Hand Tour concept stocks comeback four segments run through the investment theme

Editor's note: After a short break, the concept of hand tour returned. Shanghai Composite Index last week showed a shock retreat trend, the overall micro-fall 0.53%, and the concept of hand tour market Rose 12.16%, became last week's largest, the process of the most sustainable mainstream hotspot. Among them, the Sino-Green Treasure, northern latitude communication, Everest information last week, respectively, reached 34.83%, 24.39% and 23.6%, the concept of a hand tour in the forefront of the list. Industry insiders pointed out that by 2015, China's smartphone game market size from last year's 1.25 billion yuan rapid growth to 8.6 billion yuan, and will usher in high-speed development stage. This edition today will be from the mobile internet, hand tour software developers, hand tour operators and hardware manufacturers, such as four segments of the current a-share market, the concept of hand-travel concepts stocks in-depth analysis, to explore the investment value of its leading shares, readers. Hand tour operators three factors to help raise the concept of the relevant stocks in the hand tour industry, operators in the industry chain naturally played an indispensable role, from Baidu to buy 91 gaming platform, to the Royal network recently launched the "G Home" hand tour operating platform, in the mobile game heat warming background, Hand tour operation is to become the network tycoon fancy a huge cake. From the two-tier market, the current Shanghai and Shenzhen cities have a total of 10 hand tour operation concept stocks, and last week's performance is more gratifying, can be traded 8 stocks all achieve a rise. Specifically, in the mobile gaming concept stocks, 3 stocks rose more than 10% last week, respectively, shun Net technology (18.76%), extension information (14.24%), Bo Rui Spread (14.21%), in addition, the remaining 5 stocks during the increase of more than 3%, they are the same side shares ( 8.32%), Hundred-Vision (7.92%), Sea Rainbow Holding (5.4%), the joy of the shares (5.12%), Yaoji Poker (3.01%). From the aspect of capital flow, the 8 concept stocks that could be traded last week realized a net inflow of $768.6223 million among them, Bo Rui spread, hundred-vision, shares with the side, the extension of information, shun network technology, such as 5 units to achieve large single capital inflow, and Bo Rui spread (418.1385 million yuan), hundred-Vision ( 256.3061 million yuan), shares in the same party (108.8425 million yuan) 3 stocks during the large single capital inflow is more than billion, showing that the concept of stocks are still favored by the main market funds. In fact, although the concept stocks are not like the palm technology and other stocks rose prominent, but this year there are still 5 stocks to double the gains, they are Bo Rui spread (147.78%), extension information (124.01%), Hundred-Vision (119.79%), Shun Net technology (116.96%), Sea Rainbow Holdings (107.81%). Analysts said that although the concept of hand tour in the middle of this month as the overall pullback in the gem fell, but after a short period of adjustment, the concept of hand-swim operators again last week, a significant increase in the main is driven by three major factors. First, Alibaba founder Ma Yun officially served asUC company director of the post, and currently UC is the second largest mobile gaming platform after Tencent. This year, Ma Yun can be called the vane of the gem, from the rookie logistics to Taobao students, and then to the balance of treasure, Ma Yun "where" to the stock market set off a stir of speculation whirlwind. Ma Yun Hand tour operators will also be related to the concept of the stock of the different move. Second, the good performance of the company's stock has attracted much attention. According to the relevant companies in the report, 6 of the industry has disclosed the report of the company, 5 have achieved year-on-year growth in the first half. Third, in the recently concluded China Internet Conference, the concept of hand-tour as a hot topic in the near future, also received special attention in the General Assembly. And the General Assembly has undoubtedly become another factor driving the rise of related concept stocks. Hand-travel software developers market ushered in a burst of growth in the hand tour industry, hand-travel software is undoubtedly the core of its industrial chain, and this year, the concept of hand-travel software development has become the focus of the market's most important, but also to create a green treasure, palm technology and so on more than 200% of the year's Super bull stocks, Shows the market's good expectations for hand-travel software. In the near term, 13 concept stocks were traded last week, and