Category: Money tips Release Date: 2006-10-05
Source: and News
Strong morning pulled
Transaction reason: The company main products of ibuprofen through process innovation, equipment modification, greatly reducing the main raw material Isobutylbenzene, such as neopentyl glycol consumption coefficients, successfully resolved the unfavorable factors of rising raw material prices, improved product quality, improve the competitiveness of products. The company's current main development direction of the company's future performance will bring some positive impact to upgrade.
Investment Highlights:
1, the new energy (DME): June 2006, the company plans to invest 109.43 million yuan annual production capacity of 100,000 tons of dimethyl ether project construction period is 8 months. Dimethyl ether is a new type of clean energy, in the alternative to liquefied petroleum gas and diesel oil showed a better economy and huge market potential, a state encourage and support products. Departments are developing DME as a fuel for civilian use of the standard.
2, leading API: The company main product "ibuprofen" a capacity of 3000 tons / year, the first domestic production capacity ranks third in the world, but also the only certified through the European COS ibuprofen manufacturers. Company's existing 300 tons / year of "sapogenin" production equipment, production capacity of China's first home is the industrialization of agriculture leading enterprises in Hubei, Tianjin, medicine, and so has become the domestic saponin use of large pharmaceutical companies top 5 suppliers .
3, methanol: The company is the South largest methanol production enterprises, the scale of production to 6 million tons / year. And obtained to determine the strategic focus of China's petrochemical supplier. With the methanol production breakthrough olefin substances, as well as natural gas prices, methanol production prospects.
4, fine chemicals: fine chemical industry in recent years has maintained a rapid growth and vitality, the company now has 2,000 tons / year chlorpromazine chloride plant, 1000 tons / year butene diol devices, 300 tons / year dioxo-7 ring devices and other products. VB6 driven by the market, the industry market situation was good, prices have been rising for the company to create a better efficiency.
5, heavy chemical industry: The company is the nation's first polypropylene plant a small bulk polypropylene plant, with nearly two decades of production experience, with its own proprietary coating material technology, excellent product quality, in the Jiangsu and Zhejiang with a very good one reputation and competitiveness of the market, some domestic enterprises have gradually become a large petrochemical company's polypropylene users.
6, the world's energy strategy: In the high oil prices, future oil shortages, global warming, developing the rural economy in the 21st century the major issues facing the context of agriculture and energy, bio-fuels will have a significant impact on the sustainable development. Bio-fuels in the international market has been formed, is expected in 2020 will account for 20-30% of transportation fuels, and can effectively improve the ecological environment and promoting rural economic development.
Risk Tip: State, through administrative means to a sudden tightening money supply, which further intensified competition in the pharmaceutical industry, from medical insurance, tendering and other barriers to the formation of drug sales has greatly limited the speed of new products entering the market.
Investment advice: the Unit has a very good investment theme, we recommend investors to choose the infiltration, with reference to the price the region 3.32 - 3.45, the first target located at 4.50 yuan. In this investment rating to "recommended."
Historical Information: G Wikipedia (000,627): New energy cap, lower-fat power of upside to focus on May 18, 2006
Source: Tianxin Investment Authors: Yong You-Jie
Company's main product, "ibuprofen" a capacity of 3000 tons / year of domestic production capacity ranks the first and third in the world, but also the only certified through the European COS ibuprofen manufacturers. In addition, the company's existing 300 tons / year of "sapogenin" production equipment, production capacity among the national first, the industrialization of agriculture leading enterprises in Hubei Province, has become Tianjin Pharmaceutical, Xinhua Pharmaceutical and other domestic use five saponin Bit of large pharmaceutical companies suppliers.
Should focus on is the concept of the company's clean energy. Company is South Africa the largest methanol production enterprises, the scale of production to 6 million tons / year. And in the second half of 2004, Sinopec won the supplier to determine the status of strategic focus. Promote the use of gasoline with methanol, methanol production of olefins breakthrough substances, as well as natural gas prices, methanol production prospects.
Technically, the unit pulled up the bottom of the continuous heavy volume, the trend clearly independent of the broader market is expected to continue strong afternoon break, you can focus on.
