Category: Money tips Release Date: 2007-01-30
Source: Northeast Securities Author: Zheng Li Ting
Point of approaching the market from 1000 up to now, some have been excavated out of the depth of the main varieties of stock prices has been relatively high, so these stocks stamina is clearly not the primary. At present, the main shock of the market to re-excavation and layout of the next big Niugu created an opportunity. Therefore, those shares at historic lows, the formation of a new performance engine of growth stocks is the main focus on goals. The recent good performance of the new energy plate obvious signs of money involved, G Fengyuan, G Gan of the sharp rise is that the plates began to be concerned about the signs of proof of funds. G Chitianhua (600,227), the company is the market performance of fine varieties, with authentic new energy themes. Company and Guizhou Hongfu Industrial Development Co., CNOOC, signed an agreement, agreed to invest 260 million yuan to build an annual output of 300,000 tons of synthetic ammonia, 150,000 tons of dimethyl ether of coal chemical projects to the company's growth has brought new vitality, became a turning point in stock prices.
The domestic production of dimethyl ether big, bright prospects
Despite the recent fall in international crude oil prices, but in the long run, the development of new energy is a wait problem. As a new energy future, DME is an important chemical raw material, and because two ether oxygen to reach 34.8%, also can be used as supplementary fuel for motor fuel, civilian gas. As a motor fuel can substitute for diesel fuel emissions can be achieved ะจ European emission standards. Therefore, future market prospects of DME is very broad. The company in August 2005 and Tivoli Industry jointly set up Guizhou Tianfu Chemical Co., Ltd. annual production capacity of 300,000 tons of synthetic ammonia, 150,000 tons of dimethyl ether of coal chemical projects. In which the company invested 204 million accounted for 51% stake in the project The total investment will reach 2.6 billion after completion of project is expected to increase annual sales of more than 3 million in profit. High international oil prices led to liquefied petroleum gas prices, many Chinese local governments, taking into account the needs of civilian fuel, and even introduced measures to limit the liquefied petroleum gas prices. In order to reduce the cost of liquefied petroleum gas wholesale enterprises began to about 20% of dimethyl ether according to the proportion of co-firing in the liquefied petroleum gas. At present the price of liquefied petroleum gas 5,000 yuan / ton, while the ex-factory price of dimethyl ether at 4000 yuan / ton, 1,000 yuan per ton cheaper. Therefore, sought after by the liquefied gas sales organizations. This project has no doubt that's quite a broad market prospects, the size of an annual output of 150,000 tons of the leading enterprises throughout the country worthy of the position. The new energy into the theme of the company has brought new vitality, will become a turning point in the company's share price.
Benefit from the new rural construction, industry, economy-degree increase
Vigorously develop agriculture so that further increase in fertilizer demand, while the adjustment of agricultural structure contribute to the growth of fertilizer use. Therefore, strong support at the policy, China's fertilizer market is facing strong market demand, especially in urea prices go up 15 percent by the Development and Reform Commission policies, production continued to maintain a rapid growth momentum. Short-term decline in crude oil prices have also effectively reduce the company's production costs. Guizhou Province is the largest nitrogen fertilizer production enterprises, prominent position in the domestic industry, the company competitive products "Red" brand of urea access to the National Quality Inspection-free products, among the ranks of the national brand-name products, from the current size, companies are now the actual production capacity of 63 million tons of fertilizer production in Guizhou Province, accounting for 50% of the total fertilizer, 70% of the total nitrogen fertilizer can be described as unique location advantages, the leading industry highlight the advantages of regional monopolies, the company enjoyed sales tax incentives, market competitiveness has improved significantly .
Into the paper, the implementation of diversification strategy
Company's total investment of 3.16 billion yuan to build 200 thousand tons / year bamboo forest-paper integration projects, including the pulp and paper projects and raw material forest base project two parts. Pulp and Paper project in which a total investment of 2.88 billion, the project is completed, annual production of 102,000 tons of bamboo pulp bleached goods, produce 153,000 tons high-grade cultural paper. Annual sales income of 121,615 million yuan, tax 14,498 million yuan, net profit of 25,301 yuan. Raw material forest base project total investment of 28,397.8 million, afforestation projects are completed, annual sales income of 17,185.5 million, to achieve tax 4.192.2 million and net profit of 3,999.1 million. In order to ensure the smooth implementation of the project, in the last year, with the habit of water, Hejiang, Sichuan, Luzhou and other surrounding areas signed a years supply 580 thousand tons, "Miscellaneous Bamboo purchase and sale intention to contract" based on the group to step up construction of Chitianhua bamboo base, in 2005 the new 150 acres of high-quality Chu-Miao base in the completion of the project area bases 18.8327 million mu, self-built, a total of Construction raw material forest base of 2.253 million mu. The project will form a new company's profit growth.
Long bull formation, multi-year start Quotes
The secondary market, the stock is only 8 times the dynamic price-earnings ratio, earnings per share last year hit 103 million investment value grossly underestimated. Agriculture and new energy sources as a combination of leading enterprises, the main signs of significant financial Jiancang. The Unit is currently in the bottom of the historic large, recently presented a pattern of higher volatility, with volume amplification, long-term bullish indication has emerged, investors can focus on.
