Four Major Emerging Industries Are Upgrading &Nbsp, And The Relevant Listed Companies Are Their Respective Interests.

From "emerging" to "pillar" -- the four big industry ten years casting sword, related

According to China's government website 18, published by the State Council on accelerating the cultivation and development strategy.

The four pillar industries, led by energy conservation and environmental protection, have become a "treasure bowl" under the capital market.

A strategic emerging industry

Energy saving and environmental protection:

The "billion class" company is a cinch.

The intensity of the stimulus policy is obvious, and the energy saving and environmental protection listed companies have a remarkable catalytic effect.

According to the authoritative department, by 2015, the total output value of the energy conservation and environmental protection industry will reach 5 trillion and 300 billion yuan, equivalent to 10% of the gross domestic product (GDP) of the same period, with an average annual growth rate of 20%. The annual growth rate of energy conservation and environmental protection backbone enterprises will reach 30%, forming a large number of energy saving and environmental protection enterprises with an annual output value of over ten billion yuan.

"With the rise of the industry, a number of Listed Companies in the field of energy conservation and environmental protection will grow and expand."

In the view of Xie Jun, a researcher of GF Securities, such as Tai Hao technology and Dashi intelligence, the listed companies that are relatively mature in energy management mode will bear the brunt.

It is reported that Tai Hao technology has built the development pattern of building intelligent, photovoltaic building integration and contract energy management business mode.

Dashi intelligence is mainly engaged in building intelligent and building energy-saving services, and has broad prospects for development.

In resource recycling companies, Sander environment and Grammy have long-term investment value.

Longyuan technology and South China Sea Development in the field of environmental protection will also be concerned by investors.

The next generation of information technology:

"More" does not stop yoga.

The new generation of information technology has a very wide coverage.

It can be broadly divided into the next generation communication network, Internet of things, triple play, new flat panel display, high performance integrated circuit and cloud computing.

The construction of optical network in next generation communication network, soft switch and 3G construction are particularly important.

China Telecom is the first to propose a 15 billion user fixed network construction with increased capital, and Unicom and mobile are likely to increase by 10 billion scale. Therefore, 2011 will be the peak of the optical communication network construction, which will lead to the high growth of the related companies. ZTE, beacon communication, 3D Communications and Xinhai Yi are all expected to benefit from it.

Since Premier Wen Jiabao's "perception of China" put forward, igniting the two tier market in the Internet of things stocks again hot.

In the field of intelligent pportation, navigation and video surveillance are effectively integrated. The typical companies include Dahua shares, Hikvision and silver river shares.

Mobile payment will become the most promising application in the future, and the market is expected to break out in 2011.

As the sole partner of China Mobile 2.4GHz mobile payment chip, national technology has plenty of room for imagination.

In addition, the three networks convergence concept Wuhan plastics, Huashe film and television; new flat panel display areas such as Lai Bao Gao Ke, GoerTek acoustics, the Great Wall development, San an photoelectric Co., Ltd., high performance integrated circuits, such as Guo Teng electronics, Huawei electronics and other companies; the software and hardware platform providers of cloud computing concepts, wave information, Huasheng Tiancheng and system integrator wave software, Neusoft group and other companies are expected to make considerable progress.

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Biological industry:

"Sophisticated" battlefield

Biological agriculture is clearly included in one of the seven strategic emerging industries, the biological industry, which will make the listed companies of agriculture, forestry, animal husbandry and fishery, which belong to traditional industries, become "sophisticated".

This field will be the battleground of high tech decisive battle.

In recent years, China's agricultural biotechnology has achieved rapid development, and its overall level is in the leading position in developing countries. Some areas such as plant animal biology, biological pesticides, biological fertilizers, vaccines, feed additives have entered the international advanced ranks.

At present, the leading seed companies in China have basically carried out research and reserve work on pgenic technology.

The technology advantages of the listed companies, such as Deng Hai seed industry and Long Ping tech, are obvious in the field of biological breeding. Besides, Feng Le seed industry has a part of agro chemical business, and has certain potential in the development of biological pesticides in the future.

The cultivation of aquatic products and the exploitation and utilization of marine organisms in aquaculture are important applications of biotechnology.

The listed company is mainly engaged in breeding, breeding, food processing and bonded warehousing of sea water products. The company's new 40 thousand mu sea cucumber breeding capacity will continue to grow, and the company will pform from aquatic product processing to sea cucumber breeding enterprise.

The gross profit margin of sea cucumber and kelp seedling is about 70%, and the sales price of collagen is 30-40 yuan / ton, while the cost is only 150 thousand yuan / ton, and the profit space is huge.

In addition, Yi Qiao Miao ye, Zhang Zi Dao, good family and other companies are also expected to profit from it.

High end equipment manufacturing industry:

Rely on Performance

Equipment manufacturing industry is the symbol of a country's strategic industry and industrial rise. It is the foundation and core competitiveness of a country's manufacturing industry.

The high-end equipment manufacturing industry, which straddles the two major fields of traditional industries and emerging industries, will drive the development of relevant companies, including aerospace, offshore engineering, satellites, and high level equipment manufacturing enterprises such as CNC machine tools and high-speed railways.

The aviation industry is a strategic pillar industry of the country.

The rise and upgrading of China's aircraft manufacturing industry will drive a series of listed companies to become bigger and stronger.

Including the main aircraft general assembly Xifei international, engine assembly and parts enterprises, aviation power, technology development and so on, are all companies that are expected to benefit.

The satellite industry is the core area of the aerospace industry. Its application covers many important fields of international livelihood, such as military, pportation, communications, meteorology, surveying and mapping.

China satellite, Guo Teng electronics, and other strong companies will grow with the development of the industry.

Offshore engineering equipment is the foundation of deep sea oil exploitation.

In the future, the exploration and exploitation of offshore oil and gas fields will be intensified. The market demand will enhance the performance of the relevant companies.

Zhenhua heavy industries, China Heavy Industries and other companies have their own unique characteristics in the production of large marine facilities and fittings.

In addition, Shanghai Jia Hao, Juli rigging and other companies are also working hard to open up ocean engineering business.

The intelligent manufacturing equipment industry represented by CNC machine tools is the "machine tool" of the high-end equipment manufacturing industry.

Including double heavy loading, China heavy, Dongfang Electric, Shanghai electric, Kunming machine tool, Shenyang machine tool and so on will all have development opportunities in the coming years.