Investment in new energy sources, the theme of having to analyze
CITIC Securities: New vitality for the Chinese automotive vehicle is looked frontwards to to give the possibility to ensnare up with the new vitality power current inhabitants is looked frontwards to to slowly scale the endorsement of New vitality automotive development is looked frontwards to to ensnare up with China International Motor vehicle gave the possibility to deduced nations, the guideline will help efforts in deducing new vitality automobiles and key substitute elements (batteries, drives, electric-powered control) quick development. China has the world's greatest storage battery, the electric-powered development, new vitality basis is looked frontwards to in the worldwide auto development to get more profits, storage batteries and other key elements financial gathering with the Government briefings omnibus financial gathering has financial endeavour value.
China Merchants Securities: good guidelines, good photovoltaic, biomass agriculture, forestry, mechanical apparatus and
And power hybrid electric battery Photovoltaic Industry: amorphous silicon, polysilicon commerce string of connections and commerce string of connections with the maturation method, a somewhat mature expertise, particularly in the poly-silicon (including silicon) midstream and downstream commerce, the household part of amorphous silicon commerce business with more good competitiveness, with the likelihood of large-scale production. Agriculture, Forestry and Biomass Engineering: Bio-diesel and bio-ethanol production. Relatively mature expertise Battery hybrid and the main heading of momentum: Dynamic forces blend step-by-step to mature output expertise, the short period mostly to nickel-hydrogen electric batteries, lithium ion electric batteries long period main heading for development.
Orient Securities: photovoltaic commerce string of connections good buying into possibilities Obama came to power after the powerful support of photovoltaic commerce, Japan furthermore restarted photovoltaic grants, overseas demand is anticipated to extend to the restoration. Domestic out 20 / W grant principle is anticipated to become the household market to start the fuse. Photovoltaic power in all new ways the smallest influenced by asset constraints, in inflation anticipations, the market demand for PV is compelled to lift again. Photovoltaic goods, due to low-cost thin-film electric batteries and will be dynamically developed.
Ping An Securities: New power finances is anticipated to restart The international economic urgent position conveyed about by fluctuations in the diverse parts of the market may convey to China the opening to integrate the acquisition. After every urgent position there is often a new financial force restart, now it is a origin of anxiety include: new power and associated commerce, biotechnology and gene expertise, the Internet and its functional submissions and information-driven logistics flow, for example decreased costs.
Guotai Junan: or bigger be treated with caution new vitality In the 3-4 month interval, the macro-micro-cold-hot, some finance may be for now left the store market hedge. Especially for pre-or large refuse stores, allocations a noteworthy part of tiny and medium-sized panels, the deficiency of support for the new vitality recital of the stock. New vitality, pre-or greater allocations of junk, most tiny and medium-sized board stores, cyclical stores may need to lessen tactical. Short-term, taking into account the new vitality of caution, do not touch.
State securities: valuation of high anxiety should be to purchase New power buying into continues an significant topic of the major line, but taking into account the high valuation, investors should be worried about the bargain.
There is no mention of the new energy firms:
Gold securities: Configuration on the commerce worried about the two kinds of companies: Central to advantage from financial doubt than to advance to enhance the reality of demand for economic, transport and infrastructure plate; and high-beta or pre-periodic powerful but not the plate, for example coal (mainly vapour coal ), metal and iron alloy, paper, and aviation.
Guoxin Securities: policy themes and the theme has been the proliferation of surface, and resolutely to circumvent the large cumulative rise but the lack of fundamentals supporting the stock liquidity and stimulate the economy is the main fulcrum of the policy, but the subject matter and policy side has been the subject of proliferation, determined to avoid a total or partial large but the lack of fundamentals supporting the stock, at the same time adopt a "mixed" strategy selection in the industry trends in the economy, industry and regional economic revitalization planning, innovation and dominant multiple factors, such as stocks, to promote access to the uncertainty over earnings. Optimistic about the Shanghai World Expo will focus on cross-strait economic circle and the rise of the central and western regions (including post-disaster reconstruction) the three themes of the regional economy. Incidents of sexual subject matter concerns the performance of the proposed increase the risk of post-release low-priced small stocks behind the reorganization of the opportunity to stage.
