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 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 power finances is anticipated to restart The international economic urgent position conveyed about by fluctuations in the diverse parts of the market may convey to China the opening to integrate the acquisition. After every urgent position there is often a new financial force restart, now it is a origin of anxiety include: new power and associated commerce, biotechnology and gene expertise, the Internet and its functional submissions and information-driven logistics flow, for example decreased costs.

Guotai Junan: or greater be treated with caution new energy In the 3-4 month period, the macro-micro-cold-hot, some funds may be temporarily left the stock market hedge. Especially for pre-or large garbage stocks, shares a significant portion of small and medium-sized panels, the lack of support for the new energy performance of the stock. New energy, pre-or larger shares of junk, most small and medium-sized board stocks, cyclical stocks may need to reduce tactical. Short-term, taking into account the new energy of caution, do not touch.

State securities: valuation of high concern should be to buy New energy investment remains an important theme of the main line, but taking into account the high valuation, investors should be concerned 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: policy themes and the theme has been the proliferation of surface, and resolutely to circumvent the large cumulative rise but the lack of fundamentals supporting the stock liquidity and stimulate the economy is the main fulcrum of the policy, but the subject matter and policy side has been the subject of proliferation, determined to avoid a total or partial large but the lack of fundamentals supporting the stock, at the same time adopt a "mixed" strategy selection in the industry trends in the economy, industry and regional economic revitalization planning, innovation and dominant multiple factors, such as stocks, to promote access to the uncertainty over earnings. Optimistic about the Shanghai World Expo will focus on cross-strait economic circle and the rise of the central and western regions (including post-disaster reconstruction) the three themes of the regional economy. Incidents of sexual subject matter concerns the performance of the proposed increase the risk of post-release low-priced small stocks behind the reorganization of the opportunity 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).

About the Author:

Tagged with:

Filed under: Car Articles