September 8, 2010, the State Council held an executive meeting to consider and adopt in principle the "State Council on accelerating the cultivation and development of strategic emerging industries decision", to determine that the strategic emerging industries will become China's national economy of the leading industries and pillar industries. The Decision proposes to increase fiscal, tax and financial policy support for seven industries, such as energy-saving and environmental protection, new generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles, etc., to guide and encourage the investment of social capital, and to set up a special fund for the development of strategic emerging industries.
Today, we have a deep scan of the seven major industries, digging the major industries in the field of investment opportunities for investors to refer to.
The first information technology: 5 segments benefit
"Electronic Information Industry Adjustment and Revitalization Plan" identified the next three years of the electronic information industry's three key tasks, respectively: to improve the industrial system, to ensure that the backbone of the industry's stable growth, focusing on enhancing the competitiveness of the computer industry, accelerate the upgrading of electronic components to promote the digital transformation of audio-visual industry; based on independent innovation, breakthroughs in key technologies, focusing on the establishment of independent innovation and the establishment of a new industry. Breakthroughs in key technologies, focusing on the establishment of an independent and controllable integrated circuit industry system, breakthroughs in the development of new display industry bottlenecks, and improve the independent development of the software industry; application with development, vigorously promote business innovation and service model innovation, and strengthen the use of information technology in various economic and social fields, focusing on the cultivation of new growth in the field of communications equipment, information services and information technology applications.
In the 3G field, there are Shanghai Putian, Guangdian Information, Huasheng Tiansheng, Zhenhua Science and Technology, Fiberhome Communication, Aerospace Communication, 3-D Communication, Zhongtian Science and Technology, Lianchuang Optoelectronics, ZTE, Zhongchuang Xintie, Changyuan Group, Wuhan Fangu, Wave Software, Shanghai Bailing, Yiyang Xinxintong, New Continental, Yangtze River Communication, Optical Xunxun Science and Technology, Dongxin Heping and other companies.
In the field of Internet of Things (IoT), there are Dahua, Farglory Valley, Saiwei Intelligence, Golden Certificates, Heshong Strong, Gore Acoustics, TaiGong Tiancheng, Siwei Tuxin, Compass, Shanghai Beiling, Xiamen Xindan, Dali Science and Technology, and Dongxin Heping companies.
3D in the field of Delun Electronics, Lida Optoelectronics, Aofei Animation, CTV Media, Ningbo GQY, Publishing Media, Huayi Brothers, Hisense Electric Appliances, Sichuan Changhong, TCL Group and other companies.
In the field of triple play, there are Guangdong Media, Yongding, Topway Information, Zhongtian Science and Technology, Beiwei Telecom, TVB Media, Tianwei Telecom, Huawen Media, Publishing Media, Borealis, Tongfang, and Erliusan, among other companies.
In the mobile payment field, there are companies such as Changdian Technology, Datang Telecom, ZD Netnew, Nantian Information, Newland, Business Bao, Hengbao shares, Kangqiang Electronics, Zhentong Electronics, Weishitong, Focus Technology, Nationwide Technology, and Leshi.
Second new materials: 7 major categories to focus on
New materials refers to the newly developed or are being developed, the performance of some of the materials superb, with more excellent performance than traditional materials. Industry insiders said that the strong support at the national level, China's new materials industry will usher in a period of rapid growth, 2010 market size is expected to exceed 130 billion yuan.
A share of new materials listed companies in building materials, new chemical materials, cement manufacturing, glass manufacturing, ceramic manufacturing, magnetic materials, semiconductor materials and other 7 categories. Including 72 listed companies, since the market rebound in July, as of September 9, new materials stocks rose amazingly, 67 listed companies rose more than 10%, accounting for 93% of the total. There are 3 listed companies have risen more than 100%, respectively, is the North Mining Magnetic Material, Baosteel rare earth and Hengdian Dongmag; rose more than 90% of the listed companies there are 3, respectively, Xiamen Tungsten, Taiyuan corundum and in the steel Tianyuan; rose more than 70% of the stock there are 3, for the three rings of the Chinese science and technology, the Chinese color, Jinrui science and technology; rise of more than 60% of the stock there are 4, for the Bo Yunxin material, Ningbo Rhyme ascends, zinc industry shares, Voltech.
