Category: Money Tips Date: 2007-07-23
Source: Northeast Securities Author: Zheng Li Ting
11 Festival of the stock market representation of the 51 Festival's hot, can be described as indicators of stock take Taiwan, we opened an opera. Faced with such hot markets, investors can not act on impulse, we must clarify operation of ideas, firmly grasp the hot market, can we achieve the greatest benefits Quotes. Upgrade as the current and future consumption, the main speculation, one of the major hot spots, its growth is very conspicuous. Therefore, the plate stocks were clearly the main concern has become the cradle of dark horse. Hailigufen (600,619) as the domestic compressor production industry leading enterprises, the typical consumer to upgrade subject matter, the future spending power of the industry's continued expansion of the company has brought a strong impetus for development. At the same time as a major theme of the acquisition of blue-chip stocks, afternoon Romance of Shanghai Electric will build another one dark horse.
Compressor manufacturing leader, continuously improve the market competitiveness of
Holding company as the leading light industry enterprises, the scope of its operations, including R & D, manufacturing refrigeration equipment and parts, automobile parts, household appliances and so on. Its holding and joint venture equity participation of large industrial enterprises, including Shanghai Hitachi Electrical Appliances Co., Ltd. (hereinafter referred to as the "Shanghai Hitachi"), Shanghai Zanussi Electric Machinery Co., Ltd., Hitachi Highly Automotive Products (Shanghai) Co., Ltd., eight companies. G Highly maximum profit from holding 75% of the Shanghai Hitachi. The company specializes in producing household air-conditioner compressor, is now China's largest air-conditioning compressor manufacturing and sales enterprise. As the leading compressor manufacturing industry, the company's compressor to achieve the large-scale production, successfully challenged the 9 million units goal. In size, technical content, product line that has a competitive advantage. However, because of the current rise in prices of raw materials, resulting in product gross profit margin declined to give performance of the company development has brought a certain degree of negative impact. However, a breakthrough in other areas, in order to achieve stable development of the company has laid a good foundation. After several years of rapid development, companies use the number of compressors Hitachi brand has achieved a substantial decline in the increased use of own-brand, on the one hand will enhance the "sea up" brand value, on the other hand it also brings technical the cost and brand royalties decline. For the company to achieve future high-speed development has laid a solid foundation.
The overall acquisition, the impact of World Top 500
The most notable is the pre-acquisition Hailigufen Shanghai Electric Group as a whole. According to March 28, 2006 "First Financial Daily" reported that the country's largest air-conditioning compressor manufacturer Shanghai Highly (Group) Co., Ltd. will be transferred to the Shanghai Electric (Group) Corporation, it will be this year, Shanghai Electric One of the major acquisition of action. Insiders pointed out that one, G Highly just can see bigger electrical panel in a business. Shanghai Electric, which owns such as the United Carrier (Shanghai) Air Conditioning Co., Ltd. and other enterprises, once opened up the industry chain, G Hai Li, and related businesses from the procurement, logistics and R & D, etc. work together to show a greater synergy. Shanghai Electric insiders said that Shanghai Electric will further improve its growth and acquisitions, the impact of the world's top 500 prepared by its M & G as a sea-li, is expected to usher in new opportunities for development, afternoon imagination very large.
Development of transformation, consumption in the leading
By the non-ferrous materials, especially copper prices and the sharp decline in air conditioner compressor prices squeezed the company's operating results will decline occurred. But this triggered the company's refrigeration technology revolution. Company has been studying the compressor motor to the smaller, highly efficient direction to look into the aluminum-generation copper, copper to steel-generation technology. Market competition in the future for the company to achieve sustainable development, laying a solid foundation. The company is spending to upgrade the typical enterprise. With the improvement of people's living standards, especially the rural construction and development, the company's consumer markets are facing a major historical opportunity. Coupled with global industrial development, carbon dioxide emissions so that global temperatures continue to rise, demand for the company's products is great. The future of the industry's continued expansion of consumption capacity development has brought the company a strong impetus.
Main Jiancang, straight upside
Secondary market, the stock market is currently small, low-cost Liutong Pan few blue chip stocks. The stock is at a historical big bottom of the recent significant contribution, the main Jiancang signs are clear. The Shares of the 10-day moving average at secure in the support received. Throughout the mechanical section in full swing of the stock market is expected to start in a straight line Quotes upside, investors can focus on.
