List of Beneficial Stocks in Xiong'an New Area

As soon as the news about Xiong'an New Area was announced yesterday, some viewers strongly requested me to organize the relevant listed companies. For Xiong'an New Area, everyone should now have a better understanding of its information. What I want to say is not to simply classify it as speculation, but to start looking for ideas from its positioning.

Xiong'an New Area is mainly an area that undertakes Beijing's non first function, so what is the capital function? You can refer to Washington, D.C., which is the full name of the United States. Washington City is the location of major government agencies, museums, cultural venues, etc., while Washington City does not have many medical, educational, and corporate headquarters. I believe that future planning in Beijing will definitely use this as a sample.

The basic logic for regional hype is to have a high level of company recognition, and then focus on planning, functional support, and radiation. For Xiong'an New Area, it is basically possible to hype up along this line:

Firstly, the increase in income from demolition may not lead to an increase in housing prices, but due to regional redevelopment, companies with land in the new area are naturally re evaluating land prices;

Next is infrastructure construction. A large number of enterprises need to transfer, and the first thing needed is trade channels. Railway, highway, and waterway construction will be the most promising in the early stage, especially cement. It should be noted that cement has a sales radius, so local cement enterprises benefit, and steel naturally goes without saying;

Finally, there are resources such as healthcare, tourism, and education, which means that listed companies carrying social functions will benefit. I am optimistic about the relocation of existing enterprises in Beijing, which will obviously expand the beneficiary population.

I sorted out the specific hype roadmap and posted it on my concept enthusiast official account tweet. If you need it, you can collect it. On the last day before the market opens tomorrow, we will talk about the most concerned varieties.