the CPC Central Committee

Summary: had gone is the Chinese new year, but also to the "seeding" of the time. Well, 2012 first document will be the center of focus where? what stocks should we care? Remember earlier this year in the three gorges Water Conservancy (600,116, closed at $ 14.3) for outstanding representatives of water stocks prices do? Yes, this is the 2011 Central, firstCharm of the file. So-called central file, first, that is, the CPC Central Committee issued each year in the first file. Its significance goes beyond this, in the minds of investors, it may lead markets for direction of the force, is a bugle call in the first round each year. Had gone is the Chinese new year, but also to the "seeding" of the time. Well, 2012 first document will be the center of focus where? and whatStocks worthy of our concerned about this? /Review/Central fried theme first, into the calendar year will focus on "three agriculture" is the mainstream since 1982, there were 13 Central files, first the oven. Among them, 1982-1986 5, 2004-2011 8. According to the daily economic news finishing, this 13-12 before the document has no turningAngle, heading for "San Nong" topic, and that by the year 2011, the theme becomes water conservancy construction, but is also based on "water is an indispensable prerequisite for the construction of modern agriculture" this consideration, coverage is broad, but the focus still lag in agriculture. It can be said that first, seems to have become a focus of the Central "three agriculture" a proper noun. Not only that, the economic daily news found thatCentral placement of the first document in the spring of each year has set off a wave of decent, the historical experience must give investors have confidence in the coming year, the arrival of the new market. Pay attention to "three rural" proper nouns of first central file at the national, a creed and guiding position in the annual work, the problems mentioned in the first document is the Central need to focus on for the whole year, as well as currentCountries need to address the problem. China is a big agricultural country and agriculture the weak, farmers in the country has the largest proportion in the total population, minimum average living standards of farmers in the country, by the rural development of the "three rural" problem, naturally became a central concern of the first document focus. Therefore, the CPC Central Committee, was released in 1982-1986 for 5 consecutive years to agriculture, agriculturalVillage and farmers for theme of Central first, file, on rural reform and agricultural development made specific deployment; 2004-2010 years, and continuous 7 years publishing to "three agricultural" for theme of Central first, file, stressed "three agricultural" problem in China socialist modernization period "heavy in the of heavy" of status; and to has 2011 years, Central first, file to spearhead links to has water,This is the 62 years since the founding of new China, the central document for the first time to full deployment of the hydraulic engineering. This shows that the first, seems to be the central importance of the Central "three agricultures" proper nouns in the area. 8 years focusing on 6 year impact believes that most investors are not forgotten in January this year in late February and early water plate wave surging prices, when all eyes focused on theWhen the water sector, as represented by the three gorges water conservancy shares kept investors disappointed, just a dozen sessions, gained nearly 80%. In addition, the qianjiang water resources (600,283, closed at $ 11.91), Anhui water resources (600,502, closed at $ 13.82), Dayu water-saving (300,021, closed at $ 12.97), Are also doing well, cumulative gains 30% level, while the broader market gained about 7%, strong or weak State sentence. In 2011, so, what about the other years? To this end, the daily economic news specifically select each Central first document formally introduced the 2004-2010 years before and after 1 month of data, comparisons with the broader market. Statistics displayAs shown in the 2004-2010 this time, the market's gains, 7.58%, 0.16%, respectively,-, 8.22%,-2.45%, with the same period of agricultural and forestry index per cent,-17.79%,-, 1.72%, and 1.56%,, 8.67%. Visible on the Central first, behind the hype guide index of agriculture and forestry in the 7 years, 5 years significantly stronger than the market, particularly in 2008 that sad reminder of the days when the market fell when a kill, indices of agriculture and forestry remain loud, became one of the few higher index. In addition, the daily economic news reporter also noted that since theIn 2004 mentioning "San Nong" as a central file, first theme, 8 years, the index gained as much as 222.11% of agriculture and forestry, while the broader market gained 61.42%. Advantages of this historical data, am I just a coincidence? Hair dryer/policy/market-driven agriculture unit began to warm up in late October to the market in this counterattack, agricultureBusiness unit has played role of thinking. Policy sounded offensive horns of Anhui seed industry in late October, the provincial government introduced on accelerating