In less than a month, 2010 is about to end, and the speculation on growth expectations for 2010 has been completely digested. At this time, it is time to plan for the star industry and the company in 2011.
2010: Statistical data on electronic components shines. From the beginning of this year to December 9th, the Shanghai Composite Index fell by 14.23%, while electronic components have risen against the trend. The overall increase of the industry was as high as 40.66%, and the excess return on the larger market was higher. 54.89 percentage points. Medical and biological industries, machinery and equipment, food and beverages, and agriculture, forestry, animal husbandry and fishery industries are also not far behind. The year-on-year increase has exceeded 20%. In the 23 Shenwan-level industry, 14 large-scale industries have reversed the trend and have gone against the market. The four industries of ferrous metals, real estate, chemicals and financial services underperformed the broader market.
According to historical data, according to the predictions of 50 institutions, the overall growth rate of the electronic components industry in 2010 was approximately 261.29%. Among the 23 SWS industries, growth ranked first. At the same time, medical and biological equipment and machinery and other industries that have performed brightly in the market this year have annual growth of over 30%. However, it is worth noting that there are also many industries in the market, such as transportation and ferrous metals, which do not meet the market's growth even though they have good growth performance. They want to show their abilities in the A-share market. In addition to the support of performance, policy support must not be Fewer, electronic components, information equipment, medical biology and other industries have all bathed in this year's policy warming.
2011: Prosperous policy development industry prospects According to the forecast of 50 institutions, the total net profit of all A-share companies will increase by 37.84% for the whole year of 2010. In 2011, it is expected to continue to grow at a rapid rate of 24.27%. In 2011, out of the 23 Shenwan-level industries, 15 are expected to have annual profit growth of more than 30%. Among them, electronic components are more likely to be defended, with the profit growth rate of 59.92% regaining the first place in the list of industry performance gains. From the sub-industry perspective, the growth performance of the six sub-sectors in the whole year of 2011 is expected to exceed 30%, among which the growth of display devices is expected to be the highest among the major institutions, and the annual growth is expected to be 163.58%. The semiconductor materials are also relatively good. Guotai Junan It is believed that the current cycle of the electronic components industry is accompanied by significant capital expenditures. As the company's procurement shifts from technological upgrades to production facilities, the global semiconductor capital expenditure will maintain a growth trend until 2012, and the global electronics industry is expected to continue its long-term prosperity. Cycle, future industry growth is worth the wait. From the perspective of the company, the performance growth of Zhonghuan (002129), Sunflower (300111), Chaori Sun (002506), Huadong Technology (000727), Shentianma A (000050) and other companies are expected to be the best, and the profit growth in 2011 is expected to exceed 50%, and these companies are more than touch screens, energy-saving components and other emerging industrial halo, directly catering to the current policy-oriented emerging industries to become a pillar of the policy orientation.
As one of the seven strategic emerging industries, the high-end equipment manufacturing industry has been supported by the government as the pillar industry of the national economy in the future. The agency pointed out in the latest strategy report that the equipment manufacturing sector will be deducted from the growth to drive stock price elasticity in the coming year. In the process, the sector includes six sub-sectors such as railway equipment, and from the perspective of Shenwan’s first-tier industry, the six major industries mentioned above are the three main industries of information equipment, machinery and building materials, and the 2011 institutional performance is expected to show up. The annual growth rate of the major industries is all above 30%, and the annual growth of heavy machinery in the sub-sector is expected to be as high as 137.65% (Table 4). Among them, Jinxi Axle (600495), CNR (601299), Pinggao Electric, Zhongke Yinghua (600110), Power Source (600405), Zhenhua Heavy Industry (600320), Jinggong Technology (002006) and other future achievements Companies that are expected to be excellent are worth focusing on.
In addition, in addition to such industries as electronic components and equipment manufacturing, which have enjoyed rapid growth and clearly supported by policies, the cement industry has also received key recommendations from recent institutions in the first quarter of 2011. Shenyin Wanguo’s 2011 strategy report believes that the continued surpassed expectations of real estate investment in the future will also bring about the next spring of cement. Currently, the cement industry itself is in a balance between supply and demand. Subsequent new demand is likely to promote the industry's economy to continue to improve next year. The quarter is bullish on Jidong Cement (000401), Conch Cement (600585), and Jockey Industries (600449). From the company’s expected growth in 2011, the three companies’ annual growth is expected to be 24.22%, 22.04%, and 16.17%, respectively. The performance growth ability is relatively ordinary. Eliminating the backward production capacity industry is a new era for the cement industry to enter strategic restructuring.
Non-ferrous metals and real estate in the first quarter have the best historical performance. In addition to the expected growth in annual results, historical statistics show that from 2006 to 2010, the outstanding performance of non-ferrous metal companies and real estate companies in the first quarter was basically a high-probability event, with five comparison periods. The two industries advanced to the top five in the first quarter of the year, and electronic components have risen since 2009, becoming the rookie in the first quarter.
The 2011 annual performance forecast shows that the annual growth of the non-ferrous metals industry is expected to be 46.82%, but the performance of non-ferrous metals in the later period still depends on the changes in the global economy and the trend of the dollar. From the sub-industry analysis, the annual growth prospects of new metal materials, lead, zinc, and aluminum are the best, all over 50%. From the perspective of the company, the future growth of Zhuzhou Metallurgical Group (600961), Yun Aluminum (000807), and Yunhai Metal (002182) is the most promising, and the net profit growth is expected to exceed 100%.
