Ten key areas of public investment in the territory of a comprehensive upgrade of things
As a basic industry of the modern service industry, logisticshas become a new growth point of national economy. At present, thetotal logistics costs account for approximately 18.4% of GDP, whileEuropean and American countries accounted for only 8.9% higher thanthe average level of developed countries doubled.
Steel tycoon forced to abandon private steel enterprises outinternal and external career in medicine
Meanwhile, the logistics industry is the policy support of theemerging industry , a time when rapid development. At present,China's logistics industry is in its infancy, and gradually enterthe phase of rapid development; in 1991 for a total amount ofsocial logistics in 2009, the average annual compound growth rateof value added logistics were 20% and 14%; logistics costsdeclining proportion of GDP, on behalf of the progress of thelogistics industry, the proportion of our country has dropped 24%in 1991 to 18%, but the United States, Japan, the proportion ofless than 10%, remains high, a huge space for development of theindustry; the logistics industry is receiving all levels ofgovernment attach great importance to the industry the company offto a good development opportunities. Analysts expect the totalsocial logistics in 2011, the logistics value-added growth rate ofabout 15%. Of emerging professional logistics enterprises,transformation of the traditional enterprise, integrated logisticsservice providers will most benefit from the logistics sector willalso be the subject of the most investment value.
Statistics show that in 2009 the national total social logistics96.2 trillion yuan, an increase of nearly 5 times in 2000, theadded value of 2.6 trillion yuan, accounting for the proportion ofGDP is 6.6%. Construction and development of China's logistics basein the current strong momentum in the country now has more than 200different types of logistics parks. In this circumstance, a numberof obvious economic benefits of information technology logisticsbase has emerged.
In 2009, China's logistics supply chain information solutionsmarket reached 812 million overall size ,2009-2011, China'slogistics supply chain software market will grow an average of 45%,the overall size of the domestic market in 2010 will exceed onebillion dollars. Brocade IT Logistics Supply Chain Research Centeris optimistic forecasts, by 2010 the domestic logistics supplychain software market will exceed 2.1 billion.
Concern that the speed railway, highway network built, high-speedrail construction, are meant the development of the logistics chainhas reached a new level, the logistics industry is expected toaccelerate the trend there, faced with the trend of acceleratedgrowth . Therefore, the logistics sector is likely to generate highgrowth stocks.
CITIC Securities ( 600,030 , stock it ) in 2011, highway and railinvestment strategy in the logistics industry that charges need tofocus on road sector adjustment, integration of the subject matterof the stocks of assets opportunities. Jiangsu, Jilin, and Anhuiprovinces have been adjusted highway fees, which fees will beadjusted provinces indicates the arrival of the wave of governanceover weight charges and to adjust rates or will be the bestopportunity; the financing needs of the Group increased turnover,High Speed Group will accelerate the pace or the overall market,with a double theme will be more investment value of stocks, suchas Yueda Investment ( 600,805 , stock it ), Chutian speed ( 600,035, stock it ), Shandong Expressway ( 600,350 , stock it ), SichuanChengyu ( 601,107 , stock it ) and so on. According to projections,steady economic growth in 2011, GDP growth was 9.5%, 2011,passenger and cargo will maintain steady growth, the growth ratewere 10% and 15%.
Meanwhile, analysts said the railway industry is the ultimatebeneficiaries of the high iron feast. High-speed railwayconstruction triumph, as at present, high-speed rail operationmileage of China has reached 7431 km, to reach 13,000 km in 2012.Four vertical and four horizontal main backbone of the constructionis completed, the railway passenger transport capacity will exceed70 million passengers / year, when China's rail transport willregain dominance.Datong-Qinhuangdao Railway ( 601006 , stock it )the issuance of additional equity financing of the Ministry ofRailways opened the curtain, the expected "stock-for-increment"financing will accelerate the pace. Market participants expect theindustry boom will continue in 2011, passenger rail lines are builtand by the impact of high growth accelerated, about 10%; cargorestricted transport capacity, the growth rate somewhat slower,about 5%.
The current A-share market, involving intelligent logistics oflisted companies is very rare, only the Eternal Asia and thePegasus International ( 002,210 , stock it ) the two companies.