Third high-end equipment manufacturing: 7 types of stocks rose happy
In the A-share market, high-end equipment manufacturing stocks are divided into 7 categories, including metallurgical mining equipment, machine tools, electric motors, electrical automation equipment, aerospace equipment, power transmission equipment, heavy machinery.
From the 2009 National Bureau of Statistics data, China's equipment manufacturing industry scale totaled 2.2 trillion U.S. dollars. China's equipment manufacturing industry independent innovation capacity has gradually improved, some areas of international competitiveness has increased significantly, especially power transmission equipment in recent years the level of rapid progress, large enterprises continue to emerge, such as Shanghai Electric, Dongfang Electric, HEC Group, TBEA and other large enterprises.
From the market performance, these 7 types of stocks rising, such as the northern shares, Tiandi Technology, Petroleum Jichai, Jinzitianzheng, Taiyuan Heavy Industry, Jiangdrill shares, Jiangte Electric, Dongyuan Electric, Xinhua Light, Baili Electric, *ST Construction Machinery, etc..
Fourth biological: 2 plots of land with the plow
Biological stocks include biomedical and biological breeding two categories.
Bio-pharmaceuticals include listed companies such as Ma Yinglong, Guangji Pharmaceuticals, Zhongmu Shares, Yibai Pharmaceuticals, Jiaoda Angli, Tonghua Golden Horse, Shuanghe Pharmaceuticals, Modern Pharmaceuticals, Fengyuan Pharmaceuticals, Tibet Pharmaceuticals, Zhongchuangxin Measurement, Southwest Synthesis, North China Pharmaceuticals, Sanjing Pharmaceuticals, Hualan Biologicals, Xinhua Pharmaceuticals, Northeastern Pharmaceuticals, Zhejiang Pharmaceuticals and so on, and 18 other companies;
Bio-breeding include Listed companies are Fengle seed industry, Shunxin agriculture, Longping Gaoke, Denghai seed industry, Swertia, Oriental Ocean, Zhengbang Technology, Dabei Nong, Tsuenyin Gaoke, Dunhuang Seed Industry, Wanxiang Denong and other 11 companies.
According to reports, the introduction of biopharmaceutical revitalization plan is just around the corner, more than 10 billion yuan of support funds to make investors look forward to the development prospects of the biopharmaceutical industry. Analysts believe that biopharmaceuticals are expected to become the future leading plate.
Fifth, new energy: 6 core industries share
"Emerging energy industry development plan" is being prepared in accordance with relevant procedures for approval by the State Council. The planning period for 2011 ~ 2020, the planning period will directly increase the cumulative investment of 5 trillion yuan.
Insiders say, up to 5 trillion yuan of huge investment will greatly promote the development of related industries, especially nuclear energy, wind energy, photovoltaic, clean coal, smart grid, automotive new energy and other core industries will usher in a huge market space.
Companies in the field of lithium-ion are Cheng Fei integration, Xiangtan electrochemical, JT Electric, Salt Lake Group, Desai Battery, Wanxiang Qianchao, lithium-ion, Jinrui Science and Technology, Tibet Mining, Huafang Textile, China Bao'an, Foshan Lighting, Foshan Plastics, Kane shares, CITIC Guoan, Jiangsu Guotai, Fraser shares, LU Xiangshang shares, and other companies.
Wind power generation in the field of Qingsong Jianhua, Goldwind Science and Technology, Jiuding New Material, Xiangdian shares, Science City, New Race shares, ST Nengshan, Haider Control, Shenzhen Energy, Guangdong Electric Power A and other companies.
