Mr President: Aerospace Electrical and mechanical will dream come true

Sina tip: This article belongs to a stock comment column, only for securities consultants on the relevant stocks or plates of personal views and analysis, and informal news reports, Sina does not guarantee its authenticity and objectivity, investors operate on the basis of risk.　　For accurate information about the unit, please refer to the Bulletin of the Shanghai and Shenzhen Stock Exchange. Mr Cpi-1.5%,ppi-6.6% said: "April, the decline is more than last month, the new loans 591.8 billion, a sharp fall in the chain, such data does it mean that inflation is still very distant?"　　All say to "28 conversion", can you introduce two large stock market to let the "conversion"? A: After the seasonally adjusted April CPI quarter-on-quarter growth of 0.1%, significantly higher than the first quarter average, crude oil prices will continue to rebound to the PPI play a supporting role. On the currency side, the increase in demand deposits and the growth of medium and long term loans is a positive phenomenon, although the number of new loans has plummeted, but the absolute quantity is still huge.　　What I call "serious inflation" requires "a reversal of pessimistic expectations, a currency multiplier, a large amount of basic currency M0 by the central bank, and a M2 of the effective currency of the day", which is now in order.　　ICBC, China's oil and other large market stocks slowly rise, will change the index uplink rate, but according to my judgment, the market stocks lack of continuous upward momentum, the majority of small and medium-sized stock of the strength of the increase did not decline, the overall look will not form a clear "28 conversion", ordinary investors still operate medium and small Q: Aerospace Mechanical and electrical (600151) to four consecutive limit to meet the ban on restricted shares, followed by two trading, and high volatility does not fall. The company's Polysilicon project Phase I project will be put into production, a rights issue application to the approval stage, may I ask the stock trend related to this?　　How will the back change? A: Aerospace electromechanical relying on the technical advantages of the Shanghai Aerospace Eight Institute, for many years dedicated to the development of photovoltaic industry. The company uses the silicon resources and electric power advantage of Inner Mongolia, to the Shenzhou silicon industry to increase 1 billion yuan to build an annual output of 4500 tons polysilicon project, with central shares (002129) joint venture to set up solar wafer company, to increase capital of 800 million yuan to build solar cell project, to establish Shenzhou power Company to build photovoltaic power　　The company is expected to build on the vertical integration of the solar industry. Influenced by the international financial crisis, the market of polysilicon and solar modules slipped into the trough.　　It is expected that with the slow recovery of the world economy, PV market foreign demand is expected to revive, domestic demand in the policy is expected to start, from the perspective of the industry to develop a huge space, comprehensive strength of the company worthy of focus. Aerospace electromechanical recent trend is strong, I think, in addition to the issue related to, to a greater extent, strategic funds long-term positions. 3 years ago The boom is the concept of speculation, this time the dream come true, the proposal in a narrow range of the process of active buying.