On September 8th, 20 10, the State Council held an executive meeting, which deliberated and passed in principle the Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries, and determined that strategic emerging industries would become the leading and pillar industries of China's national economy. The "Decision" proposes to increase fiscal, taxation and financial policy support for seven major industries, including energy conservation and environmental protection, next-generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles, guide and encourage social capital investment, and set up special funds for the development of strategic emerging industries.

Today, we conducted an in-depth scan of seven major industries, and explored investment opportunities in sub-sectors of major industries for investors' reference.

The first information technology: five sub-industries benefit

The "Electronic Information Industry Adjustment and Revitalization Plan" has identified three key tasks for the electronic information industry in the next three years, namely: improving the industrial system, ensuring the steady growth of the backbone industries, making efforts to enhance the competitiveness of the computer industry, accelerating the upgrading of electronic components and products, and promoting the digital transformation of the audio-visual industry; Based on independent innovation, break through key technologies, strive to establish an independent and controllable integrated circuit industry system, break through the bottleneck of new display industry development, and improve the independent development capability of software industry; Promote development by application, vigorously promote business innovation and service model innovation, strengthen the application of information technology in various fields of economy and society, and strive to cultivate new growth points in communication equipment, information services and information technology applications.

3G fields include shanghai putian, Radio and Television Information, Huasheng Tiancheng, Zhenhua Technology, Fiberhome Communication, Aerospace Communication, 3D Communication, Zhongtian Technology, Lianchuang Optoelectronics, ZTE, Zhongchuang Telecom, Changyuan Group, Wuhan Fangu, Inspur Software, Shanghai Beiling, Yiyang Xintong, New World, Changjiang Communication, Guangxun Technology and Eastcom Peace.

The Internet of Things includes Dahua, Yuanwang Valley, Saiwei Intelligent, Zheng Jin, He Zhong stronghold, Goer Acoustics, Taigong Tiancheng, Siweituxin, Big Dipper, Shanghai Beiling, Xiamen Xinda, Dali Technology and Eastcom Peace.

There are Derun Electronics, Lida Optoelectronics, Aofei Animation, Zhong Shi Media, Ningbo GQY, Publishing Media, Huayi Brothers, hisense electric, Sichuan Changhong, TCL Group and other companies in the 3D field.

The areas of triple play include Guangdong Media, Yongding Shares, Wei Tuo Information, Zhongtian Technology, Wei Bei Communication, Radio and Television Media, Tianwei Video, Wenhua Media, Publishing Media, Borui Communication, Tongfang Shares, 263 and other companies.

In the field of mobile payment, there are companies such as Changdian Technology, Datang Telecom, Zhejiang University Network New, Nantian Information, New World, business treasure, Hublot, Kangqiang Electronics, Zheng Tong Electronics, Visteon, Focus Technology, National Technology and LeTV.

The second new material: seven categories that need attention.

New materials refer to some newly developed or under development materials with superior performance, which are superior to traditional materials. According to industry insiders, with the strong support from the national level, China's new materials industry will usher in a period of rapid growth, and the market scale in 20 10 is expected to exceed13 billion yuan.

A-share new materials listed companies are divided into seven categories: building materials, new chemical materials, cement manufacturing, glass manufacturing, ceramic manufacturing, magnetic materials and semiconductor materials. Including 72 listed companies, since the market rebounded in July, as of September 9, the new materials stocks have increased dramatically, and 67 listed companies have increased by more than 10%, accounting for 93% of the total. Three listed companies rose more than 100%, namely Beikuang Magnetic Materials, Baotou Steel Rare Earth Materials and Hengdian Oriental Magnetic Materials; There are three listed companies with an increase of more than 90%, namely Xiamen Tungsten Industry, Taiyuan Corundum and Sinosteel Tianyuan; There are three stocks with an increase of more than 70%, namely Zhongke Sanhuan, China National Color Co., Ltd. and Jin Rui Technology; There are four stocks that rose more than 60%, namely Boyun New Materials, Ningbo Yun Sheng, Zinc Industry and Woer Technology.

The Third High-end Equipment Manufacturing Industry: Seven kinds of stocks rose gratifying.

In the A-share market, the stocks of high-end equipment manufacturing belong to seven categories, including metallurgical mining equipment, machine tools, motors, electrical automatic control equipment, aerospace equipment, power transmission and transformation equipment, heavy machinery and so on.

