Category: Money tips Release Date: 2007-07-29
Source: Department of Yang Investment
1, the market description
Monday on the Shanghai Composite Index opened 2864.26 points, up 3038 points, the lowest 2852.86 points to close at 3014.44 points, up 83.96 points, the amount can reach 96.31 billion, somewhat higher than the previous day's decline.
Monday tape the two cities by the bad effects such as raising interest rates sharply lower, then at the bottom plate to undertake a rapid rebound, driven by the rapid movements in the other big upside efforts were breathtaking, stock shocks up trend is clear, 30-day moving average since the re - the mainstay of the supporting role to the broader market in the afternoon before the city, closing up the attack showed accelerated momentum, inertia upside midday stock indexes, and 3,000 points in one fell swoop breakdown curse, and always around the point and up and down movement, has been firmly closed to 3000 points trampled. Overall, interest rates cash bad after a stone has finally landed, while the broader market crossed the 3,000 point of the previous stage will be completely out of the shadow of the yin extravagant, investors can continue to be optimistic.
2, hot track
Disk perspective, the indicators of stock index rose today contributed, the financial sector, driven by a steady stand on the 3000-point, the market shares of hot topics to the mainstream by the varieties of blue-chip switch, the elephant to dance re-emergence of the phenomenon. Concept stocks or futures in the forefront, such as once-daily limit US-nga, CUHK shares, Xiamen International Trade, Luneng so. New energy plate today's big rally, in which leading shares hit daily limit Tianwei change security. Means of transport continue to be strong, Lin shares, Xi'an Aircraft International, Hafei shares, Magicstor other gainers. Cote d'Ivoire Anglo-disk with transaction, its fast raised the lead the entire tech sector's strength, while technology stocks three plates 3G, digital TV, online games is expected to side by side stronger. In addition electrical appliances, paper printing, aerospace and military industry also has impressive performance.
Third, the external market scan
March 19 the official central parity exchange rate 7.7351. Surrounding markets rose today, as a whole, where the Nikkei and the Hang Seng Index rose 1.59%, respectively, 1.16%, the external stabilizing the stock market recovery in the domestic stock market closed today, lay the foundation for a record high. H shares, the Chinese-funded telecoms good, China Mobile (0941-HK), China Netcom (0906-HK), China Unicom (0762-HK) and China Telecom (0728-HK) to varying degrees higher. The "three guarantees", the China Life (2628-HK) in the first premium income in February increased 13.4%, the share price rose 2.86%; Insurance (2328-HK), Ping An Insurance (2318-HK) to follow up. "Five Elements" trend of relying on steady, Bank of China (3988-HK) is expected in 2006 net profit growth of more than 50% a year, the stock rose 1.86%; cross-line (3328-HK), China Merchants Bank (3968-HK), etc. followed up. Gold stocks, UBS agreed to speak optimistically about Zhaojin (1818-HK) rose 2.97%, Zijin (2899-HK) and the Haven of Hope (3330-HK) were increased slightly by 0.84% and 0.96%. The coal sector, last week by the two lines to speak optimistically about China Coal (1898-HK) added up 1.06%, Shenhua (1088-HK) rose 0.35%, but Yanzhou Coal (1171-HK) down 1.67%.
Fourth, the mainstream middle track
Character name of the Premier has signed a State Council Order No. 489, published "Futures Trading Regulations", the Bill since April 15, 2007 into effect. With the "Futures Trading Regulations" the promulgation of the first half of this year, stock index futures has entered the countdown. Is ready to stock index futures market in the short term may lead to shock, but in the long run, as an effective hedging tool, and its launch will drive the stock market into a stable development track. Rapid appreciation of the license is expected to futures companies, small companies will be snapped up futures or equity, so the company has a futures market, listed companies will be highly concerned that the current equity futures-related stocks have become the recent hot market. Focus on: At the Chinese shares (600,704), Tianli Hi-tech (600,339), Xiamen International Trade (600,755), Mailyard (600,107).
5, potential units: Hubei, Miami (000,971) favor low-cost Vanguard funds
Monday the two cities by the bank raising interest rates the impact of broader market Tiaokongdikai 66 points, stocks opened lower generally, but not further spread of the market panic, stock subsequently stabilized, led by banking stocks and to attack the 3000 points, while the market from the banking stocks began to spread, the two cities has been strong to reproduce the phenomenon of an elephant dance. We found that textile and apparel section is undoubtedly the performance of the last phase of the two cities relatively strong plate, the plate has a unique advantage, that is, the price is generally low, Hubei, Miami (000,971) of the current price of less than 6 million will be received funding of all ages Investors may wish to bargain-hunting interest.
The textile industry to maintain rapid growth in exports as a whole. According to customs statistics, China's textile and garment export in 2006 amounted to 147.09 billion U.S. dollars, an increase of 25.1%. It is noteworthy that in parts of exporting inflated about 100 billion U.S. dollars, net of this part of the exports grow by approximately 17%. Adopt a new export structure changes: the average export unit price increased 10.14%; to Europe and the United States imposed restrictions of the original region's exports rose by 19.9%, down 40 percent year on year increase to the original limits of non-area exports grew 27.7%, an increase of about 20 percentage points increase . Domestic consumption, showed good growth momentum and showed signs of significant warming. 2007 January-February-wide retail sales of social consumer goods up 14.7%, with total retail sales of clothing shoes and hats category increase of 27.9% year on year increased by 2.3 and 8.6 percentage points, both of which hit a new high in recent years.
Miami is the development of Hubei, Hubei Province, the three pillars of the textile industry, key enterprises, dominated the domestic leader in high-grade fabric products, the company, "peach" brand is also well-known brand of China's wool textile industry. Worsted woolen products are currently occupied for more than 80 Chinese-made woolen 50% market share. Actively through asset acquisitions to expand its production capacity, the company 74.35 million yuan held by the transferee Woolen Group Lihua decorative fabrics Xiantao 96.25% stake in the company, the acquisition is completed, will enable the company's high-grade cotton yarn-dyed fabric weaving years capacity of 15 million meters for the future development of the company has laid a solid foundation.
The secondary market, the stock has maintained upward trend shock, a strong feature is obvious, since the recent share price hit a new high of 5.42 yuan periodically gathered momentum after the order, but the increase in channels does not damage the stock in the 20 lines with strong support, to undertake the bottom plate is overwhelming, because of its low absolute prices, another new money involved, the Unit, once up, its follow-up tap the space will be very alarming, we recommend investors to bargain-hunting interest.
