A list of today’s good and bad news (2011.08.25)

A press conference will be held at 10 a.m. on August 25, 2011 (Thursday) in the press conference room of the State Council Information Office

Please introduce the western surveying and mapping project, the 1:50,000 basic geographic information database update project, China’s “One Map” surveying and mapping, and the construction of Digital China, etc.

It is very difficult to achieve the full-year inflation target - People's Daily

A People's Daily commentator article stated that because the factors driving price increases have not been fundamentally eliminated, China's annual consumer price (CPI) expected target is very difficult, and there is also a certain degree of uncertainty in stable economic growth. Stabilizing prices remains the primary task of macroeconomic control in the second half of the year.

Moody's downgrades Japan's credit rating

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Moody's on Wednesday downgraded Japan's government bond credit rating by one notch to Aa3, saying the downgrade was due to the country's large budget deficit and rising government debt since the 2009 global recession.

The prices of edible agricultural products increased slightly last week - Ministry of Commerce

Data from the Ministry of Commerce of China show that the prices of edible agricultural products monitored by the Ministry of Commerce last week (August 15-21) There was a slight increase from the previous week, with vegetable prices increasing significantly and pork also continuing to rise. At the same time, the prices of production materials were basically the same as the previous week.

COFCO signed a thousand-ton rice import contract with Cambodia

< p>COFCO Group, China's largest grain trading, agricultural products and food processing company, said that it recently signed a 1,000-ton rice import trade contract with Cambodia's Bogo Agricultural Rice Co., Ltd., marking the first time China has imported rice from Cambodia.

China will accelerate the construction of network infrastructure and the development and promotion of new technologies and new businesses - Ministry of Industry and Information Technology

Miao Wei, Minister of Industry and Information Technology of China, said that in the future, the development and popularization of the Internet will be accelerated. In particular, network infrastructure construction and the development and promotion of new technologies and new businesses are promoting the development of the Internet.

Shandong plans to close coal mines with a production capacity of less than 300,000 tons within five years

Xinhua News Agency reported on Tuesday evening, Shandong Province will strive to achieve the "12th Five-Year Plan" (2011-2015) by transforming and expanding mines that cannot reach an annual output of 300,000 tons, have exhausted resources, and have no guarantee of safety.

◆Insider Insight into Individual Stocks (August 25)

Times Technology (000611) Company conducted an asset swap with Zhejiang Zhonghe Investment Co., Ltd. and introduced some equity assets of China's largest Nisshinbo spandex production enterprise to increase the company's New profit growth points and achieve good return on investment. With the comprehensive upgrade of the overall instrument industry, the company will face new business opportunities in the future: digital, intelligent, and networked products will receive more favor and attention from the market. In terms of trend, the stock maintains an upward trend, and the stock price achieved a large-volume breakthrough in the adverse market, which is worthy of attention.

Wuzhou Transportation (600368): Steady growth in main business and expanded expansion to open up profit space

Wuzhou Transportation is located in the Beibu Gulf Economic Circle. It is a joint-stock enterprise with transportation construction and development as its main business. Mainly engaged in the construction, operation and management of roads, bridges, stations and ports in Guangxi. Highway assets include parts of Nanwu Road, Pingwang Road, Jinyi Road, Tanbai Expressway and Jincen Expressway. In addition, the company also owns Jinqiao agricultural wholesale market, Wuzhou International Real Estate and Pingxiang Logistics Park and other businesses. The rolling development business model of "road tolling + logistics + real estate" established by the company, which combines long, medium and short-term projects, is of great help to the sustainable growth of the company's performance.

On August 18, the company announced its 2011 interim report. During the reporting period, the company achieved operating income of 787 million yuan, a year-on-year increase of 314.68%; gross profit margin was 58.60%, an increase of 2.63% over the same period last year; The operating profit margin was 32.32%, a decrease of 4% from the same period last year; the net profit attributable to the owners of the parent company was 179 million yuan, a year-on-year increase of 166.95%; the EPS was 0.32 yuan, an increase of 2 cents from the same period last year, of which the second quarter was An increase of 1 cent in the first quarter.

