Aiming At The 12Th Five-Year Plan &Nbsp, The Six Sectors Of The Two Industries Will Break Through.

In the actual situation of the last trading day before the holiday, the market has already brewed a lot of motivation, and how to choose the plate that will break out after the festival is a pressing matter of the moment.

In this respect, we should focus on "

The draft 12th Five-Year plan, which has attracted much attention, will be examined in the fifth Plenary Session of the 17th CPC Central Committee in October.

In view of the investment opportunities that the "12th Five-Year plan" may bring to the A share market, Datong securities new phase research report said that the formulation of the 12th Five-Year plan is of great significance to the macroeconomic trend of our country. From the industrial planning plan disclosed by the competent departments in various industries, the "pformation" will become the core topic of the 12th Five-Year plan, that is, the way to accelerate the pformation of economic development.

From the perspective of market economy, there will be three pformations in the macro economy, from the past dependence on investment and exports to the development of domestic demand, from the high energy intensive and labor-intensive industries in the past.

As a result, the main line of investment in A shares in October and even the fourth quarter of the year will become more distinct. The concept of inclusive growth of consumption upgrading, the concept of energy saving and emission reduction and emerging industries in changing economic structure will be more and more recognized by investors.

Some market participants say that mainstream institutions have recently been doing research around the "12th Five-Year plan", and traditional banking, real estate, coal, steel, petrochemical and other fields may gradually be left out.

A emerging industries: or will assume the responsibility of boosting the economy

[policy interpretation]: as a key industry project that will be vigorously supported and developed by China in the future, the State Council will deliberate and adopt the decision of the State Council on accelerating the nurturing and development of strategic emerging industries as early as September 8th this year.

The meeting identified the key directions, main tasks and supporting policies for the development of strategic emerging industries.

Starting from China's national conditions, science and technology and industrial foundation, we select seven industries: energy conservation, environmental protection, new generation of information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles, and concentrate on accelerating in the key areas.

The meeting stressed the need to strengthen organizational leadership and overall coordination, formulate plans for the development of national strategic emerging industries, formulate Guidance Catalogue for industrial development, optimize regional layout, and form a pattern of coordinated development of strategic emerging industries with distinctive features, complementary advantages and reasonable structure.

Internet of things:

There are many opportunities for application.

Investors are no stranger to the concept of "Internet of things".

This term, which has only arisen in the past two years, is attracting more and more attention from investors and market funds.

With the increasing investment of management in the Internet of things project, various favorable policies have also been tilted.

Statistics show that the demand for China's RFID market has reached a scale. In 2009, the scale of China's RFID market has reached 8 billion 510 million yuan, an increase of 29.3% over the same period last year, ranking third in the world, only in Britain and the United States.

In terms of opportunities, Shenyang Wanguo said that it has rich industry experience, leading technology advantages, and a large number of users who have accumulated information providers, will benefit from the rapid development of the new Internet of things industry, and gain broad market space. Combined with the development of information technology in various walks of life in China, we think that smart city, intelligent industry, intelligent agriculture, intelligent medical and other information manufacturers deserve attention.

Recommended industry information and intelligent providers: 23.100,1.10,5.00%, 55.20,0.75,1.38%, 29.500,0.22,0.75%, Donghua software (30.19,0.29,0.97%), Neusoft group (17.53, -0.13, -0.74%).

And another investment opportunity in the field of Internet of things is also worth noting: in the field of Internet of things application, the industry is generally willing to refer to the various applications of the Internet.

The industry expects that in the near future, the application of smart grid, mobile payment and other industries will take the lead and become the first commercialized application of the Internet of things.

According to the report of Dongxing securities, the relevant companies in the field of information collection will indeed make money in the next two or three years, but not the most profitable ones, and enterprises in the field of information pmission, especially telecom operators, will be able to share profits directly because they relate directly to downstream applications.

And related enterprises in the application of Internet of things, such as the Great Wall development (15.62,0.24,1.56%), and 28.44 (-0.04, -0.14%), are facing great opportunities for development in the next few years.

Wireless interconnection:

Equipment manufacturers are the biggest beneficiaries.

Like the Internet of things, the wireless Internet market is also highly anticipated by investors. With the development of network construction, the scale of the wireless Internet market is accelerating.

It is reported that the number of Internet users in China has reached 420 million, and the number of mobile Internet users has reached 277 million. Among them, netizens who use only mobile Internet access account for 11.7% of the total Internet users.

The first venture recommendation is strongly supported by the national cultural industry rejuvenation program. The long-term development of huge space companies, namely, 35.79,0.06,0.17%, 16.10,0.33,2.09%, Print-Rite video (23.98, -0.32, -1.32%), radio media (21.84,0.04,0.18%), Times Publishing (16.90, -0.06, -0.35%), ORF animation (29.58,0.33,1.13%).