According to the data of national statistical offices in 2009, the total scale of China's equipment manufacturing industry was 2.2 trillion US dollars. The independent innovation capability of China's equipment manufacturing industry has been gradually improved, and the international competitiveness in some fields has been significantly enhanced. In particular, the level of power transmission and transformation equipment has advanced by leaps and bounds in recent years, and large enterprises such as Shanghai Electric, Dongfang Electric, Harbin Electric Group and TBEA have emerged.

Judging from the market performance, seven stocks, such as North Shares, Tiandi Technology, Petroleum Jichai, Pyramid Tianzheng, Taiyuan Heavy Industry, Jiangzuan Shares, Jiangte Electric, Dongyuan Electric, Xinhuaguang, Bailey Electric and *ST Construction Machinery, have all gained gratifying gains.

The fourth creature: two plots of land are cultivated together.

The biology unit includes biomedicine and biological breeding.

Biomedical listed companies include Ma Yinglong, Guangji Pharmaceutical, Zhongmu, Baiyi Pharmaceutical, Jiaotong University Only, Tonghua Jinma, Shuanghe Pharmaceutical, Hyundai Pharmaceutical, Fengyuan Pharmaceutical, Tibet Pharmaceutical, China Innovation Strategy, Southwest Synthetic, North China Pharmaceutical, Sanjing Pharmaceutical, Hualan Bio, Xinhua Pharmaceutical, Northeast Pharmaceutical, Zhejiang Pharmaceutical, etc. 18 companies.

The listed companies of biological breeding include Fengle Seed Industry, Shunxin Agriculture, Longping Hi-Tech, Denghai Seed Industry, Zhangzidao, Oriental Ocean, Zhengbang Technology, Dabeinong, Quanyin Hi-Tech, Dunhuang Seed Industry, Wanxiang Denong, etc. 1 company.

It is reported that the biomedical revitalization plan is coming soon, and more than 654.38+000 billion yuan of support funds make investors look forward to the development prospects of the biomedical industry. Analysts believe that biopharmaceuticals are expected to become the leading sector in the future.

Fifth new energy: six core industries share the same shares but have different rights.

The Development Plan of Emerging Energy Industry is being submitted to the State Council for approval in accordance with relevant procedures. The planning period is 20 1 1~2020. During the planning period, the accumulated direct investment increased by 5 trillion yuan.

According to industry insiders, the huge investment of up to 5 trillion yuan will greatly promote the development of related industries, especially the core industries such as nuclear energy, wind energy, photovoltaic, clean coal, smart grid and new energy for vehicles will usher in huge market space.

Companies in the field of lithium batteries include Cheng Fei Integration, xiangtan electrochemical, Jiangte Electric, Salt Lake Group, Desai, Wanxiang Qian Chao, Yiwei Lithium Energy, Jin Rui Science and Technology, Tibet Mining, Fanghua Textile, china baoan, Foshan Lighting, Fosu, Kane, citic guoan, Jiangsu Guotai, Shanshan and Lu Xiang.

In the field of wind power generation, there are Song Qingjian Hua, Goldwind Technology, Jiuding New Materials, Xiangdian Shares, Science City, Xinsai Shares, ST Nengshan, Hyde Control, Shenneng, Yuedian A and other companies.

In the field of nuclear energy and nuclear power, there are companies such as Woer Nuclear Materials, east china numerical control, Lantai Industry, Autoxun, China National Nuclear Technology, Jiangsu Shentong, Ziyi Co., Ltd., Fangda Carbon, and Shangfeng Hi-Tech.

In the field of photovoltaic solar energy, there are Qianjiang Biochemical, Erdos, Xinhuaguang, Leshan Electric Power, Aerospace Electromechanical, Zhonghuan, Qixing Electronics, Antai Technology, Jinjing Technology, Tianwei Power Protection, Gong Jing Technology and other companies.

In the field of hydrogen energy, there are Xiahe Tungsten Industry, Jin Rui Science and Technology, Tongji Science and Technology, Yuan Keli, Zhongju Hi-Tech, Jiangsu Thorpe, Du Nan Power Supply and other companies.

There are Huazi Industry, Hainan Coconut Island, Ronghua Industry, Wanxiang Denong, ST Ganhua, Fengyuan Biochemical and other companies in the field of ethanol gasoline.

Six, energy conservation and environmental protection: five flags flying in the wind.

