Category: Money tips Release Date: 2006-11-19
Source: Hai Tong Securities Author: Meng Ya
Tape continue to be strong, including real estate and resources into a resurgence of the fundamental plate kinetic energy, while solar energy has the theme of G is led by massive Three Gorges sealed the daily limit, showing the huge solar eruption of raw materials subject kinetic energy, in fact, than the G Three Gorges of the solar theme more solid and even more shocking is that for the G zinc industry (000751) solar indium theme, the performance of its explosive growth momentum is very likely to blow off its stock price soared.
1, solar energy raw materials in Asia
Company is Asia's largest manufacturer of metal indium, the output share of global 1 / 10, gross margins as high as 71.96% compete. As a new solar cell materials, metals indium, copper indium selenide (abbreviated CIS) solar cells an important component, CIS cells conversion efficiency of 20%, equivalent to polycrystalline silicon solar cells, while CIS as a solar cell semiconductor material, has price low, the performance advantages of a good and simple process, while the price of indium is much lower than single crystal silicon, polycrystalline silicon, and therefore in short supply in the future solar cells will become an important direction of development, thus G Zinc Industry control the future development of solar energy the most key material, while the strong market demand for indium is expected to bring to the company to extraordinary opportunities for development, so the company's solar extremely shocking subject matter, and is expected to strongly sought after by private equity funds.
2, LED themes new energy-saving faucet
Company as Asia's largest semiconductor manufacturer of metal indium and its energy field in the semiconductor also a huge room for development. As the semiconductor lighting with energy-saving, long life, maintenance-free, easy to control, environmental protection, etc., and its power consumption is only incandescent lamp 1 / 10, hence its rapid pace of development, China has launched the "National Semiconductor Lighting Project", predicted that by 2010, China's LED industry will be more than 150 billion, and as Asia's largest semiconductor indium enterprises, companies in the semiconductor light-emitting (LED) occupies a unique position of the field, which is expected to share the semiconductor lighting industry, brought huge profits, which then the company has a hot energy-saving theme.
Third, resource monopolies and the performance surge
Company as the world's third zinc smelting companies in Asia, but also possess a powerful resource monopoly advantage, but the company recently bought Gansu Jianxin Industrial Co., Ltd. from 2001 to 2008 of zinc concentrate supply power, then the further consolidation of the company's the industry monopoly. As the international zinc price out of the bull market over the years rare in the world there 30 million tons of supply gap, and China's zinc production also accounted for the global 1 / 4 of the background, as Asia's largest zinc smelting company, company performance The growth is tremendous opportunity to usher in a golden, while the mid-year report shows performance of the company increased by over 345% year on year, and will continue to maintain its momentum, so the image of the company's blue-chip blue-chip is bound to attract a large number of power agencies large positions, which shares with a renewed outbreak of conditions.
Fourth, poised to fully break through soon
The Unit has always been a very sturdy stock of the first half had left the Lianfan many times the big cattle market, after nearly 5 months to fully adjust, the unit amplitude of the constant narrowing of the pattern is formed on the aggregation of large triangular shape The market is also very obvious Xishou features, with the theme of the re-emergence of solar energy, which had monopolized resources of the Unit of its explosive surge was already tense, can focus on!
