The Last Buying Opportunity &Nbsp Before The Festival; The List Of Institutional Sponsor Shares
Huatai Securities: leading 4 shares in textile and clothing industry
Huatai Securities believes that with the adjustment of the market since December, some brand enterprises in the garment sector have partially released the risk of earlier accumulation and increase. Give industry "overweight" rating.
Huatai Securities said that the performance of 2010 annual report is stronger than expected, and the industry leader after a big adjustment is recommended. February recommended the good news birds, seven wolves, fuanna, Home textile 。
Haitong Securities: Overweight shipping industry optimistic about CSCL
Haitong Securities issued in January 27th the shipping industry research report pointed out that, despite the 2010 global economic recovery driven by the rebound in the industry, yet the market outlook for 2011 is still cautious. The report holds that the slowdown in the world economic recovery in 2011 will inhibit the growth of the trade in mass transport, and the high volume of transport capacity will further constraining the pace of recovery in the 2011 market. Besides, the pressure of cost is another obstacle to the recovery of the market in 2011.
The report maintains the industry's "overweight" rating, and points out that due to the scarce capacity of the industry in 2012, the transport capacity gap is expected to drive the industry boom to a high level. Therefore, it is reminded that the CSCL, which is most flexible in the industry's prosperity, is optimistic about the profitability of the company in 2012.
Orient Securities Focus on energy efficient mechanical stocks catalyst
Dongfang securities released in January 27th the machinery industry report that energy saving and emission reduction will promote related gold stocks into the value area. The report is expected to enter the policy window period catalyst for the industry is imminent. In 2011, Europe once again raised the standard of energy conservation, and strongly urged the United States and China to further follow up the report.
The report believes that the performance of the refrigeration industry chain is expected to become a fuse. 2007 the policy led led to the establishment of the energy efficiency standard of China's refrigeration industry. The demand for equipment upgrading pushed the leaping development of the refrigeration industry chain headed by Hsun Chung precision machine. The average annual compound growth rate of the industry was over 30%. In view of the cold chain construction plan and stock demand, it is expected that the whole industry's high growth will continue for more than three years, and the leading enterprises' superiority in core technology will continue to exceed the industry's high prosperity. The report believes that the plate will be a new hot spot in the market.
The report believes that contract energy management is a bright spot for enterprises to enhance their profitability. The growth of corporate profits comes not only from the continued demand for product demand, but also by upgrading the business model to enhance profitability. It is expected that the upgrading of the business model of the relevant companies is expected to be completed quickly under the support of the government, so as to lead the entire machinery industry towards service-oriented and enhance the ability of enterprises to resist industrial cycle risks. The report suggests paying attention to Jin Tongling, Han Zhong Jing machine, Shaanxi drum power and Yantai ice wheel.
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