Editor's Note: A share market in 2010 was a shock finishing the year. As of yesterday, the Shanghai index is down 12.18% during the year. The Shanghai Composite Index closed up for the Daily News on January 5 this year, received 3282.18 points. The lowest point is at the July 5 appears 2363.95 points, while the Shenzhen Component Index also has similar performance during the year are down 6.81%. Overall, the Shanghai and Shenzhen showed relatively high at both ends the middle of the form slump.
A year despite stock market performance tepid, but in the entire market, the industry is subject to various policy and good performance under different stimuli. newspaper today, especially on the rise since 2010, the most popular electronic components, medical and biological, mechanical equipment, agriculture, forestry, animal husbandry, fisheries, food and beverages, metals, information equipment, catering and tourism, construction materials, textile and clothing industry reviewed the top ten.
first year of electronic components rose 44.65%
2010 years performance the cattle industry is the electronic components (SW level) classes. According to the turnover reached 2.465141 trillion yuan.
which is now rising stocks since the beginning of Number 90, accounting for the number of sectors 75.63% stock house, which, LEYBOLD Tech (248.10%), Zhong Ke San Huan (27.26, -1.21, -4.25%) (210.64%), Central shares (28.17,0.00,0.00%) (209.56%), Tiantonggufen (17.50, -0.99, -5.35%) (207.14%) and other 15 stocks rose range more than 1 times.
2010 the first three quarters, the real estate industry to achieve net profit of 6,015,072,200 yuan attributable to the parent company, earnings per share of 0.1461 yuan, net assets per share 2.9684 yuan per share, total revenue of 1.9878 yuan per share Cash flow from operating activities Net 0.0988 yuan, net assets yield 5.95%; to Dec. 22 closing price, the electronic components industry is 107.33 times the dynamic price-earnings ratio, showing that the industry in 2010, rising to industry estimates value of the changes brought about (the weighted average industry data are obtained).
electronic components as the basis for the development of modern industry in various fields has been widely used, such as LED chips, power devices, sensors, electrical capacitors, magnetic materials, control chip, and so are faced with great opportunities for development.
present, the global industry growth rate of recovery from the high-speed return to steady growth in the state, the growth rate for next year, the market is expected to be significantly lower than in 2010, but should be able to better than the previous normal level. Analysts say the domestic electronic components manufacturers in industrial upgrading, the active R & D and market development, domestic market growth for the company is still worth looking forward to the future investment opportunities are still more.
The second pharmaceutical biotechnology rose 32.94%
2010 during the annual gain second place in the industry is Pharmaceuticals (SW level) classes. According to the 1.05%) The latest closing 4963.38 points, since 2010, has risen 32.94%, the average turnover rate of 716.38%, turnover reached 3.469056 trillion yuan interval.
since early this year in which the rising number of over 119 stocks at home, accounting for Industry Number of 76.77 percent stocks, which, * ST ICP (27.87, -1.23, -4.23%) (276.94%), leading technology (34.95,0.15,0.43%) (248.35%), Huashenjituan (22.68, -0.75, -3.20%) (232.84%), the constant group (35.17, -1.78, -4.82%) (178.88%) interval of 11 stocks rose more than 1 times.
2010 the first three quarters, medical and biological industry to achieve net profit attributable to parent company 20,919,196,200 yuan, earnings per share of 0.3789 yuan, net assets per share 3.7051 yuan per share, total revenue of 4.2362 yuan per share, cash flow from operating activities, net of 0.2504 yuan, net assets rate was 11.71%; to Dec. 22 closing price for the pharmaceutical and biotech industry dynamics 47.04 times earnings (weighted average of industry data are obtained).
the next decade to promote the rapid growth of medical factors will exist for a long, medicine industry will continue the rapid development over the past three decades, or even faster, and market participants believe that the golden years of the development of the pharmaceutical industry has been launched.
policy, number of policy and financial support, Great.
2011 the pharmaceutical industry's four main investment: first, policies to promote the benefits, performance, high growth; Second, mergers and acquisitions, asset injection of central enterprises; Third, industrial upgrading, from API to formulations exports; Fourth, the turning point of opportunity, performance of the outbreak soon.
mechanical equipment during the third rose 30.33%
2010 annual gain in third place is the machinery and equipment industry (SW level) classes. According to the (1671.678, -35.37, -2.07%), the latest closing 5406.43 points, since 2010, has risen 30.33%, the average turnover rate of 847.69%, turnover reached 5.083449 trillion yuan interval. which at this early date Number of rising stocks 172, representing the industry's 71.07% Number of individual stocks, including, refined power technology (250.94%), integrated into the fly (32.44, -1.01, -3.02%) (242.71%), State Power NARI (71.90, -0.34, - 0.47%) (195.80%), Shenzhen Hui Cheng (37.60, -0.65, -1.70%) (182.23%) interval of 14 stocks rose more than 1 times.
