What are the RMB stocks?

Concept stocks about the RMB are divided into two categories: stocks with depreciation income and appreciation income

List of stocks benefiting from RMB depreciation

Textile and garment industry: Jinyuan Securities Xia Jun Said that the depreciation of the RMB will stimulate the performance growth of the textile and apparel industry. Relevant concept stocks include Shinur (002485), Septwolves (002029), Angel Bird (002154), Meibang Apparel (002269), Luolai Home Textiles (002293), Fuana (002327), Lutai A (000726), Pathfinder ( 300005) etc.

Steel industry: Zeng Jiesheng, an analyst at the "My Steel" Research Center, said that the depreciation of the RMB has an indirect promotion effect on the downstream steel industry machinery, home appliances and other industries. If the exports of products in these industries increase, It may lead to an improvement in the domestic steel market. Related concept stocks include Sanzang Minguang (002110), Bengang Plate (000761), Guangzhou Iron and Steel Co., Ltd. (600894), Xining Special Steel (600117), Bayi Iron and Steel (600581), Shagang Co., Ltd. (002075), Jiugang Hongxing ( 600307), Daye Special Steel (000708), Fushun Special Steel (600399), Liuzhou Iron and Steel Co., Ltd. (601003), Linggang Co., Ltd. (600231), etc.

Shipping industry: Some industry insiders claim that the depreciation of the RMB may stimulate exports in the domestic textile industry and other industries, thereby bringing certain benefits to container shipping, and even stimulate demand for raw materials and drive the dry bulk shipping market. . Related concept stocks include SST Tianhai (600751), China Shipping Container Lines, CSC Phoenix (000520), China COSCO (601919), CSC Oil Shipping (600087), Ningbo Shipping (600798), etc.

Chemical industry: Analysts believe that the depreciation of the RMB will increase the procurement costs of importing companies, but it may be good for export-oriented chemical companies. Related concept stocks include Guofeng Plastic Industry (000859), Chlor-Alkali Chemical, Wanwei High-tech (600063), Shandong Haihua (000822), Huaxi Village, Juhua Shares, Yinglit (000635), Aoke Shares (300082), Xindu Chemical (002539), Sanyou Chemical (600409), Annada, Times New Materials (600458), Rongsheng Petrochemical (002493), etc.

Automobile industry: The industry predicts that the depreciation of the RMB may make the price of imported cars less attractive, or inhibit the further expansion of sales of imported cars. Related concept stocks include Zhejiang Furun (600070), Jiangsu Sanyou (002044), Lutai A (000726), etc.

RMB Appreciation Concept Stocks (Related Stocks)

Yueyang Linzhi: RMB appreciation will effectively reduce operating costs. Yueyang Linzhi is mainly engaged in the manufacturing and sales of cultural printing paper, and Actively engage in the construction of fast-growing and high-yielding forests. The leading products are mid-to-high-end newsprint, pigment-finished offset paper, lightweight coated paper, etc. The company has 4 papermaking production lines and 4 pulping production lines, with an annual production capacity of 400,000 tons of machine-made paper and nearly 45,000 tons of machine-made pulp. Thousands of tons.

Huatai Co., Ltd.: Huatai Co., Ltd.’s main newsprint business remains basically stable. More than 90% of the company’s raw materials are American waste paper and imported pulp, which requires more than 1 million tons per year. Part of the wood pulp required for coated paper is also Relying on imports, the appreciation of the RMB will have a positive impact on the company and increase its performance flexibility.

Chenming Paper: RMB appreciation will effectively reduce operating costs. Chenming Paper is a large enterprise group integrating pulping, papermaking, energy production, and paper machine manufacturing. It is the only company in the domestic papermaking industry that has A and B are listed companies with two stocks and convertible bonds. The company has 13 subsidiaries across the country. Its economic efficiency has ranked first in the industry in Shandong Province for 17 consecutive years and ranked first in the industry nationwide for 11 consecutive years.

Air China: As the RMB appreciates, Air China’s revenue levels increase. The company is the largest airline in the country and occupies a monopoly on international routes. As the only airline that flies the national flag of China, Air China has undertaken the missions of party and state leaders on overseas visits and some domestic special flights for decades. It has also undertaken the domestic special and charter flights of many foreign heads of state and government.

