by Professional editor working for
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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…
by Professional editor working for
himfr.
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 principles, good photovoltaic, biomass agriculture, forestry, technology and
And power hybrid storage battery Photovoltaic Industry: amorphous silicon, polysilicon development flexible chain of bonds and development flexible chain of bonds with the maturation method, a quite mature technical knowledge, principally in the poly-silicon (including silicon) midstream and downstream businesses, the in the household part of amorphous silicon development financial gathering with more good competitiveness, with the prospect of large-scale production. Agriculture, Forestry and Biomass Engineering: Bio-diesel and bio-ethanol production. Relatively mature technical knowledge Battery hybrid and the main purpose of momentum: Dynamic forces combination slowly to mature goods produced technical knowledge, the short time span chiefly to nickel-hydrogen storage batteries, lithium ion storage batteries long time span main purpose 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 energy economy is expected to restart The global financial crisis brought about by fluctuations in the various sectors of the market may bring to China the opportunity to integrate the acquisition. After every crisis there is often a new economic force restart, now it is a cause of concern include: new energy and related industries, biotechnology and gene technology, the Internet and its practical applications and information-driven logistics flow, such as reduced 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: 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 stock market will generate a mixed-type foam Expected in the coming year, China’s stock market will be mixed to generate a bubble: the early performance of the push for the valuation or, in the latter half of the performance and profitability for the valuation pushed a double. In this context, it is recommended to benefit from the main configuration of the underestimation of the total value of the expansion of the industry (banking, insurance, real estate), as well as bottlenecks in the supply of high-β industries (coal, non-ferrous metals).
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