Our analysis believes that the substantial growth in the company's revenue is mainly due to the consolidation of Tanbai Expressway and the confirmation of sales of Jinqiao Phase I shops. As the company's core asset, the acquisition of Tanbai Expressway has not only greatly increased the company's main business asset scale and profitability, but the project may continue to benefit from the road network connection effect in the next few years, and its high growth potential continued.

In addition, as the diversified operation of "real estate + logistics" is getting better and better, the company's diversified layout has also played a greater supporting role in the stable growth of performance. The pre-sale rate of Wuzhou International projects has reached 90%, and settlement is planned in 2011-2012. The income from agency construction projects is stable, and it is expected that the Daban District 1 and Hsinchu community renovation projects can achieve profits of 100 million yuan. Jinqiao Agricultural Products Wholesale Market is planned to be built as a "vegetable basket" logistics base in Nanning. The first-phase leasing and sales revenue of 450 million yuan will be settled in 2011. Pingxiang Logistics Park is planned to be the largest logistics park in South China. Logistics outlets are gradually improving and profitability is expected to gradually improve.

In the secondary market, the stock has maintained a volatile trend in a triangle that has lasted for nearly three years. After the stock reached its daily limit on the 15th of this month, it was also at the five-day and ten-day moving averages. It maintains an aggressive form under the support of the stock. Although it does not yet constitute the conditions for a breakthrough of the upper trend line, the rapid rise in late trading today also shows that the market recognizes the strength of the support below the stock. Therefore, it is recommended that investors encounter Low layout, make a medium and long-term investment plan.

Antai Technology (000969) company is mainly engaged in the research, development, production and sales of advanced metal materials and products. Its products mainly include three categories: super-hard and difficult-to-form material products, metal functional materials and fine metal products, among which Superhard and difficult-to-form material products are the company's main source of revenue and profit. The company's controlling shareholder, China Steel Research Group, is a giant in the field of materials research in China and will continue to occupy a leading position in the field of materials in the future.

The company's superhard and refractory materials mainly include diamond saw blades, high-speed tool steel and refractory material related products. The original production capacity of diamond saw blades is 560 tons. The "High-grade Polycrystalline Diamond Materials and High-end Professional Diamond Tools Industrialization Project" invested in non-directional additional issuance in 2006 has been fully completed and successfully converted into production. It is expected to reach production within 2-3 years. It is estimated that the annual income will be 38.027 million yuan when reaching full capacity; the original production capacity of high-speed tool steel is 15,000 tons. After the expansion, it will have an annual production capacity of 40,000 tons of high-speed tool steel and 200 tons of powdered high-speed steel. Currently, 40,000 tons of high-speed tool steel has been The construction and investment content of the new area has been basically completed and will be fully put into production in 2011; the refractory material project is the company's high-quality project. The high-performance refractory material project scheduled to be invested in 2006 has been put into production in October 2009. It is expected that the annual profit after tax will reach 2861.9 Ten thousand yuan.

The metal functional materials segment includes amorphous materials and rare earth permanent magnet materials. The first phase of the 10,000-ton production line of the 2006 fundraising project "40,000 tons of amorphous strips and products per year" has been transferred into production.

The second phase of 30,000 tons was completed in April 2010 Hot test and formal conversion to production, the annual after-tax profit is expected to be 28.619 million yuan when reaching production; the company currently has a total production capacity of sintered and bonded rare earth permanent magnets of 1,200 tons. In the first half of 2010, the company launched a rare earth permanent magnet production workshop in the Airport Industrial Park The expansion of the "New NdFeB Production Line Project for High-end Applications" has a construction period of one year. After being put into operation, it will add 1,000 tons of sintered NdFeB production capacity. The project is currently bidding and purchasing equipment.

The fine metal products segment mainly includes three categories of products: welding materials,

special alloys and powder metallurgy materials. In 2008, the company invested in a new flux-cored welding wire and special welding consumables production base with a capacity of 10,600 tons, realizing a larger-scale industrialization of the flux-cored welding wire project, with a production capacity of 26,000 tons, enabling the company to form a complete welding materials production base Base, the domestic production share currently reaches 15-20%, ranking second; special alloy precision strip steel is the company's convertible bond project in 2009. It was completed and put into production at the end of 2010, reaching 50% production in the first year and 70% in the second year %, and reached full production in the third year, with an annual income of 29.42 million yuan; the powder metallurgy project is more profitable, with an annual income of about 200 million yuan and a profit of 40 million yuan.

