, In a country’s industrial structure plays an important role in adjustment. Looking around the world and the region’s economic development process, timely selection and foster new economic growth point for the replacement between old and new industries and the economies of all countries, the inevitable choice. For its part, the development of new industries of great strategic significance. They not only stimulate domestic demand to ensure sustained growth, but also improve the social efficiency, enhancing comprehensive national power needs. For the related listed companies, once appeared in the \It is based on the above reasons, at the end of the first half of this year given the major institutional investment strategies, most organizations tend to invest in new industries, and in the first half of this year’s market performance in all areas related to emerging industry sector rotation obviously, many stocks in outstanding performance.
Internet of Things usher in high-growth property of
networking industry fit the background of China’s economic restructuring. Property development will enhance the social networking industry the use of energy efficiency, increase capacity on the Huan Jing’s automatic monitoring, improve the efficiency of environmental monitoring, 推动 domestic production and way of life to low-carbon, Qing Jie Fangxiangfazhan, conducive to China’s economic growth mode and the structure of .
policy support to stimulate the development of
1. The establishment of \Premier Wen Jiabao in 2009, many scientific and technological research and conference industry, proposed the idea of domestic Internet of things: First, the sensor systems and 3G technologies together; the second is national key in accelerating the development Chuangan network; 3 sensor information as soon as possible to establish centers of China, or \Internet of Things has been explicitly included in the \
2, local governments have introduced Internet of things industrial development planning. If Shanghai has issued a propellant networking industry development action plan (2010-2012). And the \
property investment opportunities in network industries
Internet of things broken down into: RFID industry applications industry, mobile payment industry, M2M industry and wireless sensors (WSN) network industry. Investments from the capital market choice of view, we propose to select a growth stage in the product industry, preferred RFID industry applications, M2M applications and mobile payments industry, related industries, the import of products can choose a breakthrough core technology of an enterprise investment. Detailed analysis of various sectors as follows:
1, RFID industry’s future growth opportunities mainly in the ultra-high frequency (UHF) in the field. RFID system consists of radio frequency electronic tags, readers and back-office data processing systems, etc., in the low frequency area, the domestic RFID industry chain is relatively healthy, but ultra-high frequency RFID chip and antenna design industry, weak competitiveness, it is recommended that the areas of concern chain is relatively sound company.
2, mobile payment is a typical networking application materials, recommendations focus on the smart card provider. Telecom operators in the mainstream of mobile payment technology to determine Biaozhun and Shen Qing Fei financial third-party payments business Paizhao Hou, Yuji domestic mobile payment market is expected in 2011, an outbreak, the mobile payment chip design, manufacturing, packaging and system card will take the lead from Huo Chang Shang benefits.
3, M2M industry, focusing on industrial-level communication module SIM card and investment opportunities. M2M networking is the development of primary material form, M2M key chain, including silicon, industrial SIM card provider, communication module providers, system integrators, etc.. We believe that industrial and communications module SIM card provider in the M2M industry chain is the major beneficiaries.
4, wireless sensor network (WSN), MEMS sensors is the focus piece. Self-organizing wireless sensor network (WSN) will be the Internet of things the main form of access to information, and MEMS sensor network of parts is the core of WSN. China’s wireless sensor network industry is still in the market introduction phase, MEMS devices are relatively weak industrial chain, the proposed attention-related chip design, packaging and micro-cell providers and other vendors.
main business under the Internet of things related to degree and corporate competitiveness, it is suggested to focus on companies: Yuan Wang Valley, Datang Telecom, Eastcom Peace, Hublot shares, shares the same side, 100 million to Wei Li long electric technology shares such as silver river.
new medicine for growth appear
new medicines based on genetic biotechnology, information technology, pharmaceutical technology, new high-tech-based emerging industries related. The new medicine will be the future focus on the following areas: 1, new drugs: adapting to multiple diseases and emerging infectious diseases prevention and control requirements; 2, advanced medical equipment manufacturing: The wide high demand key core technologies of basic medical equipment; high end medical equipment; 3, Blue Ocean Strategy in the field: to develop a strategic blue ocean.
the main thrust of the new pharmaceutical industry: restructuring the moment, an unprecedented government efforts to develop new industries, revitalization of bio-medicine be incorporated into the strategic development of new industries, \Support may include the development of new medicines, such as the establishment of special funds, tax incentives, the bank introduced a new pharmaceutical industry lending rate policy. Economic crisis, the Chinese government clearly aware of the importance of bio-pharmaceutical industry, has a strategic emerging biomedical industry as one of the eight. We believe that after the introduction of the relevant supporting policies, be-than-expected performance.
new medical investment opportunities
1, technical school-based enterprises, some enterprises to private enterprises which mainly have continued to research and development, specialist treatment in the sub-field advantage and a complete product brand lines, strong sales channels. There are music general medical care, Huashenjituan, Li Thai letter.