Referring to the industry when the opportunity arises in 2011,CITIC Securities analyst in 2011, the logistics sector with goodinvestment opportunities, road sections will continue to stockmarket, the railway sector as a defensive variety ofconfigurations. Logistics industry is in the best period ofdevelopment, the plates are within the high-quality stocks willshare this excellent opportunity for development, recommended rapidgrowth performance of bonded technology ( 600,794 , stock it ),Western Australia Shunchang ( 002,245 , stock it ), the newlogistics Ning ( 300,013 , stock it ), but also concerned with theexpected integration of assets in the reserve stock ( 600787 ,stock it ); road sector economy excellent, with the rateadjustment, integration of the expected stocks of assets ofconcern, focusing on recommended Yueda investment Dongguan Holdings( 000,828 , stock it ), Chutian speed; and that the railwayindustry boom will continue, at a valuation of the bottom plate, areturn to a reasonable valuation of the demand, if the markettransition to the blue-chip style, may be concerned aboutDatong-Qinhuangdao railway.
Environmental and safety testing to improve technical barriersrelated companies benefit
Enabling the development of environmental monitoringinstrumentation industry continuing to adopt the policy. Nationalenvironmental policies of deepening environmental monitoringinstruments for the development of the industry provide a broadmarket, while the encouragement of new technology products for theinnovative companies will provide greater opportunities fordevelopment. " Twelve Five "is also worth the wait.
October 2006, China promulgated the "National EcologicalProtection" Eleventh Five-Year "plan", depth ecological monitoring,the establishment of ground observation stations, and graduallyimprove the ecological monitoring network. The following year inNovember, China has introduced the "National EnvironmentalProtection" Eleventh Five-Year "plan", called for theimplementation of key industrial pollution emission automaticmonitoring. Focus on the development of online automatic monitoringsystem, hazardous waste identification of special instruments, fineparticles and organic contaminants sampling equipment, dioxinanalysis equipment, pollution monitoring and emergency equipment,pollution, remote telemetry systems.
April 2010, the state introduced the "current state encouragesthe development of environmentally friendly industrial equipment(products) catalog," and specifically encourage the development ofenvironmental monitoring equipment has automatic monitor ammonia,chemical oxygen demand line water quality monitoring instrument,ultraviolet (UV) absorption automatic online monitoring of waterquality, UV difference Continuous Emission Monitoring system, laserprocess gas analysis system.
At the same time, environmental monitoring instrumentationindustry demand in the high-speed development, while the higherentry barriers for business development within the industry toprovide a guarantee. Entry barriers mainly reflected in threeaspects: (1) Quality and Technical Supervision of environmentalmonitoring instrumentation industry access to relevantrequirements, the need to obtain "measuring equipment manufacturinglicense" or "repair of measuring instruments permit"; (2) Thecurrent demand for environmental monitoring instruments industrymainly in the field of high-end products, so the products have hightechnical requirements; (3) out of the instrument quality andfuture issues to consider after-sales service, environmentalmonitoring equipment, most of the money recovered normal 3-6months, plus 10% of the retention money, leading to rapid growth inaccounts receivable, sales of capital returns slow.
At present, the environment and safety testing of small listedcompanies, related companies are:
Precedent for environmental protection ( 300,137 , stock it ),the company is specialized in high-end environment for onlinemonitoring instrumentation research and development, production andmarketing of high-tech enterprises. The company's core products,continuous automatic air quality monitoring system, to fill thegap, Hebei Province, the only national independent innovationthrough the trial product; acid rain monitoring system, is thefirst system to achieve automatic detection of acid rain, therelevant 2 the drafting of national standards by the company.
News Controls million ( 300,112 , stock it ), the electricactuator is the company's core products can be divided into lightand heavy load type electric actuator actuators and building threetypes of products. The company has mastered the core technology ofthe main products, only the electric actuator of the products thecompany to master the five core technologies, and 5 patents.
Hanwei Electronics ( 300,007 , stock it ), the company engaged inGas sensor and detection instruments more than ten years, withtechnical superiority, quality advantages, cost advantages,advantages of fast response and gradually become the industryleader. Company's gas detection instruments in the domestic marketshare of the top three.
Weier Tai, the company of intelligent differential pressure /pressure transmitter is a famous brand in Shanghai, WT series ofintelligent pressure transmitter is the first recognized by theinternational pressure transmitter HART Foundation, and hasreceived the European CE certification .
Since the instrument of shares ( 600,848 , stock it ), thecompany in February 2010 to 3.3576 million yuan transfereerail-related assets, the company integrated monitoring system,integrated monitoring of the rail cross-business automation controlsystem has a positive meaning.