the implementation of views on the development of modern crop seed industry. News came out, immediately attracting market onlookers, and Anhui Tsuen silver high-tech (300,087, closed at $ 22.74), fengle seed industry (000713, closing price of 1$ 3.26), an instant stock pool of funds entered the market. Fengle seed industry benefit level generic, Tsuen silver Hi-build Super billion yuan output value enterprise in Anhui Province one of the best candidates. Side show, October 26, Route Twisk silver high-tech one-day jump Super 8 points, the following week, money even Dayang, gained nearly 40%. Less fengle seed industry, still a Trojan20% per cent. Thailand floods caused plate effect of Thailand affected by the floods have been caused by about 1 million hectares of rice fields, rice production in the first quarter of about 6 million tons, or rush rising international food prices, the seed prices would also increase. The matter became agricultural unit continued to outburst of catalyst. Driven by such logic, universal Denon (600,371, closed at $ 16.06),Denghai.NET seed industry (002041, closed at $ 32.65), Dunhuang seed industry (600,354, closed at $ 22.5), Shen Nong Dafeng (300,189, closed at $ 18.25) succession broke out, eventually driving the rare agricultural index out of the year. At present, the agricultural unit has led to a temporary bounce, but does not shrink back fistThe next stronger attack yet? Preheating Flash body figure this preheating of the agricultural unit, not just money win at solitaire game, even a body figure. On October 31, at Route Twisk silver behind the high-tech rose 9.98%, main of domestic institutions playing a sweep. One spy too many shows, there were 3 institutions bought seats in coming out, respectively, 569.8$ 70,000, $ 3.7842 million, and $, eats about 315,500, 209,500, 160,200 units. On November 4, the new game shares (600,540, closed at $ 8.02) one spy too many shows, in addition to the money to buy a 1-way securities business Department of wenling Donghui North Road, in addition to 2 institutions $ 8.5353 million, respectively$ 2.9981 million and ranked buy 2 and 4. Body heat holds the agriculture unit from the list of top ten current stockholders ' shares also looked at the clues. Such as universal German farmers, at the time of the third quarter, a total of 3 private, 1 public placement fund new shareholder entry, Hung Road 3 private equity investments. Its founder Sun Jiandong had to invest in China AMC's popularity and ability onlyIn Wang yawei, its total 3 products have universal 8.1758 million des agricultural unit, dominated by dier��San��Wu flow shareholders seat. /Policy/breeding technology of agricultural science and technology are expected to take the high-tech next year most popular Central first, as the market since calendar year required course, now approaching close to the agricultural unit in a collective to warm up, is that investors can haveIn winter of "seeding"? the answer is Yes. This week, the daily news reporter learned after communicating with many brokerages, agricultural science and technology has become the industry speculation about 2012 theme be the hottest non-seed industry. In 2012, or focus of agricultural science and technology in November, on the market were rumours that the 2012 Central first, polyethyleneCoke in agricultural science and technology. Livelihood security analyst told the business daily reporter, Central first, although the focus of the 2011 water conservancy reform and development, but deep concern remains food security, 2012 development direction of agriculture is already consensus. Another industry researcher in Beijing pointed out that, because of China's agriculture and rural economy have entered a new stage of development to ensureNational food security, readjusting the agricultural structure, improve the efficiency of agriculture and increase peasants ' income, improving the rural ecological environment and achieving sustained and stable development of agriculture and rural economy, must promote a new revolution of agricultural science and technology. This view be recognized by the Xin Wang Dongxing securities analyst. He said, China has entered in the advanced stages of industrialization, entered a period of great development of industry-financed agriculture,Agriculture and rural development to Rome for the modernization of agriculture, mainly of agricultural science and technology star wars the old republic power leveling, speed up the process of agricultural science and technology is or will be the focus of the first document in the future. 