Category: Money tips Release Date: 2006-03-03
Source: Industrial Securities Author: Chen Yi Ang
Thursday, June the first day of trading, the Shanghai index another a history, to 1684.71 points, touched an intraday high, easily broke through the May 16 record high of 1678.60 points, accomplishing the highest since the current round of Quotes This from the Shanghai index, another important psychological barrier of 1,700 points within a whisker of index point and the challenges of this important trend has become increasingly evident, the market outlook is expected to a strong buying in the market, driven by the success of a breakthrough.
Colorful hot market, limit-board stocks up to 110 of the giant, which also restored the previous owners Quotes Shenglang active in individual stocks, market power to do more than heat was rapidly stimulated strong again, especially those technical-graphics low, there is Theme support for stocks, but also become the market's most sought-after species. Such as the recent G-by Baoshan Iron and Steel Group, Handan Iron and Steel stock holdings of short-term almost doubled, that is, the most typical examples of subject matter for speculation. The main similar to the G fund is a good use of Handan Iron and Steel that can best stimulate the market to do more warm-floating mechanism of the M & A theme, not only to make the unit fully speculation, but continued to lead the steel plate into the recent bull plate, re-order tape close to 1,700 points, also put such a strong effect of the money transfer to the warrants market, and more than steel of the warrants have achieved short-term double or even turned a good situation repeatedly.
In news, the Bank of China released the first quarter of 2006, monetary policy implementation report said that China's future upward pressure on prices to be highly concerned about excessive growth of fixed asset investment, foreign trade structural contradiction, liquidity, too much may bring to the risks concerned with the overall inflation risks. The next stage, the central bank said monetary policy to maintain the continuity and stability, reasonable regulation and control the total money and credit, strengthen policy coordination and foreign currency to improve regulation and control initiative, to prevent the excessive growth of monetary credit.
Meanwhile, the Shanghai and Shenzhen Stock Exchange, today released the "major shareholder of a listed company and its subsidiary companies occupied by non-operating funds Circular (No. 2006)," public disclosure as of May 31, 2006 shareholders of a listed company and its subsidiaries corporate non-operating funds and debt settlement occupied by their commitments. Notice not only exposed the names and occupation of the amount of listed companies, also announced the listed company and the occupied side of the legal representative of the name, which is no precedent in the securities market. This time, the published list is just the beginning, the exchange in the future will be regularly published on the designated media unfinished debt settlement of listed companies and the occupation of the list of parties to give full play to the role of social and public opinion, but also for the market to create a good investment climate, improve the overall market the company provides a solid guarantee of quality.
Handan Iron & Steel doubled from the trend of G investors should probably focus on ideas to operate on the theme of digging the body, such as the focus of this column yesterday, Comments of the two drugs and G Stock G-day Northern Health Thursday disk performance is good, but also their unique themes to attract the market's attention, the share price in order to come to the fore. Chong Guan close to 1700 points, is poised to continue the theme of mining stocks have the potential to become the afternoon outperform, avoiding won the key index can not win the money.
One, equity battle theme, on behalf of individual stocks G Hongfeng (000,594): equity dispute the charm of subjects from the Handan Iron and Steel double Quotes G shows its power, we should not ignore the hidden share the same battle theme G Hongfeng , from the top ten shareholders of the company, we can see, Songshan District, Chifeng City, the largest shareholder of Gold Industry Corporation holdings 161.4427 million of the total share capital of 28.77%; while the country's second-largest shareholder of Shenzhen Heng Industrial Development Co., Ltd. held 126.3182 million shares, representing a total equity 22.51%; a difference of equity, there are only a mere 6.26%, hidden options and competition between Baosteel Group and Handan Iron and Steel Group is exactly the same situation. What is more noteworthy is the company and the Matterhorn groups have carried out the transfer of assets and signed a "asset transfer of the book" to the original price of 386 million yuan Baiyinnuoer Lead-zinc division of all assets and liabilities of the transfer of the funds received for the the development of Beijing real estate industry. I believe the company's successful transformation, would enable the two major shareholders, fought a "concrete actions", the future ownership of the company stock a huge imagination.
