Heng Bao Ying Bank card transfer Yunnan germanium industry double identity dance drama

The article three stock one is the hardware company, one is the small metal company, one is the smart card company.　　Different industries, also have the core competitiveness, have a performance incentive point, what are they?　　Superstar Technology (002444.SZ), like the winning stakes above, has been depressed for two consecutive weeks after the debut of superstar technology in July, when the opening price breaks. Superstar technology as a hardware company, the product line hundreds of.　　Industry is very traditional, seemingly lack of space for imagination.　　However, it is not the usual door of the hardware pawnshop, superstar technology 99% of sales are export income.　　According to the financial weekly knowledge of a private placement research, superstar technology now has 300 million U.S. dollars a year income, the majority of products to Europe and America mature market.　　At present, the company accounts for 2 billion, first, will be used to acquire overseas brands, extending overseas channels; the second is used to pave the way for domestic work, the domestic sales plan is divided into three: the first is to find agents channels, but the expansion of the hardware supermarket chain, three is the higher end of the line, do similar to Swiss Army knife product line　　According to the research results, superstar technology will implement 50% annual dividend policy, is expected to 2010 net profit of 300 million, in the survey learned that the company's bosses hope to achieve a net profit of 500 million yuan in two years, rushed to the tens of billions of market value.　　In the investment strategy, superstar technology, although known as hardware company, is classified as the metal products industry, but its attributes are more inclined to consumer stocks. While consumer stocks are on the road, superstar technology can be used as an invisible consumer unit. Its channel advantages and export advantages determine the more resilient performance of superstar technology.　　As the current domestic hardware faucet, superstar science and technology at present a good performance support also become a high distribution potential stocks one.　　Yunnan Germanium Industry (002428.SZ) although Yunnan germanium industry with superstar technology for the 2010-year two-quarter listed companies, also engaged in the metal industry business, but the profit model and development direction are completely different.　　In addition to the concept of new shares, small stocks, Yunnan germanium industry in 2011 years the biggest point is the value of non-ferrous metals industry revaluation and the company's upstream and downstream industry resources.　　From an annual investment point of view, the continued appreciation of the renminbi is still enormous pressure, despite the recent rebound in the dollar index, but 80 is still a huge drag, or to reaffirm the logic of revaluation of the value of resources.　　The investment of nonferrous metals industry can be divided into three categories: ordinary metals, precious metals and small metals. Unlike other non-ferrous metal blue-chip properties, Yunnan Germanium industry is not only a resource category, with small metals, but also has the advantages of secondary shares and small stocks.　　Therefore, its stock price trend is not exactly similar to the broad-colored stocks, in a sharp drop than other non-ferrous-type stocks.　　Yunnan germanium industry is currently China's most complete germanium industry chain, germanium metal reserves the largest, germanium production and sales of the largest companies. Its increasingly perfect industrial chain not only expands the company's business, but also integrates the resources from efficiency. The market has been expecting its net profit margin to rise to 60% in 2012, unlike ordinary manufacturing, Yunnan germanium industry is completely in the monopoly industry profit margin, occupy the resource advantage and industrial chain advantage, and benefit from the industrial chain upstream and downstream ends.　　Heng Bao shares (002104.SZ) Choose Heng Bao shares is clearly a fancy for its mobile payment of smart card products. As mentioned above, the mobile payment industry chain is long and miscellaneous, and Heng Bao shares of products belong to the leading type. In the advance of mobile payment, the development of smart card is the leader's role.　　Although the complex interests of telecom operators and banks are still in the game, the business process of the card trader is still continuing. From the company product line.　　Mainly includes the Financial series card, the communication smart card, both income accounted for more than 70%.　　In its third quarterly report disclosed, mobile payment card, module encapsulation business, export business revenue growth is the main factor of performance improvement.　　Among them, mobile payment card is a communication intelligent IC card, the company currently mainly produces 2.4grf-sim card, although the industry mobile payment standards have not been established, but the company's product sales still achieve rapid growth.　　According to Analysys International estimated 2013 mobile phone payment users will rise from 2009 80 million to 2013 410 million, the shortlisted China Mobile supply system will help the company further benefit from the future development of the industry. The above information belongs to the industry space.　　And Heng Bao shares the whole year's stock price in fact in the box vibration, a slight rise. The reason is that the process of product mass production has not achieved breakthrough development.　　Just disclosed in the three quarterly report of Heng Bao Ag set up a Singapore subsidiary, and shortlisted for a number of foreign operators and banks supply system, the main supply of SIM card, bank magnetic stripe card and EMV card, overseas business development momentum is good.　　And from the news just received, the year before the end of the five will begin to implement the transfer of bank card EMV, 2012 years ago, the joint-stock bank would start full hairpin, by 2015 the major banks will no longer separate magnetic stripe cards. In this case, Heng Bao's shares are no longer like the fly on the window, but can down-to-earth progress.