The nuclear energy and nuclear power field in the Volvo nuclear material, East China numerical control, Lantai industry, Aotexun, nuclear science and technology, Jiangsu Shentong, since the instrument shares, Fangda Carbon, wind high science and other companies.
Photovoltaic solar energy in the field of money Jiang biochemical, Ordos, Xinhua light, Leshan Power, aerospace electromechanical, the ring shares, seven star electronics, Antai Technology, Jinjing Technology, Tianwei Baochuan, Jinggong Technology and other companies.
Hydrogen energy in the field of Xiamen Tungsten, Jinrui Science and Technology, Tongji Science and Technology, Kelilong, Torch Gaoxin, Jiangsu Sopo, Nandu power supply and other companies.
In the field of ethanol gasoline, there are companies such as Huazhou Industry, Hainan Coconut Island, Ronghua Industry, Wanxiang Denon, ST Gamma, and Fengyuan Biochemical.
Sixth energy saving and environmental protection: 5 flags to meet the wind show
September 8, the State Council executive meeting adopted the "State Council on accelerating the cultivation and development of strategic emerging industries decision", clearly will be energy-saving environmental protection industry included in the focus of cultivation objects. Analysts pointed out that, due to the government's mandatory energy saving constraints, China's energy-saving industry market size will rapidly expand, energy saving and environmental protection 5 major segments of the listed companies will greatly benefit.
In the field of building energy efficiency, there are Yanhua Intelligence, Jinjing Technology, Yaopi Glass, Zhiguang Electric, AVIC Sanxin, Weixing New Material, Fangda Group, Hongbao Li, Dongliang New Material, Yantai Wanhua, Dasi Intelligence, Conch Profile and other companies.
In the field of sewage treatment, there are Shanda Huat, Chuangyuan Technology, Donghu High-Tech, Wanbangda, Wuhan Holding, Huaguang Stock, Ningxia Hengli, Sund Environment, Central Environmental Protection, China Water, Modern Investment, Fida Environmental Protection, Sanjiu Environmental Protection, Longjue Environmental Protection, Venture Environmental Protection, three-dimensional silk and other companies.
Energy-saving power electronic equipment in the field of Dongyuan Electric, Guodian Nanrui, Aotexun, New Century, Taiwan-based shares, the Great Wall development, three changes in science and technology, Zhiguang Electric, Guodian Nanshi, Kelu Electronics, Pinggao Electric, Jinzhi Science and Technology, Wiltek, Qixing Tower and other companies.
Green energy-saving lighting in the field of Sinoma Technology, Dongfang Electric, Yue Fuhua, Silver Star Energy, Jingneng Thermal Power, Long March Electric, Tianqi shares, Huayi Electric, Great Wall Electric and other companies.
In the field of garbage power generation, there are companies such as Donghu High-Tech, Huaguang, Mountain Eagle Paper, Kaidi Power, TEDA, Guangzhou Holding, and Harbin Investment Co.
New energy vehicles: a direction in the speed
New energy vehicles refers to all other energy vehicles in addition to gasoline, diesel engines. Including fuel cell cars, hybrid cars, hydrogen-powered cars and solar-powered cars and other four categories. The A-share market is involved in new energy vehicles listed companies are Jiangte motor, Anyuan shares, Ningbo Yunsheng, Shuguang shares, Jianghuai Automobile, Wanxiang Qianchao, Guodian Nanrui, Haima shares, Aot Xun, Ankai Bus, Shanghai Automobile, Dayang Electric, Yutong Bus, Zhongtong Bus, FAW Car, Changan Automobile, Golden Dragon Automobile, Dongfeng Automobile, Xuji Electric, Foton Motors, Mori Electric, Yaxing Bus, Rongxin Motor, Rongxin Electric, and other new energy vehicles, including fuel cell vehicles, hybrid vehicles, hydrogen-powered vehicles and solar-powered vehicles, and other four categories. Yaxing Bus, Rongxin, FAW Xiali, Siyuan Electric, Wolong Electric and so on.
