25, Turning Losses Into Stocks And Weakening The Market And Enhancing The Prosperity Of Counterattacks.

< p > Market Research Center statistics show that as of March 14th, there were 462 listed companies in the < a href= "http://www.91se91.com/news/index_s.asp" > Shanghai Shenzhen < /a > two cities, which disclosed the 2013 annual report, and 32 companies realized losses.

It is noteworthy that in the 32 round of deficit stocks, 25 stocks outperformed the March stock index in the same period, becoming the focus of recent market attention.

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< p > statistics further show that industries such as iron and steel (9.09%), non-ferrous metals (3.23%), chemical industry (2.50%), machinery and equipment (2.28%) and other four kinds of turnaround stocks occupy the leading position.

This edition of the above four industries annual report data combing, and mining related investment opportunities leading stocks, in order to provide readers.

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< p > < strong > iron and steel two indicators indicate that the industry is improving. < /strong > < /p >

< p > according to the 2013 annual report, as of now, there are 3 companies in the iron and steel industry who have realized their annual net profit in 2013, and the ratio of turnaround companies accounts for 9.09% of the total number of industry companies.

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< p > specifically, the 3 companies that realized losses in 2013 net profit were: Valin steel, *ST Shaoguan Steel and Anyang iron and steel.

Among them, the annual net profit loss of Valin Iron and steel company in 2012 was 3 billion 463 million 224 thousand and 200 yuan, and the annual net profit in 2013 was 147 million 466 thousand and 500 yuan; the annual net profit loss of *ST in Shaoguan Iron and steel company in 2012 was 1 billion 951 million 594 thousand and 600 yuan; in 2013, the annual net < a href= "http://www.91se91.com/news/index_cj.asp" > profit < /a > 101 million 470 thousand and 300 yuan; the annual net profit loss of Anyang iron and steel 2012 was 3 billion 501 million 290 thousand and 500 yuan, and the annual net profit of 2013 year was 40 million 8 thousand and 500 yuan.

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< p > according to public data, the steel industry achieved a profit of 258 billion 800 million yuan in 2013, an increase of 28.9% over the same period last year.

Among them, black metal mining and mining industry profits 105 billion yuan, an increase of 1.8%; iron and steel smelting and processing industry profits 130 billion 500 million yuan, an increase of 60%.

According to China Steel Association statistics, in 2012, the total sales revenue of member iron and steel enterprises reached 3 trillion and 540 billion yuan, down 4.31% from the same period last year, and realized a profit of 1 billion 581 million yuan, a decrease of 98.22% compared with the same period last year. In 2013, the net profit of 22 billion 800 million yuan was achieved, and two indicators indicated that the industry is improving.

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"P", analysts say, in 2013, the iron and steel companies made a lot of effort. By reducing the efficiency, companies that used to lose billions of dollars in losses were able to turn their losses last year. No matter what the "way to do", the industry did have a big boost.

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< p > for the investment opportunities of the plate, GF Securities indicated that the new supply pressure was relatively small, and the output of the Bureau of statistics increased significantly because of the statistical adjustment. The average daily output of crude steel in the two groups increased from 2014 to February January, but the output data of the China Steel Association were still low.

Individual stocks recommend Daye special steel and Baoshan Iron and Steel shares.

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< p > < strong > non-ferrous metal zinc smelting enterprises turn into the main force of loss, < /strong > /p >

< p > according to the 2013 annual report, as of now, there are 3 companies in the nonferrous metal industry, which have realized annual net profit in 2013, and the ratio of turnaround companies has reached 16.67% of the total number of industry companies.

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< p > specifically, the 3 companies that realized losses in 2013 net profit were Jianxin mining, Hongda stock and Zhuzhou Smelter Group.

Among them, Jianxin mining company lost 18 million 890 thousand and 200 yuan net profit in 2012, while the annual net profit in 2013 was 282 million 251 thousand yuan; Hongda shares lost 532 million 472 thousand and 700 yuan in 2012 net profit, while 2013 annual net profit was 58 million 913 thousand and 300 yuan; the smelter group's net profit loss in 2012 year was 619 million 844 thousand and 200 yuan, while the net profit in 2013 year was 23 million 214 thousand and 400 yuan.

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< p > it is worth noting that the above 3 listed companies that realized losses in the non-ferrous metal industry are mainly engaged in zinc smelting.

A typical example is Zhuye group, which is the main comprehensive zinc production enterprise in China. In 2013, the company completed 617 thousand and 500 tons of lead and zinc production, representing 97.24% of the annual target, 9.73% higher than that in 2012, and 16 billion 170 million yuan in operating income, 113.87% of the annual target, 32.04% more than in 2012, and a net profit of 23 million 210 thousand yuan throughout the year.

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< p > from the recent market performance of non-ferrous metal plates, the overall performance of the plate is weaker than that of the whole market.

Due to the recent market wide attention to the concept of new energy vehicles, as the main material of rare-earth permanent magnet synchronous motor, high performance NdFeB has been favored by the market recently.

In addition, gold prices are also promising in the near future, thanks to the bottoming up of spot gold prices and the tension in Ukraine.

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< p > to this, Huaan Securities said that China's economic pformation is still the main direction of the current economy, and inevitably there will be some sacrifice in pformation. The mode of growth will change from resource consumption to technology and new economy.

Under this premise, there are no big opportunities for basic metals, and there are some new metal elements and new metals in rare metals and new materials, which have relative advantages. The lithium and rare earth permanent magnet machines are mainly recommended.