On September 8th, the executive meeting of the State Council adopted the Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries, which clearly listed energy-saving and environmental protection industries as key cultivation targets. Analysts pointed out that due to the government's mandatory energy conservation, the market scale of China's energy conservation industry will expand rapidly, and listed companies in the five sub-sectors of energy conservation and environmental protection will benefit greatly.

The fields of building energy conservation include Yanhua Intelligent, Jinjing Technology, Yaopi Glass, Guang Zhi Electric, AVIC Sanxin, Weixing New Materials, Fangda Group, Hongbaoli, Liang Dong New Materials, yantai wanhua, Dashi Intelligent and Conch Profile.

In the field of sewage treatment, there are companies such as Shanda Walter, Chuangyuan Technology, Donghu High-tech, Wanbangda, Wuhan Holding, Huaguang, Ningxia Hengli, Sande Environment, Zhongyuan Environmental Protection, China Water Affairs, Modern Investment, Feida Environmental Protection, Sanju Environmental Protection, Longjing Environmental Protection, Entrepreneurial Environmental Protection and Sanwei Silk.

In the field of energy-saving power electronic equipment, there are Dongyuan Electric, Guodian Nanrui, Autoxun, New Century, Taiji, Great Wall Development, Sanbian Technology, Guang Zhi Electric, Guodian Nanzi, Kelu Electronics, Gao Ping Electric, Jinzhi Technology, Wiltai, Qi Xing Tower and other companies.

In the field of green energy-saving lighting, there are Sinoma Technology, Dongfang Electric, Guangdong Hua Fu, Yinxing Energy, Jingneng Thermal Power, Changzheng Electric, Tianqi, Huayi Electric, Great Wall Electrician and other companies.

In the field of garbage power generation, there are Donghu High-tech, Huaguang, shanying paper, Katie Power, TEDA, Guangzhou Holdings, Harbin Investment Co., Ltd. ..

New energy vehicles: one-way acceleration

New energy vehicles refer to all other energy vehicles except gasoline and diesel engines. Including fuel cell vehicles, hybrid vehicles, hydrogen-powered vehicles and solar-powered vehicles. Its exhaust emissions are relatively low. Listed companies involved in new energy vehicles in the A-share market include Jiangte Electric, Anyuan, Ningbo Yun Sheng, Shuguang, Jianghuai Automobile, Wanxiang Qian Chao, Guodian Nanrui, Haima Automobile, Autoxun, An Kai Bus, Shanghai Automobile, Dayang Electric, Yutong Bus, Zhongtong Bus, FAW Car, Changan Automobile, Jinlong Automobile, Dongfeng Motor, Xuji Electric, Foton Motor, Senyuan Electric and Yaxing Bus.

According to the previous draft of "Development Plan for Energy Saving and New Energy Vehicles (20 1 1 to 2020)", China will finally realize the industrialization of plug-in hybrid vehicles and pure electric vehicles; At the same time, it will accelerate the research and development of fuel cell vehicle technology. That is, by 2020, the industrialization and market scale of new energy vehicles will reach the first place in the world, and the number of new energy vehicles (plug-in hybrid vehicles, pure electric vehicles, hydrogen fuel cell vehicles, etc.) will reach 5 million; The sales volume of energy-saving vehicles represented by hybrid electric vehicles has reached the first place in the world, with an annual production and sales of150,000 vehicles. This will bring huge business opportunities to listed companies of new energy vehicles.

Seventh mobile internet

Similar to the investment boom of new energy materials companies such as lithium batteries, rare earths and permanent magnets, important policies and operating mechanisms promoted by the government, such as super online banking and mobile phone real-name registration system, which are beneficial to the development of the industry, may bring strategic investment opportunities to the rapidly rising mobile Internet industry. Meanwhile, all kinds of growth companies with core technologies and huge market users are expected to become good investment targets, and the next round of A-share market will break out or be ignited.

On Monday (August 30th), the industry eagerly awaited the official launch of the second generation payment system "Super Online Banking" of the central bank. On Tuesday (September 1 day), the Ministry of Industry and Information Technology also announced the formal implementation of the real-name registration system for mobile phones.

With the formal implementation of the real-name registration system for mobile phones, the entire mobile Internet industry is expected to catch this major turning point. With the official launch of "super online banking" and the implementation of the third-party payment standard of the central bank, the mobile payment market is also expected to achieve a blowout growth.