2010 the first three quarters, machinery and equipment industry to achieve home ownership 41,009,156,700 yuan net profit, earnings per share of 0.3698 yuan, net assets per share 3.7591 yuan per share, total revenue of 4.5477 yuan per share, cash flow from operating activities, net of 0.0504 yuan, 11.82% rate of return on net assets ; to Dec. 22 closing price of machinery and equipment industry is 41.20 times the dynamic price-earnings ratio (industry data are the weighted average income).
in the second Five-Year Plan, the construction machinery industry upstream infrastructure, real estate investment growth rate declined gradually behavior of high probability events, major construction machinery company because of import substitution, exports and market shares, diversification and other reasons to maintain rapid growth is still expected to grow as a whole, analysts believe that growth next year, excavators and construction cranes larger space .
the same time, the whole industrial chain of high-speed rail are good investment opportunities, including the 2010 -2013 year peak of railway equipment procurement. According to statistics, during the period ,2011-2014 for completion of the passenger line of 17,352 km in 2015 The total length of high-speed rail operations has more than 2008 railway network plan, the plan of 1.6 million kilometers. the original goal of long-term railway planning ahead of time investment coupled with the enthusiasm of local governments, the market is expected to China's long-term railway network plan will further Agriculture (SW level) classes. According to the rate of 787.40%, turnover reached 1.499893 trillion yuan interval.
which is now rising stocks since the beginning of Number 42, accounting for the number of sectors 70.49% stock house, where Zhangzidao (44.89, -1.81, - 3.88%) (150.75%), Dunhuang Seed (37.73,0.21,0.56%) (106.72%), One Bridge vaccine industry (84.97, -1.33, -1.54%) (104.02%) interval of 11 stocks rose more than 50 %.
2010 the first three quarters, animal husbandry and fishery industry 3,529,996,800 yuan net profit attributable to parent company achieved earnings per share of 0.1526 yuan, net assets per share 2.7696 yuan per share, total revenue of 4.0546 yuan per share, operating activities net cash flow 0.1340 yuan, net assets yield 6.05%; to Dec. 22 closing price of animal husbandry and fishery industry, the dynamic price-earnings ratio is 91.95 times (industry data are the weighted average income).
promote the development of modern agriculture, to ensure that agricultural products (18.10, -0.36, -1.95%) effective supply is the central economic work in 2011, one of the six tasks, are listed in the second annual central rural work conference .2011 and 2011, the Central One file will direct positive cement, water, agricultural machinery, power and other industries, these industries are agriculture, forestry, animal husbandry and fishery industry, the upstream industry. In addition, the Central Rural Work Conference in 2011 and the first document is also expected to be good animal husbandry and fishery industry, especially is the seed industry.
tight supply and demand fundamentals in agriculture and agricultural policy of rising costs is the fact that regulation can not be changed.
; planning proposals: adhere to the strategy of expanding domestic demand and maintain stable and rapid economic development, and guide the consumer to upgrade; promote agricultural modernization, accelerate the building of new socialist countryside. The market believes that the agri-food industry to bring the major investment opportunities contains: one modern species industry companies; second inflation expectations and cost pressures guide the consumer to upgrade smaller listed companies in aquaculture.
fifth food and beverages during the year rose 23.25%
2010 the fifth annual gain is the food and beverage industry (Shen million level) classes. According to the turnover reached 1.540658 trillion yuan.
which is now rising stocks since the beginning of Number 39, accounting for the number of sectors 69.64% stock house, which, Chongqing Brewery (54.12, -1.31, -2.36%) (137.55% ), Gujing Distillery (79.00, -0.25, -0.32%) (134.99%), gold seeds alcohol (19.31, -0.80, -3.98%) (131.28%), Yang shares (215.80, -4.70, -2.13% ) (94.58%) interval of 13 stocks rose more than 50%.
2010 the first three quarters, food and beverage industry 18,321,496,500 yuan net profit attributable to parent company achieved earnings per share of 0.6444 yuan, 4.176 yuan per share net asset , total operating income of 5.4791 yuan per share, per share, cash flow from operating activities Net 0.9027 yuan, net assets was 16.46%; to Dec. 22 closing price of food and beverage industry is 44.94 times the dynamic price-earnings ratio (the industry Data are weighted average income).
cyclical industry faces in the policy aspect and results of operations of uncertainty, food and beverage industry due to economic and policy environment of good, clear and earnings growth recognized by the market. Food & Beverage Industry mainly concentrated in the second half of the season, the market trend in the last five years, also showed significantly beyond the second half of the broader market, especially in liquor and wine industry.
