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Data:2009-12-12 2:34
Last week, tape erased. The Shanghai Composite Index fell below 1,100 points in the Monday after, followed by a steady rebound in the four trading days, especially Friday at the G Unit, led by full strength, there have increased substantially and eventually closed at 1113 points, the Shanghai index's weekly gains to reach 1.75%.
The market characteristics from the view in recent weeks, the Shanghai index at 1100 points, has obviously been around long funds in its scope. The listed companies split share structure reform of the background, we can understand that these funds are in full swing with the shares of the smooth progress of reform, therefore, we insist on the previous judge, 1100 near the market with less risk. At the same time, we can feel this part of the funds are not available or there is no strong desire to push up index to maintain its current market stability is the most important tasks.
Market Focus week
SSE vice general manager Liu Xiaodong In an interview with Post reporters yesterday, disclosed that Shanghai 50ETF warrants have been carried out the relevant tests have largely been related to trading rules is likely to December 19 opening of 15th anniversary of the introduction of SSE It is understood that the motherboard G-share index has been basically completed the preparation of the introduction of G-share index motherboard without any technical problems will be two markets in Shanghai and Shenzhen stock composite index also set up their G.
SSE 50 Index constituent stocks are currently at a low valuation of the state 50ETF warrants issued to a certain extent increase the demand for these stocks in order to bring value to tap the opportunities G Unit also has quite a low valuation of the stock in the state although the G-share index launched does not make direct benefit to some extent, but this week has also led to investor enthusiasm for investing in G Unit 9, National Bureau of Statistics released statistics show that in November, industrial prices rose 3.2%, or from the previous month drop of 0.8 percentage points; raw materials, fuel and power purchase prices rose 5.4%, down 1.1 percentage points. 1 to 11 months, China's industrial producer prices rose 5.1%, raw materials, fuel and power purchase prices rose 8.6%.
The data show that the upstream price index and the PPI index further narrow the gap between the raw materials, fuel and power purchase prices and the gap between the PPI in January of this year has been reduced to 4.94% for November to 2.2%, then the This trend will lead to profits between upstream and downstream industry structure changed, midstream and downstream sectors to provide new investment opportunities. If the CPI, PPI U-turn up, midstream and downstream industry's profitability will be a greater degree of improvement in the investment prospects. It is judged based on this trend, we believe that next year's investment opportunities will be evident in downstream industries.
Energy supply will occur next year, significant changes
The State Development and Reform Commission and other departments recently held in Beijing, "the National Development and Reform Conference," that with the rapid increase in investment in the energy sector, China's energy supply will be significant changes in 2006. China's economy for years plagued the coal shortage, power shortage is expected to substantially alleviate the national energy supply will occur rarely in recent years, the "basic balance between supply and demand" situation.
The participating experts and officials to remind the one hand, attention should be paid a basic balance between supply and demand is still possible the phenomenon of local tensions; the other hand, should strictly control the scale of investment in the energy sector, to guard against the coal in 2007, the power situation there is a general surplus.
From the coal market perspective, this year as a whole presents the general balance of supply and demand, price trend smooth operation. Coal output in 2005 may reach 2.11 billion tons, an increase of 7.9% in 2006 is expected to reach 2.2 billion tons of coal output is about the overall direction of coal supply and demand balance. However, if the coal investment in fixed assets in accordance with the current trend is likely to lead to excess capacity of coal, coal oversupply.
From the power, China's electricity supply and demand will be in short supply in two years to the supply and demand into balance. The State Council Development Research Center said in a report slowdown in electricity demand, generation capacity grew rapidly, power transmission capacity is increased, hydropower and coal runoff an adequate supply of adequate power supply and demand tension is the main reason for easing.
In this case, we still need to invest in these industries with caution.
A-share market trend analysis of the market outlook
We believe that the concerns of performance decline in March of next year will be between the substantive information because there is no deterioration of the impact of Buzhi Yu excessive speed reform after the blue chip stock prices are expected to continue to deliver on the market, constitute a strong support for a higher margin of safety is attracting outside funding step by step, and the management also has the ability to intervene by regulating the blue chips of the share reform process and the right price range and other means to maintain market stability but not for the push up the market so we expect the market for a long time from now on will be to maintain the pattern of low volatility this week 50ETF the upcoming G-share index warrants will be set up so the message to the broader market rekindled investor enthusiasm for investing in blue chip stocks for the G shocks City, added a new growth momentum is expected to maintain the strong side of the tape so the shock is expected to rise in the trend, but will rebound in a high degree of subject to the constraints of the profit decline is expected to be limited.
Statement: in this body, I am informed by the context, this body, I as well as the property of the stakeholders with the evaluation of the securities has no interest. Edition article is for reference only, the reader whereby the market, your own risk.
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