Category: Money tips Release Date: 2007-03-24
Source: Bohai Investment Author: Zhou Yan
Recently, the "scarcity" seems to represent the wealth, representing an excess-profits, representing a price blowout! At the macro-control under the land about to become a "scarce resources", the macro-control not only failed to curb real estate stocks, but across the board on Tuesday broke out. Thus, resources, scarcity of energy resources has been elevated to a historical high in energy, resources, today's increasingly fast-cutting, new energy, resources, the rise of monopoly will lead to a long-term bull market.
The new energy markets of the potential value of 100 billion gold mine profits
National Development and Reform Commission has been raised twice this year, the price level of oil, gasoline and diesel prices increased by up to 500 yuan per ton. And the very recent price increase is expected to pass again. The face of long-term price of crude oil hub on the move and the state unit of GDP energy consumption to reduce the long-term industry ideas for the new energy sector in the stock market's long-term active market provides an excellent background. Energy supply has become a bottleneck for China's economic development, "Eleventh Five-Year Plan" that China must accelerate the transformation of economic growth in order to cope with energy shortages and promoting economic development and population, resources and environment in harmony to achieve sustainable development. As technology advances, the expansion of production scale and policy mechanisms for continuous improvement within the next 15 years, solar, nuclear, and petroleum products and other new alternative energy sources will become China's energy supply system, an important part, and the traditional energy go hand in hand. 2015, new energy and renewable energy industry will become the national economy, a new industry, the potential market value of about 1,000 billion yuan. From 2005 to 2006 in the first half performance, the new field of energy stocks leading solar power Novo, G Tianwei such as the performance of individual stocks has been a sharp growth, the future growth of new energy-related stocks worth looking forward to the performance. With the recent short-term market, new energy-related stocks have been signs of renewed activity, it can not be said the United States with the recent listing of Tianwei Poly news related to recall of Baidu Japan by the fanatical pursuit of funds, Tianwei Poly will also set off a Wave wave of the outbreak of new energy blowout.
Resource monopolies and institutions favor the performance and stock price, "take off together,"
Because resources are listed companies with a monopoly market share plates of all or most of the resources required, so they have the final pricing of products on the market, but also be able to risk the success of the upstream cost increases passed on downstream businesses, in order to ensure that they maintain a high gross level of interest rates. Because these listed companies with a stable of superior performance, in the market has attracted many investors, especially institutional investors, the attention of the QFII investment in China continued to increase against the backdrop of a trade monopoly advantage, will become a listed company investment choice. Historical trends from the market point of view, resource monopolies and the background of the listed companies, the trend is far stronger than the broader market. G potassium (000792) It is due to hold a natural monopoly of resources brought about by stable and sustained growth in profits year after year makes the company the right to full recovery after the stock price up to 80 yuan or more. Another example is the outbreak of doubling short-term G-National Security (000,839) is also a benefit from the advantages of a monopoly on resources obtained large funds continue to grab chips. Obviously monopolize the resources of the performance of listed companies are showing a steady, continuous rise, and to become the preferred standard in institutions.
Mineral resources - the forefront of the industry chain highly profitable monopoly
The recent past, the Middle East and South Asia, unstable political order, war, worldwide natural disasters exacerbated by uncertainties affecting the international market-based raw material prices generally rose. Coal, copper, tin, aluminum, gold and other mineral resources, the price rose, which stocks to take a good mineral resources had an immediate effect. In such a surrounding environmental factors, a number of mineral resources with the strategic theme of stocks is also expected to be the main launching multi-Quotes of the vanguard. Shares will also be a result of such short-term investors should focus attention to variety. Among the many resources of hegemony in the world's resources with the most spectacular corporate monopoly. In China, mineral resource companies, the scarcity of the most distinctive characteristics. As the mineral resources at the forefront of the industry chain, these companies raised the prices at the same time, their value is enhanced. Such as Rare Earth Hi-Tech, the company has a monopoly of the rare advantage of global resources, and is expected to earn high profits through monopoly. Zinc Industry is the first in Asia and the world's third zinc smelting company, is one of the few in the rare areas of China have very obvious advantage of the resources of a monopoly business. Tongdu Copper is a copper resource monopolies, Tibet, mining, Jinrui mining, Lanzhou is also the secondary market to investors shows the value of shares of different mineral resources. These stocks were among the QFII secretly by the end of 2005 was absorbed in one hand and the first half of 2006 to plan out the resources unit at the blowout super bull market, to become the biggest bright spot in the first half of the market, its rate of return is even more amazing!
In short, limited resources and non-renewable, making the resource company has its price and supply monopoly. Scarce and its supply of mineral prices have continued to rise sharply, but also led the company's sales revenue and overall profits will rise. One G-Lan Tai (600,328) a monopoly on the nation's largest salt lake resources, while metallic sodium the size of the production scale ranks the world's first and most unique of sodium in atomic energy and capacity, texture, excellent! The company's stock has more than just 5 yuan, not only with the Yunnan Salt, G falls far short of potash, etc., and G Tianwei New Energy shares such as price ratio also has a strong advantage, at any time may trigger a violent upside, we recommend investors to focus on attention!