EMC Corporation: China's store market will engender a mixed-type foam Expected in the drawing close year, China's store market will be combined to engender a bubble: the early recital of the force for the valuation or, in the second referred half of the recital and profitability for the valuation dropped a double. In this context, it is proposed to gain from the principle configuration of the underestimation of the total worth of the expansion of the development (banking, indemnity, actual estate), as well as bottlenecks in the deliver of high-β businesses (coal, non-ferrous metals). - 18762
China Merchants Securities: good guidelines, good photovoltaic, biomass agriculture, forestry, mechanical apparatus and
And power hybrid electric battery Photovoltaic Industry: amorphous silicon, polysilicon commerce string of connections and commerce string of connections with the maturation method, a somewhat mature expertise, particularly in the poly-silicon (including silicon) midstream and downstream commerce, the household part of amorphous silicon commerce business with more good competitiveness, with the likelihood of large-scale production. Agriculture, Forestry and Biomass Engineering: Bio-diesel and bio-ethanol production. Relatively mature expertise Battery hybrid and the main heading of momentum: Dynamic forces blend step-by-step to mature output expertise, the short period mostly to nickel-hydrogen electric batteries, lithium ion electric batteries long period main heading for development.
Orient Securities: photovoltaic commerce string of connections good buying into possibilities Obama came to power after the powerful support of photovoltaic commerce, Japan furthermore restarted photovoltaic grants, overseas demand is anticipated to extend to the restoration. Domestic out 20 / W grant principle is anticipated to become the household market to start the fuse. Photovoltaic power in all new ways the smallest influenced by asset constraints, in inflation anticipations, the market demand for PV is compelled to lift again. Photovoltaic goods, due to low-cost thin-film electric batteries and will be dynamically developed.
Ping An Securities: New power finances is anticipated to restart The international economic urgent position conveyed about by fluctuations in the diverse parts of the market may convey to China the opening to integrate the acquisition. After every urgent position there is often a new financial force restart, now it is a origin of anxiety include: new power and associated commerce, biotechnology and gene expertise, the Internet and its functional submissions and information-driven logistics flow, for example decreased costs.
Guotai Junan: or bigger be treated with caution new vitality In the 3-4 month interval, the macro-micro-cold-hot, some finance may be for now left the store market hedge. Especially for pre-or large refuse stores, allocations a noteworthy part of tiny and medium-sized panels, the deficiency of support for the new vitality recital of the stock. New vitality, pre-or greater allocations of junk, most tiny and medium-sized board stores, cyclical stores may need to lessen tactical. Short-term, taking into account the new vitality of caution, do not touch.
State securities: valuation of high anxiety should be to purchase New power buying into continues an significant topic of the major line, but taking into account the high valuation, investors should be worried about the bargain.
There is no mention of the new energy firms:
Gold securities: Configuration on the commerce worried about the two kinds of companies: Central to advantage from financial doubt than to advance to enhance the reality of demand for economic, transport and infrastructure plate; and high-beta or pre-periodic powerful but not the plate, for example coal (mainly vapour coal ), metal and iron alloy, paper, and aviation.
Guoxin Securities: policy themes and the theme has been the proliferation of surface, and resolutely to circumvent the large cumulative rise but the lack of fundamentals supporting the stock liquidity and stimulate the economy is the main fulcrum of the policy, but the subject matter and policy side has been the subject of proliferation, determined to avoid a total or partial large but the lack of fundamentals supporting the stock, at the same time adopt a "mixed" strategy selection in the industry trends in the economy, industry and regional economic revitalization planning, innovation and dominant multiple factors, such as stocks, to promote access to the uncertainty over earnings. Optimistic about the Shanghai World Expo will focus on cross-strait economic circle and the rise of the central and western regions (including post-disaster reconstruction) the three themes of the regional economy. Incidents of sexual subject matter concerns the performance of the proposed increase the risk of post-release low-priced small stocks behind the reorganization of the opportunity to stage.
EMC Corporation: China's store market will engender a mixed-type foam Expected in the drawing close year, China's store market will be combined to engender a bubble: the early recital of the force for the valuation or, in the second referred half of the recital and profitability for the valuation dropped a double. In this context, it is proposed to gain from the principle configuration of the underestimation of the total worth of the expansion of the development (banking, indemnity, actual estate), as well as bottlenecks in the deliver of high-β businesses (coal, non-ferrous metals). - 18762
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3:25 AM
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