the period was all but achieved. Specifically, in the mobile Gaming software development concept unit, 9 stocks rose more than 10% last week, while 23.6% stocks, including China Blue (34.83%), northern latitude (24.39%) and Everest Information (3), rose more than 20%, and in addition, the remaining 6 stocks rose more than 10%, They are: Hong Bo shares (16.28%), run and Software (15.18%), Zhejiang Newspaper Media (13.99%), The Times published (12.48%), the Comprehensive Arts shares (11.46%), the day sound Holding (10.34%). From the perspective of capital flows, last week, the 14-hand software development concept stocks to achieve a total of 143.4627 million yuan net inflow of funds, among them, Zhejiang newspaper media, north latitude communication, Time Publishing, Datang Telecom 7 units to achieve large single capital inflow, and Zhejiang news media (103.8787 million yuan), North latitude Communication ( 89.5153 million yuan) and so on 2 stocks during the large single capital inflow amount in the plate ahead of the market, has been favored by the main funds. Hand-travel software as the market performance of the most prominent market hotspots, this year, a total of 7 stocks to achieve a doubling, while the Chinese Green Treasure (413.79%), Palm Technology (294.71%), Northern latitude Communications (271.64%) and other stocks rose more than 200% in the year, so that other stocks envy. From the performance point of view, in the industry has disclosed the report of the company, in Green Bao (66.49%), run and Software (47.22%), Palm Technology (41.03%), Time Publishing (9.74%) and other 4 in the first half to achieve the parent company's net profit growth year-on-year. For hand-tour software development in the future development, Beijing Gao said, with the end of the visit to mature and page travel growth through the peak, hand tour will usher in the Chinese game industryThe next high growth trajectory. For the hand tour market, is expected to increase by 98% in 2013, and the market size is expected to increase from about 5 billion yuan in 2012 to 2015 26 billion yuan, the proportion of the overall market size will be increased from 10% to 2015 27%. At the same time, it is expected that the monthly flow can reach 100 million yuan per month. Mobile internet nearly 400 million yuan poured into 12 stocks August 17, the State Council issued a "broadband China" strategy implementation plan, the deployment of the next 8 years broadband development goals. In addition, the industry-focused mobile LTE (4G) Equipment tender results, Huawei, ZTE won more than half of the market share. Under the stimulation of multiple good news, the mobile internet concept plate has performed well recently, especially the August 19 Everest information stock to limit the price, and the next day is still to limit the return, and even the stock price to create a new record. At the same time, north latitude Communications and Wuhan Fan, such as two units on the day of August 19 also to the daily trading, strong performance by the market funds hot. According to the Securities Daily Market Research Center, of the 38 mobile Internet concept stocks that were traded last week, 35 stocks rose, accounting for 92.11% per cent last week. Among them, 17 stocks rose by more than 10% last week, they are: Northern Latitude Communications (24.39%), Wuhan Fan (23.81%), Everest Information (23.6%), the source of RDA (20.65%), Yong Ding Shares (19.27%), Constant letter Mobile (17.74%), Japan-Sea communications ( 16.57%, South power Supply (15.8%), the extension of information (14.24%), the new Too (13.94%), Century Ding Li (13.14%), the Yangtze River Communications (11.72%), the shares of the Arts (11.46%), Optical Technology (11.44%), Fuchun Communications (11.11 %), Qualcomm-Ding Photoelectric (10.5%) and Hengtong photoelectric (10.19%). In terms of capital flow, there are 12 stocks in the plate last week, the net inflow trend of large single funds, accumulated large single fund net inflow of 370 million yuan. Among them, the new too in the last week to achieve large single capital inflow of the highest amount, reached 104.2423 million yuan, northern latitude communication last week showed large net inflow of funds also amounted to 89.5153 million yuan, last week, the big single fund net inflow of 40.6752 million yuan. At present, China Mobile completes LTE has 20,000 base station construction, and has launched 100 domestic city scale, 200,000 base station's LTE equipment tender and the network construction work, after the network completes on the scale, the Chinese mobile LTE network will become one of the world biggest LTE network. Shanghai Securities believes that to improve the urban broadband access speed and rural broadband coverage, for the current FTTH broadband construction, the management has increased the support for broadband construction, the relevant broadband industry chain of key companies in the War of Communication, Japan-Sea communication and the new sea to benefit significantly. 