With the rapid development of mobile Internet, the whole mobile Internet industry chain consisting of infrastructure, application platform and content services has been opened. We will see that under the premise that the mobile Internet must be supported by a large number of data services, operators providing basic network services will first benefit from the development of the industry.

On this basis, service platforms and terminal platform providers that support mobile Internet applications will benefit, and the virtual value-added service providers that apply to the first two will benefit the most.

Technology stock market "once in ten years": mobile internet ushered in a golden period of development.

China, which is in the transition of its development strategy, has provided a solid foundation for the bull market of technology stocks at the policy level. From the basic level of the industry, the A-share market's pursuit of concepts such as the Internet of Things and mobile electronic payment in 2009 seems to be a preview of this wave of technology investment led by the mobile Internet.

This means that the company with the most development potential, leading industry segmentation and strong business extension ability in the mobile Internet industry will eventually become the leader sought after by the market and give birth to the deep charge of the next round of market.

As the product of the integration of mobile terminal equipment and mobile communication technology, mobile Internet has gradually developed rapidly in China with the official commercialization of 3G, the improvement of mobile phone Internet access speed and the reduction of Internet access fees.

According to the research report of Shen Yin Wanguo Securities, as of June 2009, the number of mobile Internet users in China was 654.38+55 million, accounting for 46% of the total number of Internet users and 1 1.5% of the total population. Users have broken through the 654.38+00% critical point of innovation diffusion theory, and the growth trend of cmnet industry will be irreversible and the industry growth can be expected.

According to iResearch data, in 2009, cmnet's income reached 104 1 100 million yuan, with a growth rate of 66%. It is estimated that in 20 12 years, the market size of cmnet will reach 41300 million yuan, with a compound growth rate of over 40% in three years. Obviously, the cmnet market has ushered in a new golden cycle of rapid development.

Mobile Internet "4 Tiger Generals"

Issue 1: Lai Bao Hi-Tech welcomes the feast of touch screen demand.

Among the four main businesses of Lai Bao Hi-Tech (002 106, closing price 32. 12 yuan), CF color filter, ITO conductive glass, TFT-LCD and touch screen. It is its capacitive touch screen (the only one that can be mass-produced in China) that grabs the feast of mobile Internet development.

With the advent of 3G era, a large number of smart phones using touch screens are released, and the demand for touch screens will be released quickly. The interim report of Lai Bao Hi-Tech 20 10 shows that the company's capacitive touch screen was put into production in the first half of 20 10 and gradually reached the design capacity. In terms of sales, in the first half of 20 10, the revenue of the company's capacitive touch screen reached 1.0 1 billion yuan, accounting for 22. 1 1% of the revenue. In addition, Lai Bao Hi-Tech released a small-sized touch screen project with an annual investment of 828,000 pieces and a large-sized touch screen project with an annual output of 4 million pieces in March and July this year respectively. It is estimated that the two projects will be put into production in the fourth quarter of 20 1 1 and 20 1.

Guo Jin Securities believes that considering the further expansion of the touch screen project, the company's investment value has been highlighted. It is estimated that the EPS of the company from 20 10 to 20 12 is 0.766 yuan, 1.062 yuan and 1.395 yuan respectively, and the company is given a buy rating.

Second, Wei Bei communications and mobile games compete for the leading position.

Since the development of mobile Internet value-added services such as mobile games at the end of 2008, mobile games have enabled Wei Bei Communication (002 148, closing price of RMB 39.89) to enter the mainstream companies providing mobile Internet value-added services in China.

Wei Bei Communication's 20 10 interim report shows that the company's mobile game business achieved revenue of 36.5348 million yuan in June and June this year, up 635.59% year-on-year, making it the largest revenue business.

At present, the core teams of mobile games invested by the company include Hangzhangmeng, Xi Anxiu Unlimited, Dalian Sphinx, etc. Some teams have become the top three mobile action game manufacturers and IPHONE game outsourcers in China.

In addition, the mobile animation video, mobile shopping, mobile yellow pages and other businesses that the company is currently deploying are also expected to achieve certain growth. Investing in the construction of "North Latitude Mobile Internet Industrial Park" will enable the company to fully enjoy the "long tail" of mobile Internet business, and its leading position may be established.

According to the research report of CITIC Jiantou, the company's EPS in 20 10~20 12 years is expected to reach 0.6 1 yuan, 0.94 yuan, 1.56 yuan, thus maintaining the buy rating.