Amorphous strips are the biggest focus in the future. Compared with traditional oriented silicon steel transformers, amorphous transformers have significant energy-saving effects, and no-load losses can be reduced by about 80%. At present, the company has carried out a large amount of adaptive development work on domestically produced amorphous iron cores and strips, and has established cooperative relationships with many other amorphous strip application units. The trial production and production of amorphous transformers meet national standards and are gradually being put into use. market. In the context of increasingly tense energy and increasing pressure on environmental protection, as the domestic amorphous strip industry chain continues to improve, the government will vigorously promote the promotion and application of amorphous transformers. In 2009, the total demand for amorphous strips in my country About 25,000 tons, and the market demand is expected to be about 200,000 tons in 4-5 years. The company is the only manufacturer in the country and the second largest manufacturer of amorphous alloy materials in the world. The market space for amorphous strips driven by amorphous transformers is vast.

Looking at the secondary market, the stock has a high margin of safety after recent continuous adjustments. Today’s heavy volume surge shows obvious signs of stabilization. Now is a good time to intervene. The stock is expected to strengthen significantly in the future. Investors are advised to pay close attention.

◆ Bull stock tip:

Minjiang Hydropower (600131) rose 10.01% on Wednesday. The company is located in Aba Prefecture, Sichuan Province, which has a developed water system and broad prospects for hydropower development. It mainly focuses on hydropower generation and operates The scope is mainly electricity production, purchase and sale. The company actively seeks new development models and marches into new energy. In 2007, it invested 132.3 million yuan to participate in the Xinjin 3,000 tons/year polysilicon project of Tianwei Sichuan Silicon Industry. The construction period of the project is 2 years, and the design production capacity will be reached in the fifth year. According to the development situation, the polysilicon companies in which the company currently holds shares have entered the harvest period. In the secondary market, due to the intensifying pressure to increase electricity prices, the stock bucked the market trend and raised its daily limit today, and investors are paying attention to changes in the news. Data show that the DDX of the stock on Wednesday was 1.669, and the large order amount was 58.665 million yuan.

Zhongwei Guomai (600640) rose 9.97% on Wednesday. The company is mainly engaged in the research and development and sales of digital and various communication products. It is a business owner of the largest, most technologically advanced and most complete iDEN digital cluster in my country. Operations network. In 2009, the company was acquired by China Telecom through the transfer of equity from major shareholders in the wave of telecommunications consolidation. As the major shareholders inject the company's business travel business into the company, the latter will transform into a "business travel + hotel" operator. According to news, the Ministry of Industry and Information Technology will increase efforts in network infrastructure construction. In the secondary market, benefiting from the development of the Internet industry, the stock has reached its daily limit today. It is recommended to pay attention in the short term. Data show that the DDX of the stock on Wednesday was 0.243, and the large order amount was 5.2483 million yuan.

Galaxy Biotechnology (300143) rose 10.02% on Wednesday. The company is mainly engaged in the research and development, production and sales of fresh edible fungi. Its main products include fresh edible fungi such as Enoki mushrooms, Agaricus enoki mushrooms and White jade mushrooms. The company adopts a factory model to produce fresh edible fungi and is a leading enterprise in the field of factory production of edible fungi in the country. With the increase in the income of urban and rural residents and our people's understanding of the nutrition, health care, disease resistance and disease prevention of edible fungi, the consumption demand for edible fungi will continue to grow rapidly in the future. In the secondary market, the strong agricultural product prices last week boosted the agricultural sector. The stock has a strong short-term trend, with large orders clearly placed during the session, and the market outlook is participating in the band. Data shows that the DDX of the stock on Wednesday was 3.682, and the large order amount was 32.3397 million yuan.

Zhunyou Shares (002207) rose 10.02% on Wednesday. The company is located in Xinjiang. It is a professional enterprise that provides oil field dynamic monitoring and enhanced oil recovery technical services to oil exploration companies. The company's petroleum technical service business is in Xinjiang The region occupies a larger market share. With the further implementation of the Western Development Strategy and the westward shift of my country's petroleum strategic focus, Xinjiang has become the successor and reserve base for my country's strategic energy, and the company has huge room for future development. It is also reported that the State-owned Assets Supervision and Administration Commission and 120 central enterprises are planning industrial aid to Xinjiang. In the secondary market, the stock strengthened again today after a brief adjustment on the 23rd. The main force was to speculate on regional concepts, so hold on and do not chase. Data show that the DDX of the stock on Wednesday was 1.491, and the large order amount was 21.8343 million yuan.

