2012年1月13日星期五
Jilindiablo 3 power leveling-MOC
The medicine that is favorred by orgnaization investor all the time frequency is encountered this year " black swan " . The industry of health Zhi drug from the beginning of the year (300086, closing quotation price 15.29 yuan) , to industry of violet Xin drug (002118, closing quotation price 8.15 yuan) , Hua Lansheng content (002007, before closing quotation price 25.13 yuan) , arrive again beer of year end Chongqing (600132, before closing quotation price 28.45 yuan) second liver vaccine is mythological and undone, medicine suffering of the person that significant risk exposes the action in letting can'ts bear character. " daily economy news " reporter statistic discovery, 2011 A medical board piece happen " black swan " the probability of incident is more than far other board piece. Nevertheless, its cause of formation however each are not identical, if as a result of,Hua Lansheng content is of policy adjust, because be suspected of empty increasing business income,industry of violet Xin drug is, because acclaim old second liver,beer of near future Chongqing is the vaccinal result that uncover blind is far anticipate under the market. Medical board piece produce probability highest in fact diablo 3 power leveling, with brilliant compared 2010, the medical industry 2011 is shown slightly bleak -- manage by different levels in basic medicines invite public bidding, antibacterial content below the policy impact such as method, medical industry is added fast put delay. Main area changes also affected medical board piece expression, up to on December 29, 2011 medical board piece drop about 26% , run be defeated by Shanghai deep 300 indexes 2.84 percent. A surnamewool grass of Founder negotiable securities learns a chapter to think, two this years the orgnaization values medical board piece because,basically be: National economy transition drives reform of rural medical treatment, medicaments demand increases; At the same time China is being entered aged level, long-term demand is steadier; 3 it is 2009 �� 2011, add up to the investment of 850 billion makes the industry is benefited greatly. What cannot ignore is, this year medicine encounter again and again " black swan " , its produce probability to surpass other industry far. " daily economy news " the data of reporter statistic shows, this year A many industries encounter " black swan " , medicine of its doctor of traditional Chinese medicine board piece most, involve 8 companies in all. Specific Ao Dong of share of beer of industry of an industry of drug of a group of the constant in including, violet Xin, Kang Zhi drug, Chongqing, Hua Lansheng content, Hai Xin, Jilin, Haipurui. Nuclear report board piece have, namely nuclear power plant of Japanese blessing island nuclear leak accident; Gao Tie has, namely " 7 �� 23 " motor-car accident; Experience rare earth have two, include family power far develop with Tibet; Other still have agricultural board piece the giant group of *ST earth, retail trade. Nevertheless on the whole, other industry appears inside year " black swan " frequency all far under medicine board piece. Why all along " reliable insurance " medical board piece this year " black swan " does frequency show? Market personage thinks, at present the system is not perfected is main reason. Invest Jiang Ance to think leisurely, domestic economy is in high speed to develop level, system environment is returned very not perfect, it is medical industry not only, other industry is same also. Analyst of negotiable securities of the people's livelihood drills happy Yao Ye thinks, "Black swan " be not medical board piece special case, since this year *ST earth, double collect development to had appeared similar incident. Researcher of industry of medicine of business having ticket to " daily economy news " the reporter expresses: "Medicine hair of significant risk frequency, but the account of every company is different. But sum up its backside reason, because,basically be medicine doorsill content of tall, technology fractionize of tall, industry is much, bring about investor danger of very ugly cool breeze. " illicit collect is analytic hype method " black swan " incident makes person Wen Zhi lubricious change, basically be opposite at its of share price tremendous ruinous, once investor is medium action, deficit of a huge sum avoids hard almost. The medicine that is worth to overmeasure especially, its are ruinous more apparent. To this, guangdong Cheng lustre Li Shiyu of chief inspector of investment of investment limited company tells " daily economy news " , medical board piece " black swan " incident rises by orgnaization hype greatly, and the effect that public opinion also had add fuel to the fire. "' black swan ' the happening of incident resembles acting in a play same " , li Shiyu is compared so, "But no matter ' black swan ' final result how, the hype of subject matter cooperates from what do not open orgnaization big fund and the studies a report add fuel to the fire of department of a few research; When other explicit and initiative option invests breed, orgnaization also often deflection at paying close attention to the subject matter with longer duration " . No matter be filled with from city,be led or point to go up drop in light of extent, come nearly 3 years A medical board piece the fluctuation is more violent than integral market much, this offerred huge advantage for the hype of capital greatly. Statistical data shows, 2009 medical board piece annual rises 94.88% , 2010 