Category: Money tips Release Date: 2006-09-20
In last Monday Securities Regulatory Commission spokesman made it clear that the functional recovery of market financing to be three steps, the stock continued to rise significantly. We believe that this may not become clear that the financing problem of giving the market a "boot floor" effect. Bad case of short-term contrarian market upward trend is likely to be lagging behind the market's reaction to bad news, once the market inertia to do more kinetic energy to release the full, the market is likely to begin to gradually absorb disadvantages. On the one hand is the "crowding out", the new high-quality enterprises to go public, institutional investors are likely to throw the "old" buy "new"; the other hand, the Fund's IPO, led by the institutions will not give up the no-risk strategic investment profit opportunities. The macro-controls and the expected monetary tightening pressure on short-term market pressures will also be reflected.
In fact, the Shanghai Composite 10,11 last month near the shock at chunill nearly 30 trading days in early January this year, near the shock at Senji 8 trading days in the year near the 2,3 month in Qiansan shocks more than 30 business days. Thus, although the broader market last week, reaching a high point of the current round Quotes 1419 points, but because more profitable chips for gush Wheeling, tape near the wide fluctuations in the four modernizations is normal. Therefore, we insist to continue to take defensive investment strategy, but also concerned about the theme of independent innovation investment opportunities.
Strongly promoted at the national independent innovation, accelerate the development of high-tech industries and the national strategy to revitalize the equipment manufacturing industry, the future will probably emerge a group of independent innovation and technology industry through technology access to technological advantages, with R & D capability advantages into a listed company, they are will usher in a better investment opportunities.
The first is the concept of new energy sources. In the next 15 years or so of time, solar water heaters, wind power and solar photovoltaic power generation, bio-energy can be gradually equipped to compete with conventional energy sources is expected to become alternative energy sources. New energy and renewable energy industry is becoming an emerging industry, the national economy, the future with a larger space for development. Although the new energy-related stocks last week, to be seen, but the G Tianwei, G aerospace, G windsurfing concepts such as photovoltaic, G Fengyuan concepts such as ethanol, G Gordon electricity concept of wind power strategy can still be worthwhile band to participate.
Followed by communications and information technology. Upgrade trend in the consumer, communications and information technology industry as a whole the economy is expected to continue higher, has been established technical advantages, have the capability of independent innovation of companies such as telecommunications equipment industry in the G ZTE, G power source, the electronic components industry in the G Su Changhe Electric, G Health benefits, the software outsourcing industry in the new G network, G Neusoft may be worthy of focus.
The third is the concept of defense. This is currently the most ability of independent innovation plate. The next few years, average annual growth rate of China's national defense equipment, is expected to maintain a growth rate of over 10%. In China's defense modernization process, the military industrial enterprises are expected to benefit from it. Can focus on two categories: First, the sky to earth with the integration of the listed companies, the state's "long-term Science and Technology Development Plan" has three involved aerospace industry: large aircraft, high-resolution Earth observation system, contain human space flight and lunar exploration project, you can focus on G rocket, aerospace electronics, China's satellite, etc.; the second is to strengthen the air forces of the listed companies, high-tech weapons and equipment research and development and manufacturing has been the focus of development of China's defense industry, large aircraft and fighter planes The modernization is an important symbol of modernization air can be focused into a hair science and technology, Xi'an Aircraft International and Hongdu Aviation.
Fourth, and equipment manufacturers. Intense competition within the industry, less product differentiation, and only those who insist on self-innovation companies can gradually get rid of the low-end of bayonet fighting, high-end products to enjoy high profits, G Zhenhua, G force, G heavy machinery is one of them outstanding. The CNC machine tool equipment manufacturing industry is a key equipment to Shenyang Machine Tool, Qinchuan represented by the development of the domestic machine tool, after leading enterprises have the advantage of a strong development momentum. Where, G Shen Machine is the leading enterprise CNC drilling vehicle, G Qin development is the leader in the field of precision machine tools, could deserve focus.