Third place: Wei Tuo Information's potential mobile Internet "dark horse"

Wei Tuo Information (00226 1, closing price: RMB 37.20) has gradually changed its core business from software development to mobile value-added services since it established its interactive media subsidiary in 2004. In 2009, the mobile value-added services such as system integration service (SI) and color ring back tone DIY platform service from China Mobile accounted for more than 70% of the company's operating income, which basically realized the transformation. A potential mobile Internet "dark horse" is expected to stand out.

In terms of mobile phone animation business, it has hosted the original mobile phone animation game competition in China for five consecutive years, providing the company with rich original materials. Mobile phone animation clients-animation themes, animation e-books and other mobile phone software are constantly introduced, making the company in a leading position. At present, the company is bidding for China Mobile Fujian Animation Base. If the bidding is successful, the company is expected to obtain the qualification of platform operator.

In the mobile payment business, the mobile payment operation platform has been operated in Hunan and Yunnan provinces at present, and it can also participate in the operation as a platform operator and background service provider in the future. At the same time, the company also obtained the purchase contract of Hunan Mobile RF-POS machine. In addition, the recently launched equity incentive plan for senior executives, core technical talents and business backbones has an exercise price as high as 28. 19 yuan.

Fourth place: Yin Tian Holdings achieved another success in 3G terminals.

As the largest mobile phone distributor in China, Yin Tian Holdings once became an outcast under the background that the domestic 2G mobile phone market has entered a quite mature stage.

Since the first quarter of 2009, a large number of mid-to-high-end smart phones have been listed and the number of mobile phones supporting 3G services has gradually increased, and the mobile phone industry has seen a pattern of "quantity and price rising together".

The promotion of industry prosperity has brought new development opportunities to the largest mobile phone distribution business in China. The growth of smartphone sales supporting 3G function not only supports the rapid growth of the company's operating income, but also greatly increases the gross profit margin of mobile phone distributors due to the need to meet various 3G applications.

The company's financial report shows that in the first half of this year, the company's mobile phone distribution business rebounded significantly as operators increased the promotion of 3G services. As a result, the company's operating income increased by 50.49% and its net profit increased by 337.54%.

According to the research report of CITIC Securities, the EPS of the company's main business in 20 10~20 12 is expected to reach 0.65 yuan, 0.77 yuan and 0.9 1 yuan. Compared with Ai Shide in the same industry, the valuation has a certain margin of safety, maintaining the company's buy rating.

Mobile Payment "Four donkey kong"

Issue 1: a useful leader of the national technology 2.4G standard.

National Technology (300077, closing price 143.65 yuan) is one of the few IC design enterprises with independent innovation capability in China, and the company has obvious advantages in the security chip market share. At present, the domestic market share of the company's security chip USBKEY has reached 72.9%. However, judging from the current 200 million online banking users in China, only half of them use USBKEY to measure, and the market still has room to double. In addition, besides banks, the wide application of USBKEY in other industries (such as securities trading system) has also opened up space for the growth of the company's existing business.

In the field of mobile payment, the 2.4G mobile payment standard RF-SIM scheme developed by the company in cooperation with Direct Telecom has been exclusively adopted by China Mobile. As the 2.4G mobile payment standard RF-SIM scheme can integrate RFID tag and SIM card on the mobile terminal, and integrate the mobile phone card number and payment account at the operational service level, it realizes the innovative function of mobile phone on-site payment, which has better technical advantages than the current international standard of mobile payment market 13.56M contactless think tank card.

At present, China UnionPay, China Mobile, China Unicom and China Telecom, which have entered the mobile payment industry in China, use different mobile payment standards. However, after years of industrial chain experiments and training, the standard scheme of mobile payment service has now risen to the national level. According to the research report of Securities Chen, although the current international standard is 13.56M contactless think tank card, the 2.4G mobile payment standard with core patented technology is expected to be upgraded to the national standard from the perspective of national information security and encouraging innovation.

As the main provider of RF-SIM chip of 2.4G mobile payment standard. Once the 2.4G standard becomes the national standard of mobile payment, this new market with an output value of 50 billion will bring explosive growth space for national technology.

According to the research report of Guo Jin Securities, considering that the 2.4G mobile payment standard may become a broad market space brought by the national standard, and the company's position premium as an industry leader and an integrated circuit design company with independent innovation capability, the company's buy rating is emphasized. With the promotion of mobile payment, it is estimated that the company's performance in 20 10 to 20 12 years will be 1.92 yuan, 3.26 yuan and 4.32 yuan.

