Analysts ' most focused industry reviews in nearly a week

Today investment Li Chong industry name concerned about the number of research reports on institutional metals and mining 3569Credit Suisse,deutsche Bank,goldman Sachs, Security Securities, Bohai Securities, Great Wall securities, Changjiang Securities, Chase Securities, first venture securities, northeast Securities, Orient Securities, Dongguan Securities, Everbright Securities, GF Securities, Capital Securities, National Gold securities, National Credit securities, National Yuan Securities, Haitong Securities, Huatai Securities, Jianghai Securities, KGI Securities, United Securities, National Securities, Monita Company, Ping An securities, Japan Securities, Shanxi Securities, Wanguo, days congenial Gu, merchants Securities, Zhejiang Business Securities , CIC Securities, Citic Investment, Citic Securities, Power 3448BNP paribas,dbs,deutsche bank,nomura,ubs Warburg, Security securities, Great Wall securities, Changjiang Securities, northeast Securities, Oriental Securities, Dongguan Securities, Everbright Securities, GF Securities, National Gold Securities, Guotai Securities, National Yuan Securities, Huatai Securities, KGI Securities, United Securities, National Securities, Ping An securities, group benefits Securities, Shanghai Securities, Wanguo, days congenial gu, Xinda Securities, Societe Generale Securities, Galaxy Securities, investment securities, CICC, CIC Securities, Citic Investment, Citic Securities, Real Estate 2948dbs,deutsche Bank,goldman Sachs,nomura, love to build securities, security securities, Bohai Securities, Changjiang Securities, the first venture securities, Everbright Securities, GF Securities, National Gold securities, credit securities, National securities, Haitong Securities, Jianghai Securities, United Securities , Minsheng Securities, National Securities, Monita Company, Wanguo, the day congenial Gu, million joint securities, Xiang-Choi Securities, Xingye Securities, investment securities, CICC, CIC Securities, BOC International, automotive manufacturing 2938BNP paribas,ubs Warburg, Bohai Securities, Wealth Securities, Oriental securities, GF Securities, National Gold Securities, Guotai, National Trust Securities, Haitong Securities, Huatai Securities, Jinghua Mountain One, KGI Securities, joint Securities, Monita Company, Ping An securities, Shanxi Securities, Wanguo, days congenial Gu, Southwest Securities, Societe Generale Securities, Galaxy Securities, Merchants Securities, Zhejiang Business Securities, CICC, CIC Securities, CITIC Securities , BOC International, Zhongyuan Securities, Power equipment 2632NOMURA, security securities, Bohai Securities, Great Wall securities, EAS Securities, first venture securities, first Shanghai, Dongguan Securities, Dongxing Securities, Guotai, Guo Shin Securities, Haitong Securities, Hongyuan Securities, Jiangnan Securities, Jinghua Mountain One, KGI Securities, joint Securities, Group Benefits Securities, Shanxi Securities, Wanguo, Days congenial Gu, Societe Generale Securities, Zhejiang Business Securities, CIC Securities, CITIC Securities, BOC International, chemical products 2434Goldman sachs,ubs Warburg, Security Securities, Dongxing Securities, Everbright Securities, GF Securities, Capital Securities, Guotai, National Credit Securities , the stateYuan Securities, Haitong Securities, Jin Yuan Securities, KGI Securities, United Securities, National Securities, Ping An securities, group benefits Securities, Japan Securities, Xingye Securities, Zhejiang Securities, CIC Securities, Citic Investment, Citic Securities, BOC International, household consumer durables 2239UBS Warburg, Fortune Securities, Great Wall securities, Oriental securities , capital Securities, National Gold securities, Guotai Securities, National Securities, Haitong Securities, joint Securities, Minsheng Securities, Ping An securities, Shanghai Securities, Wanguo, Xingye Securities, Galaxy Securities, investment securities, CICC, CIC Securities, Citic Securities, Zhongyuan Securities, pharmaceutical 2232Goldman Sachs, Bohai Securities, Changjiang Securities, Oriental Securities, East China Sea Securities, Everbright Securities, GF Securities, Capital Securities, national Maritime securities, National Gold securities, Gototimes Securities, Guotai, Hongyuan Securities, Yuan Securities, Minsheng Securities, National Securities, group Benefits Securities, Wanguo, Day congenial Gu, investment securities, CIC Securities, Citic Securities, Petroleum and natural gas 2129dir,goldman Sachs,nomura, Great Wall Securities, northeast Securities, Oriental Securities, founder Securities, Capital Securities, Guotai, Guo Xin Securities, Haitong Securities, Yuan Securities, national securities, Ping An securities, Shanghai Securities, Xinda Securities, Xingye Securities, Zhejiang Merchants Securities, CICC, CIC Securities, CITIC Securities, integrated telecommunications services 2129cimb,deutsche Bank,goldman sachs,ubs Warburg,yuanta, Security securities, Chase Securities, first venture securities, Oriental Securities, Everbright Securities, National Union Securities, Guotai , the State Trust securities, Haitong Securities, Huatai Securities, Ping An securities, Shanghai securities, Days congenial Gu, CICC, Citic Securities, BOC International, food production and processing of 2031Goldman Sachs, Chase Securities, northeast Securities, Oriental Securities, Dongguan Securities, Dongxing Securities, National Gold Securities, Guotai, National letter Securities, National Securities, Haitong Securities, National Securities, Shanxi Securities, Shanghai Securities, Wanguo, Southwest Securities, Societe Generale Securities, CIC Securities, Citic Investment, Citic Securities, coal 1921NOMURA, love to build securities, Bohai Securities, Soochow Securities, Everbright Securities, GF Securities, Guotai, securities, joint securities, Minsheng Securities, Qilu Securities, Shanxi Securities, Shanghai Securities, Societe Generale Securities, Galaxy Securities, China Merchants Securities, CICC, CIC Securities, CITIC Securities, machinery manufacturing 1625 Great Wall Securities, Changjiang Securities, EAS Securities, northeast Securities, Oriental Securities, GF Securities, National Gold securities, Haitong Securities, Jianghai Securities, KGI Securities, Joint securities, Ping An