◆ Bear stock warning:

Liuguo Chemical (600470) fell 5.16% on Wednesday. The company is mainly engaged in the production and sales of high-concentration phosphate fertilizers. Its main products are diammonium phosphate and high-concentration compound. Fertilizer, the industry is chemical fertilizer manufacturing, mainly serving agricultural production. The company vigorously promotes the integration strategy, realizes industrial upgrading and product structure adjustment, and improves profitability. In 2010, the company signed the "Iron Phosphate and Lithium Iron Phosphate Technology Research, Production and Application Development Contract" with Sichuan University, officially entering the field of new energy batteries. In addition, the company's 160 million restricted shares were lifted on the 24th. In the secondary market, the chemical sector has been differentiated recently, and the stock has remained weak and volatile. It is recommended to wait and see for the time being. Data shows that the DDX of the stock on Wednesday was -0.747, and the large order amount was -32.7509 million yuan.

Qianjiang Biochemical (600796) fell 4.71% on Wednesday. The company is mainly engaged in the manufacturing, sales and technical services of biopesticides, food additives, feed additives, etc. It is the only state-owned listed company in Haining. The company's second branch factory will be closed at the end of this year, and the Haining city government will provide compensation in the form of land auction proceeds from designated plots. The company will take this opportunity to accelerate transformation and upgrading, adhere to the development direction of biopesticides and bioveterinary drugs as its main businesses, and actively develop photovoltaic, real estate, public heating and other projects. In the secondary market, the company continued to fall today and maintained its judgment on the 23rd. The market outlook can focus on its restructuring expectations and refrain from intervention for the time being. Data show that the DDX of the stock on Wednesday was -0.931, and the large order amount was -22.9634 million yuan.

Xinkaiyuan (300109) fell 3.85% on Wednesday. The company is the earliest manufacturer of PVP in China and has become the PVP manufacturer with the most complete varieties and specifications in China. As an auxiliary material, additive or auxiliary agent, PVP series products are widely used in the fields of daily chemicals, medicine, brewing and beverage industries. According to the plan, the company will build a production capacity of 5,000 tons/year PVP and 10,000 tons/year PVME/MA in the future, which is expected to bring sales revenue of 852 million and net profit of 227 million. In addition, the company's 24.53 million restricted shares will be lifted on the 25th. In the secondary market, the stock opened lower and fluctuated today, ending three consecutive positive trends. There are still short-term adjustments, so it is better to wait and see. Data shows that the DDX of the stock on Wednesday was -1.442, and the large order amount was -6.7172 million yuan.

China Super Cable (002471) fell 4.98% on Wednesday. The company is among the top cable manufacturers in China. Its main products are wires and cables of 35kV and below, including power cables, wires and cables for electrical equipment and bare wires. kind. The company relies on the competitive strategy of "value marketing" and is based on the market positioning for high-end customers such as power systems, large enterprises, and key projects, as well as the product positioning of "high-quality cable suppliers." It is also reported that six major new materials have received key support during the 12th Five-Year Plan, and the plan is expected to be announced in September. In the secondary market, the stock has been questioned recently due to the delayed release of positive news, and it has been subject to continuous short-term adjustments. We need to be cautious in holding shares in the future. Data show that the DDX of the stock on Wednesday was -0.257, and the large order amount was -2.4772 million yuan.

