20 16-02-26 14: 15:00

Chemicals:

1, optimistic about the substitution of Khmer polyester staple fiber. The specific companies are Xiake Environmental Protection (10.06+7.94%, buy), Huaxi Village and S Yihua, among which Xiake has the greatest environmental flexibility, and the long-term service transformation of Huaxi Village deserves attention.

2. Be optimistic about the printing and dyeing and polyester industrial yarn industries, with specific companies including Zhejiang Longsheng (8.76+4.66%, buy), Chuanhua Co., Ltd. (16.6 1+2.28%, buy) and Hailide (12.44+/kloc-).

3. Agrochemical (pesticide and fertilizer): xindu chemical (14.87-4.62%, buy), Xingfa Group (10.27+10.58%, buy) (phosphorus chemical), Yuntianhua (8.82-0.62). Buy) (nitrogen fertilizer and phosphate fertilizer), Yangnong Chemical (22.50+2.46%, buy), Lianhua Technology (13.66+0.52%, buy), Winbond Pharmaceutical, Novozymes (11.5/kloc-)

4. Blue-chip companies with core advantages: yantai wanhua (MDI) and Zhejiang Longsheng (Dyestuff).

5. Price increase of soda ash: Shandong Haihua (5.3 1+2.5 1%, buy), Shuanghuan Technology (6.28+5.55%, buy), Sanyou Chemical (6.94, stop trading, buy).

New chemical materials:

Engineering plastics: Blonde Technology (6.37 suspension, buy), Pulitzer (24.43+2.60%, buy), Annanda (12.83-0.70%, buy).

Degradable products, silicone: Tian Hui Rubber Industry, Hongda New Materials (10.88+5.32%, bought), Slibao Technology (10.08-0.30%, bought) (new building energy-saving materials).

Organic fluorine: Juhua (1 1.63-4.83%, buy), Sanaifu (12.02- 1.88%, buy) and Polyfluoride (62.96-/kloc-0).

Polymer materials, special carbon fiber and polyurethane: Hongbaoli (6.45+5.05%, bought) (polyurethane), yantai wanhua (raw material of polyurethane MDI) and Shanxi Sanwei (6. 18- 1.28%, bought) (raw material of polyurethane PTMEG).

Commercial retail:

Commodity City (7.03+ 1. 15%, buy), Suning Appliance, Dongbai Group (13.25-7.34%, buy), Wangfujing (19.93+2.52%, buy).

Non-ferrous metals:

Sinosteel Jitan (000928), Chenzhou Mining (002 155), Dongyang Guanglv (600673), Yuan Keli (15.7 1.45%, buy), Zhongke Sanhuan (10.

Suggested allocation: Xiamen Tungsten Industry (tungsten and rare earth resources integration, strong downstream demand), Baotou Steel Rare Earth Industry (the biggest beneficiary of rare earth integration), Jiangxi Copper Industry (13.00-3.35%, buy) (stable fundamentals), Zijin Mining (3. 12+0.32%, buy).

Varieties with resource advantages, valuation advantages or possible increase in resource reserves, such as Jiangxi Copper, Zhongjin Lingnan, Tongling Nonferrous (2.6 1+ 1.56%, buy) and Jean Nickel (9.69+3.86%, buy).

The price of tungsten and germanium keeps rising: Xiamen Tungsten Industry, Yunnan Germanium Industry (17.50+0.29%, buy) and Haiyun Metal (11.92+1.53%, buy);

Processing enterprises with technological and market monopoly advantages and cost advantages, such as Guiyan Platinum Industry (15.79- 1.25%, buy), Baoti Co., Ltd. (15.00+ 1.97%, buy), and Xinjiang Zhonghe (6.

Companies whose fundamentals may change significantly, such as Western Resources (8.88- 1.66%, buy), St. Everest, etc.

New metal:

1, the breakthrough of copper price brought by restocking of copper, and the trading opportunities of electrolytic aluminum industry brought by power cut, such as Jiaozuo Wanfang (5.76+ 1.4 1%, buy) and Zhongfu Industrial (4.72+2.6 1%, buy);

2. Gold category: Chenzhou Mining, Hengbang (9.96- 1.29%, bought) and Shandong Gold;

3. Rare metals: Baotou Steel Rare Earth and Xiamen Tungsten Industry;

4. Stocks with integration advantages, such as Sinochem (12.81+1.43%, buy), Minmetals Development (15.08-2.65%, buy) and Guangsheng Nonferrous (38.43+4).

