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迪斯尼:值得期待的下一个“世博会”

作者:气囊 来源:ichaferry.com 发表时间:2010-11-5 8:37:06 浏览:次  

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上海本地股≠迪斯尼概念股

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迪斯尼概念股部分一览
  
上海机场600009   当上海迪斯尼乐园正式开园,将成为国内游客游览迪斯尼乐园的首选,将刺激上海机场的客流量,给 股份公司带来利润。   
 
 
大众交通600611     公司业务包括交通运输业、物流业、旅游服务业等,均将直接受益上海迪斯尼的落户。
 
强生控股600662  公司是以出租车为主营业务,拥有5000多辆出租车牌照,由于上海已停发出租车牌照,公司将肯定受益于迪斯尼乐园的刺激作用。   
  
 
申通地铁600834  我国境内惟一一家从事轨道交通投资经营的上市公司,行业垄断性极高,在迪斯尼地铁强烈预期下,有望成为新迪斯尼概念龙头。 
  
 
东方明珠600832   上海地区唯一的无线广播电视传播经营者,垄断了上海地区的广播电视信号无线发射业务,拥有传媒业的行业资源。
  
 
上海建工600170  上海建筑业龙头,上海建工已成为世博会的直接受益者。相信未来迪斯尼园区和配套设施建设的很大部分,会被上海建工承接。 
  
 
浦东建设600284 公司主营业务为路桥施工工程项目。迪斯尼园区及周边的许多道路会重新规划建设,这些主要都会由浦东建设来承接。 
 
  
中路股份600818  公司位于南六公路818号的中央工厂,与拟建中的迪斯尼主题公园相邻,后续可发掘更大的潜在价值。  
 
  
界龙实业600836  若迪斯尼确定选址川沙,界龙实业在该地拥有超过250亩的土地,当初成本8万~20万元/亩,而今已是寸土寸金。  
 
  
兰生股份600826  公司在浦江拥有大量的土地和物业,包括楼兰生大厦和兰生大酒店。随着迪斯尼即将落户上海,公司有望重新定价。 
 
  
斯米克002162  公司主打产品为高级玻化石和高级釉面砖系列。作为上海本地公司,可以争夺上海迪斯尼乐园建筑陶瓷和艺术陶瓷的庞大订单。 
  
 
龙头股份600630 公司旗下三枪和迪斯尼达成协议,取得在中国独家生产、销售迪斯尼品牌少儿内衣的经营权,三枪目前已经开出180家迪斯尼门店。 
 
  
百联股份600631 在浦东地区拥有第一八佰伴百货商场和浦东华联购物中心。 
 
  
豫园商城600655 拥有“老庙黄金”品牌,在外地游客中有较高的知名度和认同度。    
  
 
锦江股份600754  酒店将直接受益于地区旅游客人的增加。上海迪斯尼乐园将吸引更多旅客来沪游玩,上海酒店业务将直接受益。  
 
  
亚通股份600692   拥有崇明现代农业园区1480亩国有土地使用权的基础上,又在当地购买了900亩土地。公司直接介入酒店业。  
 
  
张江高科600895  公司利润来源于房地产销售和房屋租赁,加上比邻迪斯尼乐园,后市不可小视。
 
 
 
中华企业600675  上海地产龙头,在上海地区项目占比达到87%,且还拥有一定比例的商业项目。另外迪斯尼乐园开发的下一步或涉及中华企业在浦东拥有几千亩的土地储备。

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