The hottest remanufacturing industry and high-spee

Remanufacturing industry and high-speed rail will become the focus of China's future investment

remanufacturing industry and high-speed rail will become the focus of China's future investment

China Construction machinery information

Guide: studying the market trend before and after the central economic work conference over the years, we found that during the conference, the Shanghai Stock Exchange Index strengthened seven times, while fell only three times. Recently, the Shanghai Composite Index fell to 2700-2800, which may be a relatively low point in short-term strategy. We should pay attention to

after studying the market trend before and after the central economic work conference over the years, we found that during the conference, the Shanghai Composite Index strengthened seven times, while fell only three times. Recently, the Shanghai Composite Index fell to 2700-2800, which may be a relatively low point in short-term strategy. In the future, we should pay attention to the "remanufacturing" industry that is "immune" to CPI and strongly supported by national policies, and pay attention to avoiding systemic risks

first, M1 and Shanghai Composite Index will far outperform CPI

on the last trading day of this week, the market contracted and closed out the positive line, and its trend is quite intriguing. We believe that the central economic work conference held on Friday is mainly to set the macro policies for next year, and to deal with the relationship between stabilizing economic growth, adjusting economic structure and managing inflation expectations. As the central economic work conference plays a connecting role in judging the annual economic situation, the market often focuses on analyzing the "priorities" and adjusting its operations

we believe that global quantitative easing will make emerging economies continue to face asset foam and inflationary pressure caused by hot money inflows in the future, and the appreciation of local currencies and tightening of monetary policies will also be the choices they have to make. We estimate that the appreciation pressure of RMB in 2011 will be high before and low after, and the appreciation speed will be fast before and slow after, driving 100000 jobs. In addition, China's money supply M1 and the U.S. interest rate are also highly correlated with industrial metal prices. Based on our analysis of these factors, we expect the industrial metal price increase in 2011 to be less than this year. Therefore, according to the correlation between CPI and M1, we expect that even if the CPI reaches a new high, the yield of M1 and Shanghai composite index should be much greater than the CPI growth rate, which may be the relative low of Shanghai composite index at present. Although the CPI rise and interest rate hike go hand in hand, the strong market is still a high probability event

Second, remanufacturing industry and high-speed rail will become the focus of investment

in the second half of this week, the trend of high-speed rail and railway construction sector is eye-catching. According to the spirit of the notice of the Ministry of industry and information technology on printing and distributing the list of pilot units for the remanufacture of mechanical and electrical products (the first batch) and the requirements for the pilot work of the remanufacture of mechanical and electrical products (gxbj [2009] No. 663), the curve and data of the real-time experimental process represented by high-speed rail will be strongly supported by national policies, and the mechanical and electrical industry will become the highlight of investment in the future

according to China's high-speed railway plan, the 12th Five Year Plan and the medium and long term railway plan, it can be seen that the focus of railway construction in the next few years will be on the following aspects: the expansion of road scale, the improvement of equipment level for winding performance test, the realization of passenger and freight separation, and the improvement of electrification rate. Under the background of intensive regulation and control measures, high-speed rail and urban rail transit may become the assets with the strongest anti Strike ability, which can deserve our due attention

from the planning and the construction path of high-speed rail and rail transit, we can see that the construction of high-speed rail itself is a huge industrial chain that can stimulate many industries. As the railway infrastructure construction will enter the peak stage from 2010 to 2012, railway construction, engineering machinery, vehicle equipment and electrical equipment will enter the peak of investment implementation in turn. We can look for investment opportunities along the high-speed railway and rail transit industrial chain

it is worth noting that at present, market sentiment has not yet recovered. As long as the market declines slightly, the operating atmosphere will be jittery. We suggest that while focusing on investment, we should also avoid systemic risks and operate cautiously