Investment in new power causes, the topic of having to investigate
CITIC Securities: New energy for the Chinese automotive vehicle is expected to provide the opportunity to catch up with the new energy power generation is expected to gradually scale the promotion of New energy automotive industry is expected to catch up with China International Motor vehicle provided the opportunity to developed countries, the policy will help efforts in developing new energy automobiles and key spare parts (batteries, motors, electrical control) rapid development. China has the world's largest battery, the electrical industry, new energy sources is expected in the global auto industry to get more revenue, batteries and other key parts company with the Government orders bus company has investment value.
China Merchants Securities: good policies, good photovoltaic, biomass agriculture, forestry, engineering 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 industry chain good investment opportunities Obama came to power after the strong support of photovoltaic industry, Japan also resumed photovoltaic subsidies, overseas demand is expected to continue to the restoration. Domestic out 20 / W subsidy policy is expected to become the domestic market to start the fuse. Photovoltaic energy in all new ways the least affected by resource constraints, in inflation expectations, the market demand for PV is bound to raise again. Photovoltaic products, due to low-cost thin-film batteries and will be actively developed.
Ping An Securities: New vitality economic procedure is looked frontwards to to restart The worldwide fiscal critical purpose fetched about by fluctuations in the assorted subdivisions of the market may carry to China the possibility to integrate the acquisition. After every critical purpose there is often a new monetary force restart, now it is a source of worry include: new vitality and connected businesses, biotechnology and gene technical knowledge, the Internet and its useful requests for paid job and information-driven logistics flow, for instance lessened costs.
Guotai Junan: or larger be treated with caution new power In the 3-4 month time span, the macro-micro-cold-hot, some capital may be for the time being left the supply market hedge. Especially for pre-or large rubbish supplies, portions a important piece of little and medium-sized panels, the need of support for the new power presentation of the stock. New power, pre-or bigger portions of junk, most little and medium-sized board supplies, cyclical supplies may need to decrease tactical. Short-term, taking into account the new power 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 power firms:
Gold securities: Configuration on the development afraid about the two sorts of companies: Central to gain from monetary indecision than to enhance to enhance the alive of demand for fiscal, carrying and infrastructure plate; and high-beta or pre-periodic tough but not the plate, for instance coal (mainly mist coal ), steel and hard metal, paper, and aviation.
Guoxin Securities: principle topics and the topic has been the expansion of exterior, and resolutely to circumvent the large cumulative increase but the need of fundamentals carrying the supply liquidity and stimulate the finances is the major fulcrum of the principle, but the subject issue and principle edge has been the subject of expansion, very resolute to bypass a total or partial large but the need of fundamentals carrying the supply, at the identical time take up a "mixed" scheme assortment in the commerce tendencies in the finances, commerce and local financial revitalization designing, discovery and superior multiple components, for example supplies, to encourage get access to to the doubt over earnings. Optimistic about the Shanghai World Expo will aim on cross-strait financial around and the increase of the centered and western districts (including post-disaster reconstruction) the three topics of the local economy. Incidents of sexy subject issue anxieties the presentation of the suggested boost the risk of post-release low-priced little supplies behind the reorganization of the opening to stage.
EMC Corporation: China's supply market will develop a mixed-type foam Expected in the approaching year, China's supply market will be blended to develop a bubble: the early presentation of the impel for the valuation or, in the last cited half of the presentation and profitability for the valuation shoved a double. In this context, it is suggested to advantage from the major configuration of the underestimation of the total worth of the expansion of the commerce (banking, protection, genuine estate), as well as bottlenecks in the provide of high-β commerce (coal, non-ferrous metals). - 18762
China Merchants Securities: good policies, good photovoltaic, biomass agriculture, forestry, engineering 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 industry chain good investment opportunities Obama came to power after the strong support of photovoltaic industry, Japan also resumed photovoltaic subsidies, overseas demand is expected to continue to the restoration. Domestic out 20 / W subsidy policy is expected to become the domestic market to start the fuse. Photovoltaic energy in all new ways the least affected by resource constraints, in inflation expectations, the market demand for PV is bound to raise again. Photovoltaic products, due to low-cost thin-film batteries and will be actively developed.
Ping An Securities: New vitality economic procedure is looked frontwards to to restart The worldwide fiscal critical purpose fetched about by fluctuations in the assorted subdivisions of the market may carry to China the possibility to integrate the acquisition. After every critical purpose there is often a new monetary force restart, now it is a source of worry include: new vitality and connected businesses, biotechnology and gene technical knowledge, the Internet and its useful requests for paid job and information-driven logistics flow, for instance lessened costs.
Guotai Junan: or larger be treated with caution new power In the 3-4 month time span, the macro-micro-cold-hot, some capital may be for the time being left the supply market hedge. Especially for pre-or large rubbish supplies, portions a important piece of little and medium-sized panels, the need of support for the new power presentation of the stock. New power, pre-or bigger portions of junk, most little and medium-sized board supplies, cyclical supplies may need to decrease tactical. Short-term, taking into account the new power 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 power firms:
Gold securities: Configuration on the development afraid about the two sorts of companies: Central to gain from monetary indecision than to enhance to enhance the alive of demand for fiscal, carrying and infrastructure plate; and high-beta or pre-periodic tough but not the plate, for instance coal (mainly mist coal ), steel and hard metal, paper, and aviation.
Guoxin Securities: principle topics and the topic has been the expansion of exterior, and resolutely to circumvent the large cumulative increase but the need of fundamentals carrying the supply liquidity and stimulate the finances is the major fulcrum of the principle, but the subject issue and principle edge has been the subject of expansion, very resolute to bypass a total or partial large but the need of fundamentals carrying the supply, at the identical time take up a "mixed" scheme assortment in the commerce tendencies in the finances, commerce and local financial revitalization designing, discovery and superior multiple components, for example supplies, to encourage get access to to the doubt over earnings. Optimistic about the Shanghai World Expo will aim on cross-strait financial around and the increase of the centered and western districts (including post-disaster reconstruction) the three topics of the local economy. Incidents of sexy subject issue anxieties the presentation of the suggested boost the risk of post-release low-priced little supplies behind the reorganization of the opening to stage.
EMC Corporation: China's supply market will develop a mixed-type foam Expected in the approaching year, China's supply market will be blended to develop a bubble: the early presentation of the impel for the valuation or, in the last cited half of the presentation and profitability for the valuation shoved a double. In this context, it is suggested to advantage from the major configuration of the underestimation of the total worth of the expansion of the commerce (banking, protection, genuine estate), as well as bottlenecks in the provide of high-β commerce (coal, non-ferrous metals). - 18762
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1:39 AM
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