Category: Money tips Release Date: 2007-03-02
Source: Tai Fook Investment Authors: Chen Zhaorong
The last adjustment of the same hot spots tend to resolve the broader market sector rotation time of crisis, today, "the concept of shares of stock reform" and the Tianjin Binhai plate sealed in several leading daily limit early, timely stabilized popularity, has maintained a steady rebound in the broader market trend . Since the grasp of the main operation of the law, it should be ahead of the layout of the main pre-empt the first to buy the next step will lift stocks. We believe that the hot spots are also pre-agricultural unit, is expected to become the new Toronto Canada, especially in agriculture stocks in the alternative, such as the G in animal husbandry (600,195), the shares of China's animal husbandry and animal disease prevention system, an important component of the state's major animal disease prevention and treatment, with a key and indispensable role and status of the main force.'s also a bird flu, foot and mouth disease, Streptococcus suis and other key national animal disease prevention and control of vaccines designated production enterprise. May be assimilated to the status of the industry, "Tiantan Biological Products" in the status of human use vaccine industry, the difference is the major shareholder of the Temple of Heaven Temple of Heaven are similar to other affiliated enterprises, while the animal vaccines, animal husbandry and all of the Group's operations are concentrated in animal husbandry and stock, from this point that, G's superior position in the animal husbandry and even stronger than G Temple of Heaven Temple of Heaven and the G surging share prices close to 16 yuan, G in animal husbandry and only 6 yuan more than the stock, a difference of as much as 10 yuan, Bijiaxiaoying is obvious. At the same time, through asset reorganization, the water Holdings G, animal husbandry, the recent G-COFCO Group Holdings COFCO land (000031), is very strong, showing the "in" prefix to the enormous power of corporate restructuring, I believe that strength is not weaker than "in grain "and" water "would set off" waves. " The most explosive subject matter is a holding subsidiary of G in animal husbandry, "Qianyuan ho biological" in the second half of this year will be listed on the Hong Kong Stock Exchange, Lenovo G Tianwei, a subsidiary of spin-off from the listing of rose five times, can not help to make an active interest in people. That have announced results for first half of 2006 increased 50% year on year advance.
Biomedical leading overweening
Companies in biotechnology, especially animal vaccines is the leading enterprise, but also won the State Department of Agriculture approved for production poultry ยง Fortunately, Guo Li-cord Mu brag risk transfer? Company's main products include poultry vaccines, veterinary vaccines, special three-part vaccine It is the most comprehensive variety of domestic products, the largest production capacity, quality, stability and good market share of the first backbone enterprises. animal vaccines, the production volume has more than 20 billion feather copies, accounting for more than one third market share, multi-dimensional feed market share reached 15%, highest in the country this year, shares have even been in the Ministry of Agriculture, animal husbandry, as foot and mouth disease vaccine and the bivalent vaccine of Streptococcus suis fixed-point production enterprise, technological advantages are obvious. Product gross margin was 60%, is a highly profitable product. Now officially approved by the Ministry of Agriculture, the nine designated poultry influenza vaccine manufacturing enterprises in Nanjing Merial (50%), and Qianyuan ho Biological (accounting for 52.92%) are company owned sub - company. Nanjing Merial is the world's largest manufacturer of animal vaccines, at present all the equipment will operate at full capacity; Qianyuan ho biological products are also exported to Southeast Asia and other epidemic-hit areas. At the same time, Zhengzhou is also on the basis of the original bio-pharmaceutical companies an additional 15 million investment, inactivated vaccines to poultry shop had expanded its production capacity to rapidly expand the scale of the future in the countries to strengthen the immunization of animals under the principle of the release of production capacity is expected to enter a period of , growth will gradually reflect the company's high-margin growth in market demand for vaccine products to the company is expected to remain considerable room for imagination. Meanwhile, the construction of the new opportunities in rural areas caused by the company will also produce long-term positive.
Assigned to the rapid development of water
According to the recent approval of the SASAC, China's Mu Gongshang Corporation and China Fishery Corporation carried out a major reorganization is completed, the water group to be adopted in the animal husbandry group, control, animal husbandry and 27,000 million shares of state-owned legal person shares, accounting for the company's total share capital of 69.23%. In the Water Group is China's most powerful, comprehensive, state-owned large-scale aquaculture enterprises; 7l billion in total assets and net assets of more than 30 billion yuan. in the water under the operation of the Group, G in the strength of animal husbandry will be greatly enhanced. Feed and feed additives in animal husbandry is a G, one of the main business, the profit contribution of 30%. As the aquaculture industry in the economy rises, demand for feed, rapid growth in sales revenue grew steadily. A major shareholder in the Group's controlling shareholder, animal husbandry and water into a group, and is expected to be middle peasants into the development of veterinary service companies, expanding the company's veterinary scale, the company is expected to bring strong earnings.
Equity Carve-Outs, space great
The second half of this year, the company holding 52.92% subsidiary of Qianyuan ho Biology Co. for approval by the relevant mainland authorities and the Hong Kong Stock Exchange agreed to be issued H shares in an open sale, and placing a combination of distribution, Qianyuan ho biological Share Co., Ltd. is a G in the animal husbandry stake in Beijing Haidian sea animal health technology company, Yunnan Baoshan vaccine factory, Beijing Road, Yue Hing Venture Capital Co., Ltd. and China Agricultural University, initiated by five promoters set up a joint venture, in which to hold the shares in animal husbandry and 52.92% stake in the company. Once the listing of Qianyuan ho successful, the book is expected to bring huge benefits.
Platform to start, a soaring
The secondary market, after a long-term adjustment, the front pulled out a heavy volume accumulation, the trend shows that the main active approach to attract capital, recently finishing up graphics rendering sideways, the bottom of the gradual elevation, that is, the theory said some operations The "take-off platform" presents average long arrangement, appeared Tuesday pulled out a small bald barefoot Yang Xian, showing multi-shot K-line combination of the mentality of the main breakthroughs pulled exposed, it is worth focusing on.
