2012年1月8日星期日

Diablo 3 Power Leveling rapid development of China's software industry QAV

129667864313427892_6Financial monitoring data show yesterday, food and beverage, biomedicine, finance and insurance, information technology, most funds favor four plates, become a bright spot in this reporter Zhang Xiaofeng Sun Hua Editor's Note: over the past 4 days, although overseas markets continued to plunge, necking narrow index of around 2,400 point correction, and often dip to pick up momentum, longForces try to counter intentions increasingly obvious. Yesterday, under the influence of overnight us plunged again, Shanghai and Shenzhen stock markets jumped sharply lower, after then hit a low of this callback, the market was once very panicked.  However, China life insurance, ping an of China led by market weight unit stable recovery step by step, leading stock indexes turned red. Concern is that the first three trading daysThe plates are in the outflows of State, this was a total net inflows of 12 plates.  Among them, food and beverage, biomedicine, finance and insurance, information technology, most funds favor four plates, became vulnerable in the highlights. Food and beverage "golden decade" yesterday, the food and beverage sector overall up 0.33%, sold throughout the day 95.62Billion, capital inflow of $ 697 million, 10.32% per cent of total transactions on that day, became the most obvious inflow of funds section. Chongqing Lu, Zhujiang beer in the beer, sdic are daily limit per cent, respectively a net inflow of funds of $ 260 million and $ 84 million and $ 63 million, respectively up to 60.68%, and 51 per cent sold.37%, making the sector capital flow into the top three of the most obvious.  In addition, the Bay, huiquan brewery, black cow food due to the United States, drunk wine, such as Yi Lite, wanfushengke stocks, eye-catching, signs of obvious inflow of funds. According to Bureau of statistics data showed that in October 2011, the retail sales of consumer goods reached 1.6546 trillion yuan, per cent nominal growth 17.2%. Of which, Enterprises above designated retail 762.9 billion yuan, an increase of 21.3%. 1, retail sales of consumer goods reached 14.7357 trillion yuan, per cent nominal growth 17%.  From the perspective of per cent in October, total retail sales of social consumer goods growth 1.3%. As can be seen, under the guiding principles of the people's livelihood and promoting consumption, domestic consumption growth is adequate,Results of competition will become clear, rapid growth of enterprise performance.  Market show earnings growth this year of stability, predictability of strong appetite for food and drink industry, the domestic upgrade of sustained income growth and consumption trends, market participants are expected, would have had the opportunity to see if the United States and 70 like food and drink industry stock "golden decade". Food inflationDown as scheduled, quickly eliminating stocks short-term investment environment is a plus. Gold believes that, in October, food CPI increase down as scheduled, but decreases significantly, carryover effect or the November food inflation further decreased to 10%, ushered in the food sector especially low prices fast eliminating unit cost restrictions. Inflation fall might bring liquor price control is loose, but continued austerity to the high-end consumer and Inner MongoliaShadow over, not only in recent months at the high end and high-end liquor, but also in high-end wines, premium beer, high-end yogurt and high-end liquid milk was vaguely seen signs of falling consumption growth.  Regulation loose due to expected is right for a moment, unit elimination therefore believes that the current investment climate is relatively better. Guotai Junan securities, believes that in a volatile market environment, rapid growth, valuationsLow high scarcity value of the property, certainty highlights, long-term investors to buy and hold. Fine wine brand significantly, relative ease of competition, 2012 over earnings growth relative to determine; wine industry still in its period of growth, Changyu 2012 are still 30% over earnings growth is expected. Relative valuations bottom, earnings growth will drive publicSecretary shares a 30-50% increase space within the next 12 months. But short-term lack of obvious catalyst for stimulating, high probability a narrow four-quarter plate shock: between now and before the new year's day, wine industry news is about to usher in a relative vacuum, in the case of plates have been made this year high excess profits, liquor is expected to be flat in the short term, four quarters maintained a narrow earthquakeDang, market trends will determine the relative yields of plates. Sales data further validation in the first quarter of next year and the spring sugar drinks or would constitute a sector trends of market