Invitech (002334) (002334): The company is a leading foreign brand in the domestic medium and low voltage inverter industry, and one of the few foreign brands that simultaneously possess high pressure, medium pressure, and high voltage inverter product lines. According to the company's 2010 first-quarter report, the company continued its high growth trend from last year, with a more prosperous market demand compared to the same period last year. The company also increased its market development efforts and brand building, resulting in rapid revenue growth.
Kunming Pharmaceutical (600422): The parent company specializes in botanical medicines. There have been no new breakthroughs in the Artemisinin series, but the Notoginseng line has entered the 2009 basic drug catalog, which will continue to grow. Chemical synthesis drugs are also one of the company's highlights. The growth points for the company in the next few years lie in the expansion of the Xuesaitong line, the rapid growth of Dizhixing, and the introduction of new products by TEVA through the Beikenuo platform for sales.
On May 31st, in the stock trading competition virtual account, the hotspots were scattered, with significant capital inflows into ten individual stocks belonging to different sectors such as electronics components, textiles, highways and bridges, and biomedicine. From the perspective of individual stock price movements, Sichuan Road & Bridge (600039) nearly hit the limit up, while Zhongmu Co., Ltd. (600195) performed well. Other profitable stocks showed average performance, with six stocks falling.
The Official Stock Market Expert Competition hosted by Jrong.com is a nationwide securities trading competition. Jrong.com provides each of the top ten national experts with $1 million in real trading funds as a reward, with all profits going to the participants and any losses covered by the organizer. Participants in the fourth edition of the Official Stock Market Expert Competition could be hired as investment managers at Haitong Securities (600837), managing large-scale funds for Haitong Securities. Currently, the competition is still accepting entries warmly. If you want to showcase your trading skills, join the national stock expert community, or discuss with other experts, please sign up immediately.
In the first three months of this year, chemical product prices generally fell, but recently they have shown signs of stabilizing. Besides being influenced by rising oil prices, the fundamental reason is the change in market expectations for future economic growth. In reality, the demand for many chemical products is lower than originally expected, putting some pressure on prices. If future economic growth significantly slows down, the chemical sector may experience a new inventory reduction process. From the current situation of the chemical industry, some sub-sectors have begun to show activity, such as the upstream demand for soda ash being mediocre, leading to low prices and some companies starting production cuts. Of course, due to the different positions of chemical products in the industrial chain, market conditions vary greatly, and their manifestations will also differ.
Hikvision Digital Technology (002415) (002415): As China's leading surveillance product supplier, the company is committed to continuously improving video processing and video analysis technology, providing leading surveillance products, technical solutions, and professional quality services globally. The company mainly engages in the research, development, production, and sale of security video surveillance products, being the largest security video surveillance product supplier domestically and internationally, holding a leading position in comprehensive competitiveness within the industry, and having maintained the largest sales scale nationwide for several consecutive years.
Northeast Pharmaceutical Group (000788) (000788): The company serves as the pharmaceutical and medical platform for Fangzheng Group, gradually achieving the strengthening and overall listing of Fangzheng Group's pharmaceutical and medical industries. Relying on Nanjing University, Fangzheng possesses and creates core technologies crucial to the development of China's IT and medical pharmaceutical industries, establishing dual developments in IT and medical pharmaceuticals. Currently, the company’s main business is raw material drugs, with a relatively low proportion of formulation business. The company plans to prioritize and acquire formulation pharmaceutical enterprises to enhance its formulation business capabilities and improve its revenue structure.
Jinyu Group (600201) (600201): The company's business includes biological vaccines, real estate, cashmere products, etc., among which biological vaccines account for about 70% of profit sources. With the development of animal husbandry, the increase in large-scale breeding proportions, green barriers for animal imports, the prevalence characteristics of animal diseases, and government emphasis on animal epidemics, these factors bring a broad market space for the industry, and the expansion of mandatory vaccination areas is the direct driving force for industry expansion.
Participant No. 18157 won the title of Virtual Account Champion again on Monday. Although today might not be the best opportunity for rebuilding the portfolio, No. 18157 remains the only participant in the virtual account with a return rate above 30%.
Xinyitai (002294) (002294): The company mainly engages in the research, development, production, and sale of cardiovascular drugs, cephalosporin antibiotics, bone absorption inhibitors, etc. Among its main products, clopidogrel sulfate (mainly used in post-coronary bypass surgery regimens) is exclusively available domestically, with Sanofi being the only competitor.
First Medicine (600833): The parent company is a well-known pharmaceutical distribution enterprise both domestically and internationally, ranking among the top in the country. Its First Medicine Store in Shanghai has topped the list of China's retail pharmacies for many consecutive years. The company's pharmaceutical retail network spans over a hundred stores across 16 districts and counties in Shanghai, and it has selected some quality assets from over 100 franchise chain stores nationwide for partial equity participation and control. With the gradual implementation of various key reforms in healthcare, the company's future development prospects are optimistic.
