Category: Money tips Release Date: 2007-02-11
To change the mode of economic growth, improve the quality of economic growth in the market is running the background, looking to determine the needs of growth in the macro environment of uncertainty is particularly important theme of investment is expected to be a breakthrough in the market, and has already begun rehearsals. The new energy and energy-efficient technologies, technological progress and independent innovation, advanced services, new rural construction, as well as localized industrial upgrading and regional economic development should focus on the themes of speed, which we have particular emphasis on rail transportation, and national defense are two sub-themes; split share structure reform of the investment opportunities in addition to the "treasure hunt" game will continue to perform in addition, G Unit, plates, large shareholders additional commitments, the implementation of equity incentive plans, there are refinancing plan as well as after full circulation with large mergers and acquisitions value of the company's concern.
New Energy in 2006 to achieve results-driven The new energy sector is currently the largest hot spot - PV industry as an example. According to Lyon, France, the Securities (CLSA) data, in 2004 the global PV industry grew by 60.4%, is one of the world's fastest growing industries in the next three years, the global PV industry, the golden age of profitability; this kind of industry background The past year is the world's largest bull market in solar energy stocks, the current market value of the largest photovoltaic company Solarworld from 2004 to mid-2005 one-year period up to 15 times! China's PV industry is still in its infancy, the country's new policy on downstream energy industry demand for direct stimulation of the user has not yet appeared; but even at this stage, the upstream (silicon material) does not meet the downstream is still strong demand for high-growth, silicon material sometimes even at a price no city, state, a conservative estimate, this supply gap in 2007 before this is basically balanced. It can be predicted, is in high-growth phase of the new energy sector from this year's Imagine driving into a 2006 performance-driven.
The theme from the focus on recycling economy: on the one hand, energy-saving water-saving products, energy-saving environmentally friendly cars, energy-saving and land-building, energy-saving equipment and materials, green consumption, green lighting (LED) related to listed companies should focus on; the other hand, some more polluting industries such as building materials, paper making, metallurgy, chemical and other industries if the promotion and development of waste recycling and resource recycling and other areas of advanced technology can not only increase economic benefits, but also to higher valuation levels (to reduce pollution ), there is a certain revaluation of the opportunities, we can focus on circular economy pilot projects related to listed companies.
National defense to determine the long-term growth in demand "Eleventh Five-Year Plan" will be up to independent innovation, the level of national development strategies and as adjusting the industrial structure and transforming the mode of growth of the central link. From this strategic focus, including equipment manufacturing, high-tech industry, information industry, defense industry, biotechnology industry, including five types of advanced manufacturing industries, with independent property rights, brands and core technology became the technological progress, self - Innovation under the theme of the inevitable choice.
Here, we emphasize independent innovation and technological progress and closely linked to national defense industry. Economic development must be synchronized with the national defense construction, comprehensive national strength and military spending has always been to maintain a certain proportion of the Taiwan Strait, East China Sea and South China Sea oil and gas resource development, China in Central Asia and the Caspian Sea, Africa, the Middle East and other places, the interests of the urgent need for a strong military force the guarantee, the U.S. military presence poses a direct threat to China is to strengthen China's national defense building, one of the starting point. Since reform and opening up of China's national defense construction actually lagged behind the economic growth, particularly in the modern equipment, with the United States and Russia, the gap between the traditional powers and gradually widened. Therefore, China's defense industry there is a "remedial" stage, the defense industry in China is a "strong GDP associated with the industry."
As the defense industry itself has quite a wide range of industrial chain, can drive electronics, telecommunications, information technology, new materials and many other high-tech industries, modern high-tech defense industry characteristics determine its presence in the industrial structure to upgrade the entire national economy, technological progress and labor productivity gains, etc. must have a huge boost. While the defense and military information disclosure of listed companies, lack of transparency, or the presence of a large number of related party transactions, corporate governance has yet to be improved, but the advantage is that these companies have long-term to determine the growth in demand, and its order is guaranteed , in the current uncertain macroeconomic environment, it is particularly important. We recommend that investors in the defense industry and oil-related companies and key security concern, the existing listed companies, Hongdu Aviation (600,316 market, information, advice, more) and rocket-propelled shares (600,879 market, information, advice, more ), respectively, in their respective fields in a relatively advantageous position, able to share a large extent on the corresponding benefits. A total of 3 1 [2] [3]
