After the NDRC clarified that there was no large-scale investment, the infrastructure sector began to ebb tide on Thursday. However, the seven major concept stocks of the “12th Five-Year Plan†of emerging industries have sprung up, and they have barely been in A-shares for two consecutive days. Market analysis believes that under the environment of increasing economic downward pressure, stimulus policies are intensively introduced, and the “Planning†will once again introduce funds into relevant sectors. According to the "Planning" keyword selection, emerging industries will take the infrastructure to become a short-term hot spot. The environmental protection sector is most concerned about the State Council executive meeting to discuss and adopt the "12th Five-Year National Strategic Emerging Industry Development Plan", which is another "cardiotonic agent" for strategic emerging industries. In the past two days, almost all of the stocks in the market have risen from the “seven emerging industries conceptâ€. Among the seven strategic emerging industries, the savvy and sensitive funds have recently been locked in the energy conservation and environmental protection sector. In the first four trading days last week, the energy conservation and environmental protection sector rose by 6.27% overall, surpassing the Shanghai Composite Index by 4.61 percentage points, and its performance was stronger than that of all major industries. In the segmentation field, the stocks involved in resource recycling have the highest increase, and the leading stocks, Grimme, have continued to increase daily for two trading days, with a cumulative increase of 21.80%. Market players analyze the reasons. It may be that among the seven industries mentioned in the Plan, energy conservation and environmental protection are placed at the top of the list, and the “Planning†emphasizes that the energy conservation and environmental protection industry should be accelerated to become a “pillar industryâ€. The State Council's future development requirements are to break through key core technologies such as energy efficiency and ladder utilization, pollutant prevention and control, resource recycling and recycling, and develop new equipment and new products for high efficiency, energy conservation, advanced environmental protection and resource recycling. Promote clean production and low-carbon technologies to accelerate the formation of pillar industries. In addition, the recent energy conservation and environmental protection industry policies are positive. The "Twelfth Five-Year Plan for Energy Conservation and Environmental Protection Industry Development" has been submitted to the State Council for approval. The "Plan" defines the key development areas of environmental protection technology and equipment, environmental protection products and environmental services. At the same time, the Ministry of Environmental Protection has also completed the draft of the “12th Five-Year Development Plan for Environmental Service Industryâ€. The development goal of the “Twelfth Five-Year Plan†proposed in the draft is that the annual growth rate of the output value of the environmental service industry is 40%, and the service industry is The proportion of the environmental protection industry is up to 30%. It is predicted that by the end of the "Twelfth Five-Year Plan", the environmental protection output value will reach more than 2 trillion yuan. The seven major industries have their own key points. From the valuation point of view, the current valuation of the environmental protection sector relative to the overall market is relatively high, and the margin of safety is not significant. This requires higher performance growth as a support, otherwise the stock price rise is difficult to sustain in the long run. . Judging from the overall opportunities of the seven strategic emerging industries, Tan Fei, an analyst at Shenyin Wanguo, pointed out that investors should pay attention to the key words of industrialization development in various industries: in addition to energy conservation and environmental protection, “accelerate the formation of pillar industriesâ€, the new generation of information technology is “acceleratedâ€. Building a next-generation information network; the bio-industry is "accelerating the construction of a modern bio-industry system"; high-end equipment manufacturing is "bigger and stronger intelligent manufacturing equipment"; new energy is "actively promoting the industrialization of renewable energy technology"; new materials " Guide the industrial structure adjustment of materials; new energy vehicles "formed an industrialization system." It can be seen that the focus of the seven strategic emerging industries is different, and investors should select stocks in a targeted manner. In fact, some of the above seven strategic emerging industries have released more specific “Twelfth Five-Year Planâ€. For example, the “Twelfth Five-Year Development Plan for High-end Equipment Manufacturing Industry†issued by the Ministry of Industry and Information Technology on May 7th shows that by 2015, China’s high-end equipment manufacturing industry’s sales revenue will exceed 6 trillion yuan, an increase of 2.75 times compared with 2010, an average of The