Technology Monitoring ( 002,322 , stock it ), transformer-linemonitoring of leading enterprises: the company's core product linemonitoring system for the transformer chromatography (MGA), theproduct can be achieved on the power transformer oil dissolved gasin the line monitoring and fault diagnosis, mainly used in powercompanies, power companies and large power users and above 110kVpower transformer.
High-end industrial and manufacturing automation gives life
Automatic control is no one directly involved in the case, theuse of additional equipment or devices, so that the machine,equipment or production process to a working state or parameters toautomatically run according to predetermined rules. Automaticcontrol is a relative concept in terms of manual control.
Since the reform and opening, China's use of cheap, abundantlabor advantage to develop export-oriented low-end manufacturing,after years of development, "Made in China" goods become cheapergoods flooded the world, China's crude steel production accountsfor the continuous improvement of the proportion of globalproduction It is a true portrayal of this model.
But with the continuous development of our economy, the changingsocial environment, the shortcomings of the existing developmentpattern gradually emerged: first, the extensive development oflow-end manufacturing overwhelmed our country's resources, on thewhole, our country is resource-poor countries, The rapiddevelopment of low-end manufacturing consume a large amount ofresources in recent years, rapid growth of resource consumption,making the extent of resources required to gradually increase.
Transformation and upgrading of the manufacturing industry,including design, manufacturing, sales and other links, upgradingand transformation of the manufacturing industry started from themanufacturing sector, automation of two aspects: 1) to automate theequipment instead of manual. 2) replace the non-intelligent devicesintelligent devices.
From the current situation, China's manufacturing industries andupgrade the conditions of gradually mature, first of all is ourgovernment's strong support for the upgrading and transformation ofthe manufacturing industry, followed by China with the objectiveconditions, such as the proportion of higher education risingtalent, while enterprises transformation and upgrading of themanufacturing sector has the desire and strength.
Robot, is a company with independent intellectual property rightsof industrial robots and automation complete equipment suppliers.November 29, 2010 announcement, the company plans to invest 2billion construction of "high-end equipment and laser technologyinnovation and industrialization projects", which intends to raisecapital by 120 million yuan over the remaining 80 million yuan ofassets and equipment to be used controlled sub- 90% of the companyShanghai New Song to a realistic assessment of the amount of equitycapital. Project construction includes a joint technology andapplication of industrial materials, including: fiber opticsensors, wireless sensor networks, cloud computing, cloudmanufacturing.
Soft control of shares ( 002,073 , stock it ), in January 2010the company was identified as the "2009 state planning key softwareenterprises", the company in 2009 will be reduced to 10% income taxlevy, the company enjoyed in 2008 the income tax tax incentives.Our main business is for the tire rubber industry applicationsoftware and system integration of digital equipment developmentand manufacturing, rubber products for the tire manufacturers toprovide comprehensive mechanical and electrical integration,automation, information technology solutions. Automatic weighingthe company's core product batching system in the domestic marketshare of more than 85%.
Weier Tai, the company has the concept of things. Proceeds to theCompany 52 million yuan investment in water treatment systemsintegration project, expected annual after-tax profit of 8,924,200yuan will further enhance the company's strength in systemsintegration, through the introduction of Siemens Profibus fieldbusprotocol based on SIMATIC PCS7 process control system, to entermunicipal supply, drainage areas of automation systems integrationprojects.
Kymmene technology ( 300,124 , stock it ), the company is mainlyengaged in industrial automation and control product development,production and sales, high-end equipment manufacturers to providecontrol system solutions, the main products include low-voltageinverter, integration and special plane, the servo system and thePLC and so on. Mainly used in metal products, cables, elevators,automotive manufacturing and other industries.
Therefore, the domestic capital market, listed companies inindustrial automation are also constantly upgrading their coretechnology. A shares, industrial automation and control associatedwith the listed companies are robots, soft control shares, WeierTai, Huichuan Technology, Beijing, Career ( 002,350 , stock it ),Chi-Yun shares ( 300,097 , stock it ), State Power NARI ( 600,406 ,stock it ), Kim Ji Science and Technology ( 002,090 , stock it ),WAN News Controls, have control of the sea ( 002,184 , stock it ),Division Far shares ( 002,380 , stock it ), Zhenhua HeavyIndustries ( 600,320 , shares bar ), integrated into an electronic( 002,339 , stock it ) and the days of odd shares ( 002,009 , stockit ) and other stocks.