Shenyin published reports, promising policies to promote new energy Laptop Battery automotive batteries under the sector investment opportunities. Analysts believe that the next 3-5 years, Ni-MH battery HEV (hybrid electric vehicle) will remain the mainstream of new energy vehicles, HEV will PHEV (plug-in hybrid electric vehicle), EV (electric vehicle) co-exist for 10 years about. In the 3-5 years later, with the yield increase lithium iron phosphate batteries to bring the cost down, as well as the national network of charging stations gradual establishment of lithium iron phosphate batteries as the main driving force of the PHEV, EV will usher in a broad space for development. Analysts suggested concerns Keli far (18.20, -0.41, -2.20%), the torch high (11.85, -0.26, -2.15%), Shanshangufen (16.81, -0.22, -1.29%), Jiangsu Guotai ( 24.89, -0.09, -0.36%), Tibet Mining (24.34, -0.17, -0.69%).
Port Machinery benefit from the recovery in exports
Hai Tong Securities (15.00, -0.01, -0.07%) released a report that the Port Machinery Company in the third quarter results below expectations, Pavilion DV4000(hp dv4000 battery) as a whole reflects the status of the industry is hard to Sheng. Based on the market is widely expected fourth quarter, an increase of domestic exports turned positive in 2010, an increase of 10%, analysts believe that port machinery export-related companies will benefit from the warmer. Analysts said profit next year, Port Machinery Company expects an increase of -4.90% -0.00%. Warming by the stimulation of exports, the container demand is expected in 2010 will be better than 2009. Container production from access to production delivery order cycle is only 1-3 months, CIMC Group (11.42, -0.13, -1.13%) of the container business will be much improved next year, the company main business in 2010 to restore growth will occur to give the company "overweight" rating; Zhenhua container cranes Heavy Industries, the low orders in 2009. Container crane production cycle for a year or so, the company in 2010 container crane PM579A operations there may be 20% -30% of the decline, giving the company a "neutral" rating, the existence of investment opportunities may be more event-driven in large orders.
Gradual improvement phosphorus chemical industry needs
United Securities released a report that in September, China's phosphorus chemical products (phosphate rock, yellow phosphorus, phosphoric acid, phosphate, and phosphate) production are making a positive year on year and sequential growth of demand for downstream industries turn for the better, agricultural demand is gradually into the season.
September of domestic phosphate rock production 6.13 million tons, ammonium phosphate fertilizer production 1.688 million tons, two are single-month record high domestic production; phosphorus output of 91,000 tons, is also the maximum value during the year.
Phosphate rock production greatly increased, but prices stable; phosphorus prices started to rise since September, "11" restricted policy 367759-001 allows manufacturers to focus on the downstream stocking. Near the dry season in October, prices continued to rise. Analysts expect fourth-quarter seasonal phosphorus prices will rise 1000-2000 yuan / ton.
Phosphate fertilizer production began to enter the earnings season, the rest of phosphorus chemical products into the price of peak season. Phosphorus chemical industry as a whole the trend of improvement in profitability has not been formed, analysts on maintaining a "neutral" rating, the maintenance of Hing Fat Group (18.86,0.07,0.37%), "overweight" rating; fourth quarter of phosphate fertilizer business performance worth the wait, proposes a focus on six chemicals (11.63, -0.22, -1.86%).
Highlight the investment value of stock brokerage
Guotai Junan Post reported that since November, tape re-price PF723A the amount of Chai Sing situation. The first Sunday in November were 280 billion yuan turnover, November 6 is a breakthrough transaction volume of 3,000 billion; 4 since the fourth quarter, average daily trading amounted to 224 billion yuan, compared with average daily transaction volume this year is 5%; tape from the 2779 points, started, or has reached 14% at present, are far better than expected. In this way, four-quarter brokerage brokerage, underwriting and self-employed are expected to be exceeded expectations. In particular, need to focus on is the self-yield expected from three quarters of -6.1% to 15% -20%. In addition, China Merchants Securities IPO support for high-priced broker valuation, the performance of the GEM thickening of the effectiveness of broker-dealer is also very obvious.
From the trend point of view, this round of rebound, banking and insurance index has been the high point of one step from the previous month, while the brokerage index still 22.7% of the distance. Broker on the market flexibility better than insurance, but the trend is obviously weak. In the market and policy environment for a double to the good Pavilion DV1000(hp dv1000 battery) background, performance and valuation showed a significant increase space, requested a strong compensatory growth.
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