Category: Money Tips Date: 2006-10-23
Source: GF Securities Authors: Yang Min
The cement industry is not only a necessity for real estate construction, has recently introduced a policy support, the plate strength can be expected. Xingma vehicles (600,375) is the nation's largest tank manufacturer of cement special-purpose vehicles, will also greatly benefit from.
The Ministry of Commerce "opinions" brings a great opportunity
The Ministry of Commerce Office officially released "on accelerating the promotion of bulk cement in the rural areas of guidance," submitted. "Opinions" that at present China's rural construction of cement consumption, cement consumption accounts for more than 40% of the total, but the bulk cement utilization rate was only about 6%. According to the statistics, each promoting the use of 10,000 tons of bulk cement, social and overall economic efficiency of 644.5 thousand yuan. Beginning in 2007, each office to support the construction of a bulk cement bulk cement sales in rural areas (distribution) station, towards the end of 2010 the National Construction 4000 Rural bulk cement sales (distribution) station, the formation of bulk cement sales network in rural areas to achieve the supply of bulk cement capacity of 80 million tons, led the national bulk rate 7.5 percentage points.
The expansion of bulk cement market must rely on bulk cement truck, so the market potential for bulk cement truck is also huge. Xingma Auto is the largest private tank car manufacturers, is also a bulk cement truck and concrete mixer leading enterprises in the manufacturing sector, the market share of about 40%, with a cost leadership and brand advantages, the General Office of the Ministry of Commerce " opinions "on the company is the largest positive, the company's efficiency in the next few years is expected to usher in a golden continuous development cycle.
Anhui automobile industry an opportunity to integrate
To rely on own-brand development and growth of the Anhui automobile industry reached a new crossroads. Anhui Province is currently the sole owner of the two brands auto companies provinces. Anhui Province, authorities have always hoped to emulate Shanghai, Changchun, Wuhan, and the establishment of a very large auto industry groups, to cultivate billions of dollars, even hundreds of billions the size of large enterprises. Therefore, JAC and Chery Automobile ties between certain capital, has remained at the Anhui provincial government's thinking, in order to achieve the "big Anhui car" dream. Through tractor glimpse of its reorganization, Kinmen and Matsu can also be evident. At present, the consensus has been reached in Anhui Province from top to bottom: The JAC and Chery Automobile for the two wings, the joint Xingma Automobile Co., Ltd., Hefei, Anhui Changhe Automobile and other common development of the automotive industry. Xingma vehicles will stand out in this round of consolidation.
In addition, the company's sales of private vehicles, the first half of 2476, while sales for 1669 over the same period last year, an increase of 48%. Sales revenue from last year's 583 million to 894 million. As the gross margin improvements, increased full-year results will be pre-50%.
Have launched attacks on the main signal
Technically, the stock market since the beginning, we experienced a very long and the value of the returns process. However, after dropping to the bottom of 3 yuan, after showing clear signs of decline stopped Qi Wen, followed by volume began to gradually enlarge, new funds steady approach, the unit also re-channel them to go back up. With the broader market in April this year, Quote of the outbreak, rapid amplification unit volume, the main Shenglang commenced immediately. After the completion of share reform, the stock center of gravity back to 4 yuan first-line, but the main player is not directly pulled sideways shocks but by way of absorption of new chips. But with the 60-day moving average of the side, the significantly reduced stock price volatility, and repeated testing platform, rail pressure, the main long the desire to thoroughly exposed. The recent trends show that, in the pressure on the trial after the attacks has been the main signal, a continuous three K-line to form a multi-gun, a breakthrough platform for market outlook is expected to start Tianquan Quotes.
