Exclusive disclosure: Summary of research and investment by 23 sensitive companies

Author: Jiangxun The meaning of this issue is simple: the economy is warming up, not slow, and the value is differentiated. We need to focus on what's going on in the economy. Not only does the financial weekly pay attention to this, but the recent agencies are also conducting intensive research, but no one has yet passed on the first-line internal information of these surveys to investors.　　This is the job that we are doing this week. Why are these companies so sensitive? Shenhua, China Coal Energy, Wisco shares, Conch Cement, ICBC, suning appliances ... These represent trends in different industries.　　This period of 23 companies covering the current market we believe that some of the most important sectors, but also the market is very concerned about the company.　　We want these executives to speak out and be able to reflect the economic signals in the first time.　　23 Companies research and delivery of the value signal first on the part of the company's minutes to comment on: China Shenhua: This company is the king after: there is coal, there are railways, the right to pricing;　　Poly Real Estate, Gold Group: First step, first step, the real estate company's most important competitiveness is not land, not capital, is a strategy.　　Youngor: How do traditional industries break through? Youngor is a holding group, and the Annunciation is a few paces behind.　　Sail shares: The traditional automobile start battery business gradually recover, but this is also the path dependence, only a short distance of the new battery is the company's future development direction, but this year and next two years is difficult to contribute more profits.　　Suning Appliance: The acquisition of Japan Laox Company This incident shows that "Growth King" has been a big challenge, the impact of online trading may have just begun.　　Yi Hua Wood industry: External need in slowly recovery. Conch Cement: 4 trillion stimulus effect, has just begun.　　This is one of the few completely competitive industries, but also the basic no connotation and only the extension of the industry, the leader is always the first.　　In the oil-building: A N-story company was born.　　Sun paper: Paper recovery degree earlier than many cyclical industry, the boom in slow recovery.　　Bo Rui Spread: Domestic cultural dissemination of listed companies in the latest sharp also the most creative companies, this field promising.　　Double Sinks development: represents the rigid consumer goods industry in the present situation, only inflation can raise the forecast.　　ICBC: This is the most not underestimated company in China.　　Jianghuai Auto: U.S. auto bankruptcy, China's auto industry is rising, Jianghuai automobile is one example.　　Alcoholic liquor, well square: white wine is actually a very young industry, the new round of the fittest is playing; just two companies are the ups and downs of the company, one goes up and one goes down. Goldwind: The game of top management is over, but the history of the company's high growth is over.　　What is the competitiveness of goldwind?　　Wisco shares: Steel indeed spent the difficult breathing time, but the twists and turns have not ended, iron ore dispute is difficult to distinguish, but Wisco's competitive advantage is slowly eroded is an indisputable fact, but this does not obscure its investment value. Brief summary of several important readings, seeAfter these investment minutes, we should find these things: first, after a round of economic crisis, there has been a clear differentiation: the strong and strong, the most affected is the second-line companies, because three or four-wire companies often take the opportunity to reorganize or integrate.　　China Shenhua, Lu ' an Huan, poly real Estate, ICBC these more and more powerful. Second, the long era is basically over, the trend of traditional industrial economy is: industrial chain, channel, which may be a very important future stage of the valuation imagination.　　This is reflected in clothing, consumption, chains, banks and even coal companies.　　Third, strategically good companies, which are more important than anything else.　　Q: Why has the company failed to do well in new batteries such as solar cells and lithium-ion batteries? A: The main reason is that the company has been developing a good battery in the car for a long time, because the path-dependent factors fail to devote too much energy to the new battery.　　But the company has noticed this problem, the future will vigorously develop new battery business.　　Q: At present, the market is concerned about the new battery, lead-acid batteries as a traditional battery has no development prospects? A: Lithium in many ways has been superior to lead-acid batteries, but the latter still has a lot of advantages is the current lithium battery can not match. Batteries used in electric bicycles, for example, lead-acid batteries are only 300 times less than the number of rechargeable lithium iron phosphate batteries can be more than 2000 times, but lead-acid batteries in the stability and price of lithium batteries are currently difficult to surpass. Therefore, the future lead-acid batteries still have a lot of room for development.　　Of course, we are also actively engaged in the development and production of lithium batteries.　　Q: China Shipbuilding Co., Ltd. only a sail shares of a listed company, will the future use sail to achieve the overall listing?　　A: The main asset of the ship heavy industry is the ship assets, intends to carry out the quality of ship assets as the mother of the IPO, do not intend to use the sail shares to achieve the overall listing.　　Q: What is the progress of the company's lithium-ion battery and solar amorphous thin film battery business? A: The company established the lithium Battery project group in 2000 and established the lithium Battery laboratory.　　2006, the company relies on domestic mature technology for independent research and development, investment of 200 million yuan, the construction of 1 Nissan 100,000 (annual output of 30 million) cylindrical lithium battery production line, products are mainly used for notebook computer repair market, production line has been put into use in August 2007, but currently not very stable. September 19, 2008, sailing shares with the United States Aimio Photovoltaic Co., Ltd. (AMELIO Solar,inc) Signed, set up Baoding sail Photovoltaic Energy Co., Ltd., using the international leading amorphous silicon thin film battery equipment and technology, rapid construction of amorphous silicon thin film solar cell project. Project total investment of 105 million yuan, of which 94.5 million yuan construction investment, bedding liquidity 10.5 million yuan. The registered capital of the joint venture company is 10 million U.S. dollars, of which the proportion of sail shares is 75% and is in a holding position. The project is expected to be completed by the end of this year, with an annual output of 5MW after production; plan to expand to 25MW, the final target is annual output of 100MW.　　At present, the first issue of sales are all sold to Africa.　　Q: The market has been concerned about the progress of the exploration of lead ore, can the latest progress in this regard be introduced? A: August 28, 2007, the company to the Tianjin North China Geological Survey to buy in Hebei province Laiyuan County and Laishui County in the territory of some of the prospecting rights. Laiyuan County The resources of the lead-zinc mine in the Laiyuan and Laishui County are as follows: The Red Ridge character, Dong two prospecting right and the prospecting right of the gold and silver Ore survey in the south section of Laishui County, Hebei province. The initial exploration contains resource reserves: 10.2 Tons of gold, 1550 tons of silver and 870,000 tons of lead and zinc, which is estimated to be more than 15 billion. The company has commissioned a professional prospecting agency to conduct a detailed exploration of the mineral rights, which is expected to be completed by the end of June this year.　　From the current situation, Red Ridge ore reserves relatively good, is expected to become a medium-sized mining area.　　Q: What is the direction of future development of the company? A: The future development of the company will focus on the following four aspects. First, the maintenance starts with the automobile battery market leading position. Second, the industrial battery bigger and stronger, and strive to from the current domestic top five development to the top two. Third, the development of power lithium-ion battery into the future of the company as a pillar. Four, and strive for the future in the hybrid electric vehicle power batteries have a breakthrough.