Gem Star stock Pursuit: Emerging industries run out of "rich second generation"

In a mixed voice, China's gem ushered in its one-year-old birthday.　　China's gem, the original intention is to build China's "Nasdaq." From the perspective of international experience, the road to gem is not very successful. Only the boss, Nasdaq, was successful, but all the other countries could be said to have failed.　　Take the gem Dick, Britain's aim, the liquidity of the market is only about 1/20 of Nasdaq, causing major trading difficulties. Nasdaq was successful because it was a wave of it that made Nasdaq. When Nasdaq was founded, there were a number of excellent enterprises, the rapid development.　　Like HP (HP), Microsoft (Microsoft), Intel (Intel), and so on.　　China's gem, whether it can become Nasdaq, first of all, it is necessary to find out whether China has a number of companies can grow into HP, Microsoft, Intel, such as the Big Mac-type enterprises. Although, the Gem Open board, people on the gem enterprise criticism, but undeniably, the gem issued 130 listed enterprises, bringing together a group of Chinese enterprises in the industry invisible Champions.　　We are only a half annual report of the best of the top ten star companies as a sample, glimpse, to see who is the most promising to become China's Microsoft.　　How much wealth myth has the golden decade created for the pop medical gem? Compiled by the "Creative Rich" magazine, the Gem list shows that as of October 14, the gem has a total of 489 billionaires, holding a total market value of 283.1 billion yuan. A total of more than 1 billion of the stock market value of 67.　　The average value of the 489-rich is 579 million yuan. Gem First group of listed companies Le PU (Beijing) Medical Equipment Co., Ltd. Buzhongjie, the founder of the music General medical care, the current shareholding 120 million shares, the market value of up to 3.33 billion yuan, among the top ten gem. And another shareholder of the United States WP Company by Buzhongjie's wife Zhang Yue individual wholly-owned establishment.　　In other words, the Buzhongjie couple's actual shareholding is 180 million shares, according to the 27.75 yuan closing price calculation, the Beaufort couple's book wealth amounted to 4.995 billion yuan, the gem ranks the top five, and compared with the top of the rich list, they are the only non-actual control of the rich, pure "technology investment." The growth of personal wealth is predicated on the explosive growth of the company's wealth. According to statistics, although pop medical market only a year, but already ranked the medical device industry listed companies in the forefront of the total share capital of 812 million and October 25 closing price of 27.75 Yuan, its market capitalisation has exceeded 22.5 billion yuan, far more than part of the board listed companies.　　At present, its total market value is equivalent to 2 diving medical, 6.6个万 East medical treatment or 8 Xinhua medical treatment. Le PU Medical is the earliest engaged in coronary intervention and congenital heart disease interventional medical Devices Research and development, production and sales of high-end medical enterprises, has gradually grown into the domestic market share of cardiac stent system is the second largest producer, the main productionProducts used in the cardiovascular stent system and plugging device, product gross profit margin of about 90%. In the first half of this year, Le Pu Medical main revenue 383 million yuan, an increase of 36%, operating profit of 241 million yuan, an increase of 44%. Total profit ranking gem listed companies first.　　And the stent business remains the biggest driver of growth.　　Now, it seems, it is the timely introduction of drug stent, for the development of Le Pu won space. The success of drug-eluting stents has also injected new impetus into the continuing development of Le Pu.　　In the active promotion of the next generation of stent research and development, based on the current market, within the scope of the registration certificate to continuously expand the existing model specifications, currently le Pu Medical is the most complete stent specifications. At this point, le PU medical research and development experience from the run to the leading process. In addition to the initial technology from the company's shareholders wpmedical and Buzhongjie, has not introduced foreign technology, are independent research and development. Now Le Pu is working on a fully degradable stent, which is also the direction of global stent development. If Le Pu medical takes the lead in the global development of biodegradable stent, it may have the opportunity to become the global Heart interventional Medical industry, one of the leading market capitalisation will reach billions of dollars.　　With this imagination alone, fund managers can be a haunt. The top ten circulating shareholders in the first half of the general medical report were guarded by the fund, according to a financial adviser to GF Securities.　　Total positions 12.9 million shares. Moreover, since 2009, China's new health reform program, not only for the overall improvement of the national health care level is of great significance, but also for the Chinese pharmaceutical industry ushered in unprecedented opportunities for development, from 2010 to 2020 will be China's pharmaceutical "golden decade." China's upcoming aging society, but also give le PU medical rare development opportunities. China Census and Population Research Center forecast data show that around 2030, the population aged 60 and older in our country is expected to increase to about 400 million, and by 2050, the total number of elderly persons aged 60 and over 65 in our country will reach 450 million and 335 million respectively, which means 3 elderly persons per 1 persons.　　