According to the introduction, the investment ideas of 3G equipment in 2010 have been shifted from "network construction" to "network optimization" fine molecular industry, and Zhang Bing, a 10.64,0.12,1.14% industry analyst, suggested that investors pay attention to optical communications, network optimization and pportation services with a long period of time.

We mainly recommend beacon communications (33.46, -0.01, -0.03%), 35.10,0.08,0.23%, 16.30,0.14,0.87% and 13.88,0.17,1.24%.

As a matter of fact, the most intuitive feeling for ordinary people is the accelerated development of wireless Internet, which has gained more application functions, such as mobile games, mobile payment and so on.

This is the first manifestation of the touchscreen area, because it not only greatly improves the operability of mobile phones, but more importantly, through the random enlargement and reduction function of the touch screen, it solves the problem of the small screen of the mobile phone. The companies that can be concerned include Lai Bao Gao Ke, 35.260,0.24,0.69%, 11.74,0.05,0.43% and Ou Feiguang. In the field of mobile payment, although there is no market popularization at present, it is still worth paying attention to as the trend of future development. Among them, Dongxin 17.10,0.18,1.06% (17.10,0.18,1.06%), Zhong Xing Communication (24.65, -0.07, -0.28%) and Changdian Technology (12.31,0.08,0.65%) deserve our attention.

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New energy:

Nuclear power will be the key direction of development.

Warren Buffett and Microsoft founder Bill Gate, who visited China recently, visited Microsoft's R & D and manufacturing base in Shenzhen and Huizhou.

In fact, since Buffett bought BYD's stock last year, the two tier market has set off a wave of "new energy" auto investment fever. Not only that, the relevant listed companies as non renewable energy alternatives such as solar photovoltaic, wind power, nuclear power and so on have also been strongly sought after by the fund.

With the introduction of the "12th Five-Year plan", what are the opportunities for new energy sector's performance? What stocks should investors focus on? Li Junfeng, deputy director of the national development and Reform Commission's Energy Research Institute, who is involved in the 12th Five-Year plan, said that according to the current situation of China's new energy development and the future development potential, the proportion of new energy consumption to primary energy consumption should reach 15% in 2020.

Therefore, at the end of 12th Five-Year, the proportion of new energy should reach 12-13%.

In the future, China should focus on developing three kinds of new energy sources: the first is nuclear power, the second is hydropower, and the third is wind energy, solar energy and biomass energy.

In this regard, analysts can see that nuclear power as an important area of China's vigorous development in the future, the relevant listed companies will be the biggest beneficiaries of the whole new energy sector.

According to the estimated investment scale of 800 billion in the next ten years, the capacity of nuclear power equipment manufacturing enterprises will reach 440 billion yuan, of which nuclear island, conventional island and auxiliary facilities are 211 billion 200 million yuan, 132 billion yuan and 96 billion 800 million yuan respectively, so the relevant enterprises will benefit greatly.

The main equipment of the nuclear island includes steam generator, reactor pressure vessel, reactor internals / control rod drive device, main cooling pump, stabilizer, boron injection box, safety injection box, stabilizer and so on.

The main equipments of conventional islands include steam turbines, generators, condensers, deaerator, steam separator, reheater, high and low pressure heaters, etc. the conventional island related listed companies include: Shanghai electric, Dongfang Electric, double heavy industries, and Kexin electromechanical (21.700,0.75,3.58%), etc. the auxiliary system mainly refers to the outside part of the nuclear steam supply system, that is, chemical water, sea water, oxygen and compressed air stations, etc. the relevant listed companies of the auxiliary system are: Ha air conditioning (13.32,0.01,0.08%), marine and heavy industries (41.36,0.65,1.60%), 31.16,0.11,0.35% (36.00,0.00,0.00%), and self testing shares (12.44,0.24,1.97%), etc., and so on. The listed companies of the conventional island are: 8.27,0.06,0.73%, 31.16,0.11,0.35%, and so on. The relevant listed companies of nuclear island are: Shanghai electric (8.27,0.06,0.73%).

In the field of new energy vehicles favored by Buffett, the lithium battery industry, the main power equipment of new energy vehicles, will undoubtedly be the focus of attention.

The Great Wall securities is very optimistic about the investment opportunities of lithium battery materials industry. It is recommended to focus on Jiangsu 28.82,0.60,2.13%, 48.420,0.39,0.81% and Huafang textile (13.57, -0.03, -0.22%).

Among them, Jiangsu Cathay Pacific serves as the leader of lithium battery electrolyte. Its controlling company Huarong chemical has 2500 tons of lithium-ion battery electrolyte production capacity, is the domestic electrolyte leader, the domestic market share reaches 40%, and the product demand exceeds supply.

