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You can pay attention to the following main directions: first, the assets are injecting the expected clear, reorganizing public company; second, the absolute price advantage, institutions bin distributer, relatively low valuations of companies; and, third, aircraft power engines, aviation equipment machinery manufacturing companies.
Yesterday, General Manager Booking System CCTV network said, CNTV (China Network TV) has received China's first "Internet TV license." It is reported that, with the shares (600,100) and CNTV to the TV / set-top boxes to cooperate. .
重要等级：★★★★☆ 。.
】 【Investment advice company have triple play, building energy, materials and interconnection of multiple concepts; company through shares of Blockbuster owns 80% of the IPTV users, "triple play" will release the potential of IPTV and mobile TV services, will also good digital TV / CMMB transmitter, the terminal solution, optical and digital TV services construction; recommend investors focus on! . .
It is understood that in chuangxin logging (600485) since the beginning of this year, the growth in good order, date, year-over-year growth rate of orders reached 40%. Considering the second exit to shareholders and equity incentive factors, late performance release should concern.
Important rating: ★ ★ ★ ★ ☆. .
【投资建议】公司所处行业为电信网络运营维护设备子行业，产品主要分为两大类：1、网络监测维护系统类设备，主要客户为运营商，市场份额达到60%-70%；2、测试仪器仪表类产品，主要客户为设备商和运营商。随着3G网络投入使用及网络规模的扩张，运营商队监测网络系统产品的投入不断加大，公司近期新增订单较多。Equity incentive, the company's 2009 stock incentive exercise conditions did not materialize; But 10 years monitoring the development taking into account the company's new Internet platform and mobile networks in China operating platform running the completion, in 2009 recognized deferred revenue will be reflected in the 10 years, 10 years to achieve equity incentive exercise conditions (by 10% year over year revenue and net profit by 30%) the possibility of very large investors to pay close attention! . .
秦川发展（000837）的技术基本处于国内第一，行业发展空间较大，目前还涉及发动机叶片的曲面磨削机和高级光学镜片的磨削机试制，逐渐向整个“磨”领域扩展。值得一提的是，由于集团引入新的战略投资者，公司存在较为强烈的整合预期。预计10-12年EPS分别为0。.38、0。.48元和0。.57元，对应10、11年PE为28倍和22倍，维持“推荐”评级，辅业多且盈利不佳导致剥离难度大是公司面临的主要风险。.
Important rating: ★ ★ ★ ★ ☆. .
【 Investment recommendations: the greatest surprise or group as a whole, "promoting the 2010 Shaanxi qinchuan machine tool group, large group, the company's overall listing" is clearly state in Shaanxi Province. At present, the company owned assets supervision and administration of Shaanxi Province, is actively preparing to split non-operating assets, and to engage actively with strategic investors. We believe that the listing of the group as a whole is expected in 2010 a breakthrough. September 2009, Qinchuan Group Wind Power Industrial Park, Jiangsu Yancheng 1.5 billion investment to build a wind power project growth boxes; in December 2009, Qinchuan Group has made to increase their investment by 51% of the shares in Baoji Machine Tool, further overall market for the Group cleared the way; recommend investors focus on! . .
古井贡酒：今年以来，国内白酒市场呈现出淡季不淡的态势，并与古井贡酒（000596）管理层交流后，研究员获悉，公司的品牌恢复与产品结构调整已经基本完成，公司抓住中档白酒快速发展的空白市场，实现原浆酒快速增长，销售情况超预期，2010年至少能够实现翻倍以上的增长，预计09-11年EPS分别为0。.55、1。.2和1。.60元，维持“买入”的投资评级。.
Important rating: ★ ★ ★ ☆ ☆. .
【投资建议】公司提出五年大发展的规划：在2009 年15 亿元基础上，到2014 年实现50 亿元收入，年复合增长率为27。.2%。公司通过产品结构的提升和销售规模的扩大，销售净利率将从10%提升到30%，09 年起未来五年利润年复合增长率58。.5%；如果2010年利润翻番，后续4 年利润年增长仍将达49。.5%，建议投资者适当关注！ 。.
Guodong Construction (600,321) success in business transformation, will become Southwest MDF leading enterprises. In 2005, the first 200,000 cubic meters of MDF production line in operation, in the third quarter are expected to be 3 220 000 cubic meters of MDF Production Line, MDF design production capacity of 87 million cubic meters, as Southwest's largest MDF manufacturing companies. MDF industry by policies to encourage, demand prospects.由于中纤板原材料主要是次小薪材、三剩物等，对木材的综合利用效率较高，受到国家税收方面的优惠鼓励，发展速度在三大板材（胶合板、中纤板、刨花板）中最快。中纤板行业下游主要是板式家具行业，由于森林资源的保护，家木家具受到限制，且近期国家提出了加快中小城镇化和保障性住房建设，板式家具需求前景向好。另外，建筑装修、地板、包装等其他下游行业对中纤板需求不断增加，也促使中纤板需求中长期看好。Overall, the bank forecast company earnings per share were 2009-2011 0. .21,0. .45,0. .84 Yuan to buy rating, in accordance with the highly popular 2011 18 to 20 times PE, the corresponding range of values 15. .12-16. .80 Yuan. Fluctuations in raw material prices and a recovery in exports is a major risk factor for the company. .
