Category: Money tips Release Date: 2007-02-06
Source: Jiangsu Tianding Author: Qin Hong
Disk from the recent point of view, the industrial policy orientation has increasingly become hot to guide the direction of the market, such as the development of the Binhai New Area of Tianjin Binhai New Area attracted the attention of the hot stocks Quotes, G TEDA, G Jinbin, G Sea to other firms the market was up special up. Thus, the market research in the second half hot, it may be from research in the second half will start with the emergence of new industrial policy in order to achieve the purpose of the layout in advance.
Faced with two major breakthroughs in industrial policy
From the second half of the evolution of industrial policy trend, a growing number of industry analysts tend to have two major industry may face greater opportunities for development. First, the issuance of 3G licenses. Once the 3G license issuance, this will definitely have communications equipment manufacturing, communications, telecom operation industry and other related industrial chain to form a positive impact, orders will continue to full, which may also be 3G plates this week, a sudden change with one of the reasons. Where G ZTE, G in the record, G power source, G the New World, G Huasheng 3G plates and other industries are expected to receive substantial support, and thus lead to great investment opportunities. * ST is too while the new value-added service providers such as unknown may also be obtained by means of 3G licenses, the new upward momentum, thus becoming a dark horse stock.
Second, digital TV plate. Related information display, digital TV has entered the accelerated phase of the promotion, so as to chain of listed companies in related industries to bring the ongoing business needs. G, Kwong Tong, CTV Media, G radio and television, G electric widely, G Dumas, Coship and other firms are expected from the rapid development of digital television business to get significant benefits, including Coship get a listing of the institutions favor, is expected to become the second half of a dark horse stock.
The existing industrial policy still digging
Perspective on the current disk and affect the second half of the pattern of industrial development policy there are two. First, the second coal linkage, because the industrial policy on June 30 started, so will produce thermal power unit in the second half related to the profitability of the upgrading of the natural stocks in the third quarter to give such quarterly and annual results in 2006 compared with good expectations. Such as Guangxi relatively large thermal power tariff increase on the crown of power plant in Heshan turn losses into profits in 2006 will make a positive contribution, thus contributing to the title in 2006, the performance of the power reversal is expected. In addition, G Meng electricity, G Zhangze, GD Power, Huadian Power and energy stocks benefited from the Philippine electric power can also be shallow track.
Second, margin trading policy on the brokerage unit of the birth of the investment opportunities. According to industry analysts predict, for innovation and securities firms, the margin trading business is a big cake, and not only can receive a significant number of interest, but also to collect funds, stock trading commissions amplified. Therefore, G CITIC and having a number of innovative securities firms and stock G-National Cheng Kung University, G Youngor and other stocks in the second half of the opportunities still exist. And because the second half of G Hongyuan upgraded to innovation and securities firms and the expected very strong, you can focus on track.
Industrial policy under a long Niugu
However, in actual operation, institutional investors prefer from a development-oriented industrial policies, look for the potential long-Niugu. Because the industrial policy of the relevant stocks influence is far-reaching and often unexpected long Niugu can bring, just as the oil industry to the ocean-oriented industrial policy led to a long Niugu G only, like marine engineering. Therefore, the current industrial policy is also very likely that the potential long Niugu birth.
Look at the current market, there are two industrial policy can cause sufficient attention. The first is the development of equipment manufacturing industry, policy guidance, once introduced in the second half a more detailed support policies, there will most likely lead to market-related segments of the industrial chain of re-mining stocks, which have "mother industry" in the title of The machine tool industry and the resulting derived from the breakdown of industrial bearings, etc. should be focused on, G Shen Machine, National Chiao Tung University Science and Technology, G Qin development, research and science and technology stocks axis can be focused.
Second, new energy and energy efficiency industry shares. Due to high oil prices, non-renewable resources, and other factors, China's new energy, energy-saving development of the industry to be an active industrial policy guidance, such as tax incentives, Internet price guarantee policies to encourage markets for new energy sources, energy-saving industries investment interest. But for now, the market's view of the new energy seems biased, focusing on the development of solar energy industry, but for wind power, waste power generation, biomass power generation, coal-bed methane power generation and other new energy sources understand less, so , * ST instrument, Panjiang shares, etc. can cause stocks to focus on. As for the energy industry, stocks, G confidence, G Linkage is also no doubt that the potential of species, of which the confidence of the amorphous transformer G sales has exceeded the bottleneck, the prospects are very clear, the Unit is likely to become the second half of a long Niugu.
In addition, the state of high energy consumption and high pollution industry, restrictions on policy-oriented to enhance the threshold of the new entrants, thus contributing to the existing stock of enterprises in these industries, because the threshold will be reduced to enhance competition, help reduce market supply , thereby promoting related products rose, so iron and steel, PVC, yellow phosphorus, coke and other related industries shares in the second half also has a certain degree of opportunity, especially with Coke shares have been obvious sign of recovery, such as the G Shan Jiao, G may have a certain coal gasification investment opportunities.