In accordance with the previous "Energy Saving and New Energy Vehicle Development Plan (2011 to 2020)" draft shows that China will eventually realize the industrialization of plug-in hybrid vehicles and pure electric vehicles; at the same time, it will accelerate the research and development of fuel cell vehicle technology. That is, by 2020, the industrialization of new energy vehicles and the market scale to reach the world's first, of which the new energy vehicles (plug-in hybrid vehicles, pure electric vehicles, hydrogen fuel cell vehicles, etc.) retention reached 5 million; hybrid vehicles as the representative of energy-saving car sales to reach the world's first, with an annual production and sales of 15 million vehicles. This will bring huge business opportunities to listed companies of new energy vehicles.
Seventh, mobile Internet
With lithium, rare earths and permanent magnets and other new energy materials companies, similar to the investment boom, super Internet banking, real-name system for cell phones - these by the government to promote the development of the industry's major policy policies and operational mechanisms, or to the rapid rise of the mobile Internet industry will bring strategic Investment opportunities, and involved in the mobile Internet industry chain links of industry leaders, mastery of core technology and a huge market users of various types of growth companies, are expected to become a good investment target, the A-share market next round of the market outbreak or thus ignited.
On Monday (August 30), the industry is looking forward to the second generation of the central bank payment system "super Internet banking" officially online, Tuesday (September 1), the Ministry of Industry and Information Technology also announced the official implementation of the real name system for cell phones.
The official implementation of the real-name system for cell phones, the entire mobile Internet industry is expected to ride the express train of this major turning point. The "super net banking" of the official on-line and the implementation of the central bank's third-party payment specification, the mobile payment market is also expected to see a spurt of growth.
In the context of the rapid development of the mobile Internet, to open the whole picture of the mobile Internet industry chain composed of infrastructure, application platform and content services. We will see that, under the premise that mobile Internet must be supported by a large number of data services, the first to benefit from the development of the industry will be those operators who provide basic network services.
On this basis, service platforms and terminal platform providers that provide support for mobile Internet applications will benefit, and the last but not the least will be the virtual value-added service providers that are applied on top of the former two.
Technology stock market "ten years a round": the mobile Internet ushered in the golden period of development
China is in the process of seeking strategic transformation of the development of the policy level for the technology stock bull market has provided a more solid foundation to support. From the basic level of the industry, the A-share market in 2009 on the Internet of Things, cell phone electronic payments and other concepts of the pursuit, seems to have become the mobile Internet to lead this round of science and technology investment wave for a preview.
This means that the mobile Internet industry has the most potential for development, the leading industry segments, business extension ability of the company, will eventually become the market leader, become a catalyst for the next round of market vanguard.
As a product of the convergence of mobile terminal equipment and mobile communication technology, mobile Internet has gradually developed rapidly in China with the official commercialization of 3G, the improvement of cell phone Internet access speeds, and the reduction of Internet access fees.
According to the research report of Shenyin Wanguo Securities, as of June 2009, China's mobile Internet users amounted to 155 million, accounting for 46% of the total number of Internet users, accounting for 11.5% of the total population, and the users have already broken through the 10% threshold of the theory of diffusion of innovations, and the trend of growth of China's mobile Internet industry is irreversible, and the industry's growth can be expected.
And according to Avery Consulting data, in 2009 China's mobile Internet revenue scale reached 10.41 billion yuan, with a growth rate of 66%. China's mobile Internet market is expected to reach 41.3 billion yuan in 2012, a three-year compound growth rate of more than 40%. Obviously, China's mobile Internet market has ushered in a round of rapid new golden period of development.
Mobile Internet "4 Tigers"
NO.1: Lai Bao Gaoke welcome touch screen demand outbreak feast
In Lai Bao Gaoke (002106, closing price of 32.12 yuan) the current CF color filter, ITO conductive glass and TFT-LCD and touch screen of the four major. Main business in the main industry. Snatch the feast of the development of mobile Internet is its capacitive touch screen (the only one capable of mass production).