compound growth rate is over 30%. By 2020, the high-end equipment manufacturing industry will become the pillar industry of the national economy. According to the “Twelfth Five-Year Development Plan for the Internet Industryâ€, by 2015, the e-commerce transaction volume reached 18 trillion yuan, and the Internet service industry revenue exceeded 600 billion yuan. Some media reports said that the special subsidies for the next generation Internet in terms of industrialization and security are expected to be announced at the end of this month. Officials from the Ministry of Industry and Information Technology said that the "12th Five-Year Plan for Bio-Industry" will be issued soon. It is estimated that the output value of the bio-industry will reach 4 trillion yuan by the end of the 12th Five-Year Plan, of which the total output value of the pharmaceutical industry will reach 3.6 trillion yuan. Many analysts said that from the perspective of investment, these seven industries are likely to become new hot spots in the market. Among them, the best performing performance is energy saving and environmental protection, biomedicine, new materials and new energy vehicles. â—ŽRelated Links â– Energy Conservation and Environmental Protection·Circular Economy is the Key Gemme: E-waste recycling benefits from the circular economy and policy support. The company's production capacity has been released in recent years. The e-waste recycling business has gradually entered the harvest period, and its performance has maintained rapid growth. high. Wanbangda: one of the professional service providers of industrial water treatment systems. Previously, the company's business was mainly concentrated in PetroChina and China Shenhua. The company recently won the bid of 510 million contracts and successfully extended its customers to China Coal Group. â– New Generation Information Technology·Viewing Internet of Things Cloud Computing Donghua Software: With the implementation and implementation of “China Broadband Strategyâ€, cloud computing and Internet of Things, it will continue to promote rapid growth in investment in hardware devices and software and applications. The growth model of “endogenous + epitaxial†has been unanimously recognized by the market. NavInfo: The company seizes the development opportunities of emerging industries such as the Internet of Things, new energy vehicles, and Beidou navigation systems, and strives to tap new business growth points to optimize and improve the company's industrial layout. â– Bio-industry·Bio-pharmaceuticals are the most popular in the world . The company is a leader in the field of regenerative medical materials and implantable devices. It has strong research and development strength and huge market potential for reserve products. Shuanglu Pharmaceutical: The company carried out a series of industrial investment in 2011, entered the overseas market, and obtained new reserve products such as pneumonia 23-valent polysaccharide vaccine. Many varieties have the potential to become over 100 million varieties. â– New energy and nuclear power restarted in Jiangsu Shentong: With the nuclear power business getting on the right track, the company's nuclear power product delivery in 2012 is expected to reach 250 million yuan. The company is vigorously developing new products for nuclear power equipment, filling the domestic gap. China Nuclear Technology: The company has a monopoly advantage in the field of nuclear chemical valves. It is expected that with the recovery of the nuclear power industry, the proportion of nuclear valve revenue is expected to increase significantly. â– New materials·The foundation of emerging industries Yantai Wanhua: The company's new products will be put on the market one after another. In the future, it will build three major industries: polyurethane integration, propylene oxide and acrylate integration and special coatings. Sifangda: Petroleum composite sheets and tool composites are the main direction of the company in the future. The company has sufficient technical accumulation and market development experience in these two fields. â– High-end equipment · Aviation and marine space huge Jiang Diamond shares: Asia's largest and third-largest oil drill manufacturer in the world, dealing in oil drill bits, petroleum equipment, natural gas and fine chemicals. With the advancement of the company's various businesses, the company's future earnings are expected to grow steadily. China Satellite: The company's satellite development task is full, and is strengthening the development and market development of micro-satellite. The market demand for this service is broad and will become a stable source of income for the company. â– New energy vehicles and battery motors are the key Jiangsu Guotai: The domestic market share of lithium battery electrolytes exceeds 30%. The company is expected to usher in new development opportunities with the large-scale application of lithium-ion power batteries. Wanxiang Qianchao: The company has obvious advantages in electrical and mechanical control of the motor. The company's controlling shareholder Wanxiang Group Company promised to inject Wanxiang electric vehicles into the listed company in the future.
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