2011 year is faced with currency controls and the multiple tasks of economic restructuring, expected annual economic idea of expected to continue to push up food and beverage industry valuation space. from the second quarter, investment opportunities will quickly turn to the next consumer to upgrade the industry with performance support and stocks, product upgrades or investment opportunities in industrial upgrading concern.
sixth name of non-ferrous metals rose 21.21%
2010 year annual gain sixth place in the industry is non-ferrous metals (SW level) classes. According to the rose 21.21%, the average turnover rate of 842.33%, turnover reached 4.217696 trillion yuan interval.
which is now rising stocks since the beginning of Number 50, accounting for the number of sectors 73.53% stock house, which, Rising colored (328.61%), Zhong Ke San Huan (210.17%), Tiantonggufen (207.14%), North mine magnetic (31.12, -1.45, -4.45%) (191.32%) interval of 11 stocks rose more than 100% .
2010 first three quarters of non-ferrous metals industry to achieve net profit attributable to parent company 15,703,916,000 yuan, earnings per share of 0.2282 yuan, net assets of 3.4935 yuan per share, total revenue of 6.0406 yuan per share, generated from operating activities per share Net cash flow 0.1616 yuan, net assets yield 6.97%; to Dec. 22 closing price earnings ratio of non-ferrous metals 73.20 times the industry dynamics (industry data are weighted average income).
global liquidity With the further recovery of the economy will gradually tightening; the nonferrous metals industry to enjoy the liquidity premium will gradually decline. metals and small metal long term bullish on the market. by lower growth in demand for steel and tilt of national policy, although by the flow of short-term price trigger factor weakening the impact of base metals prices fell a shock, but long-term upward trend will not change.
2011 years of basic metal prices be affected by the fundamentals, the dollar index currency liquidity and the three factors. Next year the global economy The overall expected to maintain positive growth, but slowed down, base metals fundamentals no significant turning point. because next year, a sharp rise in base metal prices are not the potential market that the base metal plate does not have Daniel's condition, there is only phase trading investment opportunities. sound investment, should uphold the principle of individual stocks light weight plates, find the resources to expand capacity on the company denotative.
seventh year of information equipment rose 18.72%
2010 the seventh annual gain The industry is information equipment (SW level) classes. According to the 1.770413 trillion yuan.
which is now rising stocks since the beginning of Number 49, accounting for the industry's 65.33% Number of individual stocks, where the wave of information (24.60, -1.10, -4.28%) (151.47%), large China shares (83.90, -1.82, -2.12%) (138.64%), Wing Ding shares (16.38, -0.85, -4.93%) (118.92%), East China Computer (26.85, -0.69, -2.51%) (90.45% ) and other range of 12 stocks rose more than 50%.
2010 the first three quarters, information equipment industry to achieve net profit of 7,399,665,300 yuan attributable to the parent company, earnings per share of 0.2627 yuan, net assets of 3.8057 yuan per share, sales per share The total income of 7.0276 yuan per share, cash flow from operating activities Net -0.5403 yuan, net assets yield 7.95%; to Dec. 22 closing price, and information equipment industry is 46.74 times the dynamic price-earnings ratio (industry data are weighted average income).
information equipment investment opportunities in the industry are supported by the second Five-Year Plan long-term impact will be, the industry remains positive things, the concept of cloud computing and mobile payment listed companies. At the same time, taking into account local government and the competent Department for the great support emerging industries, local and relevant ministries will be issued a second draft to support five things, the introduction of triple play and other sub-sector policies, so things, cloud computing, mobile payment and optical communications sub-sectors are also generally optimistic about the market.
eighth food tourism rose 14.31%
2010 during the annual gain eighth tourism industry is catering (SW level) classes. According to the Latest Travel Index closed 3,227.33 points since 2010, has risen 14.31%, the average turnover rate of 689.46%, turnover of 472.299 billion yuan interval.
which is now rising stocks since the beginning of Number of 18, accounting for industry Number of stocks of 64.29%, which, Lijiang tour (33.26, -1.82, -5.19%) (96.46%), Xi'an diet (12.14, -0.41, -3.27%) (61.03%), Xi'an Tourism (11.83, -0.27 , -2.23%) (59.84%), China International Travel Service (32.96, -0.28, -0.84%) (58.74%), Tourism (14.08, -0.36, -2.49%) (57.19%) and other five stocks rose range超过 50%.
