What are the leading stocks in the free trade zone concept?
A free trade zone refers to a trade arrangement more preferential than the relevant provisions of the WTO in areas such as trade and investment. It is a specific area delineated outside the customs territory of a sovereign state or region, permitting foreign goods to enter and exit freely exempt from tariffs. In essence, it is a tariff-isolated zone adopting a free port policy. Now let us take a look at what leading stocks there are in the free trade zone concept!
Guangdong Free Trade Zone
[Development Strategy] Focus on the "Hong Kong and Macao card." The China (Guangdong) Pilot Free Trade Zone has a total area of 116.2 sq km and mainly covers the Guangzhou Nansha New Area sub-zone, the Shenzhen Qianhai and Shekou sub-zone, and the Zhuhai Hengqin New Area sub-zone. The Guangdong Pilot Free Trade Zone will focus on deepening Guangdong-Hong Kong-Macao cooperation, further promote the liberalization of trade in services among Guangdong, Hong Kong and Macao, and at the same time accelerate the alignment of economic and trade rules with international standards.
[Concept Leaders] Guangzhou Lonkey (000523), Dongfang Hotel (000524), Zhujiang Brewery (002461), Grandbuy (002187), Guangzhou Friendship (000987), Yue Expressway A (000429), Guangzhou Shipyard International (600685), COSCO Shipping (600428), Kingfa Sci. & Tech. (600143), Suiheng Yun A (000531), Science City (000975), Yantian Port (000088), China International Marine Containers (Group) (000039), Shenzhen Chiwan A (000022), Shahe Industrial (000014), China Merchants Property (000024), Shenzhen Zhenye A (000006), Zhuhai Port (000507), Zhuhai Zhongfu (000659), Huafa Industrial (600325), Shirong Zhaoye (002016), Livzon Pharmaceutical Group (000513).
Tianjin Free Trade Zone
[Development Strategy] Serve the integration of Beijing, Tianjin and Hebei. The China (Tianjin) Pilot Free Trade Zone is located within the Tianjin Binhai New Area, with a total area of 119.9 sq km, covering the Tianjin Port sub-zone, the Tianjin Airport sub-zone, and the Binhai New Area Central Business District sub-zone. As the largest of the second batch of free trade zones and the first in northern China, its strategic positioning will be tied to the coordinated development of Beijing, Tianjin and Hebei, with a focus on developing the financial leasing industry, high-end manufacturing and modern services.
[Concept Leaders] Tianjin Songjiang (600225), Jinbin Development (000897), Tianfang Development (600322), Binhai Energy (000695), Tianjin Port (600717), Haitai Development (600082), Tianjin Magcard (600800), CMST Development (600787), Tianhai Investment (600751), Jinquanye (600821), Tianjin Pulin (002134), Tianqi Mould (002510), Tianbao Infrastructure (000965).
Fujian Free Trade Zone
[Development Strategy] Deep cooperation with Taiwan, China. The three parks of the Fujian Pilot Free Trade Zone are respectively located in Fuzhou, Xiamen and the Pingtan Comprehensive Experimental Zone, with a total area of 118.04 sq km. As the province on the mainland closest to Taiwan, China, Fujian focuses on connecting with Taiwan's free economic zone and building the Maritime Silk Road.
[Concept Leaders] Xiagong (600815), Xiamen Port Authority (000905), Zhangzhou Development (000753), Sanmu Group (000632), Fujian Expressway (600033), C&D Inc. (600153), Fujian Cement (600802), Xiamen ITG (600755), Pingtan Development (000592), Xiangyu (600057), Xiamen Airport (600897).
Shanghai Free Trade Zone
[Development Strategy] Carry more room for reform. The three expanded sub-zones of the Shanghai Free Trade Zone - Lujiazui, Jinqiao and Zhangjiang - are all in the Pudong New Area, with the total area greatly expanded from 28.78 sq km to 120.72 sq km. In the future, the free trade zone will carry out institutional innovation in a broader range of fields.
[Concept Leaders] Shanghai Material Trading (600822), Shanghai Ganglian (300226), Shanghai Sanmao (600689), Lujiazui (600663), Changjiang Investment (600119), Waigaoqiao (600648), Shanghai International Port Group (600018), Feima International (002210), SDIC Essence (600061), Pudong Construction (600284).