016, the company realized revenue of 47.11 million yuan and net profit attributable to listed shareholders was 19.88 million yuan. Compared with the same period of last year, it decreased by 20.12%. The semi-annual report showed that since the listing, it has increased management investment for improving corporate governance, and at the same time, opening up the domestic market, resulting in an increase in administrative expenses and sales expenses, so the net profit decreased.
Songhe shares: Songhe shares listed on the New Third Board on March 2, 2016, becoming the first scrap metal recycling and recycling lead manufacturer in the New Third Board. Mainly engaged in the comprehensive utilization of hazardous waste treatment, recycling lead-acid batteries and lead-acid wastes produced in the production process of lead-acid batteries, through the reduction and treatment of reductive lead, and further processing to form various types of alloy lead required for the production of batteries. . In December 2016, the company completed a fixed increase, issuing 5.13 million shares at 3 yuan/share and raising 15.39 million yuan.
In the first half of 2016, the company achieved revenue of RMB 173,200,900 and net profit of RMB 6,885,200.
Tianhong shares: July 15, 2016 listed new three boards, the main business of leather shoes, textile fabric shoes, rubber shoes production and sales. The company was formerly known as Baiyangdian Third Leather Shoes Factory, which was founded in 1986. It has been developing for 30 years. The semi-annual report for 2016 shows that in the first half of last year, the company achieved revenue of RMB 153.083 million and net profit of RMB 475,400.
The concepts of high-end manufacturing and low-end manufacturing are not uniformly defined in the academic world. High-end manufacturing is a theory that corresponds to low-end manufacturing. It is an advanced stage of industrialization development and an industry with high technology content and high added value. The low-end manufacturing industry is the product of the early stage of industrialization, while the high-end manufacturing industry is the product of the late industrialization and post-industrialization.
As the mainstay and pillar industry of the national economy, the manufacturing industry has laid a certain foundation for the development of the local economy. Although the above-mentioned enterprises are small in size and belong to the middle and low-end manufacturing industries, they have already gone abroad to the world, and there is still a lot of room for business models and development space.
The establishment of a new district will benefit these companies in the short term, and in the long run, they will seize the opportunity of the SAR.
The establishment of a new district, land appreciation is inevitable. According to the public transfer instructions, the four companies currently hold a total of 129,500 square meters of land, with a book value of 124 million yuan. Among them, Jinhai shares hold 29,300 square meters, worth 7.4437 million yuan; Aosen garments hold 39,600 square meters, worth 235.369 million yuan; Songhe shares the least, only 8522.38 square meters, worth 10.87 million yuan; Tianhong shares held The property is 52111.18 square meters, worth 81.84 million yuan.
Involving land transfer issues, these companies will have a good income. As for financing, if the company does not make transformations and changes on the basis of the existing business, the investment in the late stage may be limited.
Judging from the current economic operation, the situation of low-end manufacturing is not optimistic. The state has proposed policies such as supply-side reform, economic restructuring, and enterprise transformation and upgrading. On the one hand, it hopes that low-end manufacturing can drive down production capacity and stimulate demand growth. On the one hand, we hope that the low-end manufacturing transformation and upgrading, production of high-quality, brand-added products, can have strong market product competitiveness at home and abroad.
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In the traditional manufacturing industry where the Xiong'an New Area is born and raised, it is indispensable to reform and innovate in order to develop with the trend and actively move closer to the dividend policy.
The establishment of the Xiong'an New District has put forward seven key tasks, one of which is the development of high-end high-tech industries. What kind of industrial layout will the future Xiong'an New District be? So far, the official has not announced any specific measures. However, Xu Kuangdi, head of the Beijing-Tianjin-Hebei Collaborative Development Expert Advisory Committee, said in an interview with the media that in accordance with the requirements of the central government, the construction of the new district should take a new path. The key point is to formulate policies according to local conditions, integrate and upgrade traditional industries, and actively explore reforms and innovations in institutional mechanisms.
The establishment of the new district will bring changes to these enterprises and the region, and it will take time to witness.
Jordan: Chief Investigator of Speedway Network Yuhua Finance)
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