2008年2月26日星期二

On January 18, rise stops potentiality stock

One: Bank of Communications(

Increase fast for public business leadership credit scale. For 7 years, 1-9 delivers the net interest earning rate of trip in month, is 2.78%, the annual raising of 6 years 7 basic points. In which, loan average earning rate reaches 6.31%, than the annual raising of 6 years, the raising of decrease and personal loan proportion of 63 basic points and discount bill proportions is important reason. As add breath effect step by step show the further increase of the and personal loan proportion of medium and small businesses, its net interest earning rate rises probably continuously considerably. At the same time, in recent years, company's bad loan ratio drops continuously, even attention is kind of, loan ratio also drops.
The affir development of retail trade will be the major growth point of future company's achievement. Up to September 30,7, deliver trip personal loan total reaches 160.232 billion Yuan, than beginning of the year, increase 26.88% , increase 11.28% than mid-term; Personal loan takes loan total proportion to reach 14.48% , raises 0.82 percentage points than beginning of the year, retail loan development speed accelerates obviously.
Creating business to develop advantage show. Delivering trip QDII product have to do good to precious market share to reach 16.36% , is in the lead same field; It is quick that third party stores pipe business development, now already and manage the securities broker company of business ranking 20 proceding place spreads out cooperation. Besides, deliver trip first put out silver issue to transfer accounts system, more than half, futures company reaches cooperative intention.

2: Eastern letter

The domestic production enterprise tap of Intelligent Card, company possesses the 5 high speed encapsulation production line of Intelligent Card , is that domestic biggest mobile communication uses the product production enterprise of Intelligent Card , has offered product and service and the global 5th of sales volume to the countries more than thirty. In 2006, eastern letter peaceful SIM blocks dispatch quantity and the continued ranking of market share of home market, is first, domestic 3 G starts is shifted with bank card by magnetic card to IC card, will drive company to move towards new round of growth.
Invest
( 1) company is that the second acting resident non contact intelligent ID card of the national check of the Ministry of Public Security blocks designated production enterprise, the related non contact production line of Intelligent Card and world advanced horizontal considerable, initial check annual production have 20 million tasks( according to the report the plan of the Ministry of Public Security 6-8 year changes hair 700 million).
( 2) SIM card in the customer relation with extensive field establishes long-term growth foundation. Company has now established supply relation with the 72 operators of 45 overseas countries besides moving first big SIM in occupation to block supplier location. Having customer relation deepen and is related the communication popularity rate with lower region develops the demand of entering with the future to 3 G will guarantee company's SIM card in business long-term growth. Shake money technique: Temper the kind of dark horse
( 3) Intelligent Card peculiar safety property and convenientance promotion it unceasing to the field infiltrations such as finance, traffic, government affairs and commodity circulation, extend new product to bring opportunity for company. In which, bank card and electron label will become company important strategic growth point. In company has been selected successfully trip and farming trip , IC that recruits trip etc. card supplier public bidding, customer developing effect beginning shows. It is expected that for 9 years, business contribution about 100 million Yuan takes in company's bank card.
Risk hint:
Company raises fund make expenditure eye " is not contact IC card reads the equipment of writing " had been canceled; The business of 3 G is hard to be expected; Overseas business ability and receipt money ability still remain to observe.

3: China sharp

The leading product profession prosperity of China sharp cast steel has high degree , has established solid profession foundation for the fast growth of company. In "15" duration, the large scale casting forging production of our country increases fast, cast output increases from 82 thousand tons of 2000 to 205 thousand tons of 5 years, the annual compound 20.11% of growth rate; Forging output increases from 63 thousand tons of 2000 to 151 thousand tons of 5 years, the annual compound 19.1% of growth rate. Relative should is the fast increase of consumption figure, cast consumption figure reaches 20.49% from the annual compound growth rate and 226 thousand tons of 2000 years that 89 thousand tons increases to 5 years; Forging consumption figure reaches 21.96% from the annual compound growth rate and 286 thousand tons of 2000 years that 106 thousand tons increases to 5 years.
At the same time, the China sharp of cast steel also has the industrial competitive advantage than winner, the product of coming two years drops behind demand , produce can full load running. Present publisher and Nanjing golden tomb shipyard and the Harbin factory limited responsibility of steam turbine the company's supply agreements such as company and the eastern limited company of steam turbine have signed in for 8 years , 9 years, publisher product drops behind demand. At the same time company in recent years produce can expand quickly, the large scale cast of 5 years produces can be 18 thousand tons, hold the 4th domestic field position of colleague members, the large scale cast of 6 years produces can reach 26 thousand tons, 7 years company produces can rise more to 35 thousand tons, shop for the ability that company grows up fast. It is new that company's product structure pushes constantly to display , the 4 representatives after the development of first half of the year of 6 years the new product of present international leading level( last crest, runner band and blade; 9-12 Cr exceeds critical, super critical cylinder manufacture; More than 100 tons, hang rudder arm; Wind news wheel hub) afterwards, again succeed in July 17,6 the 208 tons of pouring large scale frames of rolling mill, company's product structure tends to more to perfect. The profession characteristic of large scale casting forging has decided that large scale casting forging product needs rely on sea road and waterway to carry out transportation , therefore, face sea geographical position will be helpful for large scale casting forging enterprise greater range to reduce the cost of commodity circulation, China sharp cast steel land place Dalian city sweet well son district, and the distance of straight line of Dalian port only 8 kilometers, is the large scale cast manufacturer that has only to face sea advantage in profession home, transportation cost advantage is strong.

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