Category: Money tips Release Date: 2006-03-25
Source: Debon Securities Author: Kang Hongtao
At yesterday's consultation, we are very clear analysis of the medium-term and short-term market environment, the medium term, broader market adjustment in four waves, by wave theoretical analysis can tell, the fourth wave of the time at least equal to the first two waves of time span, the focus of yesterday's consultation time expounded contrast, so at least 51 trading days, you can directly explain the broader market in the next attack point in the nature of the very obvious by the end of July, so that the short-term rebound sure to lighten up, reasonable control of position and transformation of ideas is very critical, the short term, 1669 points, critical points of rock bit, yesterday's consulting focused stressed that the tape tomorrow there is no effective way to stand above the 1669 points, , then the rally may fail, but also to the broader market 1,600 points forward to further consolidation and shocks, so tomorrow should pay attention to point position and operation of the proportional nature.
Message level, the State Council yesterday forwarded the Ministry of Construction, Development and Reform Commission, Ministry of Supervision, Ministry of Finance, Ministry of Land Resources, People's Bank, State Administration of Taxation, Bureau of Statistics, China Banking Regulatory Commission and other nine ministries and commissions "on the adjustment of housing supply structure to stabilize housing prices of the views of "provides for interest from June 1 onwards, 90 square meters of personal housing mortgage loans down payment shall not be less than 30%; commercial banks nor the proportion of project capital not reach 35% of the loan conditions such as payment of real estate companies loans; right to purchase a home resale transactions in less than five years, according to its house sales revenue in full charge sales tax. Launched in May last year, "National 8," Although there is no successful curb skyrocketing real estate prices continued, but this year's "Country 6" Following the launch, we have seen the real estate management in order to really implement the regulation of the restructuring efforts, has begun to gradually introduced a number of detailed specific measures, such as today's "on the adjustment of housing supply structure to stabilize housing prices of views." And the "Opinion" is actually a "State 6" in an implementation of the rules on the "State 6" spirit of the detailed and concrete implementation, the aim is to continue to increase the real estate industry regulation and control. In our view, such as the effective implementation of the rule, the real estate prices, the real estate industry profits decline in growth rate may be the situation. The secondary market, the recent real estate section has been underperform, coupled with the continuous efforts to increase management control, which is expected shortly to resume strong plate are less likely.
From the disk situation, Stock Quotes staying active, the two cities together with 46 units (excluding ST type stocks) rose; the real estate sections and not subject to the State Council forwarded nine ministries and commissions "on the adjustment of housing supply structure to stabilize housing prices Opinion" the effects of sluggish news, but after the recent rebound today, after the adjustment market, the overall performance of the more active, such as the G Jinqiao, G Fanhai, G OCT, G Financial Street, G Sun, G Qixia, G Shenzhen Ye so. In addition, the Olympic theme midday stocks were also sought after by the market, such as the G in the first trip to the physical production, G Urban, G, North Pakistan and so on. Noted that some scientific and technological subjects including aerospace defense industry, electronic information and communication stocks may perform well, such as the new G Unit G Datang shares soar Hongdu Aviation, G Air Power, Eastern Communications, Hafei, G West, flying, etc. outstanding performance. Recently, the better the performance of construction machinery and equipment manufacturing industry and related markets, stocks continue to be sought after, such as G 31, G heavy machinery, G Hunan Electric, G Hill to push, G Liugong, Su Changchai A and so on. Deserves attention is that today's intraday stocks may appear a certain level of non-ferrous metals rebound, such as the Jiaozuo Wanfang, G Tibet Mining, G Dongfang Tantalum, G Zinc Industry, G in gold, G Lu gold, G Bao titanium. In addition, energy stocks trend of coal-like activity, such as the G coal gasification, G Shenhuo, G Aetna, G Kailuan, G Yanzhou Coal, G West, coal, G Taurus and so on. Some experts expect, with the resources, environment, security and other costs included, is expected to China's future coal prices will show a steady upward trend.
The present situation, after the Shanghai Composite down more than 100 points, space for the recent turbulence in the market from the hot spot of disorder, the amount can keep up gradually began to go warm. Technical indicators for the past few trading days to repair, turnover from rapid shrinkage to gradually rise, hot plates began to focus on. This means that the main part of the market pre-profits funds in cash, after chips, has completed initial position of structural adjustment, many of the early rate of increase is relatively small stocks has burst on the scene towering plate, investors little room for these initial increases, performance to growth industries and listed companies should be given high attention. In the industry and individual stocks, we look at the world's most profitable industry is none other than the non-solar cells, high oil prices makes the whole world is facing energy crisis, but as an alternative energy, solar energy attaches great importance to the world market of solar energy stocks were skyrocketing, while in the United States-listed Suntech not only rose to lead the domestic solar energy, but also created China's new richest man, Zhengrong Shi. On the current terms of the domestic market, the real new energy sources with the concept of Suntech solar cells to compete only G Desai (000049), the company recently to develop solar cells, nickel-metal hydride batteries, lithium polymer batteries, fuel cells, batteries and other new energy sources , new energy battery has become its main business, while the other hand, the other solar energy is only a concept but a real solar cell G Desai is the real leader, with Suntech to repeatedly hit new highs and new energy to deepen the theme of mining, G Desai necessarily come from behind to drive off another wave of new energy, G Desai will be the focus of huge amounts of capital swept recommended investors to focus on.
