Pharmaceutical Machinery building three plates worth the wait
In 2009, machinery and equipment sector cumulative increase of 117%. As of yesterday, the data show that excluding losses of listed companies, machinery and equipment industry, a total of 49 companies in 2009 net profit growth of notice, which has 13 companies in 2009 net profit doubled year notice Xugong 2009 showed net profit over last year growth of 1,468%, the latest issue of basic earnings per share of 1.51 yuan. In addition, Nantong Science and Technology, the standard share of net profits grew more than 300%. Can check the data show that there are 11 companies in more than three consecutive years of net profit by 30%, respectively, Siyuan Electric, Hidenobu shares, Leo shares, Shenzhen Hui Cheng, TBEA, Eastern Electric, Kim Ji-technology, Pegasus shares Han Zhong Seiki, East Power Transmission, Weihai Guangtai.
Agencies Preview: construction machinery boom has peaked
Xiangcai Securities report noted that in 2010 the construction machinery industry is closely related to fixed asset investment, forward-looking perspective, 2009 was the peak of China's fixed asset investment in recent years, in 2010 the construction machinery industry boom peak has passed. The shipbuilding industry in 2010 will remain at the bottom of the wandering, the probability is expected before mid-2011, the industry entered a boom phase smaller. Benefit from the automotive, construction machinery and other downstream products, the economy and high prices, in 2010 the machine tool industry boom continues to rise, the peak will occur around the second quarter of 2011.
Building materials sector 2
Since the end of 2008, the state introduced a 4 trillion to stimulate the economic recovery of investment policy, including infrastructure projects accounted for a large proportion, thereby increasing demand for our products and building materials industry, machinery and equipment, led the company's growth.
Building materials sector, has announced the results forecast in 2009, has 26 companies achieved net profit growth, which doubled net profit notice there are eight companies, namely ST double horse, Jidong Cement, Three new material Sinoma, * ST Tang Tao, Tongli Cement, Science City, Xinjiang Urban Construction. Among them, the net profit of ST Double Horse notice an increase of 283% in 2009. Another 10 companies for three consecutive years in more than 30% growth in net profit, respectively, Tianshan shares, the pillars of the new material, HongRun construction, Gold Mantis, Skandia Technology, Donghua Technology, China Haicheng, Guangdong Hydropower, CAMC , Sanxin.
Agencies Preview: improved profitability or continue to be strong
Galaxy Securities believes that 2010 was a favorable year for the development of the construction industry. Railways, roads and other infrastructure sectors is still hot spot for investment, plate effect formation and enhance the profitability of the industry is expected to drive strong. Galaxy Securities believes that in 2010 there are three main investment concern, active stocks performance can be expected. Design companies in China are mainly iron, gold mantis Gezhouba, tunnels shares, Donghua Technology, China Haicheng and so on.
3 pharmaceutical biotechnology sector
In promoting the gradual deepening medical reform, pharmaceutical and biotech boom in recent years has always been a high degree of industry. In 2009, the pharmaceutical and biotech sectors cumulative increase of 116%.
2009 net profit doubled notice there are Chinese and Western medicine, livelihood investments, Southwest Synthetic, Fosun Pharma, Hualan, Jinling Pharmaceutical, Xinhua Pharmaceutical, Humanwell Technology, Beijing Pharmaceutical, Qianjiangshenghua, Mayinglong, Shanghai Pharmaceutical , Kunming Pharmaceutical, the real medicine.
Net profit growth for three consecutive years is a double-Heron Pharmaceutical, Asia-medicine, Hualan, purple Xin Pharmaceutical, Kehua, fertile Chinese medicine, bio Tiankang, Da An Gene eight companies.
Agencies Preview: biology or valuation may get rid of the pressure
Galaxy Securities pointed out that in 2010 the construction of the health care system will drive market expansion and growth, the competitiveness of companies are more likely to share a strong opportunity for market expansion.
By the end of 2010, some high-quality companies, including HRH medicine, Sinopharm shares, Yunnanbaiyao valuation levels can be raised to 40 to 50 times in 2010 and even in 2011 from 30 to 40 times. In addition, biological factors such companies because of some similar options contained, partly to get rid of the valuation levels of constraint, PE, or 40 times to get a higher valuation.
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