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Data:2009-12-12 2:34
Source: Masukuni Investment
Today, both Shanghai and Shenzhen indexes morning sharply lower, and for a time a rapid test a low, but has since then re-extremely popular with the market together, the Shanghai and Shenzhen stock indexes end refresh all-time high. From the volume side, nearly four trading days more obvious signs of decline. In fact, last weekend I have already pointed out, it is necessary to adjust the tape itself is still quite difficult, the current location of capital is too abundant so there is no broad market decline reason. Although the Commission last Friday warning risk, but most investors now moved by this fear, the current Quotes of view we can only follow the majority of investors, and although the truth is often rests in the hands of a few, but to really people of the world to do with the opposite, it is also no good results, for the broader market we continue to look at high-line.
From the plate can be found in, real estate, automobiles, steel and finance section as a whole or among the market leaders, while the comparison, non-ferrous metals, transport logistics, electricity and other performance lagged behind the broader market. The performance of individual stocks from a specific point of view, the United States are holding, Shenzhen Ye A, Vanke A, as well as golden group of sharp rise, while auto stocks listed on plates in the FAW group as a whole concept of speculation, FAW Car, FAW Xiali sharp up, thereby bringing about such as Shanghai Automobile, Chang'an Automobile and other varieties of strength. In addition, shares of Baoshan Iron & Steel Iron & Steel, TISCO stainless steel, the financial sector in China's Ping An, China Minsheng Banking trend is also relatively good. However, as some have the weight indicator of the strength of individual stocks or the early part of the larger themes have emerged stocks may fall seesaw effect is relatively obvious, and thus lead to stock the past few trading days finishing a sharp shock.
April 2007 exports of domestic steel up to 7.16 million tons, it seems to future steel prices to run the shadow of the larger, national gold stock that steel exports in May will still maintain a high level, but the 6 ~ July export volume of steel will be controlled by, or reduced to a reasonable position, while not a "flow-back of export, steel prices dropped sharply" in the situation; since 2006 and the recent industry policy in the context of introduction of strong international demand, but to accelerate the assault exports, increasing export volume, but with the export license management from May 20 introduced a flexible policy enforcement to control steel exports will be active; As to whether the domestic steel prices would pose a shock depends entirely on the attitude of the Government's steel exports orientation. A comprehensive look at the future of steel export volume control does not cause steel prices fell sharply and continue to maintain the steel industry, "overweight" recommendation.
Huaxin Cement (600801) benefit from the rise of the central region leader: In the state-owned assets, integration of the context of integration of the shipping industry restructuring has been kicked off, iron and steel industry, Baosteel also went on the attack. The Government is concerned about the other key industries, cement industry, mergers and acquisitions are also being quietly launched into, in order to improve the degree of concentration of the cement industry, cement industry, leading enterprises Conch Cement has taken the lead hair strength. Cross-regional merger integration will be ongoing for some time in the future. Huaxin Cement is the central region's largest cement manufacturers, industry consolidation in the future no doubt assume important responsibilities. In our view, the accelerated structural adjustment of cement industry, central China, and new rural construction and other factors are the company's future development has provided a good external environment. From the company's annual report, we can see that the introduction of new foreign investment in the company's shareholders, the Company's shareholders by means of the success of overseas sales channels opened up the international market is expected to share in the international market this year, Huaxin Cement able to maintain steady growth. Investors can make the appropriate track on the stock.