It has the perfect soil to grow into Microsoft in China's healthcare industry.　　Also as the pharmaceutical industry's eye, in the listing only a year, will be a large number of established pharmaceutical companies behind, the gem market value TOP10. At present, Ai ER Ophthalmic Hospital Group Co., Ltd. has become the largest, most physicians, the fastest development of ophthalmic chain medical institutions, its development trend by domestic and foreign peers as the Chinese medical industry "ai er phenomenon." 2009, the number of ophthalmic outpatient clinics 797,400 people, 90,000 cases of surgery, ranked first in the same industry. Ai er Eye Chairman Chen Bong also take this rank second in the rich list, its direct and indirect shareholding market value is 4.751 billion yuan. [Page] Emerging industries run out of "rich second generation" with the country vigorously develop new industries Dongfeng, Ninghaidongfang Energy Co., Ltd. and Zhejiang Sunflower Light Technology Co., Ltd squeezed intoThe first half of the best performance of the top ten star enterprises listed. Interestingly, the Oriental Rising chairman Lin Hai is a new sharp "rich second generation."　　According to the current stock price of 51 yuan, Lin Hai hands 75 million shares, net worth has more than 3.8 billion yuan, relative to the enterprise annual sales of 1 billion yuan figure, his wealth growth, had to be amazing. Lin Hai was born in 1975, when he went to college, he started his plan to start a business, and he opened an electric company with the help of his father, Lindaqui. The company went bankrupt after a year's opening. But he was not discouraged. The following year, he began production and operation of the fastener. But fate does not seem to favor him. Successive failures have not discouraged Lin Hai, who took over Lindaqui's rubber factory around 2000 to develop new energy products such as solar cells, solar modules and solar lamps.　　Now this year only 6 people's small factory, has grown into annual sales of 1 billion yuan company. and the creation of the myth of sunflower, obviously far more than the east rising. When August 27, Sunflower listed, its Chairman Wu Jianlong and Le Pu Medical general manager Buzhongjie completed a "richest man" scepter handover. Buzhongjie, who has held 60.4367 million shares in the company, is the first on the IPO to 3.832 billion yuan in the market capitalisation of the richest. And when the actual control of the sunflower Wu Jianlong won the gem of the first person's position, its name of the stock market value rose to 5.004 billion yuan.　　Therefore, some people jokingly, China's gem, is an effective "build rich production line." Sunflower is Zhejiang Shaoxing first gem listed company, is a research and development, production and sales of crystalline silicon solar cells and components as one of the national High-tech enterprises. In fact, Wu Jianlong in addition to directly holding the sunflower 40.98% of the equity, but also through the "Hong Kong Excellent Creation", "Guanghua guarantee" indirect shareholding, and finally the actual possession of 325.8332 million shares of Sunflower shares. Sunflower listed on the first day of the closing price of 24.06 Yuan, Wu Jianlong holding the value of the stock market reached 7.863 billion yuan.　　In addition, Wu Jianlong also owns real estate, chemical industry, medicine and many other industries, the financial resources are quite abundant, can be called "Billion Millionaire." In the Sunflower's 73 natural shareholders, the most eye-catching is inherited father Liu Yang 62,500 shares, as young as the 6-year-old "doll shareholder" Wu Qin Yi. After the company's successful listing, the 6-Year-old Wu-Qin became the "youngest millionaire" on the gem.　　In addition to the 6-year-old "doll shareholder", Sunflower also gathered 26 "" "shareholders, is basically to get the company June 2009 Equity incentive staff backbone. The two companies in the gem market, while the crazy nuggets, but some people doubt its development prospects. According to the disclosed financial statements, last year, Eastern Sunrise and sunflower light Energy were 100 million yuan rebate, respectively, accounting for the total profit of the year 76% and 84%. What would happen to the PV industry if there were no export rebates?　　The answer is: the financial statements will be very ugly. In this regard, Hou Wentao Securities Research Institute, the company's formerThe third quarter to achieve sales of 1.65 billion yuan, net profit of 167 million yuan, a comprehensive diluted EPS (earnings per share) of 0.955 yuan, exceeded expectations. The main reason is the strong downstream demand and the excess utilization of production capacity. The company's excess production capacity, the year's performance exceeded expectations. For sunflower, Hou Wentao and other people think that its 2011 in the hands of full, sales risk is small. The recent rise in polysilicon prices has not had a significant impact on company costs. To intervene upstream wafer industry chain, will greatly enhance the company's ability to resist price fluctuations and profitability.　　