(Information source: Guotai An Market Global Financial Information Analysis System)
Zhuye Group (600961) has the opportunity to make up the market outlook. Southwest Securities recommends that it pay attention to the reason: the company is the main domestic comprehensive zinc producer, the largest zinc and zinc alloy production and export base in China, and the largest wet zinc smelting in Asia. One of the enterprises.
In the secondary market, the stock is also a non-ferrous metal stock, but the recent gains have lagged, and there is an opportunity for supplementary gains in the future market, so you can pay attention to it.
Luxi Chemical (000830) shocked upwards to accumulate kinetic energy, Guoyuan Securities suggested to pay attention to the reason: the company is the leading chemical fertilizer production company in the country, with 1.5 million urea, 1.5 million tons of compound fertilizer, 200,000 tons of diammonium phosphate, 300,000 tons of caustic soda production ability. In the first half of the year, the company announced that it will build 5 new projects within 3 to 5 years, and plans to invest 200,000 tons / year of organic silicon, etc. The above planned projects will have a planned investment of approximately 2.1 billion yuan in 2009, and the total investment will be approximately 4.852 billion yuan after completion. Increased sales revenue is about 8 billion yuan, profits and taxes are about 1.53 billion yuan, and new projects have officially started.
Another company plans to change its name to "Luxi Chemical (000830) Group Co., Ltd.". The company is the only company that also has three national inspection-free products of urea, compound fertilizer, and diammonium phosphate. Through technological innovation, energy saving, emission reduction, safety and environmental protection, its performance has grown steadily in recent years. Its methanol and dimethyl ether products have made the company With the theme of new energy, there is huge potential for development in the market outlook. The existing shares of Luxi Chemicals held by Luxi Group will not be reduced within three years, which undoubtedly provides a security barrier for the stock price.
In the secondary market, we found signs of capital inflow in the chemical fertilizer sector recently. The price adjustment space of the chemical industry in the second half of the year has given this sector a sharp increase in performance and market trading opportunities, which deserves special attention. The stock's gains this year are relatively limited. At the current high-risk market high, the stock price in the early 5s is still a low-cost scarce variety with high safety, and the market needs to explore opportunities for supplementary gains. Recently, the stock price has continued to fluctuate slightly, showing a strong bullish momentum. Once the market outlook is heavy, it is just around the corner to break the record high, and it is recommended to pay attention to it.
Zhongtian Technology (600522) has good growth. Jintong Securities recommends to pay attention to the reasons for bargain hunting: the company's three subsidiaries, Zhongtian Optical Fiber, Shanghai Zhongtian Aluminum Line and Zhongtian Submarine Cable will become the main growth points of the company's future development. In the optical fiber and cable business, the subsidiary Zhongtian Optical Fiber completed capacity expansion in the first half of this year. Four new double-winding production lines were added, with a capacity of 10 million core kilometers. It is the first company in the industry to complete capacity expansion. Due to the increase in base stations of operators and the acceleration of the construction of metropolitan area networks and access networks, there has been a shortage of fiber optic cables. Submarine cables are mainly used for offshore exploration and power transmission of tidal flat fans. The company's submarine cable products have advantages in technology and location, while special cables have technical and material advantages. With the start of market demand for special cables and submarine cables, these two businesses are expected to grow rapidly.
The company's growth is good, with a net profit of 56.211 million yuan in the first quarter, an increase of 102.80% over the same period last year, and basic earnings per share of 0.208 yuan. The net profit of RMB 5,621,11 in a single quarter was 18.04% higher than that of RMB 47.62 million in the fourth quarter of last year, and was 38.4% of the net profit of last year. In addition, Zhongtian Technology (600522) holds an 18% stake in Guangxun Technology. The listing of Guangxun Technology may have a significant impact on Zhongtian Technology's investment value.
In the secondary market, the stock has recently presented a pattern of concussion in a small yin and a small yang. The market outlook is expected to go higher after finishing, but you can pay attention to it on dips.
Tongce Medical (600763) is optimistic about the future development potential, and Founder Securities has given an "overweight" rating reason: It is expected that the company's net profit attributable to the parent company from January to June 2009 will increase by 100% to 150% from the same period in 2008, reaching 970 12.125 million yuan, corresponding to earnings per share of 0.06 ~ 0.075 yuan.
In addition, the company is currently engaged in the acquisition of Yongkang Dental Chain, which has more than 100 stores nationwide. Yongkang Dental is the second largest dental medical service chain enterprise in China. After the merger and acquisition, it will become the largest dental chain organization in the country. In addition, it also cooperates with the Korean Ye Medical Group to introduce international medical management experience.
In addition, the new medical reform clearly proposed the introduction of private capital into the medical industry, which will open the way for the company to expand rapidly. Founder Securities expects the company to achieve rapid development throughout 2009, with a growth rate greater than 100%, optimistic about the company's future development potential, and the company's "overweight" rating.
Dongfang Market (000301) shares are significantly undervalued, and Haitong Securities gave a "buy" rating reason: in April 2008, the company completed a strategic major asset reorganization, and the textile processing industry assets with weak profitability in the company's main business were sold out. Assets such as land, commercial real estate, and market environment governance in the Oriental Silk Market area were placed. The company currently integrates the concepts of urban investment, real estate, finance and circular economy. The first-level development of land in the business of the tangible market is still the main source of profit for the company. The average daily transaction value of the electronic exchange has exceeded 300 million yuan and remains unchanged. Growth momentum.
According to the historical experience of successful cases, the business is about to face an outbreak, and the future development space is huge, which is the focus of attention. Combining the valuation of the three businesses, the reasonable valuation range of the Oriental market is 9.92 ~ 10.57 yuan. The stock price is currently significantly undervalued, giving a "buy" rating.
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