With the arrival of the 3G era, the use of touch-screen smart phones out in large quantities, the demand for touch-screen will be a rapid release. Laibao High-tech 2010 interim report shows that the company's capacitive touch screen in the first half of 2010 has begun production and gradually reached the design capacity. Sales, the first half of 2010, the company capacitive touch screen revenue of 101 million yuan, revenue accounted for 22.11%. In addition, Lai Bao Hi-Tech also released in March and July this year, respectively, to invest in an annual output of 828,000 small and medium-sized and annual output of 4 million pieces of medium and large-sized touch-screen project, it is expected that the two projects will be put into operation in January 2011 and the fourth quarter of 2011.
Gujin Securities that, taking into account the further expansion of the touch screen project, the company's investment value has come to the fore. It is expected that the company's 2010 ~ 2012 EPS for 0.766 yuan, 1.062 yuan and 1.395 yuan, give a buy rating.
NO.2: NWT Prime cell phone games to compete for the leadership position
From the end of 2008 began to develop cell phone games and other mobile Internet value-added services since the cell phone game has allowed NWT (002148, closing price of 39.89 yuan) stepped into the domestic mobile Internet value-added services to provide the mainstream companies.
The 2010 interim report of Beiwei Communication shows that the company's cell phone game business from January to June this year to achieve revenue of 36,534,800 yuan, an increase of 635.59%, for the largest revenue share of the business.
At present, the company invested in the core team of cell phone games, including Hangzhou Palm League, Xi'an Sleeve Unlimited and Dalian Sphinx, etc., some of which have become the top 3 manufacturers of cell phone action games in China and IPHONE cell phone game outsourcing providers.
In addition, the company is currently laying out the mobile animation video, mobile shopping, mobile yellow pages and other businesses, is also expected to achieve certain growth. And investment in the construction of "Beiwei mobile Internet industrial park" will enable the company will fully enjoy the mobile Internet business "long tail", the leader position or thus established.
CITIC CIC's research report predicts that the company's EPS for 2010~2012 is expected to reach 0.61 yuan, 0.94 yuan, 1.56 yuan, and maintains a buy rating.
NO.3: TOPWAY information potential mobile Internet "dark horse"
TOPWAY information (002261, closing price of 37.20 yuan) since the establishment of interactive media subsidiaries in 2004, the company's core business by the gradual transformation of software development for mobile value-added services. In 2009, the company's operating income, from the mobile system integration business (SI), color bell DIY platform business, mobile value-added services business income accounted for more than 70%, the transformation of the basic realization. A potential mobile Internet "dark horse" is expected to arise.
In the mobile animation business, organizing China's original mobile animation game competition for five consecutive years has provided the company with a wealth of original material. The cell phone animation client - animation theme, animation e-books and other cell phone software continues to launch, so that the company is in a leading position. At present, the company is bidding for the bidding of China Mobile Fujian Animation Base, if the bidding is successful, the company is expected to obtain the platform operator qualification.
In the mobile payment business, has been operating in Hunan, Yunnan Province mobile payment operating platform, the future can also be a platform operator, back-office service provider qualification to participate in the operation. At the same time, the company also won the procurement contract of Hunan Mobile RF-POS machine. In addition, the recently launched equity incentive program for executives, core technical talent and business backbone, the exercise price of up to 28.19 yuan.
NO.4: Tianyin Holdings 3G terminal with the great again
As the largest domestic cell phone distributor, in the early domestic 2G cell phone market has entered into a fairly mature period of the background, Tianyin Holdings once became a market outcast.
Since the first quarter of 2009, a large number of high-end smartphones listed and support 3G business cell phone gradually released, the cell phone industry has appeared "volume and price" pattern.