Sichuan Road & Bridge (600039): The company is a leading enterprise in the Sichuan road and bridge construction industry. Due to the push of large-scale investments, infrastructure construction has reached a peak, and the company is expected to reach its peak in 2010. It plans to achieve operating revenue of 5.7 billion yuan, invest 800 million yuan, and add 3 billion yuan in market share for road and bridge construction businesses.
Today is the last trading day of May, and the anticipated fund-driven market value rally did not occur. The focus on the 2600-point level of the Shanghai Composite Index was lost again. The collective rise of heavyweights and the sluggishness of newly listed 'China' stocks deprived the market of support. The morning sell-off shook market confidence, and the continued pressure on real estate policies added pressure to the overall market. Given the pre-emptive nature of regulatory policies, the expectation of future economic slowdown naturally curbed bullish sentiment, leading to the A-share market's upward resistance. Thus, the short-term outlook for the market appears limited. Therefore, investors are advised to focus more on long-term opportunities and maintain more cash.
The pharmaceutical and biotechnology sector ranked first in terms of performance in both primary and secondary markets: The Shenwan Pharmaceutical Index rose 1.00% in May, underperforming the market by 7 percentage points, and has risen 12.29% since the beginning of the year, underperforming the market by 28 percentage points, making it the best-performing industry since 2010. Last week, the Shenwan A-share Index fell 3.7%, while the Shenwan Pharmaceutical Index surged 8.5%, topping all sectors in weekly gains. Stocks like Dong'e Ejiao (000423), Yashili (600535), and Huarun Sanjiu (000999) set new historical highs, while Hengrui Medicine (600276) and Jiangzhong Pharmaceutical (600750) neared their historical highs. Despite valuation pressures, relative valuations still have some room for improvement, and it is expected that some pharmaceutical stocks will set new historical highs in the near term. However, due to policy effects, chemical drugs face pricing pressures, especially those with large gaps between factory prices and retail prices. Some traditional Chinese medicine products may apply for price increases due to rising raw material costs.
A series of new real estate market regulation measures have caused high-end residential property prices to slightly decline consecutively, but they have spurred investment in commercial real estate markets. Statistics show that in the past two months, among commercial real estate projects in Nanjing, nine out of ten project rental and sales prices have fallen, with rent decreases reaching up to 60%, and sales price declines reaching up to 50%. Analysts believe that in terms of down payments, interest rates, and returns, investing in commercial real estate is now clearly better than residential properties. Moreover, under the influence of inflation expectations, more investors are shifting their focus to commercial real estate.
In the late afternoon, both markets opened lower and then oscillated downward, with the Shanghai Composite Index once breaking through the 5-day moving average. Coal, real estate, non-ferrous metals, and financial sectors led the declines at the opening bell. After 10 o'clock, real estate stocks quickly rebounded, and medical, tourism, and other theme stocks followed suit, with regional sector stocks also performing well. Under the lead of weaker stocks, the markets touched bottom and rebounded. In the afternoon, market pressure gradually emerged; on one hand, the approval of property tax reform by the State Council caused real estate stocks to accelerate their decline after lunchtime; on the other hand, the countdown to the four major banks' 15 billion yuan financing plan added immense market pressure. Additionally, the lack of follow-up funds supporting active sectors like medical stocks exacerbated market adjustment pressures, causing the market to exhibit a step-by-step decline. In the morning session, the Shanghai Composite Index broke through the 2600-point level. The index fell 9.7% for the month, marking the largest monthly decline in nine months. At the close, the Shanghai Composite Index reported at 2592.15 points, down 63.62 points, or 2.40%, while the Shenzhen Component Index reported at 10204.17 points, down 291.48 points, or 2.78%.
The daily champion of today's stock trading competition virtual account went to participant No. 45361, who invested entirely in the pharmaceutical sector. The pharmaceutical sector led the market upwards against the trend today, especially First Medicine (600833), which hit the limit up despite the weak market.
Wintech (002308) (002308): The company primarily engages in the R&D, production, sales, and service of VW and IDB products, providing customers with visual information communication system solutions. The international market share of the company's VW products ranked first from 2006 to 2008.
Shen物业A (000011) (000011): The company is based in Shenzhen and is a regionally large developer with state-owned background (project reserve scale is approximately 500,000 square meters). The company's business mainly consists of three parts, focusing on residential development, and also engaging in property leasing and transportation services. In February 2010, the company acquired land in Xuzhou, officially taking steps towards multi-regional expansion.
Fuyi Shares (002083) (002083): The parent company is China's largest and most imported modern home textile producer, with technology reaching world-advanced levels and recognized as a China famous trademark. Meanwhile, the company is investing in CIGSSe thin-film solar cell component production and research and development projects in the photovoltaic field. The company's focus is gradually shifting towards new energy, and it is expected to start generating profits by the end of 2010.
At any time, the trading accounts of stock market experts are not completely secret. They not only include years of research sweat but can also reflect one stock market secret after another. Jrong.com exclusively discloses the account information of participants in the "Xinxing Fund Cup" Fourth Edition of the National Stock Market Expert Competition, hoping that stock enthusiasts can learn investment philosophies and understand the intricacies of the stock market.
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