Comments on the stocks with the highest gains and losses on August 25

The top five stocks in Shanghai:

Commentary on the rise and fall of the code abbreviation

600578 Jingneng Thermal Power 10.03% was stimulated by the sharp drop in coal inventory at the Huazhong Power Plant in East China and the shutdown may be a foregone conclusion. There is still room for upside

600131 Minjiang Hydropower 10.01% Spurred by the sharp drop in coal inventory at the Huazhong Power Plant in East China, shutdown may be a foregone conclusion. Uptrend, hold positions

600640 Zhongwei Guomai 9.97% Benefit The country is vigorously developing the Internet, and the demand for optical communications has been boosted. Be cautious in going long and do not chase the rise

600258 Beijing Tourism Group 8.72% Stimulated by the news that my country will expand the opening up of the pan-Beibu Gulf tourism market. There is still room for upside

600719 Dalian Thermal Power 8.46% Spurred by the sharp drop in coal inventories of domestic power plants, shutdowns may be a foregone conclusion. Be cautious in going long and do not chase the rise

Shanghai’s top five stocks:

600162 Heung Kong Holdings -5.93% Real estate stocks, affected by the recent increasing domestic real estate control policies. Adjustments will continue

600765 AVIC Heavy Machinery -5.89% The performance of the wind power assets planned to be purchased by the company declined and the company announced the cancellation of the restructuring. The downward momentum is greater, be cautious

600470 Liuguo Chemical -5.16% The company's private placement of restricted shares was lifted today, and the pressure to cash out is greater. The downward trend is obvious, out of the game

600393 Donghua Industrial -4.99% Real estate stocks, affected by the recent increasing domestic real estate control policies. Remain weak

600696 Duolun shares -4.96% Real estate stocks, affected by the recent increasing domestic real estate control policies. It will also rise

Top five of deep rise:

Comment on the rise and fall of code abbreviation

000617 Petroleum Jichai 10.04% Coalbed Methane Concept, Benefit from Coalbed Methane Twelve The five-year plan is expected to be released in the near future. The market outlook continues to rise

002560 Tongda Shares 10.03% The concept of large orders was stimulated by the company's winning bid for the State Grid project. Strong pattern, firm position

002207 Zhunyou shares 10.02% The concept of coalbed methane will benefit from the expected launch of the 12th Five-Year Plan for coalbed methane in the near future. The rally is not over yet, keep your position

300143 Galaxy Biotech 10.02% was driven by the Ministry of Industry and Information Technology’s statement that it will expand the small and medium-sized board GEM market in the future. There are risks, so be cautious

002080 Sinoma Technology 10.02% The concept of new materials is stimulated by the news that the 12th Five-Year Plan for new materials is expected to be announced in September. It can be optimistic

The top five of deep decline: < /p>

002471 Super League Cable -4.98% The stock price has risen by more than 30% in the past half month, and it has been adjusted now. The short side has a certain initiative

002574 Ming Brand Jewelry -4.72% was dragged down by the overnight gold price plunge that ended the previous six consecutive gains. The downward trend is obvious, out of the game

000502 LVGEM Holdings -4.63% is involved in the concept of mining. The stock price has increased by nearly 25% in the past two months and is now experiencing a correction. Strong downward momentum

002268 Guardian -4.46% The company's interim net profit increased sharply by 1024.42%, and it suffered profit flight today. The overall trend will also be upward

The latest Shenzhen Hongling private equity information summary on August 25 (exclusive)

It is rumored that Wanshun shares: there are acquisition plans later

Radio and Television Network: Minister of Information Technology Miao Wei said that the second batch of urban pilot projects for three-network integration will be carried out as soon as possible, and Wang Yawei increased his position significantly.

It is rumored that 3D Communications: There are expectations for large orders in the future

It is rumored that Kailuan Shares: Qilu Securities Gong Yunhua is writing an in-depth research report

Beijing Lear is rumored: The company will The recent acquisition of super-large magnesite resources in Haicheng, Liaoning

It is rumored that Guanghong Holdings: The major shareholder has recently increased its holdings

It is rumored that the San Maoists: Jinchuan Technology, a subsidiary of Jinchuan Group It will be a backdoor company, mainly engaged in high-purity copper, high-purity nickel, high-purity cobalt and other products, and institutions are strongly competing for funds.

Toride: Significant progress has been made in cooperation with Siemens

Siwei Maxin: The State Council Information Office of the People's Republic of China has scheduled a meeting on the Western Mapping Project and Digital China at 10 a.m. on the 25th. A press conference will be held on construction and other matters.

According to Hainan Haiyao: Cochlear implants are about to be sold

According to BBMG: The central government has launched the largest reservoir maintenance project, benefiting the cement industry.

