Reorganization Unit Teng jumped back into lithium duel
Tape back gains since last Friday, the hot spot after another, Laptop Battery first with "super bacteria" sudden emergence of the concept and the Guangdong and Guangxi plate, after the BDI new energy and new materials, and shipping stocks led the recovery, yesterday launched the first wave of the current round of market offensive re-stocks such as the CAC integration leader, Jiang special motor, etc., bring the stock to resume trading of Guangdong, the media, the real development adjourned to the strong daily limit, and thus stimulate growth in related stocks, such as lithium batteries battery Desai, Ganfeng Lithium, 100 000 000 Wei Li energy, Shanghai New Huangpu local shares, Huitong energy and media stocks, such as Tianshan plate and similar textile, and other peak Heavenly.
Lithium into the vanguard of new energy vehicles
SASAC official said, known as "China's new energy auto carrier" and "new energy cars Central Enterprise Alliance" will be formally established in Beijing today.346970-001 It is reported that, according to the preparatory program of the Alliance in 2012 in the field of new energy vehicles will increase to 100 billion yuan of investment, does not exclude the individual central rate of new energy into the Union, the possibility of vehicle assets.
Meanwhile, the "energy saving and new energy vehicle development plan (2011-2020)" before the draft has been completed, if all goes well, will be finalized this month and submitted to the State Council approved and become China's new energy auto industry to lead the development of important policy . Previously, the Ministry of Finance, Ministry of Science, Industry and Information Ministry and the Development and Reform Commission has announced the 20 phased pilot cities list,HSTNN-DB02 the recent list of pilot cities will increase.
With the new energy automotive applications is Coming, has been dubbed the concept of new energy vehicles lithium batteries, rare earth permanent magnet repeatedly sought after by the market, whether it is the last round of Desai battery, Li-Wei billion in energy, colored Rising or a round of CAC integration, Jiang and other special motors, no doubt the absolute success of the market leading position. With the favorable policies such as the emerging energy industry development plan been put forward, I believe stocks will emerge more powerful.
Round of market restructuring is still the main line
In a bull market early start at the beginning of July, this newspaper on the analysis of "the valuation of fixed periodic blue-chip" market, "regional economy" section and "re-purchase" and other event-driven themes that three bull power The former played the leading role in August Bi Kong market, which prompted concern our blue-chip Offshore Oil, HSTNN-UB02 China's heavy industry, restructuring of the peak of Heavenly stock, aerospace electronics, new energy of 100 million Li-Wei can, Diamond Glass, Jiangsu Guotai and Jiaying pharmaceuticals and other basic Outperform.
The latter two are run through the whole round of the market and gives a particular stock is undoubtedly the re-start and continuation of the dominant market power, and vigorously promoted as the central SASAC Shanghai state enterprises restructuring and integration of the acceleration, constant access to capital markets in hot pursuit. Which not only early in July of Jinshan development, double the money stock, Shanghai Zhongwei Guomai and a number of local stocks by news hazy speculation, more integrated into the flight, height of Heavenly and other substantive reorganization or restructuring of the industry brought about revaluation Continuous lift, and more recently with the Shanghai local shares only after another into the suspension or resumption of programs the state baked, such as Jin Jiang University, 100 links, the actual lines on the actual development and the Shanghai Electric Group Hailigufen, etc., DP390A indicating round of restructuring of the concept of fantasy stock market gradually fade, real restructuring wave has arrived. Investors concerned about the restructuring plan has not been announced but is expected to be more clear, short-term sustained strength of the species, but also pay attention to the recent announcement of a continuous daily limit of good varieties of short-term opportunities for the second start after adjustment, such as Bo cloud new materials, such as the East venture.
The new focus on energy sector stocks
Plate type Plate Stock
Lithium batteries or lithium resources CAC integration, Jiang special motor, the battery Desai, Ganfeng Lithium,
100 000 000 Wei Li energy, Lu Xiang shares, Tibet Mining, Salt Lake Group, Fosugufen etc.
Rising colored rare earth permanent magnet, Rare-Earth, Advanced Technology, PP2100 Hengdian East and magnetic
Universal Electric Vehicle money tide, ocean motor Ankai etc.
Part of the military re-stocks
AVIC Hongdu Aviation, Xi'an Aircraft International, your aircraft shares, Hafei shares
Air power, into hair and Technology, * ST Changhe, China Aviation Precision Machinery, Dongan Panthers
Ordnance Jiangnan Group Galaxy Power Presario R3000(compaq r3000 battery)
Xi'an Northern New Huaguang Optoelectronics
Defense Institute of Technology Aerospace Changfeng
Aerospace Science and Industry Technology Research Institute of Space morning delivery
Chinese Satellite Chinese Academy of Space Technology
Aerospace Science and Technology Institute of Space Power Space Propulsion Technology
Shanghai Academy of Spaceflight Technology Aerospace Electrical Presario X6000