Rebecca walking the cat's wig is expected to become the next dark horse

Aerospace information: Chip pilot Aerospace information (600271.　　SH) by the value-added tax general taxpayer drop the mark influence, the Grain depot thing networking promotion, the Chinese character anti-counterfeiting system promotion and so on the multiple stimulation, after the Ming dynasty two years explode the potential to be astonishing. With the value-added tax reform continued, the state of the general taxpayer on value-added tax to reduce the threshold in the first half of 2010 only anti-counterfeiting tax control business growth reached 43%. "The expected drop-mark effect can continue to contribute to the growth of 1-2 years, because China's small enterprises abound, although the above large enterprises have no room for growth, but the subscript makes the security tax control system contact surface suddenly widened a lot."　　"A private equity person's return to the survey told reporters.　　The state-Credit securities point out that the potential market of the space information tax-controlled cash register is bigger than the anti-counterfeiting tax control system, and the promotion has just started, and the aerospace information and wave tie in the bidding. "Other noteworthy is its Grain depot things networking project, the state now attaches great importance to the Grain depot, do a good job in the grain depot, farmers pay the amount of food, what food, grain depot, the country will be at a glance." And the money to farmers is also directly hit Cary. At present, the project has been tested in Changzhou through acceptance, the next will be extended to the country.　　"The private equity person said. Guotai Analyst in the research report: "Space information tax control system Chinese character anti-counterfeiting project has been completed testing, began in some provinces and industry pilot, will further improve the tax control system, strengthen the company's industry status."　　"In addition, the aerospace information self-developed Gold Tax card chip has been in the pilot, there is no problem in the design and processing, but it will take time to accumulate for large-scale product applications, is expected to achieve the full use of independent development and production of the chip within one year." "In fact, there are many companies to do chip, but some areas, such as military, aerospace information advantage is not other private enterprises can compare."　　"said a brokerage analyst. Huaguang shares: The big single Phantom of the photo of Huaguang shares (600475.　　SH) as a boiler manufacturing enterprise, at present the power station boiler mainly, at the same time is the key manufacturing enterprise of the circulating vulcanizing bed boiler, the market share is more than 40%. The eruption of Huaguang shares is not a new topic. "Two years ago the market began to expect a big order from the company, but it hasn't really appeared."　　"A private equity person in Shanghai told reporters.　　But since the third quarter, the beginning of the light of the eruption of a number of the prelude, the three quarter of the end of the company's new orders are expected to increase from the January-August 2.6 billion yuan to more than 3 billion yuan, the annual order is expected to reach about 3.5 billion yuan, a record since 2005, a record high for 2010 years of performance has laid a good "The main growth is in the vulcanization boiler." In the medium to long term, Huaguang will still have a relatively stable growth, although the state in the fire power plant has some regulation, but the impact on the Chinese light is relatively small. Now the market is mainly in the Midwest or some urban suburbs of small fire power stations. This year's good order, is the best in 5 years, fillingFull orders are the main drivers of performance growth.　　"Capital Securities analysts told reporters. In addition to the traditional circulating fluidized bed boilers, waste incineration, waste heat generation also has an explosion of growth opportunities. "This year, more than 40 incineration power plants are under construction in the country, which is also a great opportunity for the company in the short term of one or two years."　　An insider told reporters. But in the long run, there is no risk. "Now China lacks a very clear classification system of garbage, garbage incineration will produce a lot of pollution, and the burning needs of catalysts and flue gas treatment technology is now basically foreign, domestic still very immature." It is estimated that the short term is difficult to advance domestically. Early notice that there may be big orders, but not announced until now, so the biggest risk is the evolution of the progress of the problem. Rebecca: The wig, the Little giant Rebecca (600439.　　SH) with its stable and rapid growth is expected to become next year's "small Dark Horse." In the four quarter of this year, Rebecca at the price of not less than 10.59 yuan/share of the private issue of 30 million-50 million shares, raise capital 565 million for the extension of the industrial chain, expand production capacity and upgrade the industrial structure.　　One of the most important concerns is the fiber hair project and the Africa Big Braid Project.　　Rebecca's chemical Fiber clockwork and chemical fiber Wig product series main raw materials for chemical fiber silk, before 2009 all from Japan and Korea imports, 2005, Rebecca began to dabble in the upstream development and production of chemical fiber wire, the current technology is already the world's leading level. "The market in North America is relatively stable, maintaining a 15% gross margin, the European market is 15%-20% and the focus of overseas markets is in Africa," a researcher at GF Securities told reporters. The Plait project of Nigeria and Ghana in Africa, and the independent research and development project of Fushun chemical fiber wire produced in October, will make the gross profit margin of the African market increase greatly. At the same time, October this year Fushun's chemical fiber silk project will make the company cost savings of about 50%.　　These projects have better expected returns, which is expected to lead to a sustained growth in performance after 2010 years. Rebecca's focus has shifted from overseas markets to the domestic market, a bright spot for business growth. Under the pressure of RMB appreciation, the profit margin of domestic sales is more advantageous than the continuously compressed export profit.　　Rebecca began a planned entry into the domestic market in 2007, and the domestic market is developing rapidly. Dongxing Securities Industry analysts told reporters: "Rebecca's current business growth is still the domestic market, there are more than 120 stores, the end of the year will expand to 150, the company's revenue in the next 3-5 years will achieve a composite growth rate of about 100%, showing an outbreak of growth." "Rebecca has such a growth rate, on the one hand, the domestic fashion wig market space is still relatively large, for a long time or blank."　　Public demand for wigs by remedying defects to beautiful fashion change, so fashionable wig this market prospects. Industry chain extension, expand production capacity and upgrade the industrial structure. Fiber Hair project and Africa Big Braid Projectis the biggest concern.　　Rebecca's chemical Fiber clockwork and chemical fiber Wig product series main raw materials for chemical fiber silk, before 2009 all from Japan and Korea imports, 2005, Rebecca began to dabble in the upstream development and production of chemical fiber wire, the current technology is already the world's leading level. "The market in North America is relatively stable, maintaining a 15% gross margin, the European market is 15%-20% and the focus of overseas markets is in Africa," a researcher at GF Securities told reporters. The Plait project of Nigeria and Ghana in Africa, and the independent research and development project of Fushun chemical fiber wire produced in October, will make the gross profit margin of the African market increase greatly. At the same time, October this year Fushun's chemical fiber silk project will make the company cost savings of about 50%.　　These projects have better expected returns, which is expected to lead to a sustained growth in performance after 2010 years. Rebecca's focus has shifted from overseas markets to the domestic market, a bright spot for business growth. Under the pressure of RMB appreciation, the profit margin of domestic sales is more advantageous than the continuously compressed export profit. Rebecca began a planned entry into the domestic market in 2007, and the domestic market is developing rapidly.