catalysts for establishment of again during the year. Also, it is recommended that gradually increase the mass proportion configuration from the four quarters. CPI down lead to cost reduction is expected to push shares up. Recent key recommendation: wuliangye, Guizhou moutai, Changyu a, the Queen shares. CICC also recommends focusing on industry competitive landscape has become increasingly comprehensive, individual long-term competitiveness prominent, valuation safety margins significantly, and shares have long-term stagnation or even advance had greatly callback for each market segment leader, including Qingdao Beer and yanjing beer, beauty queen shares, Bell, Changyu a, Lulu and three whole foods in Chengde.Bio-pharmaceutical policy to support innovation is the main thread yesterday, and bio-pharmaceutical sub-index rose 0.9% as a whole, sold throughout the day 6.768 billion yuan, capital inflow of $ 437 million, 7.33% per cent of total transactions on that day, became one of the most visible inflow of funds. Where Dong-e e-Jiao, haiwang biology, daanji of Fund net inflows of $ 43 million, respectively, 0. $ 3.5 billion and $ 32 million, accounting for transactions, 16.13% and 18.98%, respectively, as the sector capital inflows up to the top three.  In addition, John Woo medicine, Shu Taishen, jade pendant pharmaceutical group, the sea God, hengrui medicine, China pharmaceutical stocks performed strongly, signs of obvious inflow of funds. National "bio industry Twelve-Five plan"And the" Twelve-Five of medical devices industry plan "coming soon, along the main line of national policies to support innovation, as well as the Chinese medicine industry is undergoing profound changes of endogenous Diablo 3 Gold," make upgrade "seems to be the pharmaceutical industry this thriving industry out of the haze price, start a new growth stage of development. The industry believes that industry is going and that year's United States, and JapanAnd the India pharmaceutical industry the development road of similar, but with Chinese characteristics and speed of China. In 2020, China will become the world's largest pharmaceutical market predicted, the "make upgrade" is the only need to match that position by the pharmaceutical industry development path. And noted that the change in the Chinese pharmaceutical industry enterprise "upgrading" of three major routes: international export promotion, research and development technologyUpgrading, manufacturing standard upgrade. Guotai Junan securities, believes that due to select a segment with excess profits and the valuation premium trade and investment topics. Medical devices: import substitution, export opportunities and global mergers and acquisitions expanded providing excess return, concerned with strong channel product advantages, constantly Hongda high-tech mergers and acquisitions to expand industry segment leading enterprises, diving medical; Chinese medicine goods: consumer lLevel background, large brand enterprises from pharmaceuticals to consumer goods field of traditional Chinese medicine comprehensive extension, looking at Dong-e e-Jiao, Yunnan baiyao, tongrentang; hospital topic: healthcare reform into the next round of research, retreating some areas may appear dense, industrial capital through the purchase of access to medical services is expected to peak in the area, medical reasons concerns through March, Jinling pharmaceutical industry and the follow up to the hospital industryPharmaceutical enterprises; trade, processing of Chinese medicinal materials standardization trend on a large scale, optimistic about integration and beneficiaries kangmei pharmaceutical industry. Qi Lu securities also noted that, at present the bio-pharmaceutical industry "Twelve-Five" plan has not yet been officially released, based on information already disclosed and understanding of the industry, it is recommended that focus on the following three categories of companies: research-driven companies, particularly in the "genetic engineering medicine,Monoclonal antibodies, vaccines "have the strength of the company, they may directly benefit from financial support of the central funds, for example: double Egret pharmaceuticals, Watson bio, hengrui pharmaceutical, enhua pharmaceutical industry. Financial, insurance valuations are low yesterday, overall insurance sector index surged 2.41% became the most varieties of the same day, the banking sector index rose 0.63%, finance and insurance sector throughout the day sold for $ 5.727 billion, capital inflow of $ 142 million, 2.48% per cent of total transactions on that day. Among them, China ping an, China life, the industrial and commercial bank funds respectively, net inflows of $ 71 million and $ 31 million and $ 19 million, accounting for transactions, 10.8% and 21.4%, respectively,Become the plate money flowing into top three of the most obvious.  