medical board piece annual rises 23.34% , annual dropped 2011 36.01% ; And field of A stock market 2009 �� annual rose 2011 extent is respectively: 79.89% , - 14.13% , - 22.62% . Guangdong amounts to be in harmony to invest Wu Guoping to acclaim subject matter to the orgnaization route chart also undertakes an analysis. He thinks, acclaiming premise is the idea that should have a long-term sex, such orgnaizations the tenability time because of subject matter is too short and won't anxious its bigger risk; 2 it is the pass in and out that the subject matter that is acclaimed wants to suit a few big fund, because arrived to acclaim later period, must want to these big fund such as fair collect fund intervene ability has share price of drive up of enough actual strength; 3 it is sex of phase be wantinged by the subject matter of hype explodes an a few messages that deserve investor attention, for instance plan of research and development, production schedule perhaps sells the plan that the team builds, or quarterly outstanding achievement adds a report to wait a moment beforehand, the exposure of these messages can increase investor to be mixed to the confidence of hype subject matter anticipate, such more benefit at share price carry further litre; 4 it is K line attempt wants to be able to have been maintained, share price trend is ambitious, fall in the circumstance that grail drops generally this year especially, if share price is fluctuant very strong, meeting more the farther hype that is helpful for subject matter. Jiang Ance: 3 conditions choose medicine the medicine that faces risk frequency to show, how should investor hold this again 2012 one board piece invest an opportunity? "Avoid overmeasure to be worth a company, see the investor that does not understand had better not be entered. " researcher of industry of one stockjobber medicine to " daily economy news " reporter speak bluntly. A surnamewool grass of Founder negotiable securities learns a chapter to think, this year medical board piece whole runs be defeated by grail to have 3 reasons: It is investor exorbitant to market expectation, bring about medical board piece integral appraise value is exorbitant; 2 because 850 billion investment expires,be; 3 it is the government lowers medical price and medical trade cost had risen to affect be caused by quickly. Among them overmeasure value is main factor. Statistical data shows, be filled with rate respect to compare from city, at present city of medical industry whole is filled with rate for 41.5 times, historical average is 43.9 times, city of medical biology whole was filled with 2010 rate it is 45 times about, low of value of appraise of whole of industry of drug of its doctor of traditional Chinese medicine appeared in November 2008 portion, for 18.3 times. After the course drops continuously, the standard of integral appraise value of field of A stock market fell considerably 2011 move, be filled with from the 18.82 times city 2011 rate, drop to current 12.61 times city to be filled with rate, and Shanghai is deep the 300 card in mixing 100 composition integral city is filled with rate have 10.32 only more times with 9.45 times, all be in historical lowest level. Jiang Ance thinks, choose medicine main attention at 3 o'clock. The first product line that is a company, look advocate hit a product to whether have enough and powerful market space, whether be enough great variety, whether to plant in the light of great affection, or the product is exclusive wait; The 2nd sale group that is a company swtor credits, whether to make the brand that gave to accord with company value, obtain the market space with company value conform to; The ability of the 3rd governmental general affairs that is a company, capable to be communicated in governmental invite public bidding and government in obtain the most favorable price. "To medical industry, still basically see company outstanding achievement, but wait to also can consider integratedly to ability of the sale network of company interior, research and development, but impossible that each respect can consider, the key pays close attention to an enterprise to whether have great patent, it is good to whether there is major interest on policy etc, if have,highlight quite on one hand, we can consider mainly. " researcher of one certificate business is right " daily economy news " reporter say. Guangdong amounts to be in harmony to invest Wu Guoping to think, on investment strategy, cannot pure be filled with the discretion of rate to select a stock from city, sell regard of these two respects should morely from profit pattern and market. Choose profit pattern, cash to shed clearer stock as far as possible, keep away from as far as possible collect drops project time longer the medicine that basically perhaps relies on capital to run profit. Also certificate business researcher reminds attention policy level is dynamic. A certificate business researcher expresses to the reporter: "Medical industry gets policy the impact is bigger, reform of next year medical treatment still emphasizes strong basic level, protect basic. From the point of fractionize industry, the business that gets cure to protect policy to affect next year has definite advantage; But long term look, basically think actual strength of research and development, the company with stronger actual strength of research and development still can be paid close attention to. The company with stronger actual strength of research and development still can be paid close attention to..