2, school of business business model innovation may be concerned about the Hong Chi Pharmaceutical, a company engaged in drug research and development of children, production and sales company located in the third terminal market, found that Blue Ocean market segments ( rural drug market that has been overlooked), innovative marketing model (co-agent model professional, buy business model).
3, Blue Ocean Strategy genre, that General Hospital neglected segments can be concerned about the Ireland of Ophthalmology, the company has the innovative \patients enjoy a high standard, multi-level eye care services, the future growth of epitaxial type can be expected.
environmental protection industry development policy to promote environmental protection industry
the relative speed of economic development lags behind creating the future of environmental protection industry wide development space, with the state environmental protection efforts in the unprecedented emphasis on improving and increasing the degree of economic restructuring The Government will provide greater environmental protection industry policy support, environmental protection industry is in a rising cycle of the economy, growth prospects.
investment in environmental protection industry logic based on two points: one, the industry determines the stage of development the industry room to grow. Denitrification, wastewater treatment (recycled water) and solid waste treatment in the early stages of development of the industry, a huge future market demand, development prospects. 2, policy support, environmental protection industry in the prime stage of development. In addition to domestic environmental protection investment will continue to increase, in recent years, China promulgated a series of laws and policies, increase efforts to support the environmental protection industry. National Development and Reform Commission announced in August 2009, is stepping up development of \, Which is developing the \In addition, the National Development and Reform Commission led the drafting of the \
optimistic about the company
industry performance drivers: 1, water supply industry will benefit from the upgrade and integration. 2, the next phase of urban domestic sewage treatment market will replace the city become the main battlefield management. 3, the denitrification into the \4, Solid Waste rationalize the price mechanism will release the demand. State \90%. The 2009 National Waste Treatment is about 116 million tons, harmless treatment rate of about 69.91%. Gap significantly, a huge market demand for waste disposal, waste disposal industry has great market potential.
present section are a number of environmental protection has a very good blueprint for the company, such as clean water sources, Sander environment, Kowloon electricity, 10 000 Banda, and the future ability to get attractive enough market share that we can not jump judge. At this point we stand relative PE and PB in an industry close to or exceed the historical high point in time, although you are in a rapidly developing industry, but we do not necessarily think that the performance of each investment product growth rate will meet or exceed the industry average . On this premise, we want to see some of the performance increased and the company has a margin of safety, such as the South China Sea development; and the most promising sub-sector in solid waste treatment is expected to take the lead in the environment for a slice of the Sand.
emerging new materials industry, the core
new material is new or under development with traditional materials do not have superior performance and special features of the material; or refer to the traditional materials Based on the adoption of new technologies (technology, equipment) treatment significantly increased the performance obtained or generated a new functional materials; generally able to meet the development needs of high-tech industry and delineates some of the key materials for the new materials category.
vast field of new materials, can be closely linked with most of the industry. In this case, the \and new chemical materials; (2) bottom-up selection object; (3) low-carbon energy saving green while continuing the main line running through.
In addition, national policy support, the new materials industry will be rapid development. \Modern transportation, such as lightweight cars, high-speed rail, ocean-going cargo ships, etc.; efficient and clean energy, such as LED, wind power, solar energy and energy storage systems, thermonuclear fusion, etc.; environmental resources, such as magnesium and rare earth-rich features strategic resource materials, clean coal chemical industry, the comprehensive utilization of straw materials; livelihood industries, such as small towns and urbanization of green building materials required, involving culture, entertainment and media, so a new generation of advanced media display materials, and security-related population biomedical materials and medical devices and equipment; in addition to national defense.
logic and according to the investment company’s investment characteristics of new materials, suggested focus on the following business-related materials with the new company: 3 An optical, Shanshangufen, Fosugufen, variety stake in Air Sanxin, , Haitian, Ding Long shares, red Polaroid, three jeanswest and three poly green. The company has good fundamentals and growth prospects, long-term investment value.