Cutting-edge technology:

Search for apple in China

The buying boom triggered by iPhone4 and iPad is becoming more and more popular in China, and its manufacturer, Apple Corp, is being talked about. One of the topics is whether there will be high tech companies like apple in the current A share companies. Market analysts say that in the A share market, the leading companies in the subdivision industry have the highest growth potential, and these companies are mainly concentrated in small and medium sized boards and gem, whose industries are mainly modern manufacturing, modern service industry, electronic information, medical devices and bio pharmaceuticals, new energy, new materials and other fields.

After screening, 35.60,0.55,1.57%, 27.290,0.52,1.94%, 37.010,2.65,7.71%, 35.380,0.80,2.31%, and 44.600,0.00,0.00% are worthy of attention. They are not only small in total capital stock, but also the leading listed companies in their respective industries, and represent the development direction of new industries.

Such as crystal optoelectronics, the company belongs to the optoelectronics industry, and is located in the upstream of the optoelectronics industry chain. It is mainly engaged in R & D, production and sales of optoelectronic components. The company has become the main supplier of SONY, Samsung, Kodak, Flextronics, Dali, Kanto, and so on. It is worth mentioning that the company has strong research and development capabilities in the micro projector, and has high competitiveness in the industry.

The main business of HMM is the development, production, sale and after-sale service of multiphase flowmeters. The mobile multiphase flowmeter provides oil field customers with services such as oil production measurement, evaluation test and exploration test. The company has become a qualified supplier of 20 oil companies including Oman oil, Abu Dhabi National Petroleum Company, British Dutch Shell, France Total, ConocoPhillips, China National Offshore Oil and China Petroleum Corporation (10.18,0.13,1.29%). It is not only the only listed company in the A stock market, but also one of the few companies that can produce the equipment in the world.

In addition, the leading enterprises in the film industry, 29.710,0.01,0.03%, the leading car industry in China, 29.490,0.37,1.27%, and the pioneer of domestic industrial robot industry, robotics, China's largest and fifth of the world's lithium battery suppliers, Yiwei Li Li (28.130, -0.15, -0.53%), and domestic leading enterprises in the brand management service industry, such as blue cursor (29.500,0.30,1.03%), deserve investors' attention.

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B consumption upgrading: inclusive growth supporting the rapid development of the industry

[policy interpretation]: looking forward to the 12th Five-Year plan, according to the study of CITIC Securities, it is estimated that the final consumption rate will rise from 48.6% in 2010 to around 55% in 2015. The long-term goal is to reach the final consumption rate by 65% in 2020.

To achieve such a goal, the government needs to make major decisions in two aspects. First, adjust the income distribution: including adjusting the income distribution relationship, reforming the income distribution system, expanding the coverage of the social security system, and upgrading public services; secondly, speeding up urbanization, and the most important point is the citizenization of migrant workers, the settlement of 200 million population, steady employment and entry into security.

Based on this, CICC believes that the "12th Five-Year plan" will focus on economic restructuring, and the big consumer sector will also be the focus of long-term attention in the future.

Among them, wine making food and commercial department plate, which benefit from the National Day holiday, are especially noteworthy.

Wine making food:

The price of liquor is huge.

Food is the main thing for the people, and the wine making plate will benefit greatly from the "12th Five-Year plan".

In fact, with the advent of the National Day holiday, liquor consumption will undoubtedly enter a new round of peak.

According to the latest research report of UBS Securities, first, the demand for high-end liquor in Mid Autumn Festival is better than that of last year. Secondly, the high-end liquor dealers are optimistic about the demand for the coming golden week and the rest of 2010. Moreover, the high-end liquor dealers believe that this year's factory price is expected to continue to rise.

UBS Securities reported that it is expected that Guizhou Moutai (168.73,1.57,0.94%) and Wuliangye (34.33,0.21,0.62%) will rise in the 4 quarter of 2010 or the 1 quarter of 2011.

Guizhou Moutai dealers are optimistic about high-end demand.

Dealers in Guizhou Moutai pointed out that demand for 53 degree Moutai increased year by year, and that sales in the second half of 2010 would be higher than in the first half and the second half of 2009.

At present, the retail price of 53 degrees Moutai has exceeded 1000 yuan / bottle in many provinces and cities, which is more than two times its ex factory price. UBS believes that this has created conditions for the Guizhou Moutai's factory price rise.

In fact, judging from the recent performance of the two tier markets, the second line liquor stocks represented by 18.59,0.81,4.56% have gone up much faster than the first-line liquor stocks.

