On October 31, the Ministry of Finance announced the list of projects to be supported in research and development and industrialization of new materials in 2013. The list shows that 11 listed companies are shortlisted.
Specifically, the 11 listed companies are: Saixiang Technology, Taiyuan Heavy Industry, Huadong CNC, Guangming Dairy, Longjing Environmental Protection, Senyuan Electric, Software Holdings, Kunming Machine Tool, Huaxi Energy, Zhenhua Heavy Industry, and China Shipbuilding. In addition, Variety Supermarket, a subsidiary of Variety, and Wharton, a subsidiary of Southern Huitong, were also selected.
In this regard, analysts said that the future development of the new materials industry is broad, and the release of the list of new materials research and development and industrialization projects in 2013 will further promote the development of new materials industry and bring to relevant listed companies. Good is also obvious.
It is worth noting that in this list, several robot projects were selected. Hongyuan Securities said that the competition for standard parts robot manufacturing is heating up, and system integration + non-standard robots are optimally manufactured. The 3C industry is a big outbreak, and there is also a huge demand in the consumer goods industry and the petrochemical industry.
In the A-share market, new materials such as photovoltaics and photovoltaic materials, battery and battery materials industries, nuclear power and nuclear power materials, magnetic materials industry, super hard refractory materials industry are more concerned by investors. Therefore, some analysts have suggested that returning to the A-shares, investment in the new materials industry can mainly focus on the above five aspects.
Photovoltaic and photovoltaic materials: In the fourth quarter, the domestic power station's rushing capacity has not decreased, the company's operating conditions continue to improve, and the industry's fundamentals continue to rise. Taking into account the market's core trading characteristics of “seeing the prospects, re-emphasizing, and light valuation†of the growth stocks, the PV industry's market will continue to deepen in the fourth quarter, and there is still potential to be tapped. It is recommended to pay attention to Aerospace Electromechanical, Zhongtian Technology, Hairun Photovoltaic, etc.
Battery and battery materials industry: In the first half of the year, the battery stocks had a good performance under the influence of the “Tesla boomâ€, but then fell with the market. Looking forward to the fourth quarter, the sales volume of domestic new energy vehicles is still expected to be more than expected. Therefore, it is not recommended to find logic from the fundamentals. It is still recommended to select stocks from the perspective of “Teslaâ€. It is recommended to focus on Xinzhoubang and Shan. Cedar shares.
Nuclear power and nuclear power materials: At present, the nuclear power sector as a whole still lacks continuous upward momentum. Domestic nuclear power construction will continue to advance steadily. Although it is difficult to exceed expectations in the short term, the industry boom will gradually increase and project bidding will increase. It is recommended to pay attention to companies such as Jiuli Special Materials and Jiangsu Shentong.
Magnetic materials industry: From the demand side, although the demand of the entire magnetic material industry can still maintain a certain growth, it is still not prosperous. This situation is expected to be difficult to change in the fourth quarter. In the fourth quarter, we can focus on the impact of the country's rare earth reserves policy on the price of rare earths and magnetic materials. If the price of rare earth can rise again, it can pay attention to the staged opportunities of the sector, and the key company Ningbo Yunsheng.
Super hard refractory materials industry: Due to the domestic economic situation and the rapid expansion of production capacity within the industry, the overall performance of the sector has grown strongly, so the performance of the entire sector has been quite weak since the beginning of the year. In the fourth quarter, the domestic economy is expected to stabilize temporarily, and the downstream demand of the industry has also improved. In addition, the P/B ratio of the sector has certain advantages compared with the SME board. Therefore, the overall valuation of the sector may be repaired upward. It is recommended to pay attention to companies such as the Yellow River Cyclone, Steel Research Gona and Yu Diamond.
Specifically, the 11 listed companies are: Saixiang Technology, Taiyuan Heavy Industry, Huadong CNC, Guangming Dairy, Longjing Environmental Protection, Senyuan Electric, Software Holdings, Kunming Machine Tool, Huaxi Energy, Zhenhua Heavy Industry, and China Shipbuilding. In addition, Variety Supermarket, a subsidiary of Variety, and Wharton, a subsidiary of Southern Huitong, were also selected.
In this regard, analysts said that the future development of the new materials industry is broad, and the release of the list of new materials research and development and industrialization projects in 2013 will further promote the development of new materials industry and bring to relevant listed companies. Good is also obvious.
It is worth noting that in this list, several robot projects were selected. Hongyuan Securities said that the competition for standard parts robot manufacturing is heating up, and system integration + non-standard robots are optimally manufactured. The 3C industry is a big outbreak, and there is also a huge demand in the consumer goods industry and the petrochemical industry.
In the A-share market, new materials such as photovoltaics and photovoltaic materials, battery and battery materials industries, nuclear power and nuclear power materials, magnetic materials industry, super hard refractory materials industry are more concerned by investors. Therefore, some analysts have suggested that returning to the A-shares, investment in the new materials industry can mainly focus on the above five aspects.
Photovoltaic and photovoltaic materials: In the fourth quarter, the domestic power station's rushing capacity has not decreased, the company's operating conditions continue to improve, and the industry's fundamentals continue to rise. Taking into account the market's core trading characteristics of “seeing the prospects, re-emphasizing, and light valuation†of the growth stocks, the PV industry's market will continue to deepen in the fourth quarter, and there is still potential to be tapped. It is recommended to pay attention to Aerospace Electromechanical, Zhongtian Technology, Hairun Photovoltaic, etc.
Battery and battery materials industry: In the first half of the year, the battery stocks had a good performance under the influence of the “Tesla boomâ€, but then fell with the market. Looking forward to the fourth quarter, the sales volume of domestic new energy vehicles is still expected to be more than expected. Therefore, it is not recommended to find logic from the fundamentals. It is still recommended to select stocks from the perspective of “Teslaâ€. It is recommended to focus on Xinzhoubang and Shan. Cedar shares.
Nuclear power and nuclear power materials: At present, the nuclear power sector as a whole still lacks continuous upward momentum. Domestic nuclear power construction will continue to advance steadily. Although it is difficult to exceed expectations in the short term, the industry boom will gradually increase and project bidding will increase. It is recommended to pay attention to companies such as Jiuli Special Materials and Jiangsu Shentong.
Magnetic materials industry: From the demand side, although the demand of the entire magnetic material industry can still maintain a certain growth, it is still not prosperous. This situation is expected to be difficult to change in the fourth quarter. In the fourth quarter, we can focus on the impact of the country's rare earth reserves policy on the price of rare earths and magnetic materials. If the price of rare earth can rise again, it can pay attention to the staged opportunities of the sector, and the key company Ningbo Yunsheng.
Super hard refractory materials industry: Due to the domestic economic situation and the rapid expansion of production capacity within the industry, the overall performance of the sector has grown strongly, so the performance of the entire sector has been quite weak since the beginning of the year. In the fourth quarter, the domestic economy is expected to stabilize temporarily, and the downstream demand of the industry has also improved. In addition, the P/B ratio of the sector has certain advantages compared with the SME board. Therefore, the overall valuation of the sector may be repaired upward. It is recommended to pay attention to companies such as the Yellow River Cyclone, Steel Research Gona and Yu Diamond.
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