6 large or benefit from what is in the field of agricultural science and technology? that is, science and technology for agricultural production and various means of efficient technologies for rural life, that is, high-tech agriculture and high-efficiency agriculture. ��Daily economic news, communicating with many brokerage analysts learned after carding, to agricultural science and technology, mainly reflected in the high-tech content of breeding, mechanization, water-saving irrigation construction, scientific allocation of 6 areas such as chemical fertilizers and pesticides, agricultural material circulation. These livelihood security analysts believe that per capita of cultivated land in China is very limited, increase supply must first rely on upgradeProduction swtor power leveling, which relies on the varieties and cultivation techniques for improvement. So, high technology and breeding technology of concern. Agricultural machinery, in the national agricultural and rural economic development in the 12th five-year plan clearly proposes that the focus on strengthening agricultural mechanization to promote public service system construction. "Twelve-Five" total power of agricultural machinery to reach 1 billion-kilowatt,Comprehensive mechanization of crop-farming received around 60%, will also improve the agricultural machinery subsidy policy. UBS Securities believes that due to the high threshold of agricultural machinery industry and immature, creating a characteristic of rural market attention to Word of mouth to legend, so, as an industry leading jifeng agricultural machinery (300,022, closed at $ 11.8) would have obvious advantages this year until early onIn the city, with high-end agricultural machinery research and development, design, production and sales of Omni-directional capabilities "new Star" shares new research (300,159, closed at $ 33.45) whether in Xinjiang grew quickly, are also worth the wait. Central first, plays one of the construction of Water Conservancy works this year is indispensable. In accordance with the deployment, investment in the next ten years will reach 40,000Billion, water conservancy construction of the golden decade has just started. Leader of Dayu pump industry in water conservation, New Territories (002532, closed at $ 18.36). Highly toxic pesticides out of the emerging in recent years the Ministry of agriculture policy, environmental protection, high efficiency, low toxicity pesticide market development space is huge, but China's pesticide enterprises mostly generic raw, innovative capacity,With international giants match, poor profitability. So, whether this year's field of water resources in the field of pesticide in order to "catch up" form, have a place in the middle of the next first,? related company xinan shares (600,596, closed at $ 9.58), Evergreen shares (002391, closed at $ 16.81). In recent yearsAnd chemical fertilizer on yield-increasing contribution rates drift down, phenomenon serious waste of resources and environmental pollution, and therefore efficient fertilization became the trend. In 2011, the national development and Reform Commission, published in the catalogue for the guidance of the industrial structure adjustment, sustained and controlled release fertilizer for the first time include giving priority to the development of industry, Ministry of agriculture and the Ministry of science and technology are sustained and controlled release fertilizer technologies as a key development plans. Thus,This area included the possibility of involving shares of Jin Zhengda (002470, closing price $ 16.95), new chemicals (002539, closed at $ 14.41). In addition, traditional agricultural output and sales were affected by the parties concerned. Because of the "direct farm" to address agricultural products unsalable issues to help farmers, the GovernmentPolicies continued to be responsible for agricultural material circulation of huilong shares (002556, closing price $ 21.85) form a natural market focus. Brokerage: focus on Science and technology in the concept of breeding in the above, breeding areas is the most favored brokerage. CITIC Securities researcher Yang Liu told a press conference in 2012, the central theme of the first document, will always be the focus of agriculture,But farming has always been an important foundation of agriculture, the effective supply of food security is a top priority for the development of agricultural, food safety is the political security, application and extension of agricultural science and technology focus areas may be planting. CICC says, policy continues to promote seed industry and the implementation of the future will provide impetus to the development of the s for the industry. From a profitability perspective, domestic sales of seedPrices are still relatively low headroom for the future clearly; from the perspective of sales, leading enterprise of species-rich, new varieties of excellent overall performance, promotion has a great potential in the future, provide a guarantee for sales business continues to grow. Therefore, gold looking at upgrading of product structure leader of rice and corn business businesses with growth potential, such as the Long Binh Hi, Tsuen silver high-tech,Sea seed industry and so on. Focus on Tsuen silver high-tech, companies: leading base low flexibility Tsuen AG-Tech is a leading enterprise. In 2011, Tsuen AG-tech primarily focused on mergers and acquisitions business plan formulation and promotion of elite varieties of rice seed volume and other factors, 2011 annual growth of a low base. But with the promotion of accelerated, it is notElastic larger performance space. The company now has reserves of rice varieties include you two new liangyou 343 new liangyou 223, Hui liangyou 6th, wandao 153 outstanding variety. Tsuen