4G licences issued during the year to a large probability event, China Mobile to the false, 4G large-scale construction into the calendar, the relevant industrial chain benefits can be expected, such as ZTE, Fuchun Communications, the rich technology, Century Ding Li and other stocks. Hand Tour hardware manufacturers in the low-end demand for smart phones in recent years, as the smartphone in the market share gradually increased and 3G and other mobile internet access to a large number of rich, mobile gaming demand potential has been gradually excavated, the user groups in recent years has shown rapid growth. Data show that in the three quarter of 2012, China's mobile phone game market size reached 1.69 billion yuan, the chain Rose 38.5%, up 103.6% Year-on-year, China's mobile gaming users reached 257 million, the chain growth of 20.7%, year-on-year growth of 57.7%. Recently, the hand tour hardware manufacturing concept stocks last week, the overall performance of the plate rose 5.84% last week, outperform the Shanghai Composite Index over the same period of 6.37%, strong performance also won the market's main funds. Statistics show that there are 20 stocks in the plate last week, the net inflow trend of large single funds, the cumulative large net inflow of funds to 529 million yuan. Among them, 13 stocks last week the net inflow of large single money to exceed 10 million yuan, they are: Sichuan Changhong (174.3923 million yuan), Desay Battery (58.14 million yuan), Song ER Acoustics (46.465 million yuan), Long letter technology (44.0757 million yuan), Oriental communication ( 28.955 million yuan), Qingdao Haier (26.4088 million yuan), Neusoft group (26.3325 million Yuan), Tian Yu information (23.835 million yuan), deep Tianma A (23.4772 million yuan), sea Tatsu (13.4511 million yuan), letter-dimensional communication (13.1945 million yuan), Jinlong electromechanical (11.4602 million yuan) and deep textile A (10.3426 million yuan). In terms of market performance, of the 38 concept stocks that were tradable last week, 33 stocks have risen since August. Among them, 17 stocks during the cumulative increase of more than 10%, and good news Feihong (42.17%), letter-dimensional Communications (25.56%), Song ER Acoustics (25.19%), Shuo Bader (24.69%) and Neusoft Group (21.75%) and other stocks since August cumulative increase of more than 20%. China Securities believes that the current IDC published data show that the two quarter of global smartphone shipments amounted to 238 million, year-on-year growth of 52.3%, the chain growth of 10%, a record of nearly 5 quarters since the year-on-year growth of new highs. From the two-quarter data, smartphones still maintain a high rate of growth, the rapid rise of middle and low-end smartphones, Apple's iphone two quarter average price is lower than 32 U.S. dollars in the first quarter also shows that the relatively low price of iPhone4 is an important factor in Apple handset sales. The cheap version of the iphone is expected to drive the market, the second half of the emerging market in the low-end smartphone demand is strong, so the second half of the smartphone is structured, the growth of low-end smart machines more clearly. Continue to recommend focus on Lenovo, Huawei, Cool faction, ZTE and other smart phone industry chain, optimistic about the more powerful cost control canForce, accounting for the lower cost of the downstream machine and the level of profit margin reasonable subdivision, connectors, antennas, cameras, passive components, such as 0 component manufacturers in smartphones and tablets low-cost trend of benefits. Touch screen, battery module, mobile phone shell and other areas of pressure to reduce prices, with high-quality customer resources will be higher than the average growth of the industry. Investment strategy, the state Letter of securities, the film is optimistic about the continuous replacement of glass, film touch by virtue of cost-effective advantage in the smart mobile market invincible, recommended thin film upstream and downstream a chain: Kang new, Million Shun shares, Offikang. The continuous growth of smart machines, the rapid growth of tablet computers, with technical barriers and cost advantages of the fine molecular industry, recommended Shun Electronics, Jin Sheng Shares, Huatian Technology, Angelina Technology, long letter technology, Chaoli technology, long surplus precision, sunwoda; to meet the "intelligent", "networked" and sustained high degree of video surveillance industry, recommended Hai Kang Wei view , Dahua shares and other industries leading companies.