Category: Money Tips Date: 2007-05-29
Source: Northeast Securities Author: Zheng Li Ting
From the current market situation, has formed two main lines, a high-priced shares of the Fund, and Awkwardness of the mainstream of the main plate, the other one is not stock shares and subject to change popular stock-based shares. We believe that particular concern is the second main line, although it is not mainstream, but it is a continuous outbreak of a powerful short-term momentum can be the shortest possible time to do more, do more of the power of cohesion, so the main line to form more easily make money effect, it is worth focusing on market outlook. In this ideas, we believe that Huayuan Development (600,757) have sufficient explosive afternoon. With the progress in the development of recombinant Huayuan Group, the company's fundamentals are positive changes. As the two cities in the scarce resources of the outstanding shares of stock reform, in the dual themes of the stimulation, the formation of short-term is expected to accelerate to the upside.
Approved restructuring plan to enhance the market room for imagination
Recently, the overall restructuring plan Huayuan --- Resources 50 billion, CDH 20 billion capital injection --- has received the SASAC approval. Thus, a substantial reorganization of the company kicked off topic. In addition, CRC has also already had the idea of the integration of Huayuan. Huayuan after the textile section will be divided into cotton, wool, textile and chemical fiber four business sections, The Huayuan Development Group in the future is likely to be a platform for integration of the textile assets. SASAC also expressed the hope that China Resources and Huayuan competition, and who better to do with who is based. Huayuan insiders revealed that the CRC's textile business is taking the high road, from the body mass point of view, is obviously Huayuan Textile advantage may be in order as a platform to integrate Resources Huayuan Textile business. It can be seen, the company's integration of the road is already very clear theme in the re-stimulation, along with its strong competitive strength, the company's fundamentals are expected to turn for the better to enhance the market room for imagination.
Textile strong, the fundamentals gradually turn for the better
From the company's main business point of view, whether it is the size, equipment and technology in the country among the same industry have a greater advantage, leading and prominent position. If the current production capacity of 450,000 cotton in the country belonging to a larger capacity; Jiangxi Xinyu Huayuan pure polyester, "sewing thread" in the national production capacity is the largest; Zhejiang Fuyang, Anhui Huayuan Huayuan Sapphire with the cashmere production accounting for 14% of the market accounting for 17%. Fuyang, Anhui Huayuan subordinate cotton production of "colored cotton," Luan Huayuan cotton yarn is technically capable of greater advantages; Jiangxi Huayuan River spinning production of "denim", using imported 508 sets of advanced non-woven machine production, in the same industry have a greater visibility. As China Huayuan Textile Group's flagship, comprehensive strength is extremely strong. With the reorganization, substantial progress, the company's fundamentals are undergoing positive change.
Appreciation of land assets + science and technology subjects
Has acquired the company early in Jiangsu, Zhejiang, Shandong and other places a number of textile enterprises, the acquisition of the textile enterprises in order to sell state-owned land use rights obtained in eight enterprises, a total of 1176 acres of land. In recent years, the domestic real estate prices has had very rapid, particularly in coastal Jiangsu and Zhejiang area. With the city's expansion and changes, the company purchased a lot of land has become the city center areas, large plots of land suitable for construction of a complete residential, commercial district, so the appreciation of space has been very large. The company owned Shanghai China in accordance with science and technology and together form a Shanghai Beida Jade Bird Jade Bird China in accordance with network equipment companies, a strong science and technology involved in the network area, with great imagination of space science and technology subjects. The outbreak of the share price has laid a solid foundation.
Strong features of obvious short-term selling points appear
Secondary market, the stock has been an effective kinetic energy of short pre-released recently in conjunction with trading volume, stock prices started relying on the 5th MA has formed a strong upside, Thursday to adjust precisely the form of small Yinxian short-term selling points, afternoon speed up the kinetic energy is already very ample, investors can focus on.