AG-tech now to push for new rice of rice variety, 6th, now its marketing area of more than 5 million acres, are all varieties of rice are within the top three. GoldSecretary optimistic estimates, these species together promoting the potential of more than 20 million acres, is the company's future earnings growth potential. Long Binh HI: reinforced cooperation between enterprises and enhance the strength of Long Binh Hi is the world leader in research and utilization of hybrid rice, rice seed market share of more than 17%. Yuan longping, as the company's Honorary Chairman, holding 4.4581 millionUnit. Current company has y main varieties of rice, 1th, liangyou 608, c you two, two excellent 1128, where y liangyou 1th is a two-line Super hybrid rice varieties, the gross profit margin of up to 60%. In September this year, guided by Yuan longping y liangyou 2nd hundred acre plots success output an average of over 900 kg and score highest on record. In November of this year, The company announced with the Hunan hybrid rice research center sign exclusive cooperation agreement. It is learnt that the above y liangyou 2nd is the Hunan hybrid rice research centre, the latest will be approving the national varieties, once cooperation in an all-round way, Long Binh Hi-y liangyou 2nd income is expected to be in the bag. Denghai.NET seed: two main varieties of good denghai seed industry is the growing of corn seedsIndustry leading, to push the denghai.NET 605 belongs to planting varieties, 3500~4000 plants per MU. This year is a sign denghai.NET 605 field for the first time, from the perspective of current sampling, denghai.NET 605 of high yield this year has been better validation, heralded for 2011 and 2012 1 quarter results exceeding expectations. In addition, jade 335 still holds good increasesLong momentum. Huatai securities expects this year production area at around 70,000 ~8 MU, 65% revenue in the 4 quarter of this year, this part will be able to contribute to the company of $ 0.303 per share. In addition, the company in Zhangye of seed processing plants have been built in a modern, by August 2012 production, it can form a 26,000 tons of maizeProduction and processing capacity, and denghai.NET pioneer in Jiuquan production and processing base of only 200 km distance, the future can meet the processing needs of jade 335. New shares: positive trends outside the Xinjiang regional leader new shares designed for Xinjiang regional leader, main products include agricultural harvesters, farm machinery, farm and sideline products processing and fruit machine three broad categories, more products were indeedA national key new product, many varieties have filled the domestic blank. Product gross profit margin higher, less competition and, at a greater price advantage over similar foreign products, customers apart from Xinjiang, Gansu, Inner Mongolia, Northeast China, North China and central China and other regions. The company's "Xinjiang agriculture and animal husbandry base on mechanical product manufacture and technology achievement transformation project" construction period 2 yearsInvestments completed parts, forming a 1200 pieces (sets) of agricultural productivity. In the 3rd year, reaches the postpartum formation of farm machinery and equipment annual production capacity of 3,000 units (sets), productivity growth will improve 400%. As of 2011, the first three quarters, offering investment and progress on a project to 70%. Huilong shares: agricultural material circulation shares of leading honghuilong is mainly engaged in agricultural materials flowGeneral business, the main business for all types of fertilizers, pesticides and seeds are important agricultural material chain business, is one of the circulation enterprises of Anhui provincial government focus on fostering mode of operation for the "distribution center franchise". As of the first half of 2011, the company distribution centers have been established within and outside the province 67 new Trojan, a net increase in the first half to join Shop 201, the cumulative development inside and outside the province andUnion shop 2,602; all fertilizer companies active in the Northeast, Southwest, South and East China regional development, such as network layout in 12 provinces and set up a company, operating income grew by 138% outside the province, than to the 56.8%. In May this year, the company intends to increase capital and $ 260 million for distribution center construction project, plan new standardized distribution center 20Upon completion, is expected to form an annual distribution capacity 754300 tons, with an average annual added sales income of 1.706 billion yuan, total net profit of 67.525 million Yuan. Company 2007-2010 years received government subsidies for respectively $ 17.85 million, $, and $ 49.28 million and $, accounting for the proportion of the total profits were 41.85%, 16.93%, and 31.79%, dependence on Government subsidies policies there is a business structure. Gold-line statement: Gold-line reproduced above, does not indicate that confirm the description for investor use only and does not constitute investment advice. Investor actions accordingly, and at your own risk.