China Eastern Airlines: China Eastern Airlines has benefited from the sharp appreciation of the RMB. The company is one of China's three major state-owned large-scale aviation enterprise groups. It is the core enterprise of China Eastern Airlines Group and the first Chinese company to be listed in Hong Kong, New York and Shanghai. of airlines. With Shanghai as the center and relying on the Yangtze River Delta, the company has a huge route network that runs through the east and west of China and connects Asia, Europe, Australia and the Americas.

China Southern Airlines: China Southern Airlines has benefited from the sharp appreciation of the RMB. The company is the main air transportation company under China Southern Airlines Group Corporation. It has 15 branches and 5 holding subsidiaries nationwide, and has multiple overseas offices in Singapore, Tokyo, Seoul, Amsterdam and other places. The company is the airline with the most transport aircraft, the most developed route network and the largest annual passenger volume in China.

Fujian Nanzhi: RMB appreciation will effectively reduce operating costs. Fujian Nanzhi Company is a large-scale pulp and paper enterprise that produces newsprint using masson pine and waste paper as its main raw materials. It is one of the 520 key enterprises in the country. , a key enterprise in Fujian Province. The company's leading product, "Xingguang" brand low-quantity offset newsprint, supplies more than 200 newspapers such as "People's Daily", "Liberation Daily", "Fujian Daily", etc., and exports to more than 30 countries including the United States, Japan, Egypt, Malaysia, Australia, Hong Kong, and Taiwan. countries and regions.

Sun Paper: RMB appreciation will effectively reduce operating costs. Sun Paper is the largest high-end coated packaging paperboard production base in China. Its main products include high-end coated packaging paperboard, high-end industrial base paper, and high-end cultural There are more than 150 varieties and specifications in three major series including office paper.

Tsingshan Paper: RMB appreciation will effectively reduce operating costs. Tsingshan Paper is a large state-owned listed company integrating pulping, papermaking, power generation and heating, alkali recovery, medicine, optoelectronics, and raw material forest base development. enterprise. It is a key manufacturer of paper bag paper, kraft board paper, and high-strength corrugated paper in the country, one of the 1,000 key development enterprises in the country, one of the 50 industry leaders cultivated in Fujian Province’s “Twelfth Five-Year Plan”, and the largest papermaking enterprise in Fujian Province.

Jingxing Paper: RMB appreciation will effectively reduce operating costs. Jingxing Paper is one of the largest manufacturers of kraft cardboard paper in the country. The company and its subsidiaries can produce 120g/ m2--360g/m2 grade A and B kraft cardboard and high-grade white kraft cardboard. It can produce high-strength corrugated base paper with a basis weight of 110g/m2--180g/m2; currently, it has successfully developed oil-sealed paper of 24g/m2.

Hengfeng Paper: RMB appreciation will effectively reduce operating costs. Hengfeng Paper is the largest domestic manufacturer of cigarette supporting paper series and a cigarette accessories production base determined by China Tobacco Corporation. The company's products include various series of cigarette papers, filter rod forming paper, filter rod splicing base paper, aluminum foil lining paper, carbonless copy base paper, etc. The main products are all national exclusive products, and the leading product "Swan" brand cigarette paper is sold to There are more than 130 cigarette factories and more than 70 cigarette material factories in China. The company is the first high-tech papermaking enterprise, with technology research and development capabilities at the forefront of the industry. The quality and performance indicators of the cigarette paper it produces are in a leading position among similar products in China. The company's products are sold nationwide and also to international markets such as Russia, Southeast Asia, and North Korea.

Bohui Paper: RMB appreciation will effectively reduce operating costs. Bohui Paper Company belongs to the papermaking industry. Its main products include "Bohui" cigarette cards, coated white cardboard, writing paper, and kraft boxes. It is a national high-tech enterprise recognized by the Ministry of Science and Technology. The main users of the company's products are large publishing houses, printing material companies, printing and packaging companies, large cigarette factories, etc.; the company has established sales offices in 30 provinces, municipalities, and autonomous regions across the country, and its products are exported to Europe, the United States, the Middle East, Australia, Southeast Asia and other places .

Minfeng Special Paper: The appreciation of the RMB will effectively reduce operating costs. Minfeng Special Paper is the earliest domestic manufacturer of cigarette paper (1936) and one of the largest domestic manufacturers of cigarette supporting paper series. The company Its leading products, cigarette paper, tracing paper, and capacitor paper, have all won inspection-free product certificates from the State Administration of Supervision, Inspection and Quarantine. The market shares of the three leading products have maintained the first place in the country. Among them, tracing paper is exclusively produced in China and is produced and sold regularly all year round. There are more than 30 varieties and specifications of special paper.