Important rating: ★ ★ ★ ★ ☆.
【】 Furniture industry is investment advice Inland, Sichuan has become the province's largest furniture industry, the overall demand for sheet -1,000 8,000,000 million cubic meters per year, the demand for fiber to 600 million cubic meters, while the local production capacity of less than 300 enterprises currently million cubic meters, and other input from other provinces are required to meet demand.公司在双流建设了两条合计45万立方米/年的高/中密度纤维板生产线，在南充建设了 22 万立方米/年的高/中密度纤维板生产线，今年7、8月份投产，加上现有产能，10年产能将达120万立方；填补了当地的供应短缺。由于产能将在今年加快释放，预计今明两年公司业绩将加速上行，建议投资者积极关注！ 。.
● Communication futures believe that the duty imposed by the bilateral index "makes no sense." .
点评：昨日市场传出消息，证券交易印花税将在4月中旬改为双边征收，理由是股指期货即将推出。对此，东海期货研究所所长认为“讲不通”。期货市场是没有印花税的，印花税政策是否调整与股指期货推出没有必然联系，目前印花税政策应维持稳定。.
● transfer the deposit reserve ratio will rise this week, the central bank does not comment on this Information Services. .
Comment: it is said that this weekend the Central Bank will once again increase the deposit reserve ratio, the Bank press service stakeholders said that "no external rumors do comments to publicly available information about the Bank's official website shall prevail". In the current market liquidity is more stressful situations, held the necessity of the rate is actually lower.
● Communication Bank of China [4. .16 -1. .42%] Industry in the fourth quarter of last year, is expected to grow earnings more than doubled. .
点评：随着中国银行业拉开中国大陆银行四季度收益季的帷幕，外界普遍预期，在手续费收入激增和损失拨备大幅降低的推动下，中国银行业利润将较去年同期增长一倍以上。花旗预测，工行将公布利润增长近57%，而建行利润将增长178%以上。.
● Kim Chuan said the stock is expected to challenge 3478 Rock Point, and has sung more than A shares of JP Morgan Chase said Jing Ulrich will remain weak. .
点评：名嘴金岩石认为，一般在震荡9个月后，震幅会逐渐缩小，现在时间有7个月，一季报将非常亮丽，而且二季报公司业绩也乐观，所以在二季报披露之前，股指会尝试上行突破，挑战3478高点。而摩根大通李晶却说，小盘股，尤其是创业板股集体疯狂，不是一个好信号，回落是回抽确认，还是攻击失败的前兆，只有继续等待趋势明朗。.
● Communication launch margin trading business early, or down the market has fueled the effectiveness of market volatility will increase. .
Comments: from overseas markets experience, margin, the volatility of the stock, will exacerbate the impact of short-term positions related to the configuration. For the valuation level too high stocks, stocks selling will help stocks have dropped role.
● Communication China Financial Futures Exchange, or limits, to curb hedge funds, large single transaction. .
Comment: China Financial Futures Exchange reporting measures to be taken to curb the hedge funds and large single transactions. The current trading system is set up to 9000 deal per second, it is estimated that from the United States and other overseas markets under single hedge funds, this setting may affect other investors, for the principle of fair trade should be reported.
● Biography "fast company" will likely receive more investor attention and sought after. .
Comment: this proposed "fast company" concept, the so-called "fast company" are mostly in the life cycle of the growth period, in the main business income scale expansion has higher growth, often in their respective segments in leading position, or an innovative business model. "Fast company" stock price-earnings ratio is often higher, but over time, the growth performance of the company, its p/e ratio will come down.
Fred Hu renewed rumors fate: to become "the central bank Deputy Governor"?. .
海归金融高管进入中组部“选秀”视野后便传闻不断。昨日有传闻称,高盛原大中华区主席、董事总经理胡祖六将出任央行副行长,负责外汇管理工作。央行新闻处人士昨日在接受《第一财经日报》求证时不予置评。.
Earlier this month, Fred Hu, Goldman Sachs confirmed his resignation from Goldman Sachs, but still retained a consultant. Rumour has it the next destination is likely to be initiated by a focus on the Chinese market, equity fund death squads. However, Fred, had told this newspaper that the next place has not been finalized. .
“弹药”匮乏 传汇金再获500亿美元外储注资。.