The improvement of the industry's prosperity has brought new development opportunities to the country's largest cell phone distribution business. Support the 3G function of the smartphone sales growth, not only support the company's rapid growth in operating income, and because of the need to meet the 3G applications, the smartphone price is not expensive also significantly enhance the sales of cell phone distributors gross margin.
The company's financial report shows that in the first half of this year, as operators increase the promotion of 3G business, the company's cell phone distribution business rebounded significantly. The company's operating income therefore increased by 50.49% year-on-year, while the net profit for the same period was 337.54% year-on-year.
CITIC Securities research report expects the company's main business EPS is expected to reach 0.65 yuan, 0.77 yuan and 0.91 yuan in 2010 to 2012. The valuation of the same industry than the Aishide have a certain margin of safety, to maintain the company's buy rating.
Mobile payment "four diamonds"
NO.1: national technology 2.4G standard beneficiary leader
National technology (300077, closing price 143.65 yuan) is one of the few domestic IC design enterprises with independent innovation ability, the company has a clear advantage in the market share of security chips. The company has a clear advantage in the security chip market share. At present, the company's security chip USBKEY domestic market share has reached 72.9%. But from China's current about 200 million Internet banking users, only half of the use of USBKEY to measure, there is still double the growth of the market space. In addition, in addition to banks, USBKEY in other industries (such as securities trading system) to promote the use of a large number of, but also to the company's existing business growth has opened up space.
In the field of mobile payment, the 2.4G mobile payment standard RF-SIM program developed by the company and Direct Telecom has been exclusively adopted by China Mobile. As the 2.4G mobile payment standard RF-SIM solution can realize RFID tag and SIM card into one on mobile terminals, and integrate cell phone card number and payment account at the operation service level, it realizes the innovative function of cell phone on-site payment, and it has better technical advantages than the internationally accepted 13.56M non-contact smart card standard in the current mobile payment market.
Although China UnionPay, China Mobile, China Unicom and China Telecom are the four giants in the mobile payment industry, they use different mobile payment standards. But after years of industrial chain experimentation and cultivation, the mobile payment business standard program has now risen to the national level. According to the research report of Chen Yunhong of IFC Securities, although the current international standard is 13.56M non-contact smart card standard, but whether for the national information security point of view, or from the point of view of encouraging innovation, with the core patented technology 2.4G mobile payment standard is expected to be upgraded to the national standard.
As the main provider of 2.4G mobile payment standard RF-SIM chip. Once the 2.4G standard becomes the national standard for mobile payment, this new market containing 50 billion yuan of output value will bring explosive growth space to National Technology.
According to the research report of Gujin Securities, considering the broad market space brought by the possibility of 2.4G mobile payment standard becoming the national standard, and the status premium of the company as the leading company in the industry, as well as the IC design company with very strong independent innovation capability, the buy rating of the company is emphasized. In the mobile payment to get the promotion of the scenario, the company is expected to 2010 ~ 2012 performance of 1.92 yuan, 3.26 yuan and 4.32 yuan.
NO.2: Hengbao shares double benefit mobile payment standardization
For the final result of the mobile payment standard, some market participants speculate that the number should be more than one. The situation may be the same as the 3G standard, both foreign mature standards, but also national independent standards.
But for Hengbao shares (002104, closing price of 18.39 yuan), this does not seem to be a big problem for its benefit from the rapid development of mobile payment. It is understood that the company currently has relative technology and production capacity for both the 2.4G mobile payment standard and the 13.56M standard SIM card. Among them, the company has a greater advantage in the 13.56M standard, the company is currently one of only two companies that can produce 13.56M standard SIM card in China. The implementation of the 2.4G mobile payment standard, the company through the acquisition of the Oriental card has also opened a breakthrough.
Risen Securities research report that the company is expected to 2010, 2011 and 2012 earnings per share were 0.48 yuan, 0.6 yuan, 0.8 yuan, valuation level in the industry median. Considering the company's future business growth is likely to exceed expectations, give the company a "hold" rating.