Second: standardization of Hublot's double-benefit mobile payment.

For the final result of mobile payment standards, some market participants speculate that the number should be more than one. The situation may be the same as 3G standard, which requires both foreign mature standards and national independent standards.

However, for Hublot (002 104, closing price 18.39 yuan), it seems that it is not a big problem for Hublot to benefit from the rapid development of mobile payment. It is understood that the company currently has the relative technology and production capacity of 2.4G mobile payment standard and 13.56M standard SIM card. Among them, the company has a great advantage in the standard of 13.56M. At present, the company is one of the only two companies in China that can produce13.56m standard SIM cards. In terms of the 2.4G mobile payment standard promoted by China Mobile, the company also made a breakthrough by acquiring Oriental Yingka.

According to the research report of Nisshin Securities, it is estimated that the company's earnings per share of 20 10, 2010 and 20 12 are 0.48 yuan, 0.6 yuan and 0.8 yuan respectively, and the valuation level is in the middle level of the industry. Considering that some of the company's future business growth may exceed expectations, the company is given an "overweight" rating.

Third: Visteon Trillion Online Banking Payment gave birth to the information security leader.

Relying on 40 years' deep accumulation of professional technology and human resources of 30 major shareholders, China Electronics Technology Group Corporation, Visteon (002268, closing price of 29.39 yuan) has developed into the most advantageous password product supplier in China and the largest information security manufacturer in the user market of specific sensitive industries.

In the mobile payment market, with the implementation of third-party payment standards and the official online operation of the second-generation payment system of the central bank, the electronic payment market in the financial payment system is also expected to achieve a blowout growth.

The data shows that the domestic third-party electronic payment market has reached 454.6 billion yuan in the first half of this year, an increase of 89% year-on-year. According to this blowout development trend, it is estimated that the scale of electronic payment market will exceed one trillion yuan this year.

Information security is the core of trillion-dollar online banking payment. Whether electronic payment can develop smoothly in the future, how to ensure the security of payment means is the most important. Therefore, the rise of the mobile payment market will enable companies that can provide information security solutions to gain new growth space. As a company with senior industry experience and core technology in the Internet information security industry, Visteon has now entered the mobile payment market.

Guotai Junan gave positive comments on the company's entry into the mobile payment market and becoming the third-generation mobile payment pilot unit recognized by China UnionPay, and believed that the mobile payment platform expanded a broader space for the company's business development, so the company set foot in the mobile Internet industry and entered a new world of mobile payment.

Fourth place: Nantian Information Performance Improvement Horn Blows

Nantian Information (000948, closing price: 65438 yuan +04.43), as a professional IT service company, started with the development and sales of passbook printers, and has been derived from the production and provision of hardware products such as self-service terminals (BST) and automatic teller machines (ATM), customized software development, system integration and related IT services.

In the mobile payment industry chain, Nantian Information's current fields include providing hardware products such as POS machines supporting mobile payment and providing provincial mobile payment platform solutions. The company has now become one of the first three finalists for China Mobile to support mobile payment POS machines.

In 2009, China Mobile ordered 20,000 mobile payment POS machines, and the company shipped 4,000, accounting for about 20% of the total. In 20 10, the company is expected to maintain 20% market share and support mobile payment POS business, which will also become a new growth point and an important driving force for the accelerated growth of the company's performance.

In addition to POS terminals, the company also participated in the construction of mobile payment platform for operators. At present, Nantian Information has cooperated with mobile operators to build a platform in pilot provinces. The research report of United Securities predicts that the company's POS business supporting mobile payment will directly benefit from the promotion of mobile payment by major operators. Forecast the rapid growth of the company's hardware business in 20 10 years 120%. 20 10 to 20 1 1 earnings per share are expected to reach 0.6 yuan and 0.8 1 yuan.

Beneficiary shares of strategic emerging industries:

Solar energy: Tianwei Baobian, Leshan Power, Tuori New Energy, Jinjing Technology, CSG A, Sichuan Investment Energy, Linuo Sun, Aerospace Electromechanical, Feng Fan, TBEA, AVIC Sanxin, Antai Technology, Erdos, Tongwei, china baoan, Shanshan and Haitong Group.

