129770904172656250_161With the disclosure of annual reports of listed companies, brokers ' proprietary investment portfolio to emerge, as of March 23, from 743 listed company disclosure of annual reports, we can see, brokers in the fourth quarter of last year a-share positive bottom at the time of low turbulence and increased warehouse stocks. According to market the securities Journal Research Center, as of Friday, brokers each big combinations at the end of four quarters of last yearHolds 90 stocks, total holdings market value of $ 6.041 billion. Position changes of the number of shares from securities firms, this increased warehouse stocks there are 45, holdings of total 240 million shares, total market capitalisation of 2.967 billion yuan. Building stock separately Ching Chung (9.968 million shares), step by step (5.6239 million shares), Crystal electronics (5.0804 millionUnit), Hua Di shares (3.7967 million shares), hyper-graph software (3.3748 million shares), shares (3.2604 million shares), Jerry shares (2.3505 million shares), all music (1.9637 million shares), quartz crystal optoelectronic (1.7876 million unit, alcoholic wines (1.7607 million shares), Tin Fu thermal power (160Unit), Wan Tong technology (1.4999 million shares), Yun Wei shares (1.2696 million shares), Western resources (1.2246 million shares). In addition, 30 stock brokerages in your pocket for the first time, total holdings of 126 million shares, total holdings market value of $ 1.666 billion. Stock each Foton (20.759 million shares), longCity car (19.1843 million shares), aeronautical information (17.2668 million shares), coal hengyuan (11 million), Shandong iron and steel (5.7109 million shares), lang Zi shares (5.6314 million shares), Evergreen energy (5.5753 million shares), ST liyang (5.497 million shares), Toulon shares (3 million shares)
tera gold, Anhui water resources (3 million), El eye (2.9999 million shares), the West axletree (2.8076 million shares), oceanic motor (2.5657 million shares). From the above data, we can see that brokers generally optimistic about profit growth. For example, the first positions of the Foton, expects net profit in the first quarter of 2012 rose210Raw materials prices somewhat reduced, product gross profit margin per cent increase is expected. -------------------------70 securities holdings shown in delivery equipment and favorite food and drink into the 70 only stocks since the beginning of this year an average interval of 15.65% per cent, overall outperform theFinancial institutions and securities journal information, data and statistics, as of March 19, there were 70 security holdings disclosure 2011 annual reports, 70 only stocks since the beginning of this year, average growth of 15.65%. Industrial distribution, according to Shen Wan level industry standards, including mining, electronics, real estate, public services, ferrous metals, chemicals,Machinery and equipment, household appliances, construction materials and other 18 industries.����Compared with the third quarter, brokers as an institutional investor, for 14 Holdings shareholders increase the number, distributed in 11 sectors represented by ferrous metals. 24 holdings by brokerages jiancang, 34.28%. , Electronics, chemicals, machinery, light industry experienced reducedWarehouse large percentage; another 22 for four quarters of new stocks, and food and beverage delivery device comparison. Securities holdings of bullish on ferrous metals clad steel stake in Guangzhou Guangzhou steel shares securities positions held (which ferrous metal industry), holding the number to 13.66 million shares in the third quarter, holdings of four quarter 29.3992 million shares. Actually 70 is only disclosed annual reportHoldings increase in shareholding of up to one.����Baotou steel's share of annual report data show that companies operating profit of $ 673 million, an increase of 76.63%; attributed to owners of the parent company net profit of 496 million Yuan, an increase of 64.82%, basic earnings per share of $ 0.080, slightly lower than market expectations. From the Tokai securities Bao Qing considered 2012 steelRail industry is facing overcapacity and the double threat of higher raw material prices, long steel business of the company is in a lower gross profit margin of the State. Do not consider factors, predicting steel stock 2012-2014 earnings per share of $ 0.10 and $ 0.08, 0.09, respectively, corresponding to February 28, the company's closing price of $ 5.23, the company's dynamicEarnings were 68 times times, 60 times and 51 times times. Regardless of tailings comprehensive utilization of case, if the mine is successful, the company's earnings per share increased $ 0.12-$ 0.14 (diluted), dynamics of 2012-28 times 24 times times times forward earnings, valuation is not low, current price fully reflects the factors, future company growth is limited, so toNeutral rating. CITIC Securities Holdings also include China chemical industry (secondary chemical industries), Everbright securities holdings Qingsong Building materials (secondary building materials), CITIC Securities Holdings shares (secondary light industrial manufacturing), Bohai securities shares holdings China (secondary household appliance industries), increase in volume for the 4.6684 million unit
