China yuan to borrow power network construction will explode next year

Double elephant shares: six months Ben 41 yuan as a newly listed chemical enterprise, dongxing Securities gave a "strongly recommended" rating, Everbright Securities also gave a "buy" rating, respectively, two brokerages can give the highest rating. According to this rating, the double elephant shares are expected (002395).　　SZ) will be stronger than the benchmark index yield of 15% over the next 6 months.　　According to the site survey, several basic chemical industry analysts come to a common conclusion is that the double elephant shares developed high-end superfine fiber ultra-real leather is still a big market gap, now the next two years will produce the super real leather is expected to break Japan's monopoly, the company to contribute huge profits.　　According to the prospectus disclosed, the double elephant shares April to launch the Ldpe/pu Ultra fine denier polyurethane short fiber ultra real leather item, its product performance target reaches the Japanese high-end superfine fiber product level, after putting into production will take the cost superiority and the extremely high cost-effective substitution imports high-grade ultra fine fiber ultra real leather product. According to industry association statistics, the 2010 domestic demand for superfine fiber synthetic leather will reach about 107.44 million square meters, the market gap of about 35 million square meters; the market demand in 2012 is expected to reach 200 million square meters. Although the domestic Super fiber field of several large enterprises such as the Double Elephant shares, Wo hin shares (002343.　　SZ), Shandong and the same big and just met the Huafeng is actively expanding production capacity, but the market will remain in short supply situation, not to change the industry high prosperity. Prospectus disclosed, the double elephant shares the project is 6 million square meters polyurethane superfine denier staple fiber, one phase 3 million square meters now has entered the trial production stage (the trial production condition is smooth), the second phase 3 million square meters will be completed in 2011 to put into production, anticipates the future company also will continue the capacity expansion according to the order condition,　　Next year the company's production capacity into the release period. Based on this expectation, dongxing Securities basic Chemical Industry analyst Yang Joomu that the double elephant shares in the next two years annual growth rate of 71%, and the growth is more certain, 2010-2012 EPS is 0.61 yuan, 1.37 yuan and 1.79 yuan respectively.　　Even if the 2011-year PE is 30 times times, the share price of the double elephant shares is still 41.1 yuan, so Yang Joomu that the stock price of the double elephant shares is seriously underestimated and given a "strongly recommended" rating.　　And another strategy analyst combining the characteristics of the technology trend of the double elephant shares, remind investors: Although the double elephant shares fundamentals are very good, growth is more certainty, but in the short term, the 5th line wearing the 10th EMA, in the turbulent pattern, in recent days there is still a downside risk, investors can buy low, long-term hold. Seiko Steel Structure: Double Potential Although the net profit is not like double like shares doubled growth, but Seiko steel structure (600496. SH) in the two-tier market trend is indeed enviable.　　From the October 28, 2008 prev Close 1664-point rebound since the bottom, Seiko Steel has doubled the stock price five times times, from 2.9 yuan/share to 14.5 yuan/share. Now, the equity incentive is imminent, Seiko steel structure or will pull up a new round of market. YearJuly, Seiko Steel Structure announced the external equity incentive draft, to 9 senior executives and 103 core staff to 10.15 yuan/shares to grant 12.2 million share options.　　National Yuan Securities Construction industry researcher Bao said that once the equity incentive draft has been approved by the regulatory level, the interests of employees and companies will be integrated, conducive to the company's future performance. In fact, by the second half of 2008, the financial crisis and steel prices dropped significantly, Seiko new contract reduction, resulting in the company's 2009-year operating income has declined a certain extent.　　Despite a sharp increase in net profits in the 2-3 quarter of 2009, the increase came from the most expensive steel contracts concluded in 2008 in 2009. Since entering the 2010, Seiko Steel construction business income has been gradually rid of the adverse effects of the decline in steel prices, there has been a gradual rebound trend. According to Guotai construction industry analyst Bai Xiaolan Statistics, Seiko Steel construction this year's new signing contract will reach 6 billion-6.5 billion yuan, the year-on-year growth of 20%-30%.　　As a leading indicator, the new contract will help protect the first half of next year's performance growth. As the leader of steel construction industry, Bai Xiaolan that the industry growth space, high concentration has made Seiko steel structure has doubled the potential for growth.　　The forthcoming equity incentive will also give the release of performance a stronger incentive. Although after the stock market crash on November 12, Seiko steel structure under many, but a few days quickly back to the prehistoric high 14.50 yuan.　　A brokerage analyst said, if can stand 14.50 yuan, Seiko steel structure continue to the possibility of upward still very big. China Yuan Huadian: Borrowing power network construction and other first listing of 24 gem companies compared to China Yuan Huadian (300018).　　SZ) in the two-tier market trend downturn, the stock price hesitate, become a unique horizontal plate stocks. In addition to the negative growth of net profit since this year, the soft rib of China yuan is also reflected in the dependence of the national power grid construction too strongly. China Yuan Huadian's two main products are power fault recorder analysis device products and time synchronization system device products, all applied to the national power grid construction. As a result of this year's investment in China's net is 25.5% lower than last year, and the smart grid began to tender for two times this year, resulting in a decline in sales and gross margin of the two main products.　　In the three quarter of 2010 years ago, CLP's revenues fell 17.69% year-on-year, while net profit fell 14.35%. It is due to the fundamental performance of the lack of support, China-yuan Huadian stock prices sideways, nobody. But Mu Yunzhou, a researcher in the Securities and electrical equipment industry, has made a new judgment on the stock price downturn.　　Mu Yunzhou said that in general, the share price reflects the performance of the listed companies in the next 6 months, so the CLP's current share price should reflect the performance of the next 6 months. According to Mu Yunzhou's observation, the king's tender efforts began from weak to strong in the next 1-2 years, the national network investment will regain a sharp increase in the situation, China-yuan Huadian industry demand at least within two years is notProblematic. Cooperating with the national network for the planning progress of the smart grid and the progress of China Yuan's fund-raising project, Mu Yunzhou expects that the production capacity and market demand of China-yuan Huadian will be increased substantially from 2012 to 2013, and the company's performance will show an explosive growth.