Wind energy: Goldwind Technology, Dongfang Electric, Shanghai Electric, Xiangdian, Yinxing Energy, Ningbo Yun Sheng, Great Wall Electrician, Changzheng Electric, Huayi Electric, Sinoma Technology, Zhongke Sanhuan, Huarui Cast Steel, Tianqi and Tianma.

Nuclear energy: Dongfang Electric, Harbin Air Conditioning, Shanghai Electric, Autoxun, CNNC, Hailu Heavy Industry, Du Nan Environment, Wiltai, Baoti, Woer Nuclear Materials, Fangda Carbon, garbo group, Shanghai Electromechanical, Yantai Ice Wheel, Zhongcheng and Ziyi.

Bioenergy: Fengyuan Biochemical, Beihai Guofa, Tianmao Group, Hainan Coconut Island.

Clean coal burning: China Shenhua, Huaguang, Keda Electromechanical and Tianke.

Smart Grid: Guodian Nanrui, siyuan electric, Kelu Electronics, TBEA, Tianwei Baobian, Gao Ping Electric, Rongxin, Zhixin Electric, Far Light Software, Hyde Control, Guodian Nanzi, Xuji Electric, Dongfang Electronics, Great Wall Development, Baosheng and Yongding.

Intelligent building: Taihao Technology, CSG A, Luyang, AVIC Sanxin, Yanhua Intelligent, Fangda Group and Hongbaoli.

Energy-saving lighting: Foshan Lighting, Shellett, Sanan Optoelectronics, Silaway, Changdian Technology, Zhejiang Sunshine, Huawei Microelectronics, Farah Electronics, Hefu Sanyo, Lianchuang Optoelectronics, Tongfu Microelectronics, Huatian Technology and Lai Bao Hi-Tech.

New energy vehicles: SAIC Motor, Changan Automobile, Foton Motor, An Kai Bus, Yuan Keli, Tongji Technology, Feng Fan, Shanshan, Great Wall Electrician, citic guoan, Jiangsu Guotai, Ningbo Yun Sheng, Fosu, Farah Electronics, Baotou Steel Rare Earth, Zhongju High-tech, Tibet Mining, Jean Nickel, Xiamen Tungsten, Hengdian Dongci, china baoan, Desai and Kane.

Information network: New World, Wangyuan Valley, Xiamen Xinda, Shanghai Beiling, Datang Telecom, Eastcom Peace, Hublot and Dali Technology.

Forest carbon sinks: Transocean Paper, Shanda Forestry, Daya Science and Technology, Hua Wei, Yongan Forestry, Jilin Forest Industry and Jinggu Forestry.

Biomedicine: Hengrui Pharma, Xinlitai, Shuanglu Pharmaceutical, Haizheng Pharmaceutical, Kangyuan Pharmaceutical, Ke Hua Bio, Wandong Medical, Lepu Medical and ST Zhongyuan.

Biological breeding: Denghai Seed Industry, Longping Hi-Tech, Shunxin Agriculture.

Aerospace and Ocean Development: CIMC, Zhenhua Heavy Industry, China Shipbuilding, Baode, CNOOC Engineering, Shen Kai.

LED related listed companies:

As a brand-new lighting technology, LED is a light-emitting device that directly converts electric energy into light energy by using semiconductor chips as light-emitting materials. Since the birth of the world's first semiconductor light-emitting diode in 1960s, LED lighting has been hailed as the third revolution of human lighting because of its long life, energy saving, rich colors, safety and environmental protection.

China is the world's largest producer of lighting appliances and the second largest exporter, and the semiconductor lighting industry has a solid industrial foundation, and the policy clearly expresses its support for the industry, so the LED in China will face great development opportunities in the future. According to the 11th Five-Year Plan, the country will implement ten energy-saving projects in the future, among which green lighting and the promotion of efficient and energy-saving lighting systems will be important contents. After the Ministry of Science and Technology took the lead in organizing and launching the "National Semiconductor Lighting Project", domestic listed companies and large enterprise groups paid full attention to the industry. According to preliminary statistics, there are about 15 listed companies involved in this field in China. It mainly includes Sanan Optoelectronics (000703), Lianchuang Optoelectronics (600363), Fangda A(000055), Changdian Technology (600584), Furi Electronics (600203), Shanghai Science and Technology (600608), BOE A(000725) and chunlan shares (6000). Coal gasification (000968), Donghu High-tech (600 133), garbo group (600622), Lanbao Information (00063 1), and Slanwei (600460).