Near the end of the year, the intensive industrial planning and the upcoming national economic work conference made all walks of life began to guess the direction of future macroeconomic control policies. It is said that the seven emerging strategic industries will obtain strategic industrial investment of approximately 10.8 trillion yuan in the next five years. Industry sources stated that the development of new industries is an inevitable requirement for transforming the economic development mode, building an innovative country, and upgrading industries. With the approaching time of the "Twelfth Five-Year Plan" for the seven strategic emerging industries, the time has come to be considered by policy and it has become truly real. Profitable industries will have investment opportunities, and stocks with performance and subject matter will burst out collectively. There is a large opportunity for the subject of the GEM and SME boards.
Line One: Energy Saving and Environmental Protection Enters the "Golden Years"
Up to now, energy conservation and environmental protection can be divided into six sub-sectors: water treatment, atmospheric treatment, solid waste treatment, electric energy conservation, industrial energy conservation, and building energy conservation. Yang Xudong, an analyst at Changchun Jianshe Street Sales Department of Northeast Securities, said that most of the energy-saving environmental protection concept stocks have undergone adjustments in the first half of the year, and valuations of individual stocks that have performance support have entered a reasonable or even low area.
Specific stocks include: Water Treatment Concepts include Clear Water Resources, Wanbangda, Chongqing Water, China Energy Environmental Protection, Xingrong Investment, and Southern Pump; atmospheric processing includes Longyuan Technology, Jiulong Electric Power, Longjing Environmental Protection, and combustion control technology; solid waste treatment Including Sangde environment, Grenme, Huaguang shares, Welley; energy-saving energy has British Witten, Huichuan technology, Taiwan-based shares, Hekang frequency, Antai technology; industrial energy-saving Kodak electromechanical; building energy-saving intelligence up to real.
Line two: new materials will come from the wind
The new materials industry can be subdivided into organic silicon, fluorine chemicals, phosphorous chemicals, polyurethane-related targets, information chemicals, specialty fibers, modified plastics and specialty engineering plastics, films, and other new materials. It is recommended that companies with a long-term focus on resources, longer industrial chains, and stronger downstream bargaining power, and higher product gross margins be recommended.
Silicon-related stocks include Ssangyong Stock, Hongda New Materials, Huitian Plastics, Sibao Technology, Star ST New Materials; Fluorine Chemicals including Juhua and San Aifu; Phosphorus Chemicals Including Jacques, Hing Fat, and Cheng Star shares; Polyurethane-related Bin Bing shares, Hong Baoli; special fibers, including Yantai Spandex, Yuntianhua; the rest are Nanyang Technology, South Huitong, clear water source.
Line 3: New Energy Looks Good at "Scenery"
The new energy industry mainly includes solar energy, wind energy, nuclear energy, and hydropower. Yang Xudong pointed out that the negative sentiment caused by the Fukushima incident on the global nuclear energy industry will remain in effect for a period of time. The nuclear power sector will continue to be affected, while wind power and solar energy will have certain opportunities.
In the concept of solar energy, we can focus on Aoke shares, Yinxing Energy, and Fuxing shares; in the wind energy sector, we can focus on Sinoma Technology, Goldwind, Xiangdian, Aoke shares, and Qingsong; the hydropower sector should focus on Zhejiang Fu shares.
Line 4: The information technology industry in the seven strategic emerging industries is divided into hardware, software, network information services, and mobile Internet.
Yang Xudong said: In the information technology industry, the most anticipated Haicang network information service and mobile Internet can be described as vast and promising. Related listed companies such as Thors, LeTV, Weishitong, Weining Software, and Donghua Software are all optimistic.
The companies that investors can focus on include: stocks in the next-generation communications network: Dingli, Hengtong Optoelectronics, Starnet Ruijie, Zhongtian Technology, ZTE, and Rihai Communications; shares in the Internet of Things, Tongfang shares, Dahua shares Qiming Information, NavInfo, and Yuanwanggu; shares in the triple play song Gehua, LeTV; new flat panel display in the stocks of ultrasound electronics, LEYBOLD Hi-Tech; high-end software in the stocks only Donghua Software.
Line 5: High-end equipment manufacturing is a top priority
The "Twelfth Five-Year Plan" supports the support of medium and high-end CNC machine tools far more than the "Eleventh Five-Year Plan". The future is optimistic about the machine tool industry in the next 5 to 10 years. It is the basis of high-end equipment manufacturing industry. High-end equipment manufacturing is mainly divided into two categories: high-end equipment and power equipment. It can also be subdivided into industrial control, key components, primary equipment, and secondary equipment. Yang Xudong believes that this year should focus on the machine tool industry in high-end equipment manufacturing.
The industrial control concept stocks include robots, Rifa Digital, Inventronics, Huichuan Technologies, Jiuzhou Electric, Hekang Inverter, Zhiguang Electric, Huadong CNC, Keyuan, Wanxun Automation, Xianhe Environmental Protection, and Jinzi Tianzheng; The equipment includes Confidence Electric, Pinggao Electric, TBEA, China Xidian, and XJ Electric; the secondary equipment includes Rongxin Group and XJ Electric.
Line 6: New energy vehicles enter the fast lane
For the new energy automotive industry, Yang Xudong said that the industry is expected to become the leader in the development of strategic emerging industries. "Three vertical and three horizontal" will be its future development pattern, vertical technology path is a big choice, and will eventually realize the industrialization of plug-in hybrid and pure electric vehicles. At the same time accelerate the development of fuel cell vehicle technology, horizontal industrial chain such as power lithium battery has become the focus of new energy vehicle battery technology and industry development, permanent magnet motor is the direction of the development of motor drive system.
He believes that the following companies in the new energy automotive industry chain currently have strong investment value: Lithium battery upstream and downstream companies have Shanshangufen, Yiwei Lithium, Foshan Lighting, Jiangsu Guotai, Tianqi Lithium, and Lifan Lithium Industry, Ascension Technology, CITIC Guoan, Keliyuan, Chengfei Integration, Six-State Chemicals, Fosugufen, China National Torch Hi-Tech, China Baoan, etc.; related companies in the electrical and electronic control upstream and downstream companies include Dayang Electric, Hengdian East Magnetic, and Baotou Steel rare earth, Jiang special motor, etc.; vehicle company has JAC, Foton Motor, Shanghai Auto, Changan Automobile, Ankai Bus.
Line 7: Biomedical Appearance Investment Value
"The "12th Five-Year Plan" biomedical industry revitalization plan" is expected to be introduced in the near future, and the industry's negative policy has been gradually introduced, the industry has gradually released the unfavorable factors, the current price-earnings ratio of the pharmaceutical sector in 2011 has been at a relatively low level for two years. In the current situation where the broader market is uncertain, the safe-haven value of the pharmaceutical sector is expected to increase, and the pharmaceutical sector has shown its investment value after a deep fall.
At present, biopharmaceuticals can be subdivided into three sub-sectors: biopharmaceuticals, bio-agriculture and modern Chinese medicine For individual stocks, bio-pharmaceutical focuses on Chongqing Beer, Hainan Haipharm, Tiankang Bio, and Changchun Hi-tech; biological agriculture can focus on Dunhuang Seed Industry; modern Chinese medicine focuses on Guangzhou Pharmaceutical, Baiyunshan A, Dong-E Ejiao, Pien Tze Huang, and Kangmei Pharmaceutical.
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