While yesterday's markets opened lower, but positive flow of funds high-quality white stock underestimate the value of the group, such as construction machinery sector, not only makes Sany Heavy Industry (600031, stock it) and other stocks or table in the forefront, but also to the formation of new markets excitement, to promote the broader market rebounded steadily.
How do you view this trend it?
Institutional funds to promote the shift of public opinion.
The current market atmosphere of public opinion to promote the sector allocation of funds the emergence of new trends in the direction that public opinion on the fight against insider trading reports, glue stick more funds will start the conversion idea, especially the raised funds, their future operation, may allay the mind has more to promote the position that they will move to the big white horse stocks in the familiar.
The engineering machinery stocks is to have such advantages: the valuation advantages. Sany Heavy Industry and other firms of less than 20 times the dynamic price-earnings ratio, very low-lying land has a valuation effect. The atmosphere is still optimistic about its industry. According to statistics, the first three quarters,glue gun the machinery industry production of 12 industry segments showed growth, with year over year growth rate of more than 35% of 5, followed by construction machinery, machine tools, automobiles, machinery, basic parts and engine industries. One the fastest growing engineering machinery production, an increase of 1 to 50.88% in September, and sales were the best in history. Construction machinery led the excavator is the breakdown of industry, the first three quarters this year, total sales rose 83.4%. This naturally means that Changlin (600,710, stock it), Liugong, Sany, Sunward (002,097, stock it) and so the excavator driven products, the performance of individual stocks than-expected growth is expected to further promote the flow of funds construction machinery sector.
Highlight investment opportunities the industry.
More importantly, the construction machinery sector there are two major highlights. First, strong demand for mining machinery. As we all know, the demand for construction machinery industry in addition to real estate, extractive industries are also important components. With the arrival of the fourth quarter peak season of coal, coal demand, coal production capacity expansion will be accelerated. Moreover, non-ferrous metal mining investment in fixed assets affected by the more obvious product prices, sharp rise in global commodity, non-ferrous metal ore mining is expected a new round of expansion, which will bring excavators, loaders high demand.
Second, high-speed rail investment in infrastructure such as speed. According to statistics, China's railways face leaps and bounds in the next 3 years the average annual investment of 7,000 billion yuan. Meanwhile, high-speed railway in China Railway Construction to focus on the design and construction with the "Bridge on behalf of the Road," the salient features, and the bridge line rate showed a rising trend, as the railway bridge features the industry's development has brought a broad market space .
Two types of stocks can be a positive track.
First, with the high-speed rail, subway and other investment hot spots related to construction machinery, the next few years, these stocks will face a strong industry boom, which Tianye Communications (002,459, stock it), the new building shares (002,480, stock it) etc. can actively tracked. The second is associated with the mineral resources engineering machinery, including coal machinery, boring machines, key stock are Zhengzhou Mining Machinery (601,717, stock it), Northern shares (600,262, stock it), Hunan Electric shares (600,416, stock it), Sany Heavy Industry and so on. In addition, the study of new products in just way machines (300,103, stock it), also can be tracked. Kim Braun investment Qinhong
Operation note.
IPO.
(002 510) days of steam-mode (002,510, stock it), the issue price of 17.5 yuan, the number of 5,200 million shares issued, the number of 4,200 shares of this market; (002,511) in the soft Shun Jie (002,511, stock it), the issue price of 38 yuan , 4000 number of issued shares, the number of 3,200 shares of this market; (601,777) Lifan shares (601,777, stock it), the issue price of 14.5 yuan, the number of 200 million shares issued, this amount of 160 million shares listed.
Listed under the net of new shares at the Placing.
(300,109) New open-source (300,109, stock it) 180 million shares, (300,110) Huaren Pharmaceutical (300,110, stock it) 1072 shares (300,108) Ssangyong shares (300,108, stock it) 260 million shares.
Shareholder meeting.
Jinde development (000,639, stock it), and create international (600,097, stock it), Kingdoms of shares (600,614, stock it),, upwind Tech (000,967, stock it), Friends of the A shares (002,277, stock it), long the Software (002,279, stock it), Oriental Sunrise (300,118, stock it), the United Electrical (002,323, stock it), Chapter Tungsten (002,378, stock it), Huiquan beer (600,573, stock it), Fu Yao glass (600,660, stock it), Division crown wood (002,354, stock it), Magicstor (000,920, stock it), Hong Bo shares (002,229, stock it), ST Dragon.