Real estate stocks are bottoming out. Analysts expect that excessive administrative interference with valuations may weaken in 2011.
2010: Statistical data on electronic components shines. From the beginning of this year to December 9th, the Shanghai Composite Index fell by 14.23%, while electronic components have risen against the trend. The overall increase of the industry was as high as 40.66%, and the excess return on the larger market was higher. 54.89 percentage points. Medical and biological industries, machinery and equipment, food and beverages, and agriculture, forestry, animal husbandry and fishery industries are also not far behind. The year-on-year increase has exceeded 20%. In the 23 Shenwan-level industry, 14 large-scale industries have reversed the trend and have gone against the market. The four industries of ferrous metals, real estate, chemicals and financial services underperformed the broader market.
According to historical data, according to the predictions of 50 institutions, the overall growth rate of the electronic components industry in 2010 was approximately 261.29%. Among the 23 SWS industries, growth ranked first. At the same time, medical and biological equipment and machinery and other industries that have performed brightly in the market this year have annual growth of over 30%. However, it is worth noting that there are also many industries in the market, such as transportation and ferrous metals, which do not meet the market's growth even though they have good growth performance. They want to show their abilities in the A-share market. In addition to the support of performance, policy support must not be Fewer, electronic components, information equipment, medical biology and other industries have all bathed in this year's policy warming.
2011: Prosperous policy development industry prospects According to the forecast of 50 institutions, the total net profit of all A-share companies will increase by 37.84% for the whole year of 2010. In 2011, it is expected to continue to grow at a rapid rate of 24.27%. In 2011, out of the 23 Shenwan-level industries, 15 are expected to have annual profit growth of more than 30%. Among them, electronic components are more likely to be defended, with the profit growth rate of 59.92% regaining the first place in the list of industry performance gains. From the sub-industry perspective, the growth performance of the six sub-sectors in the whole year of 2011 is expected to exceed 30%, among which the growth of display devices is expected to be the highest among the major institutions, and the annual growth is expected to be 163.58%. The semiconductor materials are also relatively good. Guotai Junan It is believed that the current cycle of the electronic components industry is accompanied by significant capital expenditures. As the company's procurement shifts from technological upgrades to production facilities, the global semiconductor capital expenditure will maintain a growth trend until 2012, and the global electronics industry is expected to continue its long-term prosperity. Cycle, future industry growth is worth the wait. From the perspective of the company, the performance growth of Zhonghuan (002129), Sunflower (300111), Chaori Sun (002506), Huadong Technology (000727), Shentianma A (000050) and other companies are expected to be the best, and the profit growth in 2011 is expected to exceed 50%, and these companies are more than touch screens, energy-saving components and other emerging industrial halo, directly catering to the current policy-oriented emerging industries to become a pillar of the policy orientation.
As one of the seven strategic emerging industries, the high-end equipment manufacturing industry has been supported by the government as the pillar industry of the national economy in the future. The agency pointed out in the latest strategy report that the equipment manufacturing sector will be deducted from the growth to drive stock price elasticity in the coming year. In the process, the sector includes six sub-sectors such as railway equipment, and from the perspective of Shenwan’s first-tier industry, the six major industries mentioned above are the three main industries of information equipment, machinery and building materials, and the 2011 institutional performance is expected to show up. The annual growth rate of the major industries is all above 30%, and the annual growth of heavy machinery in the sub-sector is expected to be as high as 137.65% (Table 4). Among them, Jinxi Axle (600495), CNR (601299), Pinggao Electric, Zhongke Yinghua (600110), Power Source (600405), Zhenhua Heavy Industry (600320), Jinggong Technology (002006) and other future achievements Companies that are expected to be excellent are worth focusing on.
In addition, in addition to such industries as electronic components and equipment manufacturing, which have enjoyed rapid growth and clearly supported by policies, the cement industry has also received key recommendations from recent institutions in the first quarter of 2011. Shenyin Wanguo’s 2011 strategy report believes that the continued surpassed expectations of real estate investment in the future will also bring about the next spring of cement. Currently, the cement industry itself is in a balance between supply and demand. Subsequent new demand is likely to promote the industry's economy to continue to improve next year. The quarter is bullish on Jidong Cement (000401), Conch Cement (600585), and Jockey Industries (600449). From the company’s expected growth in 2011, the three companies’ annual growth is expected to be 24.22%, 22.04%, and 16.17%, respectively. The performance growth ability is relatively ordinary. Eliminating the backward production capacity industry is a new era for the cement industry to enter strategic restructuring.
Non-ferrous metals and real estate in the first quarter have the best historical performance. In addition to the expected growth in annual results, historical statistics show that from 2006 to 2010, the outstanding performance of non-ferrous metal companies and real estate companies in the first quarter was basically a high-probability event, with five comparison periods. The two industries advanced to the top five in the first quarter of the year, and electronic components have risen since 2009, becoming the rookie in the first quarter.
The 2011 annual performance forecast shows that the annual growth of the non-ferrous metals industry is expected to be 46.82%, but the performance of non-ferrous metals in the later period still depends on the changes in the global economy and the trend of the dollar. From the sub-industry analysis, the annual growth prospects of new metal materials, lead, zinc, and aluminum are the best, all over 50%. From the perspective of the company, the future growth of Zhuzhou Metallurgical Group (600961), Yun Aluminum (000807), and Yunhai Metal (002182) is the most promising, and the net profit growth is expected to exceed 100%.
Real estate stocks are bottoming out. Analysts expect that excessive administrative interference with valuations may weaken in 2011.