securities, China Merchants Securities, Zhejiang Merchants Securities, Citic Investment, BOC International, beverage production 1620 love to build securities, northeast Securities, Oriental Securities, Dongguan Securities, GF Securities, Capital Securities, National Gold securities, National Credit securities, National securities, KGI Securities, National securities, Ping An securities, Shanxi Securities, Wanguo, Southwest Securities, Hunan Financial Securities,Dining accommodation and entertainment 1519 Great Wall Securities, Everbright Securities, GF Securities, National securities, credit securities, Minsheng Securities, ethnic Securities, Shanxi securities, Century securities, days congenial Gu, Xingye Securities, investment securities, Zhejiang Securities, CIC Securities, Citic Securities, forestry and paper products 1415Goldman Sachs, Security Securities, Oriental securities, State securities, National securities, Haitong Securities, Minsheng Securities, Nanjing Securities, Qilu Securities, Shanghai Securities, Societe Generale Securities, Galaxy Securities, China Merchants Securities, CICC, bank 1320dbs,goldman Sachs, northeast Securities, Oriental Securities, GF Securities, National Gold securities, Guotai Securities, Union Securities, Minsheng Securities, Monita Company, Wanguo, Citic Securities, water transport 1317Goldman Sachs,nomura,ubs Warburg, Bohai Securities, Guotai, Haitong Securities, Huatai Securities, Jinghua Mountain One, KGI Securities, Ping An securities, Shanxi Securities, Merchants Securities, Zhejiang Merchants Securities, Aviation 1113dir,goldman Sachs,nomura, Love Jian Securities, Oriental Securities, founder Securities, GF Securities, Guotai, Huatai Securities, Zhejiang Securities, CITIC Securities, communications equipment 1113Goldman Sachs, Bohai Securities , Changjiang Securities, Chase Securities, Oriental Securities, Ping An securities, Pacific Securities, south-west Securities, Zhejiang Securities, CICC, Citic Securities, according to today's investment in the "most current analyst focus on the industry," the statistics found that in the past week, a total of 34 institutions concerned about the power industry, compared to last week, increased 20.　　Ranked three in the analyst's list of concerns. From the fundamental point of view, the first quarter of the power sector performance growth of nearly 70% per cent year-on-year, water and electricity profits increased 18 times times. Data show that the electricity sector in the first quarter of this year to achieve net profit of 2.78 billion yuan, an increase of 66.4%. Specific sectors to see, the thermal power sector to achieve a net profit of 1.76 billion yuan, an increase of 21.3%; hydropower plate performance growth, the first quarter to achieve net profit of 780 million yuan, the year-on-year growth of 18 times times. The main gains in the power industry's performance are the rise in electricity prices.　　Ping An securities believes that sales of electricity prices may be raised to some grid companies to bring investment opportunities. From the news point of view, the economic recovery of the stimulus, the first quarter of this year's social energy production and consumption continued to rebound. Although April of energy and power output fell slightly, but the trend of recovery is not over. April energy production 215.506 million tons, generating 271.288 billion kwh, both slightly lower than the previous January levels. However, this does not mean that there is a significant change in the demand trend for energy and electricity.　　Demand for energy and electricity will continue to increase as the economic recovery trend becomes clearer. At the same time, the National Bureau of Statistics released the latest data show that April, the country's firepower capacity of 218.762 billion kwh, compared with the 239.939 billion kwh last month, the month-on-month decline of 8.8%, with a year-on-year decline of 6.2%. with whichIn stark contrast, the national hydroelectric power generation in April, 42.109 billion kwh, compared to the last month's 34.843 billion kwh, rose 20.8% year-on-year, a sharp increase of 10.8% over the same period last year. The cumulative decline in thermal power since this year is much greater than hydropower. From the cumulative year-on-year increase, thermal power from January year-on-year increase of 16.05% down to April year-on-year decline of 6.3%, showing a diving trend.　　But at the same time, the increase in water and electricity has been at a high level, the April cumulative growth was the lowest, but also reached 18.9% level. Southwest Securities said that thermal power generation and macro-economic relations more closely, although the recovery is a foregone conclusion, but it will take some time. During this period, the power generation of thermal power is difficult to reach the high level before 08. However, the total amount of water and electricity is low, accounting for less, but also the national policy support of clean renewable energy, will maintain a high growth rate.　　Therefore, in the next 1-2 years, the scissors of thermal power and hydropower growth may continue to expand, the differentiation is likely to continue to intensify. From the market point of view, since the beginning of the year, the Power Plate continued to run a large market. January 5, 2009 to May 22, 2009 closed, the Shanghai Composite Index rose 38.12%, while the power sector rose 24.15%. The performance of the Power Plate lagged behind the market 13.97%. But last week, the Power Plate won the market. The Shanghai Composite Index fell 1.8% per cent, while the electricity sector fell 1.01%. Power Plate to win the market 0.79%.　　The Power weight plate shows good resilience. Southwest Securities believe that the Power Plate exists to increase power, hydropower, new energy industry valuation Center as a whole move up. The Changjiang electric Power is the most representative hydroelectric company, after its duplicate card, the market gives and the long electric valuation also reflects the market approval reasonable valuation level of the hydropower industry. For the power industry, they said that the current should adhere to the bottom-up approach to stock selection, and suggest a sustained focus on the concept of energy-saving hydropower and new energy concept listed companies.