Chuanxiang Post Technology: Will become the research and development base of my country Post Logistics in the future

Chuanjiangquan Industrial: Since the first half of the year, international diamond quotations have been raised eight times in a row, with a cumulative increase of more than 30% , the company owns 30,000 tons of diamond ore.

It is reported that Yanzhou Coal Mining: Shandong plans to close coal mines with a production capacity of less than 300,000 tons within five years

It is reported that Yinjiang Shares: Another big order has been obtained, and performance growth has been established

Chuanxinghe Bio: The artificially cultivated Cantonese Cordyceps has passed the identification of highly active wild Cordyceps sinensis (Cordyceps sinensis) and will enter the production stage by the end of the year.

According to AVIC Electronics: Expectations for asset integration still exist

According to US media reports, Apple is preparing to launch a low-priced version of the iPhone 4, which will be launched at the same time as the iPhone 5.

It is rumored that Minjiang Hydropower: plans to raise 400 million yuan to purchase rare earth mines in Aba Prefecture.

It is rumored that Grandland Shares: Recently announced a large order

It is rumored that Cangzhou Pearl: The price of BOPA film has increased by 30% since July

It is rumored that Galaxy Technology: Subsidiary Jiang Bian Technology signed a US$15 million rectifier transformer supply contract with Malaysia's Qili Aluminum

It is rumored that Tongkun shares: There is an intention to issue additional shares in the future

It is rumored that "Tiangong-1" has been shipped to the launch Vertical assembly will be carried out at the site and it is expected to be launched in early September.

It is rumored that cross-border RMB direct investment is on the string, which will benefit the stock market in the long term

Zhongzhu Holdings: A private equity source in Hangzhou said that according to the information he has, the actual control Xu Delai, who owns Zhuhai Xihai Mining, has a high success rate of injection.

It is reported that Chilean copper miner Antofagasta said that China’s copper imports are expected to increase due to low inventory in China.

Public public information: The venture capital company Longma Environmental Satellite in which it holds shares will meet on May 5.

Cangzhou Pearl: The price of BOPA membrane has increased by 30% since July

Leiming Kehua: The major shareholder Huaibei Mining plans to launch an IPO next year, and then it will be listed in Shanghai. The company will Integrate the internal reorganization of the main coal business assets and achieve overall listing. It is currently in the early environmental impact assessment publicity stage.

Aerospace news: Value-added tax expansion is about to start

Liaoning Chengda announced this week that its third quarterly report increased profits by about 1 yuan per share.

According to Changchun Economic Development Bank: 10 plots of land in the old town of Xinglongshan have been identified as land for shanty town reconstruction and construction and are about to enter substantial implementation. Major state-owned shareholders have increased their holdings in large amounts.

Leiming Kehua: Major shareholder Huaibei Mining plans to launch an IPO next year and will be listed in Shanghai later. The company will integrate the internal asset restructuring of its main coal business and achieve an overall listing. It is currently in the preliminary environmental impact assessment publicity stage. .

According to Lanzhou Minbai: Asset injection and even overall listing is the established policy of Honglou Group. It may use the three existing wholesale markets as injected assets to form a new additional issuance plan.

Panjiang Co., Ltd.: Guizhou Province will carry out large-scale resource integration during the 12th Five-Year Plan period, and the average annual production capacity of a single well in the province's coal mines will increase to more than 350,000 tons. Large state-owned mines will benefit the most, and the company, as a leading enterprise in the province, will play an important role in the integration.

It is rumored that Kailuan shares: Qilu Securities Gong Yunhua is writing an in-depth research report. As a key recommended product in the fourth quarter, he is optimistic about the group's overall listing prospects, with a target price of 27.5-29.25 yuan.

It is said that international diamond quotations have been raised eight times in a row since the first half of the year, with a cumulative increase of more than 30%. Jiangquan Industrial owns 30,000 tons of diamond mines.

New energy vehicles have driven the demand for lithium battery materials to increase by more than ten times

Currently, the gross profit margin of cathode materials in lithium battery materials exceeds 30%, anode materials exceed 20%, and electrolytes reach 40% Around 70% for the separator and 70% for the lithium hexafluorophosphate electrolyte material. At present, the bottleneck of the lithium battery material industry is high. The supply and demand of cathodes and anodes are currently in balance in China. Electrolytes and separators are the most technical links, and the supply of products exceeds demand.