Applications: aerospace, electronics, automotive, construction, medical...Applications: aerospace, electronics, automotive, construction, medical...Applications: aerospace, electronics, automotive, construction, medical... Gift Bags Dongguan Liansi Electronics Co.,Ltd , https://www.liansisleeve.com
If Shanghai Disneyland is opened, it will greatly promote the surrounding and related industries. The traditional lighting industry and the emerging LED lighting industry will have great business opportunities. Night lighting has always been a big symbol of Disney, and Shanghai Disney The design plan is huge.
On November 1, Shanghai Mayor Han Zheng said that the Shanghai government will hold a special conference to announce the latest development of the Disney project.
On November 3, the media reported that the land acquisition for the Disney project in Pudong New Area has started.
We believe that the Disney theme investment concept now needs big waves to see the real gold - Big Wave: Shanghai Disney Project; Huang Sha: a one-time stock based stock based purely on real estate appreciation; real gold: Disney industry chain directly related to consumer and other Stocks will benefit from long-term performance growth.
The process of launching the Shanghai Disney project is only getting clearer, and the related theme investment is on the climax. Judging from the government's public information, the Disney project has a high certainty in Shanghai, and it is only subject to central approval. Given that Disney's construction fits the need for Shanghai's transition to a service-oriented city, we judge that the central government has a higher probability of approving the project during the year. According to reports, the parties to the Shanghai Disney project have reached an agreement on major issues. Once the Disneyland project is completed, the investment scale will exceed RMB 10 billion. Since the approval authority for major tourism projects lies in the central government, the Shanghai Disney project is still pending final approval by the central government.
Avoiding the valuation of abnormally high varieties based on the concept of real estate appreciation, the risk of stocks rises, it is recommended to avoid one-time beneficiary enterprises, pay attention to the continuous operation of enterprises. Avoid one-time beneficiary companies, that is, stocks that have been speculated only because they have plots around the Disney project. At present, due to the stock speculation in the vicinity of the Disney project, the price is already quite high. For example, the PB of the popular stocks such as Zhonglu and Jielong Industrial are as high as 13.9 times and 18.6 times respectively, and the static PEs are 466 times and 516 times respectively. Such stocks are at higher risk. We judge whether the Shanghai Disney project will be officially announced during Obama's visit to China or before the end of this year. For the above-mentioned stocks, Lido will be exhausted and its speculation will be weakened. After all, for a company with a non-commercial development plot, the land it owns may eventually be recovered by the government department in a demolition manner, and the company cannot develop it on its own. Optimistic about the high-quality real estate development companies around the Disney project, such as Zhangjiang Hi-Tech, Shenzhen Great Wall, etc., its operations will continue to benefit from the Disney project. Therefore, Disney will enhance the long-term investment value of such companies and recommend long-term attention.
Focus on long-term beneficiary varieties to pay attention to the follow-up investment effect and further follow-up consumption effects of the Shanghai Disney project.
From the perspective of the industrial chain, once the Shanghai Disney project is approved, the early investment effect and the later consumption effect will become the mainstream of the market theme investment. Disney's income is mainly composed of online media, main parks and amusement games, and related consumer goods. Business composition.
From the perspective of investment effects, it is mainly the construction of the main park and playground. According to the media, the planned area of ​​the first phase of Shanghai Disneyland is equivalent to about 150 hectares, which is the largest in Asia and the world. Therefore, industrial companies in the construction, building materials and lighting industries are expected to share orders for big cakes.
From the perspective of consumption effect, after the completion of the Shanghai Disney project, on the one hand, it is expected that the number of tourists will reach 10 million, and at least 3 to 5 million new tourists will be brought to Shanghai every year. On the other hand, after the completion of the Disney project, specialize in toy production. Industries such as advertising, publishing and printing, cable TV, and the Internet will usher in great business opportunities, thus providing long-term growth opportunities for modern consumer services such as commercial retail, tourism hotels, entertainment media, and transportation in Shanghai. At the same time, these industries will also benefit from the Shanghai World Expo and the era of Shanghai's transition to a service-oriented city. Therefore, it is worthy of long-term optimism. 