People's livelihood investment in the afternoon trading, brokerage: This year turnover or Super 10 trillion

If the star industry this year, perhaps many investors will point to the hand tour and cultural media, but the reporter noted that the concept of e-commerce this year has not lost the first two, the leader of the Business Po (002095, close 33.03 yuan) share prices from mid-April 12 yuan to start, It has now risen to 33.03 yuan, up 175% per cent.

And yesterday, the concept of the consumer investment (000416, closing price of 5.39 Yuan) in the afternoon of the opening of the rising stop, the reason is that the company's major shareholders Lu Zhiqiang and Liu, Shi Yuzhu (micro-bo) and other people jointly launched the establishment of Minsheng Electronic Commerce Limited Liability company (hereinafter referred to as the Minsheng For a time, from business Bao to Shanghai Steel Lian, from Shanghai Steel Union (300226, close 23.51 yuan), and then to focus technology (002315, closing price of 39.85 Yuan), the concept of the electric quotient of a wave of collective rise.

Minsheng Investment trading in the afternoon

Yesterday, a news report about the electricity dealers again excited many investors. According to media reports, the news from Shenzhen's former Maritime administration said that the Minsheng electric business is about to register in the front of the sea, the recognition of 3 billion yuan in capital, is the first domestic and commercial banks to form a corresponding relationship between the silver business close cooperation-oriented enterprises.

Minsheng is the founder of the Minsheng Bank (600016, closing price 8.46 yuan) of seven major non-state shareholders and Minsheng Silver Asset Management company, and seven main non-state shareholder units at the helm of the capital markets, including Liu, Shi Yuzhu, Guo, Lu Zhiqiang and other eminent persons.

The reporter noted that, because the people's livelihood investment major shareholder is one of the above project participants Lu Zhiqiang, so yesterday afternoon people's livelihood investment shares were quickly pushed to trading. The stock has been in the doldrums for a long time, and the turnover rate is often below 1%.

In fact, this is not the first time that the concept of electrical business so "vicious", the previous business treasure, focus Technology, Shanghai Steel Lian, a few of the concept of the traditional electric business unit stock price has long been a ride dust, the concept of the same shares rose yesterday.

Business treasures are particularly noticeable. The company specializes in Internet industry information Services, industry E-commerce, industry application software development of High-tech Enterprises, owns and operates the Chinese chemical network, the Global Chemical Network, China Textile Network, medical network and other industries professional website. The company's share price has been on the rocket since April, up from 12 yuan to 33 yuan, up 175%.

Brokerage: This year's turnover or Super 10 trillion

Reporters noted that many analysts believe that today online shopping, online payment is gradually changing the life habits of more people, in recent years, the electrical business in China has also developed rapidly. According to the Shanghai Securities Research Report, 2009, China's E-commerce market transaction size of 3.7 trillion yuan, and to 2012 electric market trading scale has reached 7.85 trillion yuan, an increase of 30.83%. Among them, business-to-business e-commerce turnover amounted to 6.25 trillion yuan, an increase of 27% per cent. The scale of E-commerce in China is expected to break 10 trillion yuan in 2013.

It is noteworthy that, from the transformation of the Suningyun business (002024, closing price 5.72 Yuan) published in the 2013-year report performance letters, the first half of the company to achieve total operating income of 55.454 billion yuan, an increase of 17.51%, of which the main business income increased by 17.82%, Electrical business is Suningyun the first half of the biggest bright spot, the report period of the business to achieve the main merchandise sales revenue 10.613 billion yuan, an increase of 101%.

Minsheng Securities believes that the earliest start of the transformation attempt to do E-commerce is a chain of channels such as Suning, Gome (micro bo), etc., because they have congenital warehousing and logistics advantages: Suning has stores in 231 cities, Gome in 336 cities have stores, Suning Tesco currently has 94 warehouses, 60 distribution centres and 10 sorting centres will continue to be invested. And another type of positive into the online market is the production of manufacturers, such as Lenovo to establish Lenovo Mall, foreign Apple (456.68,4.15,0.92%) is also doing a similar attempt, manufacturers can effectively control the supply channels, operating costs greatly reduced.

So it seems that the future of E-commerce seems to be a bright, but some people in the industry said that before the explosion of the electricity business is a low base, after the growth of the electric quotient may appear gradually stable. and a private-equity official in Hangzhou believes at present, the concept of the stock rally must have hype, take business treasure, the company's first quarter is expected to report a six-year net profit level of -20%~30%, in addition, the company's business has not changed much, but the company's share price has risen to the sky, appears to lack sufficient support.