Japan'S Attention To Seven Potential Plates Under Japan'S Nuclear Leakage

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Potential plate: nuclear power plate

After Japan's 9 magnitude earthquake, the nuclear crisis has become the biggest negative event triggered by the earthquake, and the nuclear power sector has become the focus of the fall.

In response, experts said that Japan's nuclear leak made China tighten up its nuclear safety plan.

Before the approval of the nuclear safety plan, China has suspended the approval of the nuclear power project, which will lead to a decline in the number of nuclear power plants under construction in the next period of time, and the demand for nuclear power equipment will also be greatly negatively affected in the short term.

However, it is estimated that the installed capacity of China's approved nuclear power projects is about 46GW, with 44-45 nuclear power stations.

The new investment in the future will be about 270 billion yuan.

Among them, in the face of Chinese enterprises about 230 billion yuan, it is expected that the performance of the industry in 2010 -2011 will not be greatly affected.

Potential plate two:

Due to the impact of all sectors in Japan, the adverse impact on China's textile and garment industry will be pmitted from the trade mode.

Experts predict that in the short term will have a certain impact on China's clothing exports, the relevant export companies will have negative pressure in the short term.

However, in the medium to long term, the negative impact is relatively small.

Three of potential plates: "non nuclear" new energy sources

Due to concerns over the safety of nuclear power, the development of nuclear energy may slow down, so the rising proportion of new energy sources such as solar energy and wind energy will become a reality.

During the "11th Five-Year" period, hydropower development is expected to accelerate, and wind power will continue to grow rapidly to make up for the clean energy and power gap brought about by the reduction of nuclear power.

I remind investors that in the short term, the impact of Japan's nuclear accident on photovoltaic and other industries will be greater than the essence.

potential

Iron ore prices may fall due to the cut-off of steel production in Japan and the decline in iron ore prices, which will benefit China's steel industry.

In terms of demand, there will be good and bad in the short term. On the one hand, post disaster reconstruction will definitely increase the demand for steel products; on the other hand, the shutdown of Japanese industrial sectors such as automobiles will reduce the demand for steel.

However, Japan's export of steel exports may be offset by the Sino Korean steel mills, which is conducive to the export of Chinese steel products.

In this regard, experts said that the overall situation is judged that the current situation is good for the domestic steel industry in the short term.

Five of potential plates: extractive industries

Due to the suspension of approving the nuclear power project or increasing the demand for electric coal, the situation of oversupply of electric coal is changing.

At present, the average price earnings ratio of 6 listed companies in A share coking coal is only 20 times in 2011, and the scarcity of coking coal has not yet been recognized by the market.

It is expected that after the completion of the government's investigation in Shanxi, a detailed and strict protection policy will be issued later. The scarce resources of coking coal will be mentioned as the height of rare earth.

Six of potential plates: Information Technology

Due to the important position of the Japanese electronics industry in the industry, the impact of the earthquake and nuclear crisis will spread to the global electronics industry, and some components of the global electronic supply chain will be affected.

This will push up the price rise of electronic upstream products in the near future.

At the same time, the earthquake will give some domestic enterprises the opportunity to take orders and expand production capacity.

However, domestic software outsourcing enterprises will be affected by the decline in market demand caused by the earthquake.

Seven of potential plates: nuclear radiation protection

The development of the nuclear crisis is unpredictable. In the short term, Japan and its neighboring countries are unable to eliminate the worries about the proliferation of radioactive substances. The nuclear radiation protection concept stocks have become a short-term active market.

Experts predict that as the crisis continues, the theme of nuclear radiation protection is expected to continue to be active.

Among them, monitoring and testing equipment, anti radiation Chinese and Western medicine, radiation resistant textile and clothing and building materials are all areas of short-term capital concern, and investors should be focused.