Category: Money tips Release Date: 2006-12-18
Source: Xiangcai Securities
Thursday the two cities within a narrow range close-yang, the uplink channel to maintain a good, while Shen Chengzhi has received even a rare nine-yang, to do more effectively gather momentum, the market hot switching, orderly and non-ferrous metals in the steel stocks, as well as the two plates do more together under the amount of the stable amplification, while the merger integration theme, Branch network, commercial and medical plates were repeatedly active in the development of icing on the cake for Quotes. Set integration, 3G, low price and many other small-hot subjects and a G-south-oriented (600,301) is worth focusing attention: The company is the country's major basic chemical raw material production bases and regional advantages are obvious, the industry is rising cycle. The company plans to produce local resources superiority and acid, alkali combines the advantages of the development of rare earth mineral resources, and Titanium. Desert to be with the Guangdong co-founded River Rare Earth Co., Ltd., Nanning, Shenyang dilute Courier New Material Co., Ltd.. Rare-earth rich in mineral resources in Guangxi and did not develop, is the world's only remaining one to the surface of large rare-earth high-grade ore, the exploitation of the lower degree of difficulty, the company by virtue of the project is expected to exploitation and utilization of scarce resources.
Nanning Zhengda's acquisition of building materials company, they can protect the enterprise of PVC production system of high load operation, Nanning Chia Tai Building formerly a subsidiary of Chia Tai Group of Hong Kong companies, the acquisition is completed, will introduce the domestic mature technology on the existing cement production line technological transformation in order to adapted to deal with the requirements of calcium carbide slag, both the treatment and effective use of the company's calcium carbide residue to protect the high-load production of PVC, while increasing cement production. The projects are all put into production, cement production capacity of 80 tons / year, achieving an annual main business income of 158 million yuan, total profit 15 million yuan, but also reduce the expenditure of about 1000 million to tackle the waste residue, earnings per share will be 0.13 yuan thickening .
The company also has a popular 3G concept, huge amounts of money buying shares of the Shenzhen Chinese Communication Co., Ltd., large-scale intervention promising 3G industry, Shenzhen, China GrenTech has a leading position in the CDMA repeater equipment, the core technology - RF series of technical, series of independent intellectual property rights and has become the communications industry, the domestic national brand banner, the company is expected to reap the 3G blowing feast.
Set a hot stock market, merger integration, 3G themes, as well as the concept of scarce resources is equal to one, the recent use of positive incentives, the slow drive out of the bottom of the content can effectively enlarge upward trend has been established, future to speak of focus.
Historical Information: G south of (600,301): Southern Titanium "Wang" + yuan appreciation, the bottom broke out June 13, 2006
Tai Fook Investment Chen Zhaorong
G Nanhua (600,301) is one of the leading enterprises in China's chlor-alkali, technology and production scale ranks the leading position is the country's major basic chemical raw material production bases, the company main business of the chlor-alkali chemical industry and its products, pesticides, , disinfectants and other inorganic and organic chemical products, research, development, production and sales.
The company in 2005 earnings per share up to 0.3 yuan, from 4 yuan more than the stock point of view, is still in the bottom of the value of history, has been grossly underestimated. Trend, the main heavy volume accumulation has been pulled, and then immeasurable callback, and then pulled heavy volume accumulation, and then immeasurable callback accumulation in large numbers, once the break up heavy volume, long bull trend will begin.
