Home >

105 Companies First Season &Nbsp, Machinery And Other Three Industries Become White Horse Ranches.

2012/3/22 20:01:00 18

??? 日本語 Fran?ais English 中文

Mechanical Equipment Chemical Stock Market

Machinery and equipment: the first quarter results of the 29 companies are pleased.

According to the Securities Daily's Market Research Center and information statistics, as of yesterday,

Machinery and equipment industry

A total of 102 companies announced their annual financial reports in 2011. Of these companies, 36 companies announced the first quarter results in 2012, of which 29 mechanical equipment companies were the first quarter of this year to be the most popular companies.

50% of the 14 companies were: Hai Lun zhe (300201) (586.11%), integrable Electronics (002339) (224.277%), Sifang Da (300179) (210%), science and technology monitoring (002322) (198.3203%), Zhongnan Heavy Industries (002445) (002445), Mei Ansen (002445), Tian Shun wind energy (()), Xinlong electric appliance (E) (E), Sen Yuan Electric (E) (E), Han Wei Electronics (E) (E), Sheng Yun share (H) (E), Chuan run share (H) (E), new union Electronics (E) (E), Long Yuan Technology (L) (L). Specific stocks, the first quarter earnings forecast growth exceeded this year

Guotai Junan believes that although the fundamentals have not improved significantly, but the first index of real estate sales at the bottom of the year-on-year or has emerged, the trend of inflation is unchanged, monetary policy easing space is still; basic data is relatively lagging behind, leading indicators to determine the trend of the stock market, it is proposed to increase the mechanical sector.

Looking for investment opportunities from two clues of performance exceeding expectations and event driven, especially event driven clues, which are reflected in four aspects: real estate sales data and monetary policy, high oil price and shale gas development planning, nuclear power restart, and Railway Equipment Tendering and restart.

Key recommendation of construction machinery Zhonglian 31 Xugong Liugong (000528) joint efforts, oil and gas production equipment and services Hui Bo Pu (002554) Jerry shares (002353) Tong Yuan oil (300164) furit (300228), one or two nuclear power equipment one or two Jiangsu magic (002438) nuclear technology (000777).

In addition, it is suggested that North and South cars and new era materials for railway equipment should be started (600458).

Dongxing Securities believes that domestic sales of loaders 17797 units in February, an increase of 9.16% over the previous year, the total sales of the first 24889 in February, down 18.21% over the same period.

In February, 982 bulldozers were sold, down 17.96% compared with the same period last year. The total sales volume of the former February was 1442, down 44.02% from the same period last year.

In February, 1055 sales of rollers decreased by 30.50% compared with the same period in the previous year. The total sales volume of the former February was 1697, down 41.34% from the same period last year.

Under the background of national real estate policy regulation and control, the domestic market demand is still not optimistic in the first half of the year.

Evergreen shares (300195)'s new products and overseas markets are looking at this year, maintaining the "highly recommended" rating.

At the same time, the key recommendations are: Jerry stock, furritt, Hengli oil cylinder (601100), Xugong machinery (000425), Liugong, giant wheel share (002031), South Pump Industry (300145), Zhengmei machine (601717), Yawei shares (002559).

Chemical industry: the first quarter results of the 22 companies are pleased.

According to the Securities Daily's Market Research Center and information statistics, as of yesterday,

Chemical industry

A total of 74 companies announced their annual financial reports in 2011. Of these companies, 22 companies announced the first quarter results in 2012, of which 14 chemical companies were in the first quarter of this year and were more than 2 of the industry.

According to the specific stocks, the first quarter growth forecast exceeded 50% of the 8 Chemical stocks, namely: trimer environmental protection (300072) (320%), Kang Dexin (002450) (180%), Tianlong Group (300063) (102.31%), Shuangyan share (002381) (80%), Bao Tong industry (300031) (300031), Yuan Li shares (300031), Shuanglong share (()) (GAO) (GAO), Gao alliance new material (()).

The PMI released by China logistics and purchasing Federation in February was 51, which rose by only 0.8 percentage points. Compared with the past, the PMI growth rate decreased after the Spring Festival this year, indicating that the economy has not yet stabilized.

In February, the PMI index of chemical raw materials and chemical products was 50.5, down 2.9 percentage points from the same period last year, down 1.4 percentage points.

According to the sub item, the export contract (+6%) and the existing order (+9.7%) were better than those of the existing ones. However, the +J index declined significantly (9.7%), indicating that the expansion of production and the increase of export orders have basically returned to the same period last year, while domestic demand is even more depressed.

The polyurethane industry in the chemical industry is expected to benefit from better export orders.

citic securities

(600030) it is believed that the new housing starts in the United States have been one of the best periods since 2000. The number of new housing starts in January 2012 increased by 14% over the same period last year, 3% in the same period last year, and the demand for polyurethane insulation materials is expected to rise.

In 2011, China's imports of aggregated MDI accounted for 16% of US goods, and US data supported the price of aggregated MDI.

In addition, consumption of polyurethane flame retardants is expected to increase at the same time.

Export orders are getting better and better. Jacques Technology (002409) and Yantai Wanhua (600309) are expected to benefit from the new housing starts in the US.

Concerned about furniture to replace the old soft polyurethane foam pulling, the company has Cangzhou Dahua (600230).

In addition, it is recommended to pay attention to Shanxi three dimensional (000755).

At the same time, at present, the spring peak season of spring is relatively mediocre, neither too busy nor too bad.

Downstream demand is just around the corner, and it reflects foreign demand.

Textile demand this year can achieve a moderate recovery in a difficult environment with high oil and cotton prices.

We hope that the supply and demand relationship of the spandex industry will gradually improve. It is expected that the boom will take on the upward trend in 1~2.