Hand "ammunition" want Huijin is expected to receive its inception in the second round of funding. According to the investment company insider has revealed a number of large state-owned banks as controlling shareholders of the exchange payments company, the State may re-injection of 50 billion U.S. dollars. It is reported that the program has been in the investment company's proposal submitted to the State Council through relevant channels. .
不过,中投和汇金公司相关人士对此消息均不予置评。另中投人士透露,汇金公司再获国家注资,是基于大型商业银行补充资本金的需求,以此来保持汇金公司在大型银行中的持股比例不被稀释。.
CIC chairman Lou Jiwei said earlier, there are 110 billion U.S. dollars in investment funds for overseas investment. Analysts say this could mean the capital Huijin 900 billion. In recent years, exchange money only to the five major banks to inject nearly 100 billion U.S. dollars spent. Even taking into account an annual dividend from the bank, money exchange money in the hands of not too much. .
对于此次注资的资金来源问题,中投人士表示,汇金公司需要的500亿美元可能是外汇储备,也可能是其他财务资源。.
Analysts believe that, if true, Huijin injected 50 billion U.S. dollars this is likely to cast 200 billion U.S. dollars capital injection part. After the news, the cast will re-inject 200 billion U.S. dollars. During the two sessions this year, foreign exchange Yi Gang said the Secretary, to use 200 billion U.S. dollars in foreign exchange reserves once again betting capital is still in the research. .
传建行战投拟设法人银行 美银是否会撕毁承诺。.
U.S. banks to incorporate locally in China, a? Bank of America specializes in the retail business, to expand business in China, trying to do? As a strategic investor in China Construction Bank, Bank of America a little sign of trouble from the market are sensitive to them. .
Beautiful Silver CEO Moynihan in media interviews before yesterday, said the Bank will continue to invest resources and efforts to expand the scope of the business in China. Even reports that after months of negotiations and delay, the Bank of America Board of Directors to seek incorporation Corporate Bank.
The reason why this series of messages will be cause for concern, the background is important, in June 2005, the IADB and the building line of Qian Ding "Investment Agreement" and "战略 assistance agreement" when the number of commitments made, shall cease to Retailing in China business. Thus the market could not help but care about: Bank of America after the establishment of corporate banking will go against the original commitment? . .
In the interview, the Bank said, as long as you do not make retail, IDB Corporate Bank and Bank of China, there would be no conflict.
Told reporters that Bank of America's major strength is the retail business, to avoid competition with the established line of Chan Sheng, with CCB Qiandingxieyi the O'clock, Bank of America acquired Tongyi not directly or indirectly based in China, under Chinese law Zujian and engaged in the retail banking business banking institutions of any rights, nor will any other Chinese commercial banking institutions to enter into any similar agreement or relationship between the strategic assistance. Bank of America also agreed to cease operating its existing retail banking business in China, nor will it directly in China to launch new retail banking business.但美银可保持所需最低数目的中国现有分行，以便为其客户提供全球性批发公司业务。.
Since June 2005 has been, in compliance with the agreement Bank of America's Chengnuo, closed Zai Neide's retail outlets in China in fulfilling its domain not retail Ye Wu and Jian-line Fashengjingzheng commitment. .
资料显示，美国银行管理着全美最大的零售分行网络，零售业务优势明显。而入股建行后，美银也致力于协助建行开展零售网点转型，一建行某地分行部门负责人曾对记者表示，借助美国银行零售业务的优势，建行在零售银行转型方面取得了很大的进步。.
If there is no financial crisis, financial crisis, once stakes as high as 19. .13% Of the U.S. indirectly through banks or leave the China Construction Bank to achieve its development goals, but now, limited the financial crisis, the plight of the U.S. bank has a substantial proportion of holdings to 10 shares of China Construction Bank. .95%. .
与此同时，美银直接在华业务发展也不突出，目前在内地，仅在北京、上海、广州设有分行，主营批发业务。.
Therefore, the Bank of China Central University of Finance [4. .16 -1. .42%] Industry Research Center, Renguo Tian Yong believes that the proposed Bank of America Corporate Banking and the proportion of shares held by China Construction Bank dropped a certain extent, after all, shares reduced, its earnings will be reduced from China, while China's market opportunities to foreign lines from "instinct" and want to increase more profit point, after all, Citigroup, HSBC and so have shares in the same line of foreign capital to establish a legal entity lines. .
但对这一推测，建行相关人士表示未曾听过这一说法，他认为，如果美银有此想法，更多可能也应该是出于业务发展便利的角度考虑，这也符合中国监管机构的要求。.
November 11, 2006, the State Council amended and promulgated the "Regulations of foreign banks," self-selection is allowed Waizi OK form of commercial presence should be encouraged Jigou outlets Duo, deposits Ye Wu Guimojiaoda Zhunbei development of retail banking and foreign banks branches transformed into corporate banks registered in China. Be noted that this Ordinance enacted later than the Bank of America signed the agreement with China Construction Bank. .
