129784668170991250_264Country Yuan securities: the market turbulence caused by three types of unit or two factors will win
|XGv00|deddd684786bf7623f5de7aea47145af statistics show, have disclosure annual report more than 1000 in certain listed companies, profit growth slowed compared with last year to nearly 700 or so. Nearly one-third of the listed company's earnings growth is negative, the market reflected theEconomic downward trend brings depth of interference, according to the statistics, from January to February this year, national profits of industrial enterprises above the designated size fell to 5.2%, since negative growth for the first time since November 2009, in the context of such a large market to transfer to other use for some time, then the market will enter a clear cycle of shocks, note index2220-2280 can change in between. A rational rally in a measure of future reference data space size is the most important indicator. Two factors does not have the effect of strong stock Foundation make money, but industry analysts believe that the rebound in two factors remain the biggest "spell". Are banks worry behind the high performance. According to statistics found that from the absolute number of profitBanks remain alone, China Construction Bank and agricultural Bank profits in excess of billions of Yuan, reached $ 168.2 billion and $ 120.7 billion respectively. Looks perfect ' Iceman ' male performance data comparisons of banks, but worry will be the market's largest psychology behind risk, as banks high damage to profits on some level from small and medium enterprises�� Stealth in Bank loan rates and loan costs continue to rise, increased financing costs for companies, and deterioration of the real economy environment, therefore, macro-economic downward cycle in other industries will increase performance volatility, sudden surge in market pressures of disclosure in the annual report and quarterly set in April. Second, industry data gap between fear, in the statistical annual report does notFault-finding industry data to increase the gap between marketing companies are difficult to see in the first half performance set release process, because we found visible from the iron and steel sector, due to higher raw material prices, prices of steel products, the steel giants in winter. Angang steel full year loss of $ 2.27 billion, fell by more than 215%, MA steel net profitFell more than as much as 100%. Visible behind the performance of the Foundation is to support speculation, how such data is given a large space in the market predict, is worthy of note, real estate regulation has been relaxed, but real estate's leading enterprise performance is still very beautiful. Vanke, China Merchants property of net profit growth in excess of the 2010 year
tera gold, the real estate sector has been64 companies in 41 of the published annual reports net profit growth in 2010, visible behind not only if they are happy, I'm afraid more is for further stringent regulation of the industry, near the markets back in 2000, equivalent to the real estate industry market in the vicinity of 5,000 points, visible behind the depth of thought-provoking further regulation, this worseThe present launch any. Whatever is behind the good performance of worry, or an enterprise real difficult struggle �� way, suggesting that in 2011 we complex under the influence of macroeconomic environment and the overall policy of tight, many companies profitability than the 2010 year, before the current there is no fundamental difference, launch a market rebound and offensive was clearly notTo date. Three stocks or won in the war, however, in my view, reflects the earnings expectations of stock market, including annual reports, corporate profits, and industry data has a certain lag, stock opportunities in the market as a whole is still very strong, because the 2 quarters of main arteries elastic band is market liquidity shocks, market opportunities in stocks in the nearConstantly upgraded. In accordance with the current funding trends and the analysis of companies ' performance from the basic opportunities are concentrated in the following three directions. First, the age of electricity shortage and then come. In April last year under the influence of electricity shortage across the country, gain amazing the power unit, last April, power plate weight up 8.34%. And leading stocks surged 25% above in a month, and this yearForce unit of environment than last year fortunately: first, residents stepped electric price pilot Hou, electricity cost in a species degree Shang will rose; second as summer is comes, air conditioning, power electric of power certainly will increased second document electric price price range; its three, agricultural network transformation Twelve-Five planning or first half introduced, will birth huge market
tera power leveling, therefore, power unit remains good of selected unit standard of groups.Second, new energy times and then turn on. "Renewable energy in oil and gas in refinery planning
tera gold, planning, planning is about to publish, was developing nuclear safety planning and the adjustment and perfection of nuclear medium-and long-term development plans, completed the total work programme of rational control of energy consumption. "State Energy Secretary Liu tienan recently in" 2012 International Congress of aviation fuel and exhibition ", said. The new energyStocks became April institution focused on layout of objects, especially related to renewable energy planning unit is a top priority. Third, a quarterly stock market staged. Last year there were 9 stocks at the moment first disclosed a quarterly bulletin, during which there are 5 individual stocks beat the index was 3.23% per cent, overall rendering significant stocks of strong movements and unique to attract fundingGold, first quarterly disclosure of time this year was on April 10, the day a total of 11 stocks quarterly results announced, shares of quarterly time this year happens to be during the market's correction, shocks caused stocks in heroic style of deep research and think about. To sum up, I still insist on preliminary market judgment, elements of market does not have a strong foundation in the near future,Confidence in the unit's war hype is also activated, in the cycle of shocks, constant observation scale changes also note differences in power and energy and quarterly stocks, so that both can see the trees and see the deep forest.
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