NO.3: Weishitong trillion Internet banking payment spawned information security leader
By relying on the major shareholders of the China Electronics Technology Group Corporation 30 years of deep expertise and talent resources accumulation, Weishitong (002268, closing price of 29.39 yuan) has developed into China's most dominant cryptographic products suppliers and specific sensitive industry users market's largest information security vendors. The company's main goal is to provide the best possible service to its customers.
In the mobile payment market, with the implementation of the third-party payment specification and the central bank's second-generation payment system, "Super NetBank" is officially online and running, the financial payment system in the electronic payment market is also expected to see a spurt of growth.
The data show that in the first half of this year, the domestic third-party electronic payment market size has reached 454.6 billion yuan, an increase of 89% year-on-year, in accordance with the development trend of this blowout is expected this year, the electronic payment market size is expected to exceed one trillion.
Trillions of online banking payments, information security is the core. The future of electronic payment can be successfully developed, how to ensure the security of the means of payment is most important. Therefore, the rise of the mobile payment market will enable the company to provide information security solutions to obtain new growth space. As a company with senior industry experience and core technology in the Internet information security industry, we are now entering the mobile payment market.
Guotai Junan on the company's entry into the mobile payment market, and become the third generation of China UnionPay recognized mobile payment pilot unit to give a positive evaluation, that the mobile payment platform for the company's business development to expand a broader space, the company therefore involved in entering the mobile Internet industry, stepping into the mobile payment of the new world.
NO.4: Nantian information performance enhancement horn blowing
Nantian information (000948, closing price of 14.43 yuan) as a through the development and sales of passbook printers, derived from the production and provision of self-service terminals (BST), automated teller machines (ATMs) and other hardware products, software customization and development, system integration, and related IT services business of professional IT services company. The company is a professional IT service company.
In the mobile payment industry chain, Nantian Information is currently involved in the field, including the provision of support for mobile payment POS and other hardware products, and the provision of provincial mobile payment platform solutions. The company has now become one of the first three companies shortlisted by China Mobile to support mobile payment POS.
In 2009, China Mobile ordered 20,000 units of mobile payment POS, and the company shipped 4,000 units, which accounted for about 20% of the total. 2010 is expected to continue to maintain a 20% market share, and the support for mobile payment POS business will become a new growth point for the company and an important driving force for accelerated growth in performance.
In addition to POS terminals, the company is also involved in the construction of mobile payment platforms for operators. At present, Nantian Information has cooperated with mobile operators to build platforms in pilot provinces. The research report of United Securities expects that the company's support for mobile payment POS business will directly benefit from the increased efforts of major carriers to promote mobile payment, and expects the company's hardware business to see a 120% high-speed growth in 2010. Earnings per share for 2010~2011 are expected to reach 0.6 yuan and 0.81 yuan.
Strategic emerging industries benefiting stocks:
Solar energy: Tianwei Baobian, Leshan Electric Power, Tuorixinergy, Jinjing Technology, South Glass A, Chuantou Energy, Linuo Sun, aerospace electromechanical, Fengfan, TBEA, AVIC Sanxin, Antai Technology, Ordos, Tongwei, China Bao'an, Sanshan shares, Haitong Group.
Wind energy: Goldwind, Dongfang Electric, Shanghai Electric, Xiangdian shares, Silver Star Energy, Ningbo Yunsheng, the Great Wall Electric, Changzheng Electric, Huayi Electric, Sinoma Science and Technology, Zhongke Sanhuan, Huarui Steel Castings, Tianqi shares, Tianma shares.
Nuclear energy: Dongfang Electric, Ha air-conditioning, Shanghai Electric, Aotexun, Nuclear Technology, Hailu Heavy Industry, Shion Environment, Wiltek, Baoti, Vol Nuclear Material, Fangda Carbon, Jiabao Group, Shanghai Electrical and Mechanical Equipment, Yantai Binglun, Zhongcheng Stocks, since the instrument shares.