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Second, the performance increase of subject matter, on behalf of individual stocks G Hualian (000036): a quarter of the company in 2006 more than 2000% growth in core, its monopoly of the world's largest PTA project, with a total investment of up to billions of dollars in annual output of 600,000 tons of new materials PTA large petrochemical projects, is the world's single largest production scale, the shortest construction period of the PTA project, the project put into operation since June 2005 billion in the year following the realized net profit, sales rate and loan recovery are 100%, profitability is extremely strong. Recently, PTA products, shortages to soaring international prices trend emerged, while the dependence on imports for more than 50% of the domestic market is more in a tight state, a huge gap that needs to bring domestic prices trend in PTA is more violent. Moreover, the company's 2006 first quarter revenue over 2000% surge year on year, while G Hualian major shareholder additional reform commitments to the price of shares in 2006 earnings per share more to achieve in 2005 to 16 times, huge room for growth to be poised to make the unit hair, rose Thursday to do more is a strong signal, an active interest in future to speak of.
3, IPO subject matter, on behalf of individual stocks G Copper Peak (600237): IPO first off the market shares of China CAMC Engineering, Hebei undeclared workers speculation boom, just a few short gains reached 50%, making money effect is very strong. Recently, the second IPO's Coship Electronics is expected to stimulate the same type of speculation in technology stocks, G copper peak (600,237): The company is the leading enterprise in the electronic components industry, its capacitors, organic thin film, metallized film three kinds of products always maintain market share, first in the country, leading to the market effect of a rich imagination, but also to incremental funding, gives the stage themes. It is worth noting that the company's main capacitors using thin film is metallized film, film capacitors upstream product, the company the size of capacitor film also led to its advantages of metallized film, film capacitors on the scale advantages, especially company in the "Electrician 3 membrane" on the scale to create the company's leading position in the industry. The company has developed a 2010 development plan within the next few years, the company will build a world-class thin-film capacitor and its associated components of the research, development, production base, a world-class aircraft carrier turned out to be. By 2010, according to company's existing leading products will be calculated to achieve the following goals: industrial output value reached 30 billion yuan, annual sales income of 14 billion yuan, annual profit amounted to 320 million yuan. Will enable the company is currently operating results showed ladder-type growth.
Fourth, new energy + bio-pharmaceutical subject matter, on behalf of individual stocks G-Cheng Chi (000.99 thousand): The company and the oil industry, to add the famous "Spirit Elway," co-established the Jiangxi, Seishi Oil New Technology Co., Ltd., Beijing Cheng-wei oil Shiko Products New Technology Co., Ltd., and introduced for reducing gasoline consumption, remove the fuel oil coke and governance of the fuel treasure vehicle exhaust products, detected by the State Environmental Protection Administration, and has become the market's first fifth-generation (at the highest international level) detergent products. Relevant data show that a 10-million tons of oil depot, use the "spiritual Elway" marked by high-performance gasoline or diesel depressant agent can be a gasoline or diesel fuel to improve the quality and grade, after deducting the cost of the use of additives, customers an increase of efficiency by 1000 million yuan. As the project has good economic returns, and therefore domestic oil products in short supply in the context, it is highly likely to be vigorously promoted. At the same time, the company's concept of life-medical cause for concern. The company initiated the establishment of life-Cheng Chi Chi Cheng Technology Co., Ltd. and Jiangxi Bio-Engineering Co., Ltd.. Has a unique microbial fermentation production of L-glutamine and D-ribose in process technology and process, with an annual output of 300 tons of production capacity. As the D-ribose in heart and skeletal muscle ATP (adenosine triphosphate) synthesis pathway and remedy the forward pathway have an important role. This enables the company is expected to play an active role in the field of genetic engineering, and gradually became the company's leading industry, the development prospect is broad.
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