The pace of reform of state-owned enterprises accelerates the rise of the textile industry
The top-level plan for the reform of state-owned enterprises is coming soon. State owned enterprises are concentrated in the textile sector and have strong demand for reform. The state-owned capital in the competitive textile industry is strongly expected. The mixed ownership reform of private capital will push forward in the second half of the year, and the employee stock ownership will be opened in combination with the reform of the mixed ownership system. In the textile manufacturing sector, the proportion of state-owned enterprises reached 78%, a total of 14. The problem of low efficiency of state-owned enterprises in textile sector is relatively strong, and there is a strong demand for reform.
The three path leads the reform of the textile state-owned enterprises: 1) mixed ownership reform, through the withdrawal of state-owned capital to stimulate the vitality of the enterprise, establish a modern enterprise system, improve work efficiency, improve the management dilemma; 2) the injection of the group assets, the quality of the non listed assets of the group can be injected into the market of textile enterprises, which can be used not only Obtaining the financing platform can also improve the loss predicament of textile enterprises, one stone for one stone, 3) the company with shell value, some small market capitalization, poor performance, the group can not inject assets, and the group will not form the joint development company, there is the possibility of being listed by other industry enterprises, which can bring the value of the company. Revaluation.
Policy boosts reform expectations and concerns local policies. Combined with the specific situation of the enterprises and the reform policy of the local state-owned enterprises, it is suggested to pay attention to: China Group (601718), Huafang (600448), Shen Da shares (600626) and the leading shares (600630) of Shanghai Sanmao (600689); at the same time, we suggest that we pay close attention to the reform policy of local state-owned enterprises as follows: Huamao shares (000850), Hua Sheng shares (600156), Sanmao Pai Shen (000779), Shandong Ruyi (002193), Xinye textile (002087), Meyer (600107).