In addition, the Beijing Huaxia Bank, China Construction Bank, China Merchants Bank, Bank, founder securities, Bank of China stocks, eye-catching, signs of obvious inflow of funds. Two weeks is on repo expires $ 109 billion, Central ticket expiration of 56 billion yuan, buy back issue and Central ticket issued is $ 30 billion and 70 billion dollars, the actual netInject 65 billion yuan, more than two weeks of October have shrunk. For banking, loves the fishing stock given the "synchronization" rating. Banking stocks continued to be most robust profit growth in one of the two cities, monetary and credit growth and the Central downward directed easing of probability suggests that policies to increase interest rates, but still have no significant improvement in liquidity, CPI is still highThe premise, if you want to have extraordinary opportunities is unlikely, therefore, led by banks in the future there will be no absolute gains for some time, but if the real economy to deteriorate further, led by banks high growth investment worth more than other sectors relative performance, there will be a relative gains.  Recommendations can be used as a defense holdings of stocks actively. Ping an securities in 2012Policy reports that the insurance industry, insurance industry-worst time has passed, you need to take a more active attitude to look at 2012 insurance industry performance. Current insurance sector valuations are low, current stock implies new business value multiple of 7 times times, very attractive. From a price perspective, projected 2012 peace, Pacific, Kunihisa per shareIncome is $ 3.56, 1.61 per cent and $ 1.18, corresponding earnings were 10 times, 12 times and 14 times times, maintaining the insurance industry "recommended" rating. Yesterday, will enter a phase of rapid development of information technology, cloud computing sub-index rose 1.1% as a whole to become day jump of varieties of third, Internet sub-index rose 0.72%Information technology stocks traded 7.514 billion yuan throughout the day, capital inflow of $ 184 million, 2.45% per cent of total transactions on that day. Among them, with shares, Dr Peng, arts shares respectively a net inflow of funds of $ 93 million and $ 31 million and $ 28 million, accounting for transactions, 14.42% and 14.52%, respectively, as the sectorFlows up to the top three.  In addition, the computer, its software for a long time, East of East China soft carrier, morning star Chen, development thinking, Zhongwei guomai stocks performed strongly, signs of obvious inflow of funds. 2011 is Twelve-Five the first year of, the software industry plan will be published, it is estimated that by 2015 the software industry revenue to reach $ 4 trillion, 5 compound annual growth rate of 25%.But at the same time facing challenges: new technologies emerge, form continuous change, demand for increasingly high demands on product delivery.  Therefore, cloud computing, information security, mobile computing, industrial control software, self control software will be more attention and input. Support policies to implement the software industry, software product would continue to introduce tax relief rules, parts ofSupporting measures are expected to try and, where the Shanghai software is currently working on corporate tax relief. Industry insiders said, with the landing of supporting policies, the software industry will enter a phase of rapid development. Joan Chen of China software industry association said at the fifth World Congress on software quality, software applications and huge development space, is expected to total software industry this yearRevenue will exceed $ 1.6 trillion. The Ministry's data also shows this year, rapid development of China's software industry, software industry in the first three quarters accumulated revenues of about $ 1.3 trillion, is nearly level last year, an increase of 31.7%; a total profit of $ 157.8 billion, an increase of 22.1%. It is understood that, in accordance with the software and information technology service"Twelve-Five" planning requirements, the software industry "Twelve-Five" period the average annual growth rate will reach 25%, the end of 2015, the software industry is expected to reach $ 4 trillion. Therefore Diablo 3 Power Leveling, the people's livelihood security maintenance of the computer industry "recommended" rating. In the market value of companies, maintain pre-highly recommended combination: UFIDA Software, aerospace, information released, highly recommended combination: soft holdingsHang Seng e, Tung Wah Group of software, radio and TV Express. Recommended in early in the market value of the small and medium-sized companies, continues to recommend new countries, silver shares, Chinese information, Yung-based software.

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