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Data:2009-12-12 2:34
Source: Beijing in the first place
Stock index rebounded in a row this week, after reaching a record high of Shenzhen into a mean, the Shanghai Composite Index is also the highest on the touch 4193.45 points, close to pre-policy sensitive areas. Profits double pressure plate disk and some sort of relief, leading to Thursday, Friday broader market fluctuations. From Friday Hudong Heavy, your research platinum industry, Dongfang Electrical Machinery and other blue chip stocks, led by a substantial impact on limit-show mid-year report performance wave has quietly started to become stable, leading a major force in the market strength.
First, new funds to accelerate distribution and big bull market is awash with liquidity, triggering blue-chip performance of wave advance the commencement of mid-year report is expected to bring in 6,7 month stock to new highs. .
Fri volume rapid decline in the broader market turmoil, some investors to wait and see the operation of strategies to circumvent the weekend by news of the risks and other uncertainties which shows that experienced after the initial volatility, many investors become more mature and cautious. In this case, from the Hudong Heavy hundred dollars above the daily limit, and bring your research platinum industry, Dongfang Electrical Machinery, and a group of blue-chip blue-chip fund Shigekura substantial strength to Datang power generation, and so have to send transfer Sanonda significantly stronger varieties of the theme, and then to the U.S. electrical appliances in the continued sharp Tianquan Major Holders diluted. All the signs indicate that investors in the market turmoil, the generally adopted strategy of defensive operations, increase of blue-chip blue-chip configuration; coupled with the recent fund distribution speed, highlighting the scarcity of blue-chip blue-chip, but also to stimulate the old funds have pulled the original Shigekura blue-chip blue-chip of the long on impulse. Combined effect of multiple factors, so that this year's mid-year report results for waves of advancing.
From the market over the short, medium-term impact on the trend point of view, blue-chip blue-chip mid-year report performance waves in the market when volatility has not only become a major haven for money has also become an important shock city investment opportunities. With the Maotai, Hudong Heavy Machinery and some other high-priced shares in the repeated strong, upward pushed up the prices of blue-chip center opened up in the high-priced stock price of space. To allow banks, insurance, steel and real estate plays a vital right of the blue-chip index fell hard for maintaining the confidence of investors go long, thus maintaining the stability of the entire market trends play an important role.
From a technical perspective, regardless of whether or not next week, as well as the recent rate hike, stocks in the short term is still expected to run strong over 4,000 points. And, because 5, 10, 30-day moving average has been gathered, based on experience under normal circumstances, is expected to generate up to short-term shocks have implications for the role of stock, so that tape is expected shortly to the 4335 all-time high near the area to re-challenge. From the mid-term point of view, ranging from 6 to July mid-year report results for waves launched step by step process, the market is expected to rely on 4000 to build a new band poised to run the box, patiently wait for the market another record time. Once some sort of relief plate, profitability disk, as well as negative factors such as gradual digestion, in the context of the bull market the market is rational re-refresh-time high.
Second, the Fund Shigekura blue-chip stocks to become the backbone of mid-year report results for waves.
Since the May 30 start of the big bang, the blue-chip blue-chip position of strength has been established, including nonferrous metals, coal, shipping, engineering machinery, brewing and other industries strong continuous blue chips as mid-year report of the blue-chip performance of wave Quotes backbone. Look at the economy as a whole the industry is high, mid-year report is expected to excellent performance, and even more substantial growth is expected to appear as a continuous long on funds and other mainstream institutions basis. For example non-ferrous metals in the electrolytic aluminum industry, statistics show that a quarter of electrolytic aluminum output of 2.77 million tons, up 36.6%; alumina output of 4.27 million tons, up 53.7%; aluminum material output of 2.13 million tons, an increase of 43 %. Development and Reform Commission predicted this year the effectiveness of the entire aluminum industry, will be maintained at good levels, and in the alumina, electrolytic aluminum, aluminum fabrication, reasonable distribution of the three sub-sectors. Thus, with a significant release of production capacity, the authorities have raised the target price the future of electrolytic aluminum and blue-chip category. Moreover, electrolytic aluminum industry, part of the blue-chip in 2007 as a whole, as well as the prevalence of performance growth in 2008 optimistic expectations, triggering repeated strength aluminum blue-chip become a major blue chips led force in the near future. Of course, from the operational point of view, one has recently been the rate of increase is too large, and second, the country's future macroeconomic regulation and control would involve the industry, all will have some short-term trend of uncertain factors.
In addition to aluminum, coal, engineering machinery, iron and steel is widely predicted institutional performance of the robust growth of the industry, of which a quarter of the coal industry, the commercial coal sales of 494 million tons, an increase of 07.1 thousand tons, an increase of 16.9%, an increase year on year increase in 11.7 percentage points. At the same time the supply of coal in high-growth, coal demand is relatively strong, the industry has brought high performance of the economy is expected to grow stronger. Moreover, the coal industry this year, a quarter of listed company's main business revenue growth of 36%, higher than the 2006 full-year growth. Sales gross margin was 36.8%, and last year gross margin was essentially flat. Performance growth is expected to become the major agencies have been active recently Masukura an important goal.
Third, in the mid-year report results for two types of waves in the strong mining investment opportunities.
With the broader market volatility and market Suliang the market in the short-term profitable investment opportunities and space for individual stocks have different degrees of reduction and lower broader market will continue for the next phase of strong shocks around the 4000-point run trend. In operation, especially in mid-year report on the performance wave started the process, may be concerned about the robustness of two types of investment opportunities in individual stocks. First, coal, engineering machinery, nonferrous metals, shipping, brewing and other relatively high degree of economy, funds and other mainstream institutions are also optimistic about the industry, focusing on mining strength with midline sound variety. In particular, some funds focus on mainstream institutions Masukura in the first quarter, and the stock poised well, there were no significant pulled variety, can choose an intervention to wait for a short, sharp midline stronger opportunities, which for most investors have a strong operability.
Secondly, the blue chips, a number of mid-year report may provide a better distribution, such as sending transfer program, or the expected results likely to be substantial growth in ultra-cheap stocks to save fallen too far, we should also focus on research and tracking. In particular, because some cheap stocks to save a low base last year's performance, if there's improving fundamentals, or transfer of assets generate income, are likely to make mid-year report a sharp increase in performance. Since this type of cap, lower the adjustment to the full, performance is likely to lead to significant increase in stock price soared, the future performance of waves Niugu mid-year report is likely to be born from such species. Only in the operation, the capture of these species more difficult for ordinary investors.