Investment in new energy sources, the theme of having to analyze
CITIC Securities: New power for the Chinese automotive vehicle is anticipated to supply the opening to apprehend up with the new power power lifetime is anticipated to step-by-step scale the advancement of New power automotive commerce is anticipated to apprehend up with China International Motor vehicle supplied the opening to evolved nations, the principle will help efforts in evolving new power automobiles and key replacement components (batteries, engines, electric control) fast development. China has the world's biggest electric battery, the electric commerce, new power causes is anticipated in the international auto commerce to get more income, electric batteries and other key components business with the Government instructions coach business has buying into value.
China Merchants Securities: good principles, good photovoltaic, biomass agriculture, forestry, technology and
And power hybrid battery Photovoltaic Industry: amorphous silicon, polysilicon industry chain and industry chain with the maturation process, a relatively mature technology, especially in the poly-silicon (including silicon) midstream and downstream industries, the domestic part of amorphous silicon industry company with more good competitiveness, with the possibility of large-scale production. Agriculture, Forestry and Biomass Engineering: Bio-diesel and bio-ethanol production. Relatively mature technology Battery hybrid and the direction of momentum: Dynamic forces mixture gradually to mature production technology, the short term mainly to nickel-hydrogen batteries, lithium ion batteries long term direction 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 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 worry should be to pay for New vitality financial endeavour stays an valued subject of the principle line, but taking into account the high valuation, investors should be afraid about the bargain.
There is no mention of the new power firms:
Gold securities: Configuration on the industry concerned about the two types of companies: Central to benefit from economic uncertainty than to improve to enhance the existence of demand for financial, transportation and infrastructure plate; and high-beta or pre-periodic strong but not the plate, such as coal (mainly steam coal ), iron and steel, 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). - 18424
China Merchants Securities: good principles, good photovoltaic, biomass agriculture, forestry, technology and
And power hybrid battery Photovoltaic Industry: amorphous silicon, polysilicon industry chain and industry chain with the maturation process, a relatively mature technology, especially in the poly-silicon (including silicon) midstream and downstream industries, the domestic part of amorphous silicon industry company with more good competitiveness, with the possibility of large-scale production. Agriculture, Forestry and Biomass Engineering: Bio-diesel and bio-ethanol production. Relatively mature technology Battery hybrid and the direction of momentum: Dynamic forces mixture gradually to mature production technology, the short term mainly to nickel-hydrogen batteries, lithium ion batteries long term direction 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 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 worry should be to pay for New vitality financial endeavour stays an valued subject of the principle line, but taking into account the high valuation, investors should be afraid about the bargain.
There is no mention of the new power firms:
Gold securities: Configuration on the industry concerned about the two types of companies: Central to benefit from economic uncertainty than to improve to enhance the existence of demand for financial, transportation and infrastructure plate; and high-beta or pre-periodic strong but not the plate, such as coal (mainly steam coal ), iron and steel, 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). - 18424
posted by X - Men at
12:58 AM
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