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< p > according to the 2013 annual report, as of now, 5 companies in the chemical industry have realized annual net profit losses in 2013, and the ratio of turnaround companies accounted for 2.28% of the total number of industry companies.

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< p > specifically, the 5 annual net profit realized in 2013 were: Standard shares, *ST Chai Chai, Qinghai Huaping, China technology and Tianyi technology.

Among them, the annual net profit of standard stock in 2012 was 51 million 845 thousand and 700 yuan, the annual net profit in 2013 was 14 million 353 thousand and 100 yuan; *ST Ji Chai's annual net profit loss in 2012 was 28 million 345 thousand and 700 yuan, the annual net profit in 2013 was 9 million 844 thousand and 600 yuan; the net profit loss in Qinghai Huat Ting 2012 was 51 million 263 thousand and 900 yuan, the annual net profit in 2013 was 9 million 485 thousand yuan; the net profit loss of China technology technology net was 3 million 154 thousand and 200 yuan, the net profit of 8 million 123 thousand and 100 year was 8 million 123 thousand and 100 yuan; the net profit loss of Tianyi technology year was 60 million 945 thousand and 800 yuan, and the net profit of the year was 3 million 417 thousand and 600 yuan.

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< p > subject to the current situation of infrastructure investment and real estate industry, many sectors of the machinery industry will not be able to get rid of the predicament for a long time in the future.

Huarong securities recommends attention to the upgrading of the manufacturing industry and the "a href=" http://www.91se91.com/news/index_s.asp "import" /a instead of the stocks, as well as the sub sectors that will continue to boom in the downstream: oil and gas drilling equipment, marine equipment, natural gas storage and pportation and application equipment, energy management equipment, cold chain, and robots.

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< p > the company expects the global market for farm machinery to weaken in 2014 and the competition in the Chinese market will become more intense.

Ai Group is the world's leading manufacturer and supplier of agricultural machinery and equipment, the third largest agricultural giant in the world.

Agricultural machinery manufacturer AECO group has revealed that the global market demand for agricultural machinery is expected to weaken in 2014 due to uncertainties in the European economy and weakened demand for agricultural machinery by US farmers and low global food prices.

According to the International Federation of farm machinery manufacturers, sales in 2014 may be slightly below the highest level in 2013, and sales will probably remain at about $125 billion.

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< p > < strong > chemical products are still in the upstream channel < /strong > < /p >.

< p > according to the 2013 annual report, as of now, 6 companies in the chemical industry have realized annual net profit losses in 2013, and the ratio of turnaround companies accounted for 2.5% of the total number of industry companies.

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< p > specifically, the 6 companies that realized losses in 2013 net profit were: Bao Shuo shares, Shengli shares, Xinxiang chemical fiber, Chi Tian Hua, Beihai Guo Fa and Xiangtan electrification.

Among them, the annual net profit of Bao Shu shares in 2012 was 138 million 566 thousand and 500 yuan, the annual net profit in 2013 was 693 million 500 thousand and 400 yuan, the annual net profit in 2012 was 139 million 357 thousand yuan, the annual net profit in 2013 was 50 million 867 thousand and 100 yuan, the annual net profit loss in Xinxiang chemical fiber in 2012 was 139 million 762 thousand and 100 yuan, the annual net profit in 2013 was 30 million 319 thousand and 100 yuan, the net profit loss in 40 million 314 thousand yuan in the year of 2012, the net profit in 19 million 438 thousand and 800 yuan was 19 million 438 thousand and 800 yuan, the net profit loss in Beihai was 104 million 421 thousand and 800 yuan, the net profit in the year was 11 million 344 thousand and 900 yuan, the net profit in 45 million 596 thousand and 700 year was 45 million 596 thousand and 700 yuan, and the net profit in the year was 11 million 344 thousand and 900 yuan.

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< p > pportation and downstream industries such as real estate, automobiles, household appliances and other industries are still weak. The demand for raw materials has increased slightly. In the background of the end of the off-season replenishment, the market trend is weak, and the price of products is not effectively supported. Among them, the prices of formaldehyde, acetone, aromatics and some synthetic rubber are the most obvious.

Dyestuff, pesticide, fertilizer and other industries are affected by downstream market support and related policies of the state, showing a relatively stable performance, and some products are still in the upstream channel.

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< p > for this reason, analysts say that the chemical industry is currently in the middle stage of the upstream and downstream supply and demand game, and policy and unexpected factors are more likely to dominate the short-term trend.

It is expected that in mid May, the chemical market will get out of the mire with the help of the general upgrading of the downstream operating rate and the coming of the peak season for the export of various products.

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< p > Bohai Securities said that environmental pollution has become a hot topic during the two sessions. Environmental monitoring of related industries such as agrochemical, < a href= "http://www.91se91.com/news/index_f.asp" > dyestuff < /a > will be more stringent. Some SMEs are forced to suspend work to rectify or close down, and the supply side will be affected. With the arrival of the peak season, relevant enterprises will benefit from it. The reform of oil products and oil circulation in the oil field will also bring new opportunities for the development of related companies. In addition, with the promotion of structural adjustment and production capacity, new industries such as new energy and new materials will become the mainstream of economic development.

In terms of stocks, we recommend Zhejiang Longsheng, Ru Tu shares, Lianhua technology, Jin Zhengda, Changqing shares, red sun, Yang Nong chemical industry and Hai Yue stock.

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