|
|||||||||||||||
|
||||||||||||||||||
Data:2009-12-12 2:34
Source: Luo Lu Shi Galaxy Securities
Broader market Thursday continued upward reaching a record high, but in 3100 under the point of rapid callback Yao City, Shanghai stock market to a cross-Star Yin income, transactions larger than in the previous session. From the historical trend of the two cities look at the big board every new high or a significant integer, there will be a callback the next pass. And from a technical point of view indicators for the broader market does have some consolidation requirements. Let us form a careful analysis of technology, Hu Zhi-yang after a big row and then closed out the Jigen epipolar line, then the consolidation of the broader market will once again do a callback? We do not exclude such a possibility, but the broader market, after they each callback another record high, and the effects of individual stocks profits crazy speculation that the bull market, we should not miss the opportunity to swap every callback, and speculation opportunities for individual stocks, therefore, Our view is that as long as the broader market does not fall below 3000 points tomorrow, will also continue to actively participate in individual stocks speculation, of course, stock selection is critical.
Shanghai stock market in a cross-star, suggesting that broader market may also be possible to speed up a substantial correction, on the one hand it implies that broader market changes will occur, but also implies that the market will change hot spot, which is the bull market in stocks under the structural adjustment is the adjustment phase anastomosis. Shift from the recent hot market point of view, there have been signs of turning hot. Our view is that the market is likely to pre-speculation themes will shift to the stock-picking performance and policy developments mainly because getting into the end of March early April peak of annual reports of listed company's annual report the risk of explosions of mines will pure speculation themes, stock prices have been pushed up and away from the fundamentals of individual stocks to support the risks faced by the annual report, but will more fully poised blue chip stocks, performance, high-growth stocks, as well as blue-chip stocks by the market welcomed the White Horse. Meanwhile, after the end of two, as we have analyzed the trend of national policy guidelines for stock selection will become the body and that is why the recent subject of medicine shares with the people's livelihood, with energy stocks repeatedly strengthened environmental protection concepts. After two sessions, we have repeatedly stressed that under the two policies, energy-saving environmental protection and new energy concepts and the concept of a policy to support the three rural issues should be the object of our future focus. Following the concept of environmental protection, after today, with the new concept of solar energy dark horse.
We recommend that the market outlook should continue to focus on environmental protection, new energy, agriculture and performance of high-growth themes excavation and speculation. Of course, the concept of futures and securities dealers benefit from the concept of the concept of the most sought after markets, we also not be ignored. Individual stocks, the recommendations focused attention on Xinnongkaifa (600,359) and Vico essence (600,152), because with the great bull market, brokerage stocks the past two years has created a lot of consecutive daily limit of riches myth, in which the city share is 14 consecutive a daily limit, S forward is to create the miracle of 26 consecutive daily limit, while the Xinnongkaifa with the daily limit has been continuous with the shares of the Tianshan Mountains in Xinjiang, like textiles and securities subject matter, and its top ten shareholders of circulation is also surprisingly big Niugu S forward flow of the top ten shareholders ---- Beijing Hao Che-hung, real estate companies, which are significant in the third quarter, and Xinnongkaifa Masukura S forwards, and it is located in Xinjiang, with cotton, dairy farming and other rich resources , intervention characteristics of national medicine in Xinjiang, there was Rogers favored commodity prices subject matter, and it co-operation with Hong Kong companies to enter the field of viscose fiber and viscose fiber spiking had recently spawned a lot of good fiber big black horse. And following the previous day's business environment, Feidahuanbao concept stocks led the major environmental problems such as city, set off an environmental crisis.
Market hot plate a gradual transition to new energy sources to power promise the sun, S Science City represents solar energy, wind power new energy stocks to show strong upside momentum. Environmental protection, new energy concept of the recent Zhang Sheng market, not just conceptual speculation, but there is a strong support for the policy aspect. Central Committee on the "Eleventh Five-Year Plan" clearly put forward the proposal, the Chinese economy will be the traditional "high-consumption, high pollution and low efficiency" of the extensive growth mode and gradually to the "low consumption, low emission, high efficiency" of the intensive growth style. In other words, environmental protection and new energy sector stocks that have market potential for home loans to borrowers in the long term. Vico essence (600,152) project covers an area of 1000 acres of the proposed Energy Veken Industrial Park, vigorously develop the solar industry brings a huge return on investment
