Some GEM Companies Look At Customers' Face And Eat.

"Big money" is not a novelty. On the contrary, because of China's national conditions, the development of many enterprises is inseparable from the "big trees" in these monopolistic industries.

An American

Big money is convenient for financial packaging.

"A lot of companies are still thinking about financial packages."

In the view of Xiao Bo, chief analyst of Huarong securities, in order to meet the entry threshold of the gem, many enterprises have chosen the way of "big money", and the company's business income has a good guarantee.

Take gem as the first 28 companies, for example, Shenzhou Tai Yue, Huaxing entrepreneurship, treid, Ding Han Technology and southerly 5 companies belong to this type.

The former two rely on China Mobile's "big tree", while the other three are in a relatively closed railway track construction industry.

"The main businesses of such enterprises do not have high growth potential, and the main reason why they can enter the gem is their financial compliance with the gem requirements."

In the new era, Feng Wensuo, chief strategist of securities, seems to have a high degree of customer concentration. This also increases risk to a certain extent.

"If we are long-term holders, we suggest that we sell more at high prices. After all, the gem is at a stage of revaluation. Enterprises that lack future growth will easily be shuffled out in this round."

Xiao Bo said.

The main business is subject to key customers.

Relying on "big tree" to enjoy cool weather is also facing great risks.

The national technology closely cooperated with operators will have to deal with the impact of possible changes in operators.

The main business of national technology is to make RF-SIM for China Mobile.

However, according to the 2010 annual report, the company's RF-SIM revenue in the first half of 2010 was more than 1.2 billion, while the second half was affected by the strategic adjustment of mobile payment, with a revenue of only 52 million.

"The agreement on exclusive cooperation between the company and the mobile phone will expire in July this year, and the amount of purchases has declined since the performance before the move, which also makes the company's shipping volume uncertain in the second half of the year."

A TMT industry analyst admitted.

Among the top ten tradable shareholders in the current national technology, many funds have chosen to leave.

Unlike the national technology, Wan Bang Da had a good life because he was close to the "big tree" of Shenhua.

In 2010, the annual report of Wan Banda showed that the company's revenue was only 267 million yuan, down 44% from the same period last year.