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Data:2009-12-12 2:34
Source: Far East Securities
G-yang of light (600,673): The company is a central air-conditioning device - aluminum foil manufacturing enterprises, with the focus of the world's major air conditioner manufacturers shift to China, as well as the amount of domestic residents have to upgrade air-conditioning, aluminum foil industry has great potential. The company has seven hydrophilic foil production line, with an annual output of 33,000 tons hydrophilic foil production capacity, production capacity of domestic ranked first, accounting for 25% of hydrophilic foil market, monopoly obvious advantages.Historical Information: G-yang of light (600,673): short-term completion of box break May 29, 2006
Source: Masukuni Investment
G-yang of light (600,673) of the company's main hydrophilic foil, paint, electronic material products the production and domestic sales, with the air-conditioning industry reshuffle acceleration, health, and energy-saving air-conditioning will become the mainstream of the market was consumer It was further recognized as an air conditioner bulk hydrophilic foil potential materials, sales there is still much room for growth, the company producing household air-conditioner with hydrophilic foil production scale, market share is still listed first in the country, a better product consistent quality and after-sales service to win customers.
Hydrophilic foil is mainly used in household air conditioner radiator, the air conditioning radiator as the air-conditioning, one of the four components is the air-conditioning cooling, caused by the hot core component. Yang Light's customers in the vast majority of China's air-conditioning industry, well-known brand manufacturers, the company has become the Gree, Midea, Changhong, LG and other enterprises an important supplier, the company formed to Dongguan as the center, Shanghai, Qingdao for the two radiation Pearl River Delta, Yangtze River Delta and Shandong Peninsula in the market network, the company focus on air-conditioning manufacturer in the country coverage has reached 70%. In the long run, China's air-conditioning for every 100 urban residents in ownership is still relatively low, the market potential is more significant, since China is currently low labor productivity and good investment environment, the world's leading air conditioner manufacturers will shift production focus to China will be the establishment of production bases in China, making China's growing air-conditioning capacity for the upstream hydrophilic foil supporting industries provide a good opportunity for the industry.
The trend in the market from the stock situation: In stock resume trading after the completion of reform, its overall rise significantly underperform the recent trend in the market capitalization of interest under a stronger start, up the speed gradually accelerated, the amount of price Chai Sing a few days ago, has been implemented for short-term break .