"In the industry, we are optimistic about the high-end and high-end liquor," the new research report of the investment institutions said.

Because of the scarcity of super high-end liquor from Moutai, Wuliangye and Luzhou Laojiao (36.29,0.34,0.95%), it has the ability to raise prices independently, and consumption upgrading has promoted the consumption of the whole high-end liquor.

The business revenue of high-end liquor has been growing steadily, and consumption upgrading has promoted the consumption of the whole high-end liquor, and the market share and business income have also been increasing. The high growth and high prosperity of the high-end liquor in the future is expected to remain.

We strongly optimistic about the future investment opportunities of the high-end liquor.

At present, the liquor brands with a market price of more than three hundred and less than six hundred are the Yanghe River shares (204.99,1.70,0.84%) and Shanxi Fenjiu (68.58,1.66,2.48%).

In this high-end field, there are fewer competitors, and larger market capacity and larger capacity for future capacity. At present, the Yanghe River shares and Shanxi Fenjiu also have a nationwide layout, and large-scale expansion strategy will ensure their high performance growth.

In addition to liquor stocks, market analysts believe that in the beer sector, sales in the second half of this year have begun to improve, and the three quarter performance is expected to be better than expected. It is expected that its industry growth will maintain steady growth during the year, and investors are advised to pay close attention to it.

In terms of wine, the output of wine is expected to remain low during the year, and the value of short-term investment has weakened. But in the long run, it is still a good breed with both profitability and safety.

In the area of yellow rice wine, with the coming of the peak season of consumption, the average price of Guyue Longshan (15.27,0.92,6.41%) announcement is about 10%.

Dairy industry, raw milk and other raw materials prices rose slightly, will affect the overall profitability of the industry, the revitalization of dairy industry is still a long way to go, but for the leading Erie, or the opportunity to rise.

On the whole, the liquor industry should pay great attention to the comprehensive factors such as raising prices and holidays, and the opportunities for dairy industry may show the performance of individual stocks.

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Commercial department stores:

Focus on business leaders in central and Western Regions

Besides wine making food stocks, commercial department shares are another consumer segment benefiting from the 12th Five-Year plan.

The latest research report of GF Securities (31.22,0.70,2.29%) pointed out that the business season of retail business is coming, and the fundamentals will drive the industry to continue upward.

From the performance of the first half of the year, the main business income and net profit of the retail industry in the middle of 2010 increased by 25.22% and 37.3% respectively, showing a steady growth trend.

Compared with the same period in 20082009 years, net profit, gross profit margin and net interest rate in the first half of 2010 were the highest in three years.

The growth of main business revenue of 15 key companies in the middle of 2010 is higher than the average level of the industry. This shows that the competitiveness of the key companies in the industry is higher than that of the industry.

The net profit rate has increased year by year and is higher than the average level of the industry. This shows that the cost control ability of the leading companies is obviously better than that of other industries.

In the three quarter, sales exceeded expectations, mainly in department stores and professional chain corporation. GF Securities estimated that the company with a net profit growth of more than 50% in the single quarter was mainly composed of 11.10,0.42,3.93%, friendship group (15.15, -0.33, -2.13%), e Wu business, Chengji group (21.98,0.32,1.48%), Wangfujing (45.52, -0.70, -1.51%), Suning Appliance (15.97, -0.03, -0.19%).

Retail sales of 100 large retail enterprises grew by 22.5% year-on-year, up 10.7 percentage points from the same period in 2009, and maintained steady and rapid growth.

Liu Bing, an industry analyst at Guotai Junan, said: "at this stage, the government has a clear attitude towards supporting consumption. China's economic growth pformation in the future will mainly depend on the development of domestic demand.

The implementation of the expected income doubling plan will enhance the expected development of the retail industry.

In terms of industry growth, it is expected that the growth rate in 2010 will reach 30% or more.

We believe that in the medium to long term, the commercial retail industry can still bring absolute benefits to investors. "

Specific to stocks, Liu Bing recommended the central and Western business leaders.

It believes that the growth of consumption in the Midwest will far exceed that in the East, and the performance of commercial enterprises will be greatly improved. The companies that are mainly recommended include Wangfujing, Chongqing department store (54.48,0.34,0.63%), friendship group, e Wu merchant and Wuhan Zhong Bai (13.30,0.03,0.23%), and the companies that recommend less expensive valuation growth, such as 26.62,0.54,2.07%, Suning Appliance and Lao Fengxiang.

The restructuring of commercial assets of Shanghai's state-owned assets has started. The reorganization is more clear than that of the new world (13.97,0.28,2.05%) under the Huangpu District of Shanghai and the controlling shareholder of 15.27,0.17,1.13%, 16.88,0.00,0.00% (15.27,0.17,1.13%).