Category: Money tips Release Date: 2005-12-22
Source: National Securities Author: Kou Jianxun
Harvest Fund is Jiancang What is the current market, the stock is undoubtedly one of the topics of greatest concern. Index is highest in the history of the case, the new Castrol issued 41.9 billion Strategic Growth fund plans to be completed within a month's time Jiancang. Then its Jiancang variety of course, the people most concerned about. Market began to speculation the original Awkwardness Harvest Fund will become the new issues of the Fund's Jiancang object. As a result, Hongtugaoke, Tellhow, Huaxi Village, Jian-shares, etc. in the third quarter of Castrol New varieties have surged up the beginning. We believe that the New Harvest of 41.9 billion of funds would certainly not dispersed remnant-like pairs of units within the Jiancang alone. Such a substantial amount of money is certainly a plate Jiancang strategically. So, what section would be the preferred Castrol goal? Tianjin plate! First, the Tianjin Binhai New Area into both the Shenzhen Special Economic Zone, Pudong New Area after the development of large state-level development zones, after the third, it determined that its development will be the top priority of the country's future development projects. National policy will be vigorously supported. Second, the Harvest has begun in the early stage of its strong Jiancang! So this new release of funds, no doubt will again focus on individual stocks in Tianjin plate layout! Among them, Harvest Fund and Harvest Fund Management portfolio under the social security 106 to 4983 million shares of common Jiancang the Tianjin Port (600717) have attracted our attention!
LONG Jian-shares limit-exposed Castrol Jiancang focus!
Thursday limit-dragon built stock is because the theme of the third quarter of Harvest Select 106 Fund and the Social Security portfolio in the third quarter total of 17.68 million large-scale Masukura outstanding shares and become shareholders of the company's top two in circulation. The combination of Social Security 106 is managed by Harvest Fund, then the dragon building shares also reasonable that the daily limit. It is clear that new and progressive Harvest theme selected portfolio of funds, and social security 106 shares of that cause Long to build the focus of daily limit! We find that this is a good partner also appeared in the Tianjin Port, Tianjin shore development above the other. Meanwhile, the Harvest theme selection also appeared in the Haitai development of Tianjin Binhai Energy and other early stage leading shares of the top plate. Harvest from so many stocks Jiancang who we can find two things in common: first, Harvest funds are in the third quarter, before entering it a few stocks. 2, which belong to a few stocks, Tianjin plate. It is clear that the focus is currently being Jiancang Harvest Fund is precisely the state will focus on the development of Tianjin plate! Take a look at the theme selection of the Fund has focused Harvest Jiancang Air China, China Merchants Bank, China Minsheng Bank, Qingdao Haier, China Petroleum and Niugu trend, and then think about to join the battle of 41.9 billion new corps, the focus of intervention Harvest Tianjin Port (600717) does not want to up hard!
Tianjin Binhai focal point of development!
So why focus on fancy Harvest Foundation of Tianjin Port (600717) do? In the State Department will be the development and opening up of Tianjin Binhai New Area into the layout of the country's overall development strategy, the Tianjin Binhai New Area will be built into an international shipping center in northern China and an international logistics hub, the Tianjin Binhai New Area is an important component. According to Tianjin Port, "Eleventh Five-Year Plan", 2010, Tianjin Port will invest 27.3 billion for 30 major projects under construction, so that Tianjin Port's container throughput reached 10 million standard containers, cargo throughput reached 300 million tons, advantage of a very prominent location. In addition, the port industry is a national industrial policy to encourage and give priority to the development of enterprises in the national implementation of the policies of developing coastal context, the company's future prospects is very wide. 2005, cargo throughput reached 240 million tons, ranking No. 6 in the world port. "Eleventh Five-Year" period, is expected to Tianjin port cargo throughput and container throughput will continue to maintain a rapid growth momentum in 2010 the container throughput will exceed 10 million TEU, an annual growth rate of more than 20%.
Castrol Shigekura, plug in to take off!
The secondary market, Jian-limit-shares will no doubt stimulate other big focus of Harvest Fund Jiancang species. However, we found that Castrol has spent Lung share of funds to build a maximum of (1506 +262) × 3 = 5304 million. Let's look at Tianjin Port, the funds at least in the Harvest (3292 +1691) × 8 = 39864 million, nearly 400 million amount of money! Construction shares dragon 8 times! Currently Jian-shares have been limit-a, and the West Village, Hongtugaoke, Tellhow other single-branch has begun to soar, then as the Harvest will focus on the layout of the focus of the Tianjin Port in Tianjin plate (600717) waiting for what? Trend on the stock at the early stage to follow the port of shares soared after the adjustments nearly seven trading days, with the volume continued to narrow, the short pre-stock the greatest degree of kinetic energy release, the current location of the Unit at an early stage platform to be of the support. Unit Earlier in the day there have been signs of pressure Shan Xi Huo, though it very practical subjects Harvest Fund of funds attracted a lot of foresight to intervene, then many of the Harvest Fund, the Department of skyrocketing stock, the stock actually The Harvest theme is bound to take off the wings to plug in the stock.
