Category: Money Tips Date: 2006-12-03
Source: Hong Kong and Macao Information Author: Wei Wei
New Steel and Vanadium (000,629): companies as China's first world's third production of vanadium business, its domestic market share of vanadium products up to 80%, international market 15%. New Steel and Vanadium is the sole owner of the production-line heat hardening process manufacturer of rail technology, but also the only high-vanadium iron manufacturer and export supplier. From the secondary market trends point of view, the recent stock continued to rise slightly, the short-term rebound is still expected to continue, it is recommended attention.
Historical Information: G New Steel and Vanadium (000,629): funds re-active, middle Quotes upside is expected to commence this August 23, 2006
Source: Department of Yang Investment Author: Chen Yong
For tape or still up, while everyone is hesitant when the broader market break 20,30,60 consecutive day moving average, many individual stocks have a sharp rebound in trend, especially in the Olympics plates stocks is even more bullish, G Urban, China Sports Industry with innovative high - . This column has always stressed that, in the broader market is in equilibrium city, we must put aside index of mining stocks, to a rational state of mind operation, in a bull market situation, the endless opportunities for individual stocks, recent market stocks the most beautiful course ought to G Pan titanium, this column on the I will introduce a block of titanium Brothers climb G-New Steel and Vanadium (000,629), the company is to have resources of vanadium and titanium, with iron ore, with the Olympic theme, a major railway line to benefit the development of a number of subjects in the stimulation, the unit centerline potential great.
Paved road, high-speed rail development in rural infrastructure, the construction of new socialist countryside as an important part of the state of public finances will increase input. "Eleventh Five-Year" period, the state will invest 100 billion yuan to build rural roads, so the new steel consumption in rural areas into a huge potential market. Thus faced with a huge steel company's market capacity.
The latest plan in accordance with the Ministry of Railways, in the Eleventh Five-Year period, the state will invest 1.25 trillion capital investment in railway construction. The majority of which will put the construction of railway equipment, railway equipment, which, it is essential part of the rails. In 2006 the railway with steel consumption growth in the 4.26 million tons, an increase of 8%, G New Steel and Vanadium is China's leading manufacturers of heavy rail, but also the world's species, the most complete specifications, the largest production capacity of heavy rail, one of the production . Production technology and product quality has been in the domestic leading level in China has been occupied more than a third of the market. December 15, 2006, China's first batch of 60kg / m speed of 350 km of 100-meter-long rail in the G-foot New Steel and Vanadium was born, these high-speed rail will bring in a high-speed rail line in the experimental section of the Longhai.
Southwest Company is the only company capable of producing H-beam, but also China's first home, the world's third home to the most stringent in accordance with international standards, to produce high-strength 100 m long foot high-speed rail company. The development of 200km / h high-speed heavy rail, to fill the domestic blank, that has in the new countryside construction and development of domestic high-speed rail a great opportunity to benefit the company long-term development potential limitless.
Olympic Theme
Beijing Olympic venues will be used vanadium steel, in order to reduce the amount of steel. The company is for Beijing Olympic Games successful engineering and construction unit of Shougang Steel, Baoshan Iron and Steel more than 10 domestic large steel enterprises to provide V-N alloy and vanadium iron products, while those containing vanadium steel production is for domestic many large-scale construction "downsizing." The company can produce all the world's vanadium products, vanadium products accounted for 80% of the domestic market and international market, 18%.
Significant competitive advantage in resource-rich reserves
Company located in Panzhihua region rich in vanadium-titanium magnetite resources, proven vanadium-titanium magnetite to 100 million tons, accounting for 20%, which is China's second largest mining; vanadium reserves of 1570 million tons, accounting for 66.2% of vanadium resource reserves, accounting for 11.6% of the world's reserves. The company is not only the sole domestic high-vanadium iron manufacturer and exporter, also has the world's leading vanadium-nitrogen alloy production technology.
White Horse Mine equity ratio of 80% for the New Steel and Vanadium, the enjoyment of controlling the resource. White Horse mine design in two phases, an ore design capacity 6.5 million tons of iron ores can be refined 2.34 million tons; 2 corresponds to 850 million tons, 2.8 million tons. In October 2006 a production, 07 is expected to 1 million tons annual output of iron ore, produced in 2008 reached 2.34 million tons, in 2008 two put into production in 2011 in full production. It is reported that the White Horse geological reserves of 870 million tons iron ore, 612 million tons of recoverable reserves. 2 put into operation in accordance with the design size, can be mined for more than 50 years, put into operation to produce 57% of the fine grade of 5 million tons iron ore.
Little-known new energy topics
Company's production of vanadium is vanadium battery of the main raw material, vanadium vanadium ion battery, also known to restore the flow battery, which is a new type of green environmentally friendly batteries. Vanadium battery works is different from the conventional chemical power sources, while similar to the gas (diesel) oil generators, their specific technical characteristics and advantages are: (1) to the electrolyte in the form of stored energy, increasing the volume of liquid storage tanks or enhance solution concentration may increase the battery capacity; (2) of the stack and the active substance phase separation, the relationship between power density and volume density, and the active substance can be little long-term use; (3) charge and discharge process does not include the complex solid-state reaction, not there is a general cell system frequently occur off and short-circuit phenomenon of active substances; (4) deep charge and discharge little effect on battery life; (5) The battery in the battery status of the various units are basically the same, maintenance is simple and convenient; (6) can be By changing the electrolyte to achieve the purpose of the rapid charging, similar to fuel their cars. It can be widely used in solar energy, wind power generation equipment and supporting facilities energy storage devices, electric vehicles, power supply, can be used for emergency power systems, power stations and electric vehicle energy storage peaking power. Therefore, vanadium battery has other advantages unmatched by the battery, is an important direction for future development of the battery, which will promote the use of increased demand for vanadium products, about three times and the potential enormous.
Slightly heavy volume on the secondary market continues to rebound, the stock after the stock ex change, obviously, to attract capital Jiancang, there Lagaojiancang two waves of fast-action, the main funding large-scale intervention, and then launched a quick correction, but the volume shrinkage , did not leave the main funding. The costs of returning to the oscillation to stabilize the region over the past two weeks, the stock closed with a small Yang Xian, indicating that the market has been cleansed by Fu Chou, has recently released two days of moderate volume, capital re-active, middle Quotes upside is expected to start this short midline be highly concerned about.