2010 the first three quarters, food and beverage tourism industry to achieve net profit attributable to parent company 1,964,051,900 yuan, 0.2 yuan per share, net assets per share 2.8965 yuan per share, total revenue of 2.3715 yuan per share Cash flow from operating activities net of 0.21 million, the net assets yield 9.68%; to Dec. 22 closing price, the dynamic tourism industry catering for the 38.26 times earnings (weighted average of industry data are obtained).
recovery of the tourism industry in 2010 to establish growth trends. in the industry recovery, policy incentives, and the World Expo and other major events, driven by plate performance in 2010 was growth in tourist hotels.
will face major development opportunities. high-speed transport facilities and constantly improve the support system, not only a more solid basis for economic development, tourism, will also lead to the same city of the effect of the changes caused by the layout of the tourism industry to promote transformation and upgrading of the tourism industry. At present China's tourism industry Development has the following characteristics, national tourism is a great size and potential deep, great market base, has become the basis of the tourism market; tourism show sustained, healthy and steady growth; tourism industry has been fully integrated into national strategic system. on profitability and growth of listed companies double space considerations, the industry is generally optimistic about investment in the various sub-sectors in the order of area business, hotel operators, travel agents.
ninth building materials during the year rose 13.33%
ninth in the 2010 increase is the construction and building materials industries (SW level) classes. According to the 762.14%, turnover reached 2.584915 trillion yuan interval.
which is now rising stocks since the beginning of Number of 64, representing the industry's 65.98% Number of individual stocks, of which, the East Gardens (126.30, -6.20, -4.68% ) (259.52%), Gold Mantis (71.99,0.00,0.00%) (252.52%), Asia House shares (87.50, -1.07, -1.21%) (125.08%), the Workers International (38.73, -1.33, -3.32 %) (123.88%) interval of 7 stocks rose more than 100%.
2010 the first three quarters, building materials industry to achieve net profit attributable to parent company 37,187,411,000 yuan, earnings per share of 0.2716 yuan, net assets per share 3.3194 million, total operating income of 9.6879 yuan per share, per share, cash flow from operating activities Net -0.1723 yuan, net assets yield 8.62%; to Dec. 22 closing price, the building materials industry dynamics and 26.11 times earnings (industry data are the weighted average income).
Currently, the cement industry boom is increasing, mainly due to, first, strong demand-pull in 2010 rapid growth in cement production, restrictions on electricity since the second half to push prices continue to climb, tons of cement increase in gross profit, the industry boom of the increase; the second is the marginal supply reduction is a key factor in continuing boom: new capacity to bring a greater impact on the cement market, is currently in production digestion stage; the future by the new production capacity, eliminate backward production capacity and other factors impact of the incremental supply will rapidly decline. The industry believes that the cement stocks have the tendency of investment opportunities, demand grew steadily, new supply reduction, the expected supply and demand continues to improve; the same time mergers and acquisitions, corporate and other factors driving the market power of competing enhanced, thereby enhancing profitability.
tenth year textile and clothing rose 12%
2010 tenth annual gain in the textile apparel industry (SW level) classes. According to the textile and apparel index (821.455, -8.63, -1.04%), the latest closing 2367.33 points, since 2010, has risen 12.00%, the average turnover rate of 693.88%, turnover reached 1.149577 trillion yuan interval.
which early this year so far Number of rising stocks in 52, accounting for the number of sectors 71.23% stock house, which, Tianshan Textile (13.81, -0.08, -0.58%) (111.42%), advised Branch Technology (14.92, -0.14, -0.93% ) (96.94%), Bank of cashmere industry (14.49, -0.18, -1.23%) (93.71%), Carolina textile (71.28, -1.71, -2.34%) (80.29%) and other 12 stocks rose more than 50% of the interval .
2010 first three quarters of textile and apparel industry 5,018,103,300 yuan net profit attributable to parent company achieved earnings per share of 0.1573 yuan, net assets of 3.0689 yuan per share, total revenue of 3.1255 yuan per share, generated from operating activities per share Net cash flow 0.0992 yuan, net assets yield 5.63%; to Dec. 22 closing price, dynamic price-earnings ratio for the textile and apparel industry 47.99 times (industry data are weighted average income).
Eleventh Five-Year period, the textile and apparel industry to achieve a rapid growth. Revenue growth is growth in textile and clothing during the second five major pulling power. The market is expected to % or so.
industrial restructuring is the development of the internal demand for textiles and clothing, including industry, science and technology innovation is the cotton yarn, dyed yarn in three areas. The fabric will have to focus on innovation-based functional fabrics, in particular, is the rapid development of outdoor functional fabric. energy saving and emission reduction, the elimination of backward production capacity of printing and dyeing industry leading good. saving and emission reduction in ten twenty-five period will also be the focus of government work. As state enterprises increasingly stringent environmental requirements, reduce newly approved enterprises, industry concentration will increase the advantages of leading enterprises prominent.
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