Bioenergy: Fengyuan biochemical, Beihai Guofa, Tianmao Group, Hainan Coconut Island.
Clean coal: China Shenhua, Huaguang, Kodak, Tianke.
Smart grid: Guodian Nanrui, Siyuan Electric, Kelu Electronics, TBEA, Tianwei Baobian, Pinggao Electric, Rongxin, Confidence Electric, Far Eastern Software, Haider Control, Guodian Nanshi, Xuji Electric, Dongfang Electronics, Great Wall Development, Baosheng shares, Yongding shares.
Intelligent building: Tahoe Technology, NGL A, LUYANG shares, AVIC SANXIN, YANHUA Intelligence, FANGDA Group, Hongbao Li.
Energy-saving lighting: Foshan Lighting, Shelite, Sanan Optoelectronics, Silan Micro, Changdian Technology, Zhejiang Sunshine, Huawei Electronics, Farad Electronics, Hefei Sanyo, Lianchuang Optoelectronics, Tomfool Microelectronics, Huatian Science and Technology, Lai Bao High-tech
New energy vehicles: Shanghai Automotive, Changan Automobile, Foton Motors, Ankai buses, Kelilongyuan, Tongji Science and Technology, wind sail, Sanshan, the Great Wall Electric Co. CITIC Guoan, Jiangsu Guotai, Ningbo Yunsheng, Foshan Plastics, Farad Electronics, Baosteel Rare Earth, Torch New, Tibet Mining, Gene Nickel, Xiamen Tungsten, Hengdian Dongmag, China Bao'an, Desai Battery, Cairn shares.
Information network: New World, Fargo Valley, Xiamen Xinda, Shanghai Beiling, Datang Telecom, Dongxin Peace, Hengbao shares, Dali Science and Technology.
Forest carbon sinks: Yueyang Paper, Shengda Forestry, Daya Technology, Weihua, Yongan Forestry, Jilin Forestry, Jinggu Forestry.
Biomedical: Hengrui Medicine, Xinlitai, Shuanglu Pharmaceutical, Hai Zheng Pharmaceutical, Kang Yuan Pharmaceutical, Kehua Biological, Wandong Medical, Lepu Medical, ST Zhongyuan.
Bio-breeding: Denghai Seed Industry, Longping Gaoke, Shunxin Agriculture.
Space ocean development: CIMC, Zhenhua Heavy Industry, China Shipbuilding, Bao De shares, Haiyang Oil Engineering, Shenkai shares.
LED-related listed companies:
As a new lighting technology, LED is the use of semiconductor chips as light-emitting materials, directly converting electrical energy into light-emitting devices. Since the birth of the world's first semiconductor light-emitting diode in the 1960s, LED lighting has been hailed as the third revolution in human lighting due to its long life, energy-saving, colorful, safe and environmentally friendly features.
China is the world's largest producer of lighting appliances, the second largest exporter of semiconductor lighting industry has a strong industrial base, and the policy clearly indicates the support of the industry, so the future of China's LED will face great opportunities for development. According to the "Eleventh Five-Year Plan", the future of the country will carry out ten major energy-saving projects, including green lighting, the promotion of high-efficiency power-saving lighting systems will be an important element. In the Ministry of Science and Technology to lead the organization to start the "National Semiconductor Lighting Project", the domestic listed companies and large enterprise groups have paid full attention to the industry. After preliminary statistics, there are about 15 listed companies in the country involved in this field, mainly including three Ann photoelectric (000703), Lianchuang photoelectric (600363), Fangda A (000055), long power technology (600584), Fuzhi Electronics (600203), Shanghai Science and Technology (600608), Oriental A (000725), Chunlan (600854), Aucma (600336), and the company is a leading manufacturer of semiconductor lighting systems. Aucma (600336), Golden Seed Wine (600199), Coal Gasification (000968), East Lake Hi-Tech (600133), Jiabao Group (600622), Lanbao Information (000631), Silan Micro (600460) and so on.