5. In the field of deep processing, enterprises that have benefited from China's consumption and enjoyed steady profit growth, such as Xinjiang Zhonghe (600888) and Lufeng Co., Ltd. (002379).

Coal inventory:

Open-pit coal industry (7.68+3.92%, buy), Luan Huaneng (7.7 1+5.62%, buy), Yang Guoxinneng, mountain coal international (4. 13+2.99%, buy), Yanzhou Coal Industry (9.69+8).

Building materials:

Oriental Yuhong (14. 15+0.86%, buy), Jidong Cement (9.58+5.39%, buy), Oriental Garden (18.36-2.24%, buy), Song Qingjianhua (4.4). Buy), Hong Tao (9.80- 1.90%, buy and buy), Hongrun Construction (7. 19+0.84%, buy), ruitai Science and Technology (15.8 1-3.30%). Buy), cosl (12.46+ 1.47%, buy), China Haicheng (12.88-3.0 1%, buy), Elegance (0023 14). Sinoma Technology (19.08-4.22%, buy) and Beixin Building Materials (9.0 1.00%, buy), china glass Fiber (600 176), AVIC Sanxin (7.68-1.

Mechanical:

(Seven areas: support efficient and clean power generation equipment, high-end cars and heavy trucks, rail transit equipment and ships, construction machinery and agricultural machinery, metallurgical and mining equipment, electronic special equipment and emerging industries, and high-end equipment manufacturing.

Focus on: Tianma (6.0 1+2.04%, buy), Taiyuan Heavy Industry (4.20+ 1.20%, buy) and Longxi (9.11-1. Buy), Hulun shares, AVIC heavy machinery (15.58-0.83%, buy), xugong machinery (3.06+ 1.32%, buy), CNNC (21.65-1)

Tourist hotel:

China International Travel Service (44.66+2.08%, buy), BTG, Sante Cableway (20.65+0.68%, buy), OCT, Jinjiang (37.38+2.58%, buy), Emei Mountain and Lijiang Tourism (65,438+02.80+0.366). Buy), Huangshan Tourism (2 1.64- 1.68%, buy), Xi 'an Tourism (11.31-2.84%, buy), CYTS (/kloc)

Agriculture, forestry, animal husbandry and fisheries:

First, the phased opportunities brought by inflation expectations, second, policy opportunities, and third, the concepts of consumption upgrading and seasonal demand.

1. Planting: Dongling Grain and Oil (12.58), Jinde Development, Nanning Sugar Industry (16.28+ 10.00%), Guitang (9.20+6.60%) and Xinsai.

2. Feed and aquatic products: Haida Group (13.39+7. 12%, buy), New Hope (18.99, suspend trading, buy), Young Eagle Agriculture and Animal Husbandry (13.95+6.00%). Buy), Shengnong Development (23.23+4.97%, buy), Tongwei shares (13.8 1 suspension, buy), etc.

3. Seed production: Denghai Seed Industry (13./kloc-0+0.61%,buy), Longping Hi-Tech (17.28+ 1.65%, buy), Fengle Seed Industry (.

4. Aquaculture: Zhangzidao (8.43+ 1.08%, buy), Oriental Ocean (16.82-2.44%, buy), good housekeeping (7.17+1)

5. Tomato paste and sugar: Tunhe (11.59-1.78%, buy), Nanning sugar industry, Ji Xinzhong (7.7 1-2.4 1%, buy) and Wang Xi sugar industry.

6. Stichopus japonicus: good home, oriental ocean.

7. Corn seeds: Dabeinong (10.06+2.86%, buy), Dunhuang seed industry and Denghai seed industry.

8. Cooking oil squeezing: Dongling grain and oil, Jinde development.

9. concentrated apple juice: marine juice.

10, Livestock and Poultry: Shengnong Development, Young Eagle Farming and Animal Husbandry, Zhengbang Technology (17.43). Power industry:

(1) For power grid enterprises benefiting from the residential ladder price, Chendian International (13.93+0.58%, buy), Xichang Electric Power (7.84+ 1.03%, buy) and Guang 'an Aizhong (5.71+) are recommended.

(2) For companies benefiting from the increase of on-grid tariff, Jiantou Energy (8.42+2.56%, buy), huadian power international (5.32+3.70%, buy), Datang Power Generation (4.05+0.75%, buy) and Huaneng International (7.03+2.78%, buy) are recommended;

(3) For companies with assets injected recently, Jiantou Energy, Bao Tong Energy (5. 10+2.62%, buy) and Kowloon Electric Power are recommended;

(4) For listed companies engaged in new energy power generation or power environmental protection, Katie Power, Kowloon Power and Shenneng (6.82+ 1.79%, buy) are recommended.

Emerging industries:

1, information technology:

3G field:

Shanghai putian (49. 10-3.97%, buy), Radio and Television Information, Huasheng Tiancheng (14.82-2.3 1%, buy), Zhenhua Technology (16.69-1). Buy), 3D Communication (10.55+3.33%, buy), Zhongtian Technology (16.45+3.0 1%, buy), Lianchuang Optoelectronics (16.44, suspend trading, buy), and so on. Buy), Wuhan Fangu (65438), Yiyang Xintong (12. 15-3.03%, buy), New World (17.00-0.35%, buy), Changjiang Communication (/kloc-0)

Internet of things:

New World (000997) QR code identification: The company is a high-tech company with core technology, and it is the only enterprise with the core technology of automatic identification of QR code called 3G bottleneck technology.

Yuanwang Valley (12.89-3.23%, buy): Yuanwang Valley, the purest RFID concept stock, mainly engaged in RFID technology industry. RFID, commonly known as electronic tag, can be read and written quickly and tracked for a long time. It is considered as one of the most promising information technologies in the 2/kloc-0 century.

Eastcom Heping (0020 17): Smart card leader: a key high-tech enterprise of the National Torch Program specializing in research and development, production and sales of smart card products and related equipment, and the largest state-owned smart card supplier in China at present.

Xiamen Xinda (16.94-3.48%, buy): Automatic identification chip manufacturer: owns a number of completely independent RFID intellectual property patents, covering electronic tags, RFID readers, RFID antennas and RFID application systems.

Tongfang (1 1.40+0.80%, buy), Shanghai Beiling, Gaohong (12.8 1-0.93%, buy), Aerospace Information (55.9 1, Buy), Datang Telecom (15.15-1.88%, buy), Dongfang Electronics (5.05+ 1.6 1%, buy), Furi Electronics (9.53

Dahua (33.28+3.77%, buy), Saiwei Intelligent (18.48-2.48%, buy), Zheng Jin (27.76-5.80%, buy), He Zhong stronghold (40.35 suspension, buy), Goer Acoustics (26.655). Buy), Big Dipper (36.80+ 1.04%, buy), Dali Technology (10.70-2.37%, buy) and other companies.

3D:

Derun Electronics (27.35+2.86%, buy), Lida Optoelectronics (32.7 1+9.99%, buy), Orpheus Animation (38.23+0.6 1%, buy), Zhong Shi Media (20.00-/kloc- Buy), hisense electric (13.74+0.88%, buy), Sichuan changhong (3.70+ 1.37%, buy), TCL group and other companies.

Triple play:

Leading enterprises of communication equipment manufacturers: Tongzhou Electronics (10.03), ZTE, Xinmao Technology (7.7), Fiberhome Communications, Tongfang, Hengtong Optoelectronics (10.40+10.27%) and Zhongtian Technology;

Leading enterprises of network operators: Radio and Television Network (12.15+0.41%,buy), Tianwei Video (15. 16-0.72%, buy), citic guoan and Gehua Youxian.

Leading enterprises of content service providers: Radio and Television Media, Huayi Brothers, Zhong Shi Media and Times Publishing (16.42-0. 18%, buy).

Wired network: Radio and Television Network, Tianwei Video, gehuayouxian, Wuhan Plastics, Radio and Television Media, Oriental Pearl, citic guoan.

Media industry: Huayi Brothers, Radio and Television Media, Wuhan Plastics, Blue Cursor (8.76-2.0 1%, buy), Tianwei Video. Gehuayouxian, Xinhua Media (8.37+ 1.95%, buy), Shengguang (16.36-3.42%, buy), LeTV (58.8, stop trading, buy).

Mobile payment:

Changdian Technology (suspended trading on 22.02, bought), Datang Telecom, Zhejiang University Net New (9.07+0.67%, bought), Nantian Information (suspended trading on 20.28, bought), New World, business treasure (56.35-0.62%, bought), Hublot Watch (16. Buy), Zheng Tong Electronics (19.53-1.61%,buy), Visteon (32.9 1-4. 19%, buy), Focus Technology (68.

Smart grid:

TBEA (8.43+0.84%, buy): obvious advantages and favorable policies; Xu Ji Electric (13.25-0.38%, buy): the performance was further consolidated; Changyuan Group (600525): Strong entry into the secondary equipment industry, Guodian Nanzi (7.38+2.07%). Buy): the strategic transformation is progressing steadily and the development prospects are broad; Guodian NARI (13. 19+0.46%, buy): the performance growth is clear, and the valuation needs to be adjusted; Rongxin (17.59+0.06%, buy): The expected product line with medium-term high growth is constantly enriched; Wolong electric (9.

Cloud computing:

Huasheng Tiancheng, Inspur Information (2 1.04+0.9 1%, buy), Inspur Software (600756), Visteon, Dr. Peng (17.87+ 1.07%, buy), etc. Buy), China Software (22.66-3.57%, others in China: ZTE, Founder Technology (4.38+0.46%, buy), Great Wall Computer (2 1.54, stop buying), Variety Shares (16.56, stop buying). Buy), Hilong Software (002 195), NetScience (54. 14+4.00%, buy), Donghua Software (25. 1 suspend trading, buy), Neusoft Group (17.88)

2. New energy sources

Lithium battery:

Cheng Fei Integration (32.20+2.9 1%, buy), xiangtan electrochemical (16.52-4.40%, buy), Jiangte Electric (11.16-/kloc-). Buy), Yiwei Lithium Energy (2 1.37+ 1.23%, buy), Jin Rui Science and Technology (12.82 suspended trading, buy), Tibet Mining (18.88-3.23%, buy), Buy), Fosu shares, Kane shares (8.7 1 suspension, buy), citic guoan, Jiangsu Guotai (15.78- 1.62%, buy), Shanshan shares (25.10+0.64).

Wind power generation:

Song Qingjian, Goldwind Technology (15.40+0.00%, buy), Jiuding New Materials (16.0 1, stop buying), Xiangdian Co., Ltd. (11.50-/kloc).

Nuclear energy nuclear energy:

Woer Nuclear Materials (15.1-0.07%, buy), east china numerical control (10.55-2.4 1%, buy), Lantai Industry (12.

Photovoltaic solar energy:

Qianjiang Biochemical (8.5 1.95%, buy), Erdos (7.29+0.00%, buy), Xinhuaguang, Leshan Electric Power, Aerospace Electromechanical (9.45+0.85%, buy), Zhonghuan Shares (8.05-0.1.

Hydrogen energy:

Xiamen Tungsten, Jin Rui Technology, Tongji Technology (9. 19+2.57%, buy), Yuan Keli, Zhongju High-tech (11.50+0.17%, buy), Jiangsu Thorpe (8.95.

Ethanol gasoline:

Huazi Industry (15.33+6.3 1%, buy), Hainan Coconut Island (13.00+0.08%, buy), Wanxiang Denong (16.64-1.30).

3. New materials

It belongs to seven categories, such as building materials, new chemical materials, cement manufacturing, glass manufacturing, ceramic manufacturing, magnetic materials and semiconductor materials, such as Beikuang magnetic materials (22.98-2.2 1%, bought), Baotou Steel Rare Earth and Hengdian Dongci (20.00+ 1.68%, bought). Buy), Sinosteel Tianyuan, Zhongke Sanhuan, China National Color Corporation, Jin Rui Science and Technology, Boyun New Materials (9.80+0.82%, buy), Ningbo Yun Sheng (17.71+8.19%, buy), zinc industry (5.66)

Rare earth permanent magnets: Zhongke Sanhuan, Ningbo Yun Sheng, Antai Technology, Taiyuan corundum, Sinosteel Tianyuan, Xiamen Tungsten Industry, Beikuang Magnetic Materials, China National Color Co., Ltd. and Tiantong Co., Ltd. (10. 15+0.59%, buy).

4. Biology

The biology unit includes biomedicine and biological breeding.

Biomedicine:

, Guangji Pharmaceutical (20. 15.60+ 1.30%, buy), Zhongmu (15.64+ 1.36%, buy), Yi. Buy), Tonghua Jinma (stop trading on 12.68, buy), Shuanghe Pharmaceutical, Hyundai Pharmaceutical (stop trading on 37. 15, buy), Fengyuan Pharmaceutical (stop trading on 10.44, buy), Tibet Pharmaceutical (stop trading on 43.99, buy), China Pharmaceutical Buy), Sanjing Pharmaceutical, Hualan Bio (42. 10+ 1.94%, buy), Xinhua Pharmaceutical (10.19-1.55%, buy), Northeast China

Daan Gene (28.96-2.62%, buy) (002020), Zhongmu (600 195), Baiyi Pharmaceutical (600594), Changchun Gaoxin (95.80+0.64%, buy), Tiantan Bio (33.77).

Biological breeding:

Fengle Seed Industry, Shunxin Agriculture, Longping Hi-Tech, Denghai Seed Industry, Zhangzidao, Oriental Ocean, Zhengbang Technology, Dabeinong, Quanyin Hi-Tech (12.32+ 10.00%, buy), Dunhuang Seed Industry, Wanxiang Denong, etc.

5, high-end equipment manufacturing:

Including metallurgical mining equipment, machine tools, motors, electrical automatic control equipment, aerospace equipment, power transmission and transformation equipment and heavy machinery.

Power transmission and transformation equipment such as Shanghai Electric (8. 14+ 1.50%, buy), Dongfang Electric (10.39+0.97%, buy), Harbin Electric Group, TBEA, etc.

Stock code, enterprise advantage, main products

Julun Co., Ltd. (00203 1) radial tire active mold ranks first in the national market share.

China National Heavy Duty Truck (15.29+0.92%, bought) trucks with the maximum load exceeding 15 tons.

Gong Xuan, Hebei (12.94-2.7 1%, buy) has an annual output of 2,500 250-ton bulldozers.

Yunnei Power (6.45+2.22%, buy) diesel engine, the largest diesel engine enterprise in western China.

Zhong Ding Co., Ltd. (17.62+ 1.56%, buy) will be reorganized soon, and its assets will be transformed into automobile rubber parts.

The annual output of the new project of the Third Ring Road (000883) is 1 10,000 heavy trucks.

Qinchuan Development (000837) gear grinder products have a domestic share of 75%.

Jianghuai Power (0008 16) is the first small diesel engine with absolute growth in production and sales.

Yantai Ice Wheel (10.48+0.87%, buy) is the only self-made screw refrigeration compressor with independent property rights in China.

Shantui shares (5.23- 1.69%, bought) bulldozers/excavators with 42% market share in 2005.

Petroleum Jichai (10. 17+2.62%, buy) PetroChina actually holds diesel engines.

Northwest Bearing (000595) Petroleum machinery bearing, the largest bearing enterprise in the west.

Su A(7.28+2.25%, buy) single cylinder diesel engine has obvious technical leading edge.

Liugong (6.29+0.64%, bought) has an annual output of more than 20,000 loaders.

The annual export volume of XCMG (000425) special loader increased by 73.5%.

The output of Shenyang Machine Tool (15.40- 1.22%, bought) increased by 878.5% in five years.

Zoomlion (4.22+0.48%, buy) truck cranes account for 25% of truck cranes.

CIMC (14.19+1.43%, buy) 50% of containers/boarding bridges.

North Venture (10.43-3. 16%, bought) won the bid for railway vehicles in 2006.

SAIC (12.02-2.9 1%, buy) subsidiary's high-power engine has a bright future.

Shanghai Electromechanical (2 1.06+0.48%, buy) holding subsidiary develops stable rotary drilling rig/hydraulic grab.

Xiamen industry (5.94- 1.66%, buy) domestic share 18.5 1% loaders/excavators.

Kunming Machine Tool (10.35-5.57%, bought) technology one standard two boring machine.

Liyuan Hydraulic (600765) world-class high-pressure plunger hydraulic pump/motor

Anhui Heli (9.36+0.65%, buy) forklift, the largest forklift manufacturer.

Changlin Co., Ltd. (6007 10) The first wheel loader in China is a three-ton loader.

The handy ship products of GSI (600685), the largest shipbuilding enterprise in South China.

Aerospace Chen Guang (20.04- 1.47%, buy) special purpose vehicle with domestic share over 70%.

Jinxi axle (7.22+0.00%, bought) has a domestic share exceeding 1/3 axle.

Star horse car (600375) is the largest tank special vehicle, which produces tank special vehicles.

Ding Sheng Tiangong (600335)863 Planned Industrialization Base Engineering Construction Machinery

The market share of Zhenhua Port Machinery (600320) container crane exceeds 60%.

North shares (32.29-0. 12%, buy) the world's leading mining vehicle.

All-diesel power (9.24+0.00%, bought) is specially supplied by well-known manufacturers for diesel engines.

Taiyuan Heavy Industry (600 169) has occupied more than 80% of cranes/excavators for many years.

China Ship (22.46+0.04%, bought) marine diesel engine market share exceeds 60%.

Sany Heavy Industry (4.98+ 1.22%, buy) is the top three boom/large displacement pump trucks in the global industry.

Nuclear Power Equipment: China Zhong Yi (5.63+ 1.8 1%, purchased), Jiangsu Shentong, Kexin Electromechanical.