tera power leveling, 1.39 million units, centUnit, 1.2557 million unit. Changes in positions 15 holdings number no Everbright securities which 5 compared with the third quarter, four-quarter with 15 positions holdings number does not change. Including xiangxue pharmaceutical of the securities held in the Northeast, Eastern security base shares, held by founder securities held by Shanghai luxin. Xiangxue pharmaceutical shortly before the release of the 2011 yearAnd according to a quarterly forecast, the company's 2011 annual revenues $ 616 million, an increase of 20.01%, operating profit of $ 97.194 million, an increase of 11.92%, vest in the listed companies ' net profits of 83.4969 million Yuan, an increase of 12.53%, expenses for the period rose 1 point lead to slower profit growth to revenue growth.Earnings per share of $ 0.34.����Company intends to turn every 10 additional $ 2 unit 2 (tax-inclusive). 2012-year quarterly estimated net profit grew by 10%~20%. Everbright securities-5 stocks held by the bin quantity position is not changed. That much energy, Pearl Cangzhou, Hua Luheng liters, large cold stake, yimin group. Three or four quarter position number 500, six unit, 1.5474 million unit, 2.5082 million unit, 2.5082 million unit, cent a share. From an industry perspective, these 15 top holdings distribution in mining, real estate, utilities, chemicals, electronics, machinery and equipment, transport equipment, light manufacturing, Commerce and trade, information equipment, pharmaceutical, biotechnologyIndustry. 24 reduction of holdings suffered chemical industry share data shows that 70 holdings only 24 were brokers jiancang, 34.28%. These 24 stocks located in the mining, electronics, utilities, 16 sectors such as ferrous metals, chemicals, machinery and equipment. , Electronics, chemicals, machinery, light industry stocksJiancang suffered more. Huatai securities positions held China cadres according to the electro-optical technology, aerospace securities, securities held in Northeast China Suzhou Gude, is subordinate to the electronics industry, position respectively the number of 2.9371 million shares in the third quarter, six unit, 2.2395 million unit, four quarters, respectively, 16 by jiancang 878,700, 1.2395 million units11200.����For the movement of the electronic industry, UBS Securities Mao Ping believe that 2012 China electronic industry growth is expected to slow, but link-by-quarter recovery, global electronics industry is expected to begin a new cycle of expansion, the economy is expected to continue until 2013. Guosen securities positions held ST Kat fiber, banks and securities positions held higher leagues, new materials, CITIC heavyWarehouse China fiberglass, is dependent on the chemical industry, three quarter position in volume per cent unit, 760,000 units, 3.2013 million units, four-quarter respectively jiancang 995,500 unit, 2000, cent a share.����Worthy of note is that China glass fiber as well as the 70 only jiancang suffered the largest number of holdings. Japanese letterSecurities positions held by ST North people, Dongxing and Japanese securities and securities in the third quarter were "phase" University intelligence, is dependent on the mechanical equipment, three quarter position number for the 2.1423 million unit, cent, 500,000 units, four quarters, respectively, 58,000 units by jiancang 752,500, 181,600 units. Hongyuan securities positions heldBohai securities
tera power leveling, guanhao high-tech heavy cartridge of Yueyang forestry and paper, Southwest securities positions held by Zhejiang Province yongqiang, are subordinate to light manufacturing industry.����Four quarters is jiancang 1.2068 million shares, respectively, six unit, 1.3632 million unit. 22 new stocks food and beverage delivery device popular data display, 70 holdings has 22 only to brokeragesNew unit in four quarters. From an industry perspective, and food and beverage delivery device more popular, respectively 3, 2 new stocks. Founder securities new great wall automobile, haitong securities has new Foton, jianghai new securities and CITIC Securities into the West axletree. Number of holding 19.1842 million shares, respectively, six unit, 20.759 million unit, 1148,600. It is worth noting that is, Foton motor as the number 22 position in the new unit's one of the biggest.����Great Wall Motors is 22 shares position in one of the biggest, is $ 229.6359 million. Ran Fei expected great wall securities analyst 2012-2014 great wall motor company earnings per share of $ 1.42, respectively,$ 1.71 and $ 1.95, corresponding to the current stock price-earnings ratio is 8 times and 10 times, 9 times times times, respectively, that great wall company strategy and clear sound, good structure and excellent profitability, maintain year target price of $ 18.5 and "highly recommended" rating. 2011 great wall performance more in line with expectations, achieving revenues of 30.089 billion yuan, vest3.426 billion yuan in parent company net profit, rose 30.9%, respectively, and earnings per share of $ 1.13, annual distribution plan for $ 10 per share 3 (including tax), food and beverage industry alcoholic liquor and Merlin in Shanghai for the new unit. Hunan finance securities holdings in an alcoholic liquor 1.7606 million shares, haitong securities and guangfa securities, asset-backed securities held in ShanghaiMerlin's number of shares 4.6994 million unit, cent, 1.265 million units respectively. Dong Xing Liu Jiawei, stock food and beverage industry analyst believes that in recent months has a high growth, high food and beverage industry to identify, low valuations of the three characteristics. Repair and upgrading of the valuation, in most sub-sectors of headroom of up to 50% per cent. ��Securities daily)
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