Alibaba concept stocks, also known as Jack Ma's concept stocks, are listed companies that have a cooperative relationship with Alibaba or a shareholding relationship

Alibaba concept stock analysis

Electronic map concept, big data concept

On May 10, 2013. Alibaba announced a strategic investment of US$294 million in Gaode Maps, taking a 28% stake in it, making it the largest shareholder. Alibaba said the two sides will take the Internet / "> mobile Internet location services and the depth of life services infrastructure as an entry point, and later will also be in the data construction, map engine, product development, cloud computing, promotion and business conversation and other levels of cooperation. Electronic map concept of the main stocks: North Navigation (600435), super map software (300036), Huali Chuangtong (300045); big data concept of the main stocks: Tops (300229), Tiangui Technology (300245), Yinxin Science and Technology (300231), Rongzhilian (002642).

Intelligent logistics concept

May 28, 2013 by the Alibaba Group led the formation of China's intelligent logistics backbone network (CSN) project was launched in Shenzhen, Alibaba, Yintai Group, Fosun Group, Fu Chun Group, SF Express, and other logistics companies to form a new company called "Cainiao". The CSN project intends to set up a nationwide network of logistics and warehousing bases, and plans to support the distribution of a daily average of 30 billion yuan of online retail sales, with orders arriving 24 hours a day. It also utilizes advanced Internet technology to establish an open, transparent and ****-enjoyable data application platform to provide high-quality services for e-commerce enterprises, logistics companies, warehousing enterprises, third-party logistics service providers, supply chain service providers and other types of enterprises.CSN plans to invest 100 billion yuan in the first phase and 200 billion yuan in the second phase. Major stocks: China Storage (600787).

Balance Treasure Concept

On June 17, 2013, Tianhong Fund and Alibaba Small and Micro Financial Services Group held the debut of Tianhong Zenith Treasure and the launch of Balance Treasure on line. Balance Treasure is a balance value-added service created by the third-party payment platform Alipay. Through Balance Treasure, users can directly purchase funds and other financial products within the Alipay website to obtain relatively high returns, while the funds in Balance Treasure can also be used for online shopping, Alipay transfers and other payment functions at any time. The main stocks are Neimeng Junzheng (601216) (601216, the second shareholder of Tianhong Fund), Golden Certificates (600446) (600446, for Tianhong Fund to provide technical support for trading). Soon, this concept was expanded to "Internet financial concept", the main stocks are Oriental Fortune (300059), Shanghai Steel Union (300226), big wisdom (601519), flush (300033), business treasure, Hang Seng Electronics (600570).

Online travel concept

June 24, 2013, Taobao Travel announced that it will launch the year's largest travel promotion on July 4 ------ "Taobao Travel Mid-Year Sale" , shelling out 50 million yuan in subsidies, as a mid-year gift back to consumers. At the same time, according to the news, Alibaba invested in travel sites - on the road, poor travel network, the main stocks: Tempus International (300178), No. 100 Holdings (600640).

E-commerce concept

In mid- to late-June 2013, rumors that Alibaba Group will be listed in Hong Kong to raise more than 100 billion Hong Kong dollars, Wall Street investment bank executives have visited Jack Ma, causing the market to pay attention to the concept of e-commerce stocks, the main stocks: business treasure, Shenzhen Huaqiang (000062), Sampo Pharmaceuticals.

Taobao classmates concept

July 8, 2013, Taobao internal responsible person revealed that Taobao may further strengthen the development of education and training e-commerce, and may be launched in the near future "Taobao classmates" education channel, which will be aggregated offline education O2O and online education video broadcasting and other functions, its online! Its live online courses will cover all the mainstream education fields from K12 college entrance exams to vocational skills training. Major stocks: Fangzhi Technology (300235).

Taobao fund concept

July 18, 2013 news, Taobao will set up a fund store, opened in August, the first commodity is TEDA Manulife Amoy bond fund, the fund's major shareholder is the northern trust. Major stocks: TEDA (000652) (000652, holds 5.43% stake in Northern Trust), Tianyao (600488) (600488, holds 3.37 shares in Northern Trust).

Online Certification Concept

July 19, 2013 afternoon news, Alibaba joint four overseas certification bodies launched an online testing and certification procurement channel - "Alibaba testing and certification platform", for the international station on the Sellers of factory and product testing and certification services, the market or trillion. The main stocks: Zanyu Technology (002637), China Testing (300012).