Category: Money Tips Date: 2007-05-31
Overall, we believe that in 2006 investors will invest in ideas from the "active defense" to "do more carefully." Can do more reason: the system changes to reduce systemic risks of the market, but from a valuation perspective, because the stock continued to fall, A shares of the investment value of more apparent; need careful for two reasons: in 2006 although it will there are sub-sectors for investors, but our analysts for large multi-industry ratings are "neutral", there have been performance of listed companies decline trend.
In terms of stock picking ideas from the macro-control so that the overall growth of China's economy is more stable in the next big industry, the "bottleneck industry" and "profiteering industry" is unlikely to occur. Thus, similar to the last two or three years, car - steel - Petrochemical - Transportation - Business round this major industry move, and drive the stock market-related sectors was stronger than the phenomenon of large cities in 2006 is unlikely to occur, but as the economy structural adjustment and economic growth mode transformation, the new economic hot spots and an investment destination, or will appear, these factors will eventually be reflected in the stock market.
China's current economic growth is mainly dependent on exports and investment, "Eleventh Five-Year" period will begin to focus on consumer-driven, and consumer-related industries will gain high-speed development opportunities, we looked at air-conditioning, lighting, furniture, chain department stores, chain appliances, large-scale supermarkets, dairy processing, meat processing, sugar industry and other industry segments, leading enterprises; new energy sources, including hydropower, nuclear power, wind energy, solar energy, biomass energy and other industries, which meet to develop recycling economy and build a resource-saving and environmentally sound policy-oriented society. Despite the regulation of the real estate sector, but its dominant position on the economy and the steady development trend will not change, should give adequate attention; cement industry is currently in the bottom of the cycle, cost and price changes will drive up the industry, investment opportunities will also be This appears; commercial vehicle on price with a global competitive advantage; from a longer time perspective, airports, highways remained steady growth in defense industries.
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* CITIC Securities: in 2006 industry investment strategy for the fourth quarter of 2006, the daily stock market how to invest real Denver Nuggets report actual report next week, the daily run-off Gonglue -11 28 large organizations combat strategy next week