Give the two companies an "overweight" investment rating. The small mobile phone creates the big wealth October 30, 2009, the gem opens the board first day, a stock's share price soared to 147 yuan, becomes the pioneering board hundred Yuan stock. Since then, its share price has climbed to 237.99 yuan.　　To create such a myth is the Beijing Shenzhou Tai Yue Software Co., Ltd.　　China Tai Yue can be so beautiful, is because since its inception in March 2007, has been as the only operation of the flying Letter business support outsourcing services provider. The 2010 semi-annual report showed that in the total revenue of 390 million yuan, IT operations management area of revenue of 130 million yuan, mobile internet revenue beyond the letter up to 250 million yuan.　　According to CNNIC survey, 2009 in the IM market penetration rate of 20.5%, the market share after QQ, many people believe that the Shenzhou Yue may become another Tencent. However, the Shenzhou Thai Yue himself does not look like that. Shenzhou Yue Dong Huangsong has made it clear: "We can not become the second Tencent, we and Tencent's business model is different, we only do supporting, will not, can not go offside." "Although the IPO, for the main business of the Shenzhou, the single query sound constantly, but its listing since the number of institutional shareholding has been increasing." December 31 last year, the total holding of the body of the circulation of a shares only 1.64 million shares, and the first half of this year, the agency total holding 21.63 million shares, total holding 27.38% of the circulation. One of the Yinhua funds to take the top ten circulating shares of the top 6, total holding 17.54 million shares.　　At present, there are 12 institutions to the China-Thailand Yue rating, which bought 4, overweight 8. Not highest, only higher. Use this sentence to describe the gem stock, not at all. China Tai Yue on the first day of the closing price, lightly loosened by the National Technology Co., Ltd. refresh. The first day of April 30 this year, the national technology hit a new high of 157 yuan.　　And in the capital market, there are many to the national technology chant praise-A-share first high price shares, "gem is most likely to rise to 200 yuan of stock", "Gem Star", "most likely to become Microsoft's Company" ...　　National technology is the most optimistic growth point, is the mobile payment chip and the overall solution, the current national technology has made China Mobile phone payment exclusive Rfid-sim technology supplier qualification. In the first half of the report, the national technology submitted a beautiful reports, the performance growth of more than 200% per cent, each shareBenefits to achieve 1.16 Yuan, three quarterly bulletin, the national technical performance again year-on-year growth of 98%. But the benefits did not have a positive effect on the company's share price.　　National technology's share price since May 28 peaked 179.17 yuan, began to slide to 102.01 yuan, followed by a slight upward, so far the share price remained in the vicinity of 129 yuan.　　The market for national technology is weak, due to widespread concern in the market, the mobile phone payment industry standards will bring more impact on the company's mobile phone payment products.　　After May this year, mobile phone payment standards for floating on the stage, the move to suspend execution and even stop the company's 2.4G program message also several times. National Technical Securities representative in an interview, said the current company and China Mobile related technical cooperation in the normal process, he stressed that the national technology and mobile cooperation between the terms of the agreement between July 2009 and July 2011, and during this period, China Mobile completely stopped 2.4G standard "　　The probability is basically non-existent. Hongyuan Securities and Telecommunications industry researcher Ying in a research briefing revealed that China Mobile in the payment criteria, has long left two sets of programs.　　China Mobile has taken a new position on mobile payment: Two standard 2.4G and 13.56M may be parallel, in which the on-site payment using 13.56M mode, 2.4G will do industry expansion, to mobile business enterprise platform direction. 135 Gem companies, the highest earnings per share is the century Ding Li, for 1.42 Yuan. Century Ding-li mainly for telecommunications operators and equipment manufacturers, such as China Mobile, Chinese unicom, Telecom and Huawei, ZTE (28.03,-0.10,-0.36%), such as the provision of mobile communication Network optimization test analysis system. Even in the 2008, when domestic communications investment slowed, the century tripod still achieved a big increase in revenues and profits. 2009 the company with the help of the domestic 3G mobile communication network formal large-scale construction and commercial opportunities, performance achieved rapid development; In the first half of this year, the achievements of the century ding-li again make people more and more impressive.　　But people still have doubts about its high growth. Although there is no verdict on the controversy over Shenzhou and the national technology and the Century Ding Li, a private